Job Description

About CFGI:

CFGI, founded in 2000, is a dynamic and fast-growing financial consulting firm serving as the trusted partner to CFOs and their organizations. We help clients tackle complex challenges across accounting, corporate finance, M&A, IPO readiness, and digital transformation — blending deep technical expertise with a hands-on, entrepreneurial approach. Backed by The Carlyle Group and CVC Capital Partners

The Practice

About Prism | Managed Services:

CFGI's Managed Services practice delivers finance and accounting solutions by fully managing operations below the CFO level — embedding directly into the client's finance function across accounting operations, financial close, FP&A, tax compliance, and back office services. We optimize processes, enhance reporting, and enable faster, data-driven decision-making.

Our delivery is powered by a proprietary command center built for the CFO — giving finance leaders real-time visibility, AI-driven automation, and a managed operating layer that goes beyond what in-house staffing alone can achieve. Prism launched externally in April 2026. The infrastructure is built. The clients are signing.

The Opportunity

The Role:

We are seeking a Managing Director, GTM to accelerate growth across CFGI's Managed Services practice. This role is built for an experienced operator who brings an execution mindset to a structured client sales process — qualifying and advancing opportunities, closing engagements with PE-backed and growth-stage finance leaders, and partnering closely with the GTM Leader to scale the practice.

You are not building from scratch. You are running plays on a pipeline that is already in motion — with GTM infrastructure, a proprietary CFO command center, marketing support, and a national CFGI referral network behind you. The job is to convert.

A candid note:

This is a high-performance, high-accountability role at a practice that is moving fast. You will have real authority and real support — but this isn't a role where you figure it out alone. You'll work closely with a GTM Leader who has built the playbook and is actively running it with you. If you do your best work inside a collaborative structure with clear goals and a team that is genuinely invested in your success, this is built for you.

Responsibilities

What You'll Do:

Pipeline Development & Deal Management

• Own and actively develop a qualified pipeline of Managed Services opportunities across various industries and growth stages.
• Manage a portfolio of client pursuits simultaneously — building genuine relationships and driving excellence in execution from initial discovery through signed contract.
• Lead the sales cycle from discovery through deal qualification, proposal, negotiation, and close.
• Contribute to and enhance the deal qualification process, applying a data-driven approach with a clear understanding of what wins a deal.
• Maintain strong CRM (Salesforce) hygiene and pipeline reporting discipline.

Expertise & Internal Collaboration

• Deep working knowledge of finance operations — including accounting operations, financial close, FP&A, tax, and back office services primarily under the CFO — with the credibility to communicate directly with executive-level leaders about the challenges they face and how Prism solves them.
• Identify opportunities for process improvement, standardization, and automation within the sales cycle and flag them early.
• Enable CFGI partners across the firm to identify, qualify, and refer Managed Services opportunities — delivering training sessions, talking points, and deal support to activate the internal referral model.
• Partner closely with the GTM Leader to build and scale the sales organization.
• Mentor and invest in the development of Directors, Senior Managers, Managers, and Consultants on the team.
• Collaborate with Delivery Towers and the Transition Team to ensure proposals are commercially sound, deliverable, and aligned to the GTM intake process.
• Build strong client rapport and ensure a clean, trust-preserving handoff to Transition and Delivery teams post-contracting.
• Support the GTM Leader on pipeline reporting, forecast accuracy, and strategic account planning.

Qualifications

What You'll Bring:

• 15+ years of B2B sales experience, with demonstrated success selling professional services, finance outsourcing, managed services, or complex advisory engagements into the CFO office.
• Proven track record of carrying and consistently achieving or exceeding quota in a consultative, complex-sale environment.
• Prior experience selling into PE-backed companies, financial sponsors, or private equity ecosystems strongly preferred; fluency in PE deal language (portco, 100-day plan, EBITDA, value creation) is required.
• Execution-oriented — brings process discipline and personal accountability to a live pipeline, with the ability to manage multiple pursuits simultaneously and close with consistent follow-through.
• Deep understanding of finance operations across core finance cycles, including back office services under the CFO — spanning accounting, FP&A, tax compliance, and financial reporting.
• Strong communication and stakeholder management skills; comfortable navigating both C-suite client relationships and an internal partner network of firm-wide CFGI advisors.
• Authorization to work in the United States required.

You'll thrive here if…

You want to execute inside a strong infrastructure, not rebuild one from scratch. You prefer clear goals and a collaborative GTM partner over solo hunting. You take genuine pride in the close — and in the client relationship that follows it.

This probably isn't right if…

You need to own a fully independent territory or build your own playbook from zero. You're looking for a transactional, volume-based sales motion. You measure success by activity metrics rather than outcomes.

Reporting

Reporting Structure:

• Reports to GTM Leader
• Oversees Senior Managers, Managers, and Consultants