Director of Strategic Client Growth

Director of Strategic Client Growth – CBIZ

Join to apply for the Director of Strategic Client Growth role at CBIZ . The Director of Strategic Client Growth plays a key role in ensuring successful client relationships by advancing the growth and visibility of CBIZ Financial Accounting and Advisory Services (FAAS) within the San Francisco Bay Area and broader West Coast market. Reporting to the FAAS West Coast Managing Director, this position focuses on building strategic relationships with finance and accounting leaders, referral partners, and ecosystem stakeholders to strengthen our market presence and client portfolio.

Essential Functions & Primary Duties

• 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, 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.

Preferred Qualifications

Minimum Qualifications

About Us

CBIZ Inc. is a leading professional services advisor to middle‑market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward‑thinking insights and actionable solutions to help clients anticipate what’s next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 22 major markets coast to coast.

CBIZ strives to be our team members’ employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.

Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.

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