Client Account Director

DLC; California; On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Uncapped commissions

Health benefits

401k match

Professional development

Job summary

DLC is seeking a SoCal Client Account Director to drive business development, sales and networking for our finance/accounting consulting bench. You will lead the client development lifecycle, identifying opportunities and promoting the DLC brand among target accounts in Southern California.

Ideal candidates bring 5–7 years of BD/sales in professional services, experience selling to C-suite executives, and familiarity with AI tools. Bachelor’s in accounting/finance or MBA preferred; CPA a plus.

Qualifications

• 5-7 years of business development / sales and/or talent acquisition within professional services.
• Experience selling to C-suite executives.
• Familiarity with AI tools (e.g., Claude, OpenAI, ChatGPT).
• Bachelor’s degree in accounting or finance or MBA/CPA preferred.

Responsibilities

• Execute and lead ~10 prospect meetings per week with financial executives, partnering with senior leadership.
• Source deal opportunities through networking and prospect meetings.
• Coordinate with DLC sales to prep consultants for client introductions and advise on engagements.
• Attend consultant candidate interviews and pre-engagement client meetings.
• Manage CRM data, tasks, deals, notes, and ensure data integrity.
• Work cross-functionally with Addison brands to coordinate deal flow and referrals.
• Build brand presence through networking events, workshops, and trade shows.
• Develop and expand client relationships to grow existing accounts.

Skills

Business development

Sales

Talent acquisition

Account management

Networking

Cross-functional collaboration

C-suite selling

AI tools familiarity

Education

Bachelor’s degree in accounting or finance

MBA or CPA preferred

Tools

CRM

Job description

Addison Group is a professional services firm providing a full suite of services to our clients including staffing, consulting & executive search companies.

DLC is one of Addison’s five full-time salaried Accounting & Finance consulting bench models with a diverse fortune 500 client base including Sony, Paramount, Restoration Hardware, Netflix, Amgen, Nestle, Walgreens, Tyson, Sephora & Genetech. We serve in 5 major markets including Los Angeles, Orange County, San Francisco, Chicago and Philadelphia. We are an award-winning professional services firm specializing in finance, accounting, project management & financial systems integration projects. Our teams provide flexible, efficient & customized on demand execution addressing financial challenges under the office of the CFO.

DLC utilizes a full-time salaried employment model hiring highly credentialed consultants who either have Big 4 CPA experience or are graduates from one of the top 25 MBA programs. Our consultants are best-in-class, senior resources suited to the sophisticated needs of our clients.

JOIN OUR TEAM

Our DLC SoCal Client Account Director will drive business development, sales & networking efforts identifying project opportunities to successfully deploy our bench consultants. Principal responsibility will ensure high utilization & efficiency for the SoCal practice with target clients. The CAD will execute the entire client development lifecycle & sales pursuit strategy for our DLC.

Ideal candidates will possess a formal Finance & / OR Accounting degree from an accredited four-year university with a strong business development track record within the professional services / consulting sector.

OPPORTUNITY

• Execute & lead @ 10 prospect meetings per week with financial executives in assigned target companies in partnership with DLC Senior Business Development leadership building relationships & promoting DLC brand awareness
• Source deal opportunities from active skill marketing, networking & prospect meetings
• Partner with local DLC sales team preparing consultants for client introductions, advise on potential opportunities & coach on existing engagement performance
• Attend & participate in consultant candidate interviews
• Attend pre-engagement consultant / client meeting to help facilitate & close successful deployments
• Execute specific data tasks in CRM to manage task lists, deal activity, meeting notes & ensure overall data integrity
• Work cross functionally with Addison consulting brands to coordinate deal flip & activity
• Establish strong brand presence in the marketplace attending networking events, workshops & tradeshows
• Debrief on potential projects with consultants, provide coaching on engagement performance, while also helping interact with bench consultants
• Develop, foster & expand client relationships cultivating new business & growing existing accounts
• Establish strong partnership with peer DLC Client Services, Business Development Associate & Sales Enablement teams throughout the sales lifecycle
• Work cross functionally with sister brands to coordinate deal flip activity & cross referrals
• Attend regular networking events to increase sales penetration, build relationships with potential client prospects
• Partner with sales team to help support administrative tasks & follow ups that are critical in the client & deal development life cycle

IDEAL CANDIDATE

• 5-7 years of business development / sales & OR talent acquisition experience within the professional services sector / staffing / consulting verticals of accounting, finance or technology
• Experience driving revenue, deal pursuit, account management & cross functional collaboration
• Competitive nature to drive deals & produce revenue
• Ability to leverage network of current clients and our database of target accounts to build, strengthen & foster relationships
• Experience selling to C Suite / Buyers
• Familiarity with modern AI tools including Claude, Open AI & ChatGPT
• Bachelor’s degree in accounting or finance / CPA / MBA preferred

What We Have to Offer

• Generous base salaries ranging from $125k-$150k plus uncapped commissions
• Competitive employee benefits including health, dental vision, life, & long-term disability insurance, 401k matching, continuing education Excellent 401K employer match
• Robust training, onboarding & career investment with ample learning & development opportunities

Addison Group is an Equal Opportunity Employer. We respect and seek to empower each individual and support diverse cultures, perspectives, skills, and experiences within our workforce.