What are the responsibilities and job description for the Director of Client Solutions position at CBIZ?
With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions:
- 2022 Best and Brightest Companies to Work for in the Nation
- 2023 Top Workplaces USA
- 2022 America's Best Mid-Size Employers
- 2022 Best and Brightest Companies in Wellness
- 2022 Great Place to Work Certification
Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.
Job Purpose / Objective
As the Director of Client Solutions for the CBIZ National Advisory Practice, you will play a pivotal role in steering the strategic direction of the Valuation team and other Advisory practices that go to market with the Valuation team. You will work closely with a team of manager-level business developers, while also partnering with key leadership stakeholders as they expand client services and networks. Your primary responsibility in addition to creating a great strategic platform will be to bring in new revenue as a lead generator.
As the Director of Client Solutions for the CBIZ National Advisory Practice, you will play a pivotal role in steering the strategic direction of the Valuation team and other Advisory practices that go to market with the Valuation team. You will work closely with a team of manager-level business developers, while also partnering with key leadership stakeholders as they expand client services and networks. Your primary responsibility in addition to creating a great strategic platform will be to bring in new revenue as a lead generator.
Essential Functions and Key Responsibilities:
- Strategic Leadership: Lead the growth and expansion of all Advisory service lines, with a strong focus on Valuation, by developing and implementing strategic plans that align with CBIZ's overall goals.
- Team Coaching: Coach and mentor manager-level business developers to maximize their potential and foster a culture of continuous improvement.
- Client Engagement: Collaborate with directors and managing directors to expand client services, build relationships, and identify opportunities for growth.
- Revenue Generation: Act as a lead generator by identifying and pursuing new business opportunities to increase revenue.
- Partnership Development: Work closely with regional and industry ambassadors to establish and nurture key partnerships that drive growth.
- Marketing and Sales Tools: Utilize expansion tools created by our marketing and sales team to support business development efforts and ensure that client needs are at the forefront of our service offerings.
Preferred Qualifications:
- Bachelor's degree in Business, Finance, or a related field (Master's degree preferred).
- Proven experience in strategic planning and business development.
- Strong leadership and coaching skills with the ability to inspire and motivate a team.
- In-depth knowledge of Valuation and Advisory services.
- Exceptional communication and interpersonal skills.
- Demonstrated ability to build and maintain client relationships.
- Results-oriented, with a track record of achieving revenue growth targets.
- Strategic thinker with a focus on long-term objectives.
Minimum Qualifications Required
- Bachelor's degree required; Master's degree preferred in Accounting, Taxation or related field preferred
- 8 years of experience in public accounting or related field
- 6 years supervisory experience
- Must have active CPA or equivalent certification
- Ability to manage deadlines, work on multiple assignments and prioritize each assignment as necessary
- Proficient use of applicable technology
- Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
- Proven high level of business integrity, client service and leadership skills
- Must be able to travel based on client and business needs
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CBIZ.Jobs Category: Advisory
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EQUAL OPPORTUNITY EMPLOYER CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement. |
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PAY TRANSPARENCY PROTECTION NOTIFICATION |
CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, gender identity, disability, or medical condition or any other reason prohibited by law.
