Client Account Director

Addison Group; Newport Beach (CA); On-site; USD 125,000 - 150,000; Full time

Benefits offered by this job

Base salary + uncapped commissions

Health, dental, vision, life, long‑ten

401k matching

Education and training opportunities

Job summary

Addison Group is seeking a results-driven Client Account Director for SoCal to drive business development, sales and networking, identifying project opportunities to deploy bench consultants. You will optimize utilization and lead the full sales lifecycle with top financial executives.

The role requires 5-7 years in BD/sales or talent acquisition within professional services, strong cross-functional collaboration, and experience selling to C-suite.

Qualifications

• 5-7 years of business development / sales and/or talent acquisition experience in professional services staffing / consulting.
• Experience driving revenue, deal pursuit, account management and cross-functional collaboration.
• Competitive drive to close deals and generate revenue.
• Ability to leverage networks and target accounts to build relationships.
• Experience selling to C-suite / buyers.
• Familiarity with AI tools including Claude, OpenAI and ChatGPT.
• Bachelor’s degree in accounting or finance; CPA or MBA preferred.

Responsibilities

• Drive business development, sales and networking to identify project opportunities.
• Ensure high utilization and efficiency for the SoCal practice.
• Execute the client development lifecycle and sales pursuit strategy.
• Lead prospect meetings and source deal opportunities.
• Coordinate with local DLC sales team and prepare consultants for client introductions.
• Attend consultant interviews and pre-engagement meetings.
• Maintain CRM data and manage deal activity.
• Collaborate with sister brands to coordinate deal flip and referrals.

Skills

Business development

Sales

Talent acquisition

Cross-functional collaboration

C-suite selling

AI tools familiarity

Education

Bachelor's degree in accounting or finance

CPA or MBA preferred

Tools

CRM

Job description

DLC

CLIENT ACCOUNT DIRECTOR

ORANGE COUNTY

Addison 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
• Create market expansion activities & campaigns
• 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.