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CBIZ · 19 hours ago

Director of Strategic Client Growth

San Francisco, CA

Full-time

Hybrid

Director/Executive

8+ years exp

CBIZ is a leading professional services advisor to middle market businesses and organizations nationwide. The Director of Strategic Client Growth focuses on building strategic relationships and enhancing the visibility of CBIZ Financial Accounting and Advisory Services in the West Coast market, while ensuring successful client relationships and identifying growth opportunities.

Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses

Hiring Manager

Catherine Richenburg

Responsibilities

Develop a deep understanding of all CBIZ FAAS service offerings and go-to-market messaging. Monitor activity within the venture-backed and public company ecosystems, including pre-IPO and high-growth organizations, to identify emerging opportunities. Track significant market movements such as acquisitions, financings, leadership transitions, and audit firm changes to facilitate timely and strategic outreach. Leverage an established network of finance and accounting professionals, bankers, attorneys, and audit partners to expand the firm’s client relationships and referral channels. Schedule and lead both in-person and virtual meetings to foster new and existing relationships

Maintain accurate and timely records of all outreach, meetings, and pipeline activities in Salesforce. Manage and track relationship progress through defined business development stages, ensuring follow-through and accountability. Use tools including PitchBook, LinkedIn and other market intelligence platforms to identify and prioritize prospective connections

Collaborate with Marketing to execute and follow up on lead generation and thought leadership campaigns. Contribute ideas and feedback from the market to help shape content, events, and advisory insights that reflect current client needs and trends

Attend industry events as necessary to market CBIZ FAAS and optimize brand awareness

Stay current on developments across accounting standards, financial systems, and competitive offerings to maintain credibility and insight in client interactions

Qualification

Financial acumenClient relationship managementBusiness developmentSalesforce CRMMarket intelligence toolsNetworking skillsMicrosoft Office SuiteOrganizational skillsWritten communicationVerbal communication

Required

Bachelor's degree

8 years of experience in related field

6 years supervisory experience

Must have and preserve required licenses

Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary

Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally

Proficient use of applicable technology

Must be able to travel based on client and business needs

Minimum of 7 years of experience in a client-facing or market-engagement capacity within professional services, financial advisory, or a related sector

Proven track record of developing executive-level relationships that result in measurable business impact

Ability to manage multiple initiatives and deadlines simultaneously

Ability to travel across the West Coast 10-20% of the time to support meetings and events

Strong network of professional relationships at the CFO, CAO, Corporate Controller, and Head of Finance levels across public and venture-backed companies

Familiarity with all major Big Four audit firms and meaningful connections with audit partners

Working knowledge of leading finance and accounting systems (e.g., NetSuite, Workiva, FloQast)

Proficient in Microsoft Word, Excel, PowerPoint, and Salesforce CRM

Demonstrated ability to build and sustain multi-level relationships within client and partner organizations

Strong organizational skills with the ability to prioritize actions across multiple relationship opportunities

Self-starter mentality with minimal need for supervision; high degree of professionalism, judgment, and discretion

Excellent written and verbal communication skills, adaptable to a range of audiences and contexts