Client Services Director

Vaco; San Antonio (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

A dynamic consulting firm in San Antonio is seeking a Client Services Director to drive revenue by promoting solutions in audit, tax, and accounting. The role demands strong client relationship building, collaboration with a recruitment team, and a solid understanding of the finance market. Candidates should have a Bachelor’s Degree and 2-3 years of relevant experience. The salary range is $55,000—$75,000 USD, with occasional travel required.

Qualifications

• Bachelor’s Degree required.
• Minimum 2 to 3 years’ experience in selling accounting/financial project solutions.
• Proven success in achieving performance goals.

Responsibilities

• Grow and develop strong relationships with clients and financial leaders.
• Work with recruitment team on special projects.
• Conduct client visits according to goals.
• Manage open client opportunities from intake to fulfillment.

Skills

Customer/Candidate Focus

Results Oriented

Communicates Effectively

Planning Forethought and Alignment

Interpersonal Intelligence

Decision Quality

Collaborative

Education

Bachelor’s Degree

CPA, CFA, MBA or other professional designation

Tools

MS Office Suite

Bullhorn

Job description

Welcome to Vaco – an uncommon company with an empowered culture. At Vaco, we welcome talented malcontents seeking a collaborative environment where creative freedom rings.

Entrepreneur and sales leader sought for growing finance and accounting practice! Our clients range from CFOs and VPs of finance, tax, and internal audit as well as Controllers and Accounting Managers. They rely on us because we speak their language and understand their needs. If you have the finance and accounting credentials, business acumen, and market intelligence to deliver the right expertise, read on.

Since 2002, we have grown to more than 40 locations; and with no plans of slowing down anytime soon, we are seeking big thinkers to lead us into the future.

If you are looking for a conservative, bureaucratic corporation, Vaco may not be the place for you. If, however, you are a lifetime learner who thrives in a high growth, entrepreneurial environment, read on!

A Day in the Life

Your CFO client just called. Her accounting department could really use help prepping for an upcoming audit. Or maybe she needs a seasoned project manager to lead a merger integration.

As Client Services Director, you are a core revenue driver, promoting Vaco to area businesses for critical projects in audit, tax, finance, accounting, and more.

Duties and Responsibilities

• Grow and develop strong relationships with clients and senior accounting & financial leaders.
• Work with an elite recruitment team to fulfill special projects and interim positions in audit, financial reporting, FP&A, M&A, taxation, software implementations, and more.
• Keep a regular pulse on the market as it relates to businesses and hiring trends. (e.g., Expansions, mergers/acquisitions, dissolutions, relocations, new businesses entering the market, etc.…)
• Establish and conduct client visits according to activity goals.
• Actively develop and maintain a target account list.
• Manage open client opportunities from intake to fulfillment.

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform the essential functions.

Desired Competencies and Skills

• Customer/Candidate Focus - Builds strong customer relationships and delivers customer-centric solutions.
• Results Oriented - Consistently achieves results, even under tough circumstances.
• Communicates Effectively - Develops and delivers written and verbal communication that conveys clear understanding of different audiences and their levels of comprehension. Active listener to ensure clear understanding.
• Planning Forethought and Alignment - Plans and prioritizes work to meet commitments aligned with organizational goals.
• Interpersonal Intelligence - Understands self and others’ emotions and is able to manage self and others’ emotions to create a comfortable environment removing internal and external barriers to build rapport with others, including those with diverse opinions and beliefs, by acting with respect, dignity, and integrity.
• Decision Quality - Makes good and timely decisions that keep the organization moving forward.
• Collaborative - Partners and connects with others to achieve shared goals or objectives, seeking input and inspiring others to value the same, building trust with each collaborative interaction.

Education/Experience

• Bachelor’s Degree required. CPA, CFA, MBA or other professional designation highly desired.
• Minimum 2 to 3 years’ selling accounting/financial project solutions or comparable client relations experience in audit, tax, and/or public accounting.
• Proven success achieving and/or exceeding performance goals.

Technical Skills

• Must have working knowledge of MS Office Suite
• Experience with Bullhorn preferred.

Travel

<20% -Occasional travel to annual conference or client sites

Physical Demands:

Frequent: Sitting, walking, eye/hand/foot coordination and repetitive motion.

Occasional: Standing and bending.

Infrequent: Lifting up to 10 pounds.

Salary Range for this role:

$55,000—$75,000 USD

Vaco, LLC (“we,” “our,” or “Vaco”) respects your privacy and is committed to providing a transparent notice of our Notice at Collection and Privacy Policy for California Residents. This Notice and Privacy Policy for California Residents applies solely to those who reside in the State of California (“consumers” or “you”). For additional details, click here (https://www.vaco.com/terms-privacy/).

Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.