Director of Client Services

Now CFO

$100K — $130K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Accounting, or related field
  • 10+ years of finance or accounting experience with leadership responsibilities
  • 5+ years in a consulting or advisory capacity
  • Proven multitasker managing multiple client relationships and projects
  • Exceptional communication skills for influencing senior stakeholders
  • Experience in developing proposals and business development efforts

Responsibilities

  • Lead and manage a portfolio of client engagements as the primary relationship owner
  • Scope and develop new client projects, including engagement economics and proposals
  • Mentor and develop the consulting team, providing day-to-day leadership
  • Review and ensure high quality of consultant deliverables for client work
  • Balance billable client work with non-billable development and team leadership
  • Provide consulting services related to accounting, reporting, forecasting, and planning
  • Partner with leadership to drive market growth and operational excellence
  • Build and maintain strong relationships with client stakeholders

Benefits

  • 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 for work-life balance
  • Internal mobility opportunities within a growing firm
Full Job Description
Role Summary

We are seeking an accomplished Director to join our Phoenix consulting team in a leadership role, focused on client delivery and expansion, new pursuits and proposals, and consultant development. The ideal candidate brings a strong consulting or advisory background, deep finance and accounting expertise, and the executive presence to lead difficult conversations with confidence. This Director will manage a portfolio of client relationships, mentor and develop a team of consultants, and play an active role in scoping new engagements and supporting business development.

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

NOW CFO offers a comprehensive benefits package, including:
  • 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


NOW CFO's Phoenix office is a collaborative, respect-first environment operating in one of the fastest-growing markets in the country. If you have a strong background in financial leadership and a passion for developing people and delivering results across diverse client environments, we invite you to apply.

#IND2

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