Client Services Director

DLC; San Francisco (CA); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

No cap commission

Health benefits

401k match

Professional development

Job summary

DLC, based in San Francisco, seeks a Client Services Director to drive business development and sales for its Accounting and Finance consulting bench. The role focuses on identifying project opportunities, nurturing relationships with target clients, and ensuring high utilization for the LA practice while coordinating with cross-functional teams.

Ideal candidates bring a track record in professional services sales, experience selling to C-suite executives, and the ability to leverage networks

Qualifications

• Ideal candidates will have a proven business development/sales track record in professional services/consulting.
• Experience selling to C-suite executives and managing cross-functional relationships.
• Familiarity with AI tools (Claude, OpenAI, ChatGPT) is a plus.

Responsibilities

• Execute and lead 12-15 prospect meetings per week with financial decision-makers.
• Attend client meetings to introduce DLC services and develop portfolio of accounts.
• Source deal opportunities from networking and prospect meetings.
• Qualify opportunities and build relationships with stakeholders.
• Attend interviews and pre-engagement meetings to facilitate project closures.
• Collaborate with teams to expand client relationships and campaigns.
• Perform CRM data tasks to manage deals and notes.

Skills

Business development

Sales management

Account management

Networking

C-Suite selling

AI tools familiarity

Education

Bachelor's in accounting/finance

CPA or MBA preferred

Tools

CRM software

Job description

DLC

is one of Addison's five full-time salaried consulting bench models, providing Accounting and Finance services to our clients, 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 and financial systems integration projects. Our teams provide flexible, efficient and 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 Client Services Director will drive business development, sales and networking efforts identifying project opportunities to successfully deploy our bench consultants. Principal responsibility will ensure high utilization & efficiency for the Los Angeles practice with target clients. The CSD will execute the entire client development lifecycle and sales pursuit strategy for our DLC.

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

OPPORTUNITY

• Execute and lead between 12-15 prospect meetings per week with financial decision-maker executives in assigned target companies building relationships and promoting DLC brand awareness.

• Execute in person client meetings with target buyers to introduce DLC services identifying current and future needs developing portfolio of accounts.

• Source deal opportunities from active skill marketing, networking and prospect meetings.

• Successfully qualify opportunities and build relationships with stakeholders.

• Attend, participate and shadow consultant interviews.

• Attend pre-engagement meetings to help facilitate and partner closing of projects / scopes of work.

• Debrief on potential projects with consultants, provide coaching on engagement performance, while also helping interact with bench consultants.

• Develop, foster and expand client relationships cultivating new business & growing existing accounts.

• Create market expansion activities and campaigns.

• Establish strong partnership with peer Client Services and Business Development Associate teams.

• Execute specific data tasks in CRM to manage task lists, deal activity, meeting notes/follow ups, entering new prospects and overall data integrity exercises.

• Work cross functionally with sister brands to coordinate deal flip activity and 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 and follow ups that are critical in the client and deal development life cycle.

IDEAL CANDIDATE

• Successful business development / sales career track record / trajectory selling within the professional services sector / consulting verticals of accounting, finance or technology.

• Experience driving revenue, deal pursuit, account management and cross functional collaboration.

• Competitive nature to drive deals and produce revenue.

• Ability to leverage your network of current clients and our database of target accounts to build, strengthen and foster relationships.

• Experience selling to C-Suite.

• Familiarity with modern AI tools including Claude, Open AI & ChatGPT.

• Bachelor's degree in accounting or finance, CPA and/or MBA preferred, but not required.

WHAT WE HAVE TO OFFER

• $125,000 - $175,000 base salary plus no cap commission

• Competitive employee benefits including health, dental vision, life, and long-term disability insurance, 401k matching, continuing education, 401K + employer match.

• Robust training, onboarding and career investment with ample learning and 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.