Client Service Director

CFO's Domain; San Francisco (CA); On-site; USD 100,000 - 125,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading finance consulting firm in San Francisco is seeking a Client Services Director to enhance business development and manage client engagements. This role requires over 10 years of experience in Accounting or Finance and entails setting a minimum of 20 client meetings weekly. The ideal candidate will demonstrate outstanding communication skills, strong analytical abilities, and a proactive attitude, contributing to the firm's growth and mission. Competitive benefits include medical and vision insurance, as well as a 401(k).

Qualifications

• 10+ years of experience in Accounting, Finance, management consulting or executive-level staffing sales.
• Excellent oral and written communication skills.
• Extremely detail-oriented and self-motivated.

Responsibilities

• Set and execute client meetings, including a minimum of 20 meetings per week.
• Scope project opportunities and deploy consultants.
• Manage ongoing client engagements and deliver solutions.

Skills

Communication skills

Analytical thinking

Detail orientation

Proactive attitude

Education

Bachelor’s Degree

MBA and/or CPA preferred

Job description

Be among the first 25 applicants.

Base pay range: $100,000.00/yr - $125,000.00/yr

Finance Executive Search & Consulting, Co-CEO

CLIENT SERVICE DIRECTOR

Who We Are: Founded in 2019 by seasoned industry pioneers, CFO’s Domain provides Accounting, Finance, and Business Intelligence Consulting and Recruiting solutions to Fortune 1000, middle-market and high-growth companies. We were built on the premise that work is just one part of life and we understand that work lives and personal lives co-exist. As such, our purpose is very simply to improve the quality of the lives of those who we serve.

What We Are Looking For: We are looking for a well-networked, proven, and experienced Client Services Director with an appetite to master their craft through hard work, determination, and the application of their talents to our growing organization. This role will contribute to our rapidly growing organization by increasing our business development capacity. As an organization with shared core values, we are looking for a candidate that will model the following in their role:

Core Values

• Perpetual Growth – seeks to understand how they can constantly improve, asks for feedback, and works on developing their skill set outside of the office.
• Adaptation – embraces the dynamics of the role and is comfortable adapting to new and changing responsibilities to serve the business.
• Empathy – seeks to first understand and then be understood.
• Accountability – assumes ownership over processes they participate in and takes responsibility for promoting our company’s brand in a positive light.
• Integrity – is radically transparent to allow for clear alignment of expectations, does what they say will do and what is expected of them, is consistently reliable and dependable in the execution of their roles and responsibilities.
• Set client meetings (phone, video conference and in-person meetings as directed) through a variety of means but not limited to cold calling, cold emails, LinkedIn messages, referrals, reference calls, and reverse recruiting calls.
• Execute client meetings (phone, video conference and in person meetings) - there will be an expectation to execute a minimum of 20 meetings per week.
• Scope project opportunities and deploy consultants to execute client work.
• Actively project manage ongoing client engagements.
• Deliver solutions to projects that are interrupted by client or consultant related challenges.
• Take detailed meeting notes and upload them into the respective CRM system.
• Execute intake calls for temporary engagement and direct-hire opportunities.
• Build a qualified network of high potential sales prospects.
• Research sales prospects to verify updated job titles and companies.
• Contribute to writing, editing, and posting copy on LinkedIn to attract and provide value to potential buyers.
• Add qualified client contacts to our CRM.
• Stay up to date on recent and relevant trends impacting accounting & finance and the industries we operate in.
• Attend qualified networking events + company sponsored/hosted events (including helping to organize these events).

Candidate Requirements

• 10+ years of Accounting, Finance, management consulting or executive level staffing sales experience.
• Excellent communication skills, both orally and written.
• Analytical, thoughtful, and intellectually curious.
• Accountable, dependable, has integrity, and is consistently reliable.
• Can work independently and is self-motivated.
• Personable, confident, and friendly phone presence.
• Proactive, takes initiatives, and adapts to new responsibilities and shifts in focus easily.
• Extremely detail oriented.
• Bachelor’s Degree Required (MBA and/or CPA preferred).
• Must be commutable to the SF Bay Area.

Seniority level

Director

Employment type

Full-time

Job function

Human Resources and Consulting

Industries

Staffing and Recruiting

Benefits

• Medical insurance
• Vision insurance
• 401(k)

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