Managing Director

CFGI

Managing Director, GTM accelerating growth across CFGI's Managed Services practice. Driving pipeline development and managing client relationships for finance and accounting solutions.

Posted 5/13/2026full-time🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Own and actively develop a qualified pipeline of Managed Services opportunities across various industries and growth stages.
Manage a portfolio of client pursuits simultaneously — building genuine relationships and driving excellence in execution from initial discovery through signed contract.
Lead the sales cycle from discovery through deal qualification, proposal, negotiation, and close.
Contribute to and enhance the deal qualification process, applying a data-driven approach with a clear understanding of what wins a deal.
Maintain strong CRM (Salesforce) hygiene and pipeline reporting discipline.
Identify opportunities for process improvement, standardization, and automation within the sales cycle and flag them early.
Partner closely with the GTM Leader to build and scale the sales organization.
Mentor and invest in the development of Directors, Senior Managers, Managers, and Consultants on the team.

Requirements

What you’ll need

15+ years of B2B sales experience, with demonstrated success selling professional services, finance outsourcing, managed services, or complex advisory engagements into the CFO office.
Proven track record of carrying and consistently achieving or exceeding quota in a consultative, complex-sale environment.
Prior experience selling into PE-backed companies, financial sponsors, or private equity ecosystems strongly preferred; fluency in PE deal language (portco, 100-day plan, EBITDA, value creation) is required.
Execution-oriented — brings process discipline and personal accountability to a live pipeline, with the ability to manage multiple pursuits simultaneously and close with consistent follow-through.
Deep understanding of finance operations across core finance cycles, including back office services under the CFO — spanning accounting, FP&A, tax compliance, and financial reporting.
Strong communication and stakeholder management skills; comfortable navigating both C-suite client relationships and an internal partner network of firm-wide CFGI advisors.
Authorization to work in the United States required.

Benefits

Comp & perks

Health insurance
Professional development opportunities
Flexible work arrangements

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

B2B salessales cycle managementdeal qualificationproposal negotiationpipeline reportingprocess improvementautomationfinance operationsaccountingFP&A

Soft Skills

relationship buildingexecution-orientedprocess disciplinepersonal accountabilitycommunicationstakeholder managementmentoringteam developmentmulti-taskingfollow-through