Client Service Director

Job Description

CLIENT SERVICE DIRECTOR

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
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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:

• 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, Linked In 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 Linked In 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).

• 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.