Client Services Director (CSD)

Job Title: Client Services Director

Location: Dallas. TX (Remote with in-person networking events)

Our 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.

Responsibilities

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 DFW 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

Requirements

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 Dallas market

·      Experience coordinating the deployment of professional talent to client engagements

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

Our Core Values

·      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.

About Relate Search

Relate 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 Statement

Relate 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.