Client Services Director
About The Position
DLC is a division of Addison, a professional services firm specializing in finance and accounting. DLC provides flexible, efficient, and customized on-demand execution for financial challenges under the office of the CFO, serving a diverse base of Fortune 500 clients. DLC utilizes a full-time salaried employment model, hiring highly credentialed consultants with Big 4 CPA experience or MBA degrees from top programs. The Client Services Director will drive business development, sales, and networking efforts to identify project opportunities for deploying bench consultants, ensuring high utilization and efficiency for the Philadelphia practice.
Requirements
- Formal Finance and/or Accounting degree from an accredited four-year university.
- Strong business development track record within the professional services / consulting sector.
- 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.
Nice To Haves
- CPA and/or MBA preferred, but not required.
Responsibilities
- Drive business development, sales & networking efforts identifying project opportunities to successfully deploy our bench consultants.
- Ensure high utilization & efficiency for the Philadelphia practice with target clients.
- Execute the entire client development lifecycle and sales pursuit strategy.
- 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.
Benefits
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
