Client Services Director

DLC

10h • $125,000 - $175,000 • Onsite

About The Position

DLC is a division of Addison, a professional services firm specializing in finance and accounting consulting. DLC provides flexible, efficient, and customized on-demand execution for financial challenges under the office of the CFO, serving a diverse Fortune 500 client base across major markets. 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 to identify project opportunities for deploying bench consultants, ensuring high utilization and efficiency for the Los Angeles 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, and networking efforts to identify project opportunities for deploying bench consultants.
• Ensure high utilization and efficiency for the Los Angeles 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.
• Build relationships and promote DLC brand awareness.
• Execute in-person client meetings to introduce DLC services, identify needs, and develop a 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 facilitate and partner in closing projects/scopes of work.
• Debrief on potential projects with consultants, provide coaching on engagement performance, and interact with bench consultants.
• Develop, foster, and expand client relationships, cultivating new business and growing existing accounts.
• Create market expansion activities and campaigns.
• Establish strong partnerships 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, and enter new prospects.
• Work cross-functionally with sister brands to coordinate deal flip activity and cross-referrals.
• Attend regular networking events to increase sales penetration and build relationships with potential client prospects.
• Partner with the sales team to support administrative tasks and follow-ups critical in the client and deal development lifecycle.

Benefits

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

What This Job Offers

• Job Type: Full-time
• Career Level: Senior