What are the responsibilities and job description for the Director of Client Services position at NOW CFO?
NOW CFO is seeking a highly motivated and experienced Director of Client Services to join our team in the Denver, CO market. The ideal candidate will have experience in delivering exceptional client service by providing quality services, maximizing results, and driving high-performing teams while fostering collaboration.
As the Director of Client Services, you will play a crucial role in driving growth by developing new and enhancing existing client relationships, leading highly skilled project teams, and delivering a first-class customer experience. This role involves a balance of client relations, business development, and direct billable work, with approximately 50% of your time dedicated to billable client engagements.
Responsibilities
As the Director of Client Services, you will play a crucial role in driving growth by developing new and enhancing existing client relationships, leading highly skilled project teams, and delivering a first-class customer experience. This role involves a balance of client relations, business development, and direct billable work, with approximately 50% of your time dedicated to billable client engagements.
Responsibilities
- Deliver Exceptional Client Service: Ensure high standards of service delivery while managing and coordinating client projects.
- Drive Business Development: Grow all existing lines of NOW CFO business by leveraging and strengthening your current network and influence to develop new opportunities.
- Build Strategic Relationships: Build and maintain deep working relationships with clients and strategic industries, including technology and emerging growth, real estate, manufacturing & distribution, high net worth individuals, healthcare, private equity firms, and nonprofits.
- Outbound Prospecting and Lead Generation: Conduct outbound prospecting and lead generation activities to set meetings that lead to potential Sales Qualified Leads (SQLs).
- Client Engagement: Cultivate and manage business development opportunities, identifying and attending relevant industry groups, associations, and networking events in Denver.
- Project Coordination: Provide overall coordination, implementation, execution, control, and completion of client projects, ensuring profitability and efficiency. This includes maintaining a billable utilization rate of approximately 50%.
- Team Leadership: Develop high-performing people and teams by creating an inspiring environment, setting clear goals, and monitoring performance.
- Bachelor’s Degree in Accounting: Required.
- CPA Preferred: MBA is a plus.
- Experience and Skills: Proven track record in consulting or client-facing business services, excellent time management, and proficiency in Microsoft applications (Excel, Word, PowerPoint, Outlook, and CRM systems).
- Communication Skills: Excellent written and verbal communication skills for internal team interactions and client communications.
- Detail-Oriented: Keen sense of detail and proactive approach to reducing risks or issues.
- Customer Service Excellence: Outstanding customer service skills with a dedication to client satisfaction.
- Integrity and Ethics: High degree of integrity, adherence to firm policies, and best practices.
- Public Accounting Experience: Preferred but not required.
- Well-Networked in Denver, CO: Strong network and understanding of local business environment.
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