CBIZ

Director of Strategic Client Growth

CBIZ

part-time

Posted on:

Location Type: Hybrid

Location: San Francisco • California • United States

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Salary

💰 $225,000 - $260,000 per year

Job Level

Lead

About the role

  • 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.

Requirements

  • 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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
business developmentmarket analysisrelationship managementlead generationfinancial systemsaccounting standardsstrategic outreachpipeline managementdata trackingcontent development
Soft Skills
communicationleadershiptime managementprioritizationcollaborationnetworkingclient relationship buildingfeedback contributionadaptabilityproblem-solving
Certifications
Bachelor's degreerequired licenses