Director of Client Services

CFO's Domain; California (MO); Remote; USD 100,000 - 300,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A leading finance consulting firm is seeking a Client Service Director who will manage client relationships and business development. The ideal candidate will have over 10 years of experience in accounting or finance sales, excellent communication skills, and the ability to work independently. This is a remote full-time position offering medical and vision insurance, along with a 401(k) plan.

Qualifications

• 10+ years of experience in Accounting, Finance, or executive-level staffing sales.
• Ability to work independently and be self-motivated.
• Proactive and adaptable to shifts in focus.

Responsibilities

• Conduct a minimum of 20 client meetings per week.
• Scope project opportunities and manage client engagements.
• Research and build a network of qualified sales prospects.

Skills

Excellent communication skills

Analytical and thoughtful

Detail oriented

Self-motivated

Personable and friendly phone presence

Education

Bachelor's Degree

MBA and/or CPA preferred

Job description

Compensation

Base pay range: $100,000.00/yr - $300,000.00/yr

Additional compensation types: Annual Bonus

Job Description

Title: Client Service Director

Company: CFO’s Domain

Location: United States (remote)

Overview

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 is expected of them, and is consistently reliable and dependable in the execution of their roles and responsibilities.

Responsibilities

• Set client meetings (phone, video conference and in-person meetings as directed) through a variety of means including cold calling, cold emails, LinkedIn messages, referrals, reference calls, and reverse recruiting calls.
• Execute client meetings (phone, video conference and in-person meetings); there is an expectation to conduct 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 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 and finance and the industries we operate in.
• Attend qualified networking events and 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 in writing.
• Analytical, thoughtful, and intellectually curious.
• Accountable, dependable, has integrity, and is consistently reliable.
• Ability to work independently and be self-motivated.
• Personable, confident, and friendly phone presence.
• Proactive, takes initiative, and adapts to new responsibilities and shifts in focus easily.
• Extremely detail oriented.
• Bachelor’s Degree Required (MBA and/or CPA preferred).

Seniority level

Director

Employment type

Full-time

Job function

Staffing and Recruiting

Benefits

• Medical insurance
• Vision insurance
• 401(k)