Client Delivery Director

Join the Rapidly Growing Team at Attivo Partners!

Are you dedicated to excellence and eager to advance your career? Passionate about technology and startups? Excited to work with some of the most innovative early-stage companies in the world? If so, Attivo Partners is the place for you!

Why Attivo?

Attivo Partners is a fast-growing full-service finance and accounting consulting firm headquartered in San Francisco, with a presence in major startup hubs across the US. Our remote teams specialize in providing fractional CFO and accounting services to venture-backed emerging growth clients, supporting their journey from inception to over $50M in revenue.

What We Offer:

• Collaborative Environment: Work alongside a talented team with extensive experience in venture-backed companies. At Attivo, we believe in teamwork and value the unique insights and creativity each member brings.
• Culture of Growth: We thrive on the challenges presented by diverse and exciting clients, offering unparalleled learning and professional development opportunities.
• Mentorship and Training: We are committed to nurturing talent and providing ongoing mentoring and training to help you grow personally and professionally.
• Flexibility: We understand the importance of balance and are dedicated to maintaining a culture that supports your career and personal life.

Our Values:

• Lasting Relationships: We build solid and enduring connections with our clients and team members.
• Data-Driven Insights: We leverage data to drive intelligent decisions and impactful results.
• Growth-Focused Mindset: We embrace opportunities for continuous improvement and innovation.
• Collaboration-First: We prioritize teamwork and believe the best solutions come from working together.
• Culture-Conscious: We foster a supportive and inclusive culture where everyone can thrive.

Join us at Attivo Partners and be part of a team that's shaping the future of finance and accounting for startups. Let's grow together!

Role Overview:

The Client Delivery Director is responsible for overseeing the successful delivery of services and products to clients, ensuring projects are completed on time, within scope, and aligned with the company’s strategic goals and developing structured service products for our clients. This role leads the client delivery team, drives operational excellence, enhances the client experience, and ensures consistent, high-quality execution across all engagements.

Responsibilities:

Client Delivery Leadership

• Oversee the end-to-end delivery of services, projects and products across all client accounts.
• Ensure client deliverables meet quality standards, timelines, and budget expectations.
• Resolve delivery issues quickly and effectively, serving as a point of escalation.
• Management of the Client Onboarding Lead to ensure consistent execution and training of all new client engagements and team assignments
• Management of the Resource Manager to ensure accurate, consistent and appropriate staffing of all new and existing client teams
• Oversee a portfolio of client engagements to maintain hands-on understanding of accounting practices, team capacity, and end-to-end client delivery from both an internal and client-facing perspective.

Client Relationship Management

• Develop strong, strategic relationships with key clients.
• Monitor client satisfaction and identify opportunities for growth and improvement.
• Partner with the business development team to scope new work and ensure seamless transitions from sales to delivery.

Strategic Contribution

• Collaborate with executive leadership on long-term delivery strategy.
• Collaborate with People & Talent to build and scale a consistent, high-impact Learning & Development program that supports both technical excellence and soft-skill growth.
• Contribute to business planning, forecasting, and resourcing models.
• Identify emerging client needs and trends to inform service development.
• Monitor key performance indicators (KPIs) and report on delivery metrics.
• Identify risks and proactively address them with mitigation strategies.

Client Services

• Manage all general accounting functions which includes performing month-end close process, eliminations & consolidations, preparing and booking journal entries, account reconciliations and variance analysis
• Prepare monthly consolidated client financials including fluctuation analysis and budget vs actual comparisons
• Direct activities related to efficient customer cash collection and vendor payments and overall cash management and cash forecasting
• Build financial models to help clients manage cash and make intelligent and proactive operational decisions
• Analyze company operations to identify operational and cost efficiencies and implement solutions
• Create and manage KPI Dashboards
• Manage general HR responsibilities, including payroll, processing employee onboarding & offboarding, and benefits management
• Oversee client tax-related matters to ensure timely compliance
• Lead annual financial audits, as required
• Manage and mentor accounting teams across all clients

Requirements:

• Proven track record of managing complex client engagements and cross-functional teams
• Strong client-facing skills with the ability to build trust and credibility
• Operational mindset with strong project management and problem-solving capabilities
• Excellent communication, leadership, and organizational skills
• Analytical and detail-oriented with a focus on operational efficiency
• Experience working with clients in the start-up environment
• Comfort operating in fast-paced, high-growth environments
• Collaborative and diplomatic, with a problem-solving mindset
• Able to balance multiple priorities and stakeholder needs
• Record of leading and driving strategies
• Ability to handle confidential information with tact and respect
• Ability to influence and advise leaders through challenging people situations
• Exceptional verbal and written communication skills
• Has a proactive, solution-oriented, problem-solving mindset
• Enthusiastic, personable, positive attitude, and high integrity
• Persistent and self-motivated with the ability to work with limited supervision

Qualifications:

• Bachelor’s degree in Business, Management, or a related field (MBA or similar preferred)
• 10+ years of experience in professional services, consulting, or client delivery roles, with at least 5+ years in a leadership capacity
• 10+ years of senior level accounting and finance experience

Location:

• Remote – Silicon Valley & NYC region, preferred
• Ability to travel at least two times a year for All-Staff Retreats & Regional Meetups. 

Reports To:  COO

Salary Range: $185,000 to $210,000 based on experience

Target Annual Bonus: 15%

Position Status: Full-Time, Exempt

Benefits

Benefits for full-time employees include: Health, Dental, and Vision Insurance (100% coverage for employees on base plan, 70% coverage for additional family members), participation in Flexible Spending Accounts and 401(k), 3 weeks PTO, voluntary Life Insurance & Disability plans, and work-from-home allowance. Primary caregivers and others requiring a flexible work schedule or reduced hours are encouraged to apply; benefits may be prorated for part-time hires.

Final Notes

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
 
Attivo Partners is an equal opportunity employer and is committed to a diverse workplace. People from diverse racial, ethnic and cultural backgrounds, women, LGBTQ+ individuals, and persons with disabilities are highly encouraged to apply. 
 
Attivo Partners will never request payment, sensitive personal information, or unsolicited account access at any stage of the hiring process. All legitimate communication from our team will come *exclusively from an @attivopartners.com email address. If you receive a message claiming to be from Attivo that does not use this domain - or if something feels unfamiliar - please disregard the communication and report it to us at [email protected].