Engagement Director

Venturity Financial Partners•Addison, TX

About The Position

Venturity is seeking an Engagement Director to serve as the executive relationship owner and strategic leader across complex client engagements. This role sits at the center of our advisory model—ensuring that what we promise, deliver, and sustain for our clients is aligned, effective, and scalable. You will own the full client lifecycle, from onboarding through ongoing delivery, and ensure the engagement works end-to-end for both the client and the business. This is not a traditional “client success” or account management role. This is a senior professional services leadership position focused on outcomes, alignment, and accountability.

Requirements

8+ years in professional services, consulting, finance leadership, or client advisory roles
Proven experience owning senior-level client relationships
Experience managing complex, multi-stakeholder engagements
Strong business and financial acumen (budgets, margin, engagement health)
Demonstrated ability to lead through influence across cross-functional teams
Build trust quickly with executives and senior stakeholders
Are comfortable leading difficult, high-stakes conversations
Bring structure, clarity, and follow-through to complex situations
Think in systems, outcomes, and long-term impact
Balance client advocacy with business discipline
Step in when something is off and take ownership of fixing it
Are energized by maintaining and improving long-term relationships

Nice To Haves

Former CFO or Controller in a client-facing environment
Senior consultant or engagement leader
Professional services leader managing complex client portfolios

Responsibilities

Serve as the senior relationship leader for assigned clients
Build trust with executive stakeholders and guide long-term alignment
Lead high-stakes conversations around expectations, priorities, scope, and performance
Stabilize and strengthen relationships when complexity or tension arises
Ensure alignment between what was sold and what is delivered
Monitor engagement health across delivery, communication, scope, and economics
Identify risks early and lead proactive course correction
Maintain a clear view of whether the overall model is working
Partner with Business Development before close to ensure continuity
Act as a strategic validator during onboarding and implementation
Lead transition from implementation to ongoing delivery with clarity and alignment
Align Implementation Directors, Controllers, CFOs, and Operations around shared outcomes
Ensure ownership is clear and commitments are met
Step in when work, expectations, or communication drift off track
Reduce the need for leadership intervention by owning resolution
Maintain awareness of engagement economics, scope, and sustainability
Address scope creep and misalignment proactively
Balance exceptional client experience with strong business outcomes