Client Solutions VA

We are looking for a seasoned Client Solutions Director to be the first point of contact for prospective clients and turn their compliance challenges into clear, tailored solutions. You will lead discovery calls, pinpoint gaps in a prospect’s compliance and internal controls, and build a steady pipeline of qualified B2B leads. The ideal candidate is a CPA or CIA with senior manager or director-level Big Four experience who is as comfortable advising business leaders as they are generating new opportunities.

Key Responsibilities:

• Lead discovery calls with prospective clients to understand their operations, current controls, and compliance requirements
• Identify compliance gaps and translate them into clear, practical service recommendations
• Generate new B2B leads using Apollo, including building targeted prospect lists and researching key decision-makers
• Conduct outreach to qualified prospects and secure discovery call appointments
• Explain technical compliance and audit concepts in plain, business-friendly language
• Document call findings and prepare concise recommendation summaries for follow-up
• Maintain accurate prospect records and keep the lead pipeline organized and up to date
• Represent the firm with professionalism and credibility in every client interaction

Mandatory Skills:

• Senior manager or director-level experience at a Big Four firm
• Active CPA license or CIA certification
• Strong knowledge of compliance, internal controls, and risk assessment
• Proven experience leading client-facing discovery or consultative sales conversations
• Experience generating B2B leads using Apollo or a similar prospecting platform
• Excellent spoken and written English, with the confidence to engage business owners and executives
• Reliable, detail-oriented, and able to work independently
• Strong communication and relationship-building skills

Preferred Skills:

• Hands-on experience with Apollo.io specifically
• Background in internal audit, risk advisory, or assurance services
• Experience working with US-based clients and US compliance requirements
• Prior experience in business development, account management, or advisory sales
• Familiarity with CRM tools for pipeline tracking
• Ability to manage multiple prospects and follow-ups at the same time

Why Join Us:

This is a senior, high-impact role where your expertise directly shapes how we connect with and win new clients. You will work closely with leadership, have room to bring your own ideas to the table, and enjoy the flexibility to do your best work as we grow together.