Director of Client Advisory Services & Growth

Capstone; Bend (OR); Sur place; USD 140 000 - 210 000; Plein temps

Avantages offerts par ce poste

401(k) match

Company-paid health, dental, vision

Flexible schedule

Life Insurance

Generous PTO

Relocation assistance

Performance bonus

Equity incentives (potential)

Résumé du poste

Capstone is seeking a Director of Client Advisory Services to lead the CAS, bookkeeping, payroll teams, and outsourced CFO services. You will drive strategy, oversee daily operations, and ensure exceptional client-focused service and operational excellence.

This senior leader will partner with leadership on pricing strategies, profitability analysis, KPIs, and client growth initiatives while mentoring teams and acting as a trusted advisor to key clients.

Qualifications

• 7+ years in client advisory services or public accounting.
• 3+ years in a leadership role (Manager level or higher).
• Proven expertise in managing and scaling a CAS business, including bookkeeping, payroll, and outsourced CFO services.
• Strong understanding of financial systems, reporting, and compliance standards.

Responsabilités

• Lead marketing and commercial initiatives to drive growth of the CAS business.
• Develop and execute the department’s strategic plan in alignment with the organization’s goals.
• Oversee the daily operations of the CAS, bookkeeping, and payroll teams to ensure efficiency and quality of service delivery.
• Establish, monitor, and enforce policies, procedures, and best practices across the department.
• Lead, mentor, and develop team members and conduct regular performance evaluations.
• Serve as a trusted advisor to key clients and oversee onboarding/retention of clients.

Connaissances

Leadership

Client advisory

Strategic planning

Financial reporting

Relationship management

Communication

Formation

Bachelor’s degree in Accounting, Finance, Business Administration, or related field

CPA, CMA, or MBA preferred

Outils

QuickBooks

Xero

Payroll systems

Description du poste

Capstone is seeking a Director of Client Advisory Services to lead the CAS, bookkeeping, payroll teams, and outsourced CFO services. You will drive strategy, oversee daily operations, and ensure exceptional client-focused service and operational excellence.

This senior leader will partner with leadership on pricing strategies, profitability analysis, KPIs, and client growth initiatives while mentoring teams and acting as a trusted advisor to key clients.