North America Client Relationship Director

4 weeks ago

Dallas, United States Clearsulting Full time
Role:
North America Client Relationship Director - Private Equity

Location:
Clearsulting is headquartered in Cleveland, OH, with additional offices located in; Chicago, IL; Columbus, OH; and Dallas, TX. Other cities are also welcome remotely.

Summary:
Clearsulting is a management consulting firm whose mission is to help finance teams become a better partner to the business. With our innovative thinking, we develop sustainable solutions that allow teams to drive results and work better, together. We specialize in corporate performance management, digital reporting and compliance, financial close, managed services, order-to-cash, risk advisory, source-to-pay, strategic finance and innovation, and treasury. We solve finance leaders' toughest problems by fostering a joyful, trusting work environment, delivering a select set of expert capabilities, and instilling sustainable improvement for our clients and ourselves.

Since our founding in 2015, Clearsulting has been defined by our unique culture. This culture is our foundation and our north star, guiding how we serve our clients, colleagues, and communities. Our culture is best defined as the sum of our Core Values: GRIT, growth mindset, accountability, teamwork, and joy.
  • Fortune's Best Workplaces in Consulting (2022, 2023)
  • 'Great Place to Work' Certified (2022, 2023)
  • 'Consulting's Fastest Growing Firms' - Consulting Magazine (2022)
  • Inc. 5000 Fastest-Growing Private Companies in America (2020-2023)
  • #4 "Fastest Growing Consulting Firm" - Consulting Magazine (2020)
As part of our Client Relationship Center of Excellence, you will work as part of a team of problem solvers with extensive consulting and industry experience. You will be primarily focused on developing our Private Equity sales channel. You will build long-term relationships with key stakeholders across our account base and strategic partnerships with Private Equity firms. You will collaborate with leadership to develop, manage and execute our Private Equity go-to-market strategy and tactical roadmap.

Responsibilities and Required Skills:
  • Demonstrates ability to build and manage, relationships with Private Equity firms and portfolio companies.
  • Stays informed on industry trends, market characteristics / dynamics, and competitor activities.
  • Understands how to strategically target Private Equity funds and their associated portfolio companies to identify needs and opportunities.
  • Builds long-term relationships with key stakeholders at accounts in portfolio and targeted net new accounts.
  • Provides unparalleled support to achieve satisfaction across the entire firm.
  • Serves as a trusted advisor and thought leader.
  • Collaborates with delivery teams to maximize our impact. .
  • Leads in the development of long term-solutions to support client goals.
  • Understands client business issues and makes connections to Clearsulting's service offerings.
  • Develops and executes account growth strategies, including collaborating with our alliance counterparts.
  • Focuses on upselling and cross-selling across accounts.
  • Understands and articulates Clearsulting's value proposition.
  • Informs priority areas to grow offerings.
  • Prioritizes collaboration with Practices and New Ventures.
  • Deepens relationships with partners.
  • Engages actively at conferences and events.
  • Encourages client participation at partner events.
  • Controls the sales process from end to end by targeting buyers, influencers, and others through relationship building.
  • Overcomes roadblocks to execute on an account plan and further develop Clearsulting presence.
  • Requires significant collaboration with Practices and New Ventures including both Commercial and Delivery teams.
  • Demonstrates mastery of how to position Clearsulting offerings and maximize cross Practice sales.
  • Pulls through the right Commercial teams.
  • Manages Salesforce proactively.
  • Identify opportunities to build pipeline and drive growth at the account level.
  • Meets and exceeds sales targets and key KPIs.
  • Be gritty and dedicated, willing to overcome roadblocks to beat targets.
Qualifications and Desired Skills:
  • 8+ years of relevant experience in professional services, finance and accounting professional services, and sales focused experience highly preferred.
  • Minimum of 5+ years of relevant Private Equity experience with a Strong understanding of private equity operations and dynamics.
  • Possesses a demonstrated track record of growing a book of business while being focused on the Private Equity industry.
  • Bachelor's Degree in business-related field of study.
  • A self-starter motivated to make a real impact in a startup environment with minimal oversight and direction
  • Able to multi-task and balance multiple priorities at once.
  • Able to work independently without constant supervision or direction.
  • Detail-oriented and committed to delivering quality work for our clients.
  • Curious, eager, and not afraid to ask questions.
  • Flexible and open to new experiences.
  • Ability to maintain and enhance the Clearsulting culture - build meaningful relationships with clients and colleagues, demonstrate the Clearsulting Core Values each day.
  • Willingness and ability to travel, as needed.
Benefits:

We want to cultivate a thriving culture and company-and we know that your health and well-being matter. We offer a benefits package and perks for our team members that include:
  • Medical, dental, and vision coverage
  • Unlimited PTO
  • Paid parental leave
  • Retirement plans
  • Flexible work environment
  • Cell phone reimbursement
  • Access to mental health apps
  • Life insurance and disability coverage
  • Opportunities for ad hoc bonuses

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