The Sr. Director of Client Services is responsible for driving revenue growth, managing client relationships, and aligning consultants with client needs in finance and accounting.
Job Title: Sr. Director, Client Services
Location: Los Angeles, CA (Remote with in-person client meetings and networking events)
8020 Consulting is seeking an accomplished and results-oriented Client Services Sr. Director to join our 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.
Revenue Growth & Business Development
• Identify and close new business opportunities with target clients in finance and accounting
• Achieve and exceed sales targets through a strategic, consultative sales approach
• Deliver tailored solutions that address the needs of CFOs and senior executives
Client Relationship Management
• Build and maintain trusted, long-term client relationships
• Understand evolving client needs and deliver customized consulting solutions
• Act as a key point of contact for clients throughout the lifecycle of engagements
Consultant Relationship Management
• Act as a strategic partner to consultants by aligning their skills and goals with impactful client opportunities
• Ensure successful project delivery by aligning the right talent with the right opportunity
• Maintain visibility into consultant availability and project pipeline
Networking & Market Presence
• Leverage an established network of finance and accounting professionals in the Los Angeles Metro area
• Attend in-person and virtual networking events to enhance visibility and create new opportunities
• Stay informed on industry trends and competitive landscape
Client Satisfaction & Retention
• Monitor client satisfaction and resolve issues proactively
• Utilize sales best practices and objection-handling strategies to secure repeat business
• Maintain high levels of service and ensure consistent client engagement
Experience
• Minimum 8 years of successful sales experience with a focus on professional services or consulting
• Demonstrated ability to sell to CFOs, Controllers, and finance executives
• Proven track record of exceeding revenue targets and ability to create and manage new client opportunities and ongoing client engagements.
Skills
• Strong relationship-building, communication, and negotiation skills
• Proficiency with CRM systems and sales reporting tools (HubSpot, Salesforce, Sales loft, Zoominfo, etc.)
• Ability to work independently while collaborating across teams
Education
• Bachelor’s degree in business, marketing, or related field required
• MBA or equivalent advanced degree preferred
Additional Requirements
• Established professional network in the Los Angeles market
• Experience coordinating the deployment of professional talent to client engagements, hands on experience within Finance and or accounting is strongly preferred
Key Attributes
• Self-starter with a strong sense of accountability and ownership
• Relentlessly driven to win and deliver results
• Client-focused with a consultative, solutions-oriented approach
• Highly adaptable and resourceful in dynamic environments
• Skilled communicator with executive presence
• Positive, team-first attitude and high emotional intelligence
• Communication- Focused, concise, effective, candid, and respectful
• Connectors-Relationships that are fun, friendly, professional, and genuine
• Intellectually Curious -Seeks to understand, connects the dots to broader strategy & operations, big-picture thinker
• Excellence in Action- Dedicated to excellence, client service, problem solving & drives measurable improvements for clients
• Collective 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. Apply now to help us shape the future of finance & Accounting consulting
Top Skills
Hubspot
Salesforce
Salesloft
Zoominfo
Similar Jobs
AdTech • Marketing Tech
Lead client services overseeing Account Directors and Managers, ensuring client satisfaction and growth, while coordinating with teams for service delivery.
Top Skills:
AmazonTargetWalmart
Biotech
Lead a team of Client Success Managers to manage multiple pharmaceutical accounts, drive retention and expansion, execute growth plans, oversee campaign strategy and MLR approvals, collaborate cross-functionally, run QBRs, and ensure account health and revenue growth.
Other
The Senior Director leads client services, develops partnerships, manages a team, oversees delivery, and drives organizational growth in fundraising efforts.
Top Skills:
Raiser'S EdgeSalesforce
What you need to know about the Seattle Tech Scene
Home to tech titans like Microsoft and Amazon, Seattle punches far above its weight in innovation. But its surrounding mountains, sprinkled with world-famous hiking trails and climbing routes, make the city a destination for outdoorsy types as well. Established as a logging town before shifting to shipbuilding and logistics, the Emerald City is now known for its contributions to aerospace, software, biotech and cloud computing. And its status as a thriving tech ecosystem is attracting out-of-town companies looking to establish new tech and engineering hubs.
Key Facts About Seattle Tech
- Number of Tech Workers: 287,000; 13% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Amazon, Microsoft, Meta, Google
- Key Industries: Artificial intelligence, cloud computing, software, biotechnology, game development
- Funding Landscape: $3.1 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Madrona, Fuse, Tola, Maveron
- Research Centers and Universities: University of Washington, Seattle University, Seattle Pacific University, Allen Institute for Brain Science, Bill & Melinda Gates Foundation, Seattle Children’s Research Institute
