Engagement Director

Venturity Financial Partners

. Serve as the senior relationship leader for assigned clients .

Posted 9/15/2026full-timeDallas • Texas • United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates extensive experience in managing senior-level client relationships and complex, multi-stakeholder engagements, ensuring alignment between client expectations and delivery outcomes. Possesses strong business and financial acumen, with a focus on engagement health and proactive issue resolution.

Highest-signal resume keywords

Client Relationship ManagementComplex Stakeholder EngagementBusiness And Financial AcumenCross-Functional Team LeadershipIssue Resolution And Course Correction

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client Lifecycle ManagementEngagement Health MonitoringBudget ManagementScope ManagementRisk IdentificationOnboarding And ImplementationTransition ManagementPerformance AlignmentEconomic Health AwarenessClient Advocacy

Soft Skills

Trust BuildingInfluential LeadershipHigh-Stakes Conversation ManagementClarity And Structure In Complex SituationsOwnership And Accountability

Industry Keywords

Professional ServicesConsultingFinance LeadershipClient AdvisoryEngagement Economics

About the role

Key responsibilities & impact

Serve as the senior relationship leader for assigned clients
Build trust with executive stakeholders and guide long-term alignment
Lead high-stakes conversations around expectations, priorities, scope, and performance
Stabilize and strengthen relationships when complexity or tension arises
Own the full client lifecycle from onboarding through ongoing delivery
Ensure alignment between what was sold and what is delivered
Monitor engagement health across delivery, communication, scope, and economics
Identify risks early and lead proactive course correction
Partner with Business Development before close to ensure continuity
Validate onboarding and implementation strategically
Lead transitions from implementation to ongoing delivery
Align Implementation Directors, Controllers, CFOs, and Operations around shared outcomes
Ensure ownership is clear and commitments are met
Resolve issues when work, expectations, or communication drift off track
Maintain awareness of engagement economics, scope, and sustainability
Address scope creep and misalignment proactively
Balance exceptional client experience with strong business outcomes
Protect client relationships, delivery outcomes, transition quality, scope integrity, economic health, and client-experience resolution

Requirements

What you’ll need

8+ years of experience in professional services, consulting, finance leadership, or client advisory roles
Proven experience owning senior-level client relationships
Experience managing complex, multi-stakeholder engagements
Strong business and financial acumen, including budgets, margin, and engagement health
Demonstrated ability to lead through influence across cross-functional teams
Ability to build trust quickly with executives and senior stakeholders
Comfort leading difficult, high-stakes conversations
Ability to bring structure, clarity, and follow-through to complex situations
Systems, outcomes, and long-term impact orientation
Ability to balance client advocacy with business discipline
Willingness to take ownership of fixing issues
Relevant backgrounds may include former CFO or Controller in a client-facing environment, senior consultant or engagement leader, or professional services leader managing complex client portfolios

Benefits

Comp & perks

Competitive salary and benefits
Medical insurance
Dental insurance
401(k)
Paid time off (PTO)
Monthly CPE-eligible training on emerging accounting topics
Career growth in a fast-growing, people-focused firm
Employee Stock Ownership Plan (ESOP) eligibility on day 1
Hybrid work arrangement