Unknown Company

Client Services Director (CSD)

dallas, tx • Posted 4 days ago
Onsite Full Time General

Client Services DirectorOur client is seeking an accomplished and results-oriented Client Services Director to join their growing business development team. This individual will be responsible for cultivating client relationships, driving revenue growth, and ensuring the effective deployment of our finance and accounting consulting professionals.This is a high-impact, client-facing sales role ideal for someone with a strong track record of selling to senior finance leaders, a robust local network, and a passion for building long-term partnerships. The ideal candidate is both a strategic thinker and a hands-on closer—motivated, proactive, and skilled at navigating complex sales cycles.ResponsibilitiesIdentify and close new business opportunities with target clients in finance and accountingAchieve and exceed sales targets through a strategic, consultative sales approachDeliver tailored solutions that address the needs of CFOs and senior executivesBuild and maintain trusted, long-term client relationshipsUnderstand evolving client needs and deliver customized consulting solutionsAct as a key point of contact for clients throughout the lifecycle of engagementsAct as a strategic partner to consultants by aligning their skills and goals with impactful client opportunitiesEnsure successful project delivery by aligning the right talent with the right opportunityMaintain visibility into consultant availability and project pipelineLeverage an established network of finance and accounting professionals in the DFW Metro areaAttend in-person and virtual networking events to enhance visibility and create new opportunitiesStay informed on industry trends and competitive landscapeMonitor client satisfaction and resolve issues proactivelyUtilize sales best practices and objection-handling strategies to secure repeat businessMaintain high levels of service and ensure consistent client engagementRequirementsExperienceMinimum 8 years of successful sales experience with a focus on professional services or consultingDemonstrated ability to sell to CFOs, Controllers, and finance executivesProven track record of exceeding revenue targets and ability to create and manage new client opportunities and ongoing client engagements.SkillsStrong relationship-building, communication, and negotiation skillsProficiency with CRM systems and sales reporting tools (HubSpot, Salesforce, Sales loft, Zoominfo, etc.)Ability to work independently while collaborating across teamsEducationBachelor's degree in business, marketing, or related field requiredMBA or equivalent advanced degree preferredAdditional RequirementsEstablished professional network in the Dallas marketExperience coordinating the deployment of professional talent to client engagementsKey AttributesSelf-starter with a strong sense of accountability and ownershipRelentlessly driven to win and deliver resultsClient-focused with a consultative, solutions-oriented approachHighly adaptable and resourceful in dynamic environmentsSkilled communicator with executive presencePositive, team-first attitude and high emotional intelligenceOur Core ValuesCommunication-Focused, concise, effective, candid, and respectfulConnectors-Relationships that are fun, friendly, professional, and genuineIntellectually Curious-Seeks to understand, connects the dots to broader strategy & operations, big-picture thinkerExcellence in Action-Dedicated to excellence, client service, problem solving & drives measurable improvements for clientsCollective Success-Eager to personally contribute to company growth and share in our success.Sense of Urgency-Be proactive, act with intention, care, and be notably responsive.Join a team where your impact is seen, your voice is heard, and your success is celebrated.About Relate SearchRelate Search is a Woman, Minority, and LGBTQIA+ owned executive and professional search firm dedicated to connecting top talent with meaningful opportunity.

With deep expertise across Supply Chain & Operations, Technology, Sales & Marketing, Human Resources, and Accounting & Finance we deliver customized, people-first recruiting solutions that drive lasting impact.Equal Opportunity & Diversity StatementRelate Search is proud to be an Equal Opportunity Employer. We value diversity and are committed to building inclusive teams where everyone belongs. All qualified applicants are encouraged to apply.

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