CareerPlan

Advisory Client Relationship Executive - Transformation (Director)

Dallas, TX, USFull-time2026-10-02 → 2026-11-09

Core

Advisory Director leading transformation growth through deep executive relationships, high-impact solution orchestration, and active daily prospecting to deliver integrated Advisory solutions.

Role type

Senior IC Advisory Client Relationship Executive (Transformation)

Builds

Integrated Advisory solutions for Finance, Operations, Workforce, Customer, ERP, and enterprise platform modernization

Domain

Professional Services / Management Consulting / Enterprise Transformation

Required skills

Executive relationship management, complex solution selling, C-suite prospecting, deal architecture, win strategy, pricing negotiation, executive storytelling, multi-year program structuring, cross-functional team mobilization

Preferred skills

MBA or advanced degree, experience in managed services/outsourcing/shared services models, AI adoption in pursuit narratives

Technologies

Oracle, Workday, OneStream, Anaplan

Responsibilities

Conduct active daily prospecting and originate new business; Lead Advisory account strategies and define transformation roadmaps; Act as deal/solution architect to shape value propositions; Coach pursuit teams through qualification and closing; Negotiate pricing strategy; Build relationships with C-suite and Board-level executives; Identify opportunities in finance modernization and operating model redesign.

Seniority

Director, hands-on IC with strategic leadership