Director of Client Services

Key Responsibilities

• Lead and manage a portfolio of client engagements, serving as the primary relationship owner for assigned accounts
• Scope new client projects and develop engagement economics, staffing plans, and proposals
• Mentor and develop the Phoenix consulting team, acting as a day-to-day leader and coach
• Review consultant deliverables and maintain high standards of quality across all client work
• Balance time approximately 50/50 between billable client work, non-billable development work including sales pursuits, and internal team leadership
• Provide consulting services for clients, including accounting functions, reporting, forecasting, and planning activities
• Partner with senior leadership to drive market growth, team performance, and operational excellence
• Build and maintain strong relationships with client stakeholders, including CEOs, board members, private equity sponsors, and investors
• Support business development and sales efforts, including proposal development and participation in client pursuits

Required Qualifications

• Bachelor’s degree in finance, Accounting, or a related field required
• 10+ years of progressive finance or accounting experience, with demonstrated leadership responsibility
• 5+ years in a consulting, advisory, or outsourced finance capacity
• Proven ability to manage multiple client relationships simultaneously while executing against project timelines and deliverables
• Exceptional communication skills, able to navigate difficult conversations, influence senior stakeholders, and present complex financial matters clearly
• Experience developing proposals and supporting business development or client acquisition efforts

Preferred Qualifications

• CPA (active or inactive) and/or MBA designation strongly preferred
• Experience in business origination, networking, or client development
• Corporate or operational accounting background with strong technical accounting skills
• Project accounting or cost accounting experience
• Familiarity with multiple ERP platforms (e.g., NetSuite, Sage Intacct, QuickBooks, Dynamics)

Compensation & Benefits

Competitive Salary
Health, dental, and vision insurance
Retirement savings plan with company match
Paid time off and holidays
Professional development and continuing education support
Flexible/hybrid work arrangements to support work-life balance
Internal mobility opportunities within a PE-backed, nationally growing firm