Fractional CFO / Client Advisory Director Lead businesses forward. Influence strategy. Build trusted relationships. Berndt CPA LLC is seeking a strategic, relationship-driven Fractional CFO / Client ...
Fractional CFO / Client Advisory Director Lead businesses forward. Influence strategy. Build trusted relationships. Berndt CPA LLC is seeking a strategic, relationship-driven Fractional CFO / Client ...
Senior Director - Client Data Solutions
Wauwatosa, WI · On-site +1
$103K - $139K/yr
Join Cielo as a Senior Director - Client Data Solutions! A career at Cielo will give you the opportunity to work with the industry's smartest people and to take ownership of your success! Cielo is a ...
Senior Director - Client Data Solutions
Wauwatosa, WI · On-site +1
$103K - $139K/yr
Join Cielo as a Senior Director - Client Data Solutions! A career at Cielo will give you the opportunity to work with the industry's smartest people and to take ownership of your success! Cielo is a ...
Fractional CFO / Client Advisory Director
Madison, WI · On-site
$100 - $150/hr
Fractional CFO / Client Advisory Director Lead businesses forward. Influence strategy. Build trusted relationships. Berndt CPA LLC is seeking a strategic, relationship-driven Fractional CFO / Client ...
Fractional CFO / Client Advisory Director
Madison, WI · On-site
$100 - $150/hr
Fractional CFO / Client Advisory Director Lead businesses forward. Influence strategy. Build trusted relationships. Berndt CPA LLC is seeking a strategic, relationship-driven Fractional CFO / Client ...
Senior Director - Client Data Solutions
Wauwatosa, WI · Remote
$103K - $139K/yr
Join Cielo as a Senior Director - Client Data Solutions! A career at Cielo will give you the opportunity to work with the industry's smartest people and to take ownership of your success! Cielo is a ...
Senior Director - Client Data Solutions
Wauwatosa, WI · Remote
$103K - $139K/yr
Join Cielo as a Senior Director - Client Data Solutions! A career at Cielo will give you the opportunity to work with the industry's smartest people and to take ownership of your success! Cielo is a ...
Fractional CFO / Client Advisory Director Lead businesses forward. Influence strategy. Build trusted relationships.Berndt CPA LLC is seeking a strategic, relationship-driven Fractional CFO / Client ...
Quick apply
Fractional CFO / Client Advisory Director Lead businesses forward. Influence strategy. Build trusted relationships.Berndt CPA LLC is seeking a strategic, relationship-driven Fractional CFO / Client ...
Client Experience Associate
De Pere, WI · On-site
$55K - $70K/yr
Client Experience Associate Renier Hotopp Law Offices, LLC On-site | Monday-Friday, 8:30 AM - 5:00 ... Who You Are: • Confident and comfortable having direct conversations with clients • Able to ...
Client Experience Associate
De Pere, WI · On-site
$55K - $70K/yr
Client Experience Associate Renier Hotopp Law Offices, LLC On-site | Monday-Friday, 8:30 AM - 5:00 ... Who You Are: • Confident and comfortable having direct conversations with clients • Able to ...
AVP, Client service
Madison, WI · On-site
The Client Service Manager will have responsibility for ensuring that every client receives ... Leads their direct reports through the performance management lifecycle including: * Providing ...
AVP, Client service
Madison, WI · On-site
The Client Service Manager will have responsibility for ensuring that every client receives ... Leads their direct reports through the performance management lifecycle including: * Providing ...
AVP, Client service
Madison, WI · On-site
The Client Service Manager will have responsibility for ensuring that every client receives ... Leads their direct reports through the performance management lifecycle including: * Providing ...
AVP, Client service
Madison, WI · On-site
The Client Service Manager will have responsibility for ensuring that every client receives ... Leads their direct reports through the performance management lifecycle including: * Providing ...
Client Partner - Education
Madison, WI · On-site
$105/hr
Client Partner Global Title: Client Partner Division & Department: Education Sales Status ... Managing Director Location: Remote - Anywhere in the contiguous US Role Specifics: This position is ...
Client Partner - Education
Madison, WI · On-site
$105/hr
Client Partner Global Title: Client Partner Division & Department: Education Sales Status ... Managing Director Location: Remote - Anywhere in the contiguous US Role Specifics: This position is ...
Client Experience Associate Renier Hotopp Law Offices, LLC On-site | Monday-Friday, 8:30 AM - 5:00 ... Confident and comfortable having direct conversations with clients * Able to stay composed when ...
Quick apply
Client Experience Associate Renier Hotopp Law Offices, LLC On-site | Monday-Friday, 8:30 AM - 5:00 ... Confident and comfortable having direct conversations with clients * Able to stay composed when ...
As our new Client Services Coordinator, you will be the welcoming voice and the organizational ... You will assist our marketing director by ensuring timely and effective follow-up with attendees ...
Quick apply
As our new Client Services Coordinator, you will be the welcoming voice and the organizational ... You will assist our marketing director by ensuring timely and effective follow-up with attendees ...
PMI Client Executive
Milwaukee, WI · On-site
$75K - $102K/yr
Requires a client-focused, solutions-oriented mindset with ability to collaborate across teams and influence without direct authority. Strong experience supporting institutional clients and broad ...
PMI Client Executive
Milwaukee, WI · On-site
$75K - $102K/yr
Requires a client-focused, solutions-oriented mindset with ability to collaborate across teams and influence without direct authority. Strong experience supporting institutional clients and broad ...
Sr Director, Strategy & Planning - Client Office
Milwaukee, WI · On-site +1
$187K - $318K/yr
FIS' Client Office, encompassing Client Servicing, Support, Implementation & Professional Services ... Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small ...
Sr Director, Strategy & Planning - Client Office
Milwaukee, WI · On-site +1
$187K - $318K/yr
FIS' Client Office, encompassing Client Servicing, Support, Implementation & Professional Services ... Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small ...
Sr Director, Strategy & Planning - Client Office
Milwaukee, WI · On-site +1
$187K - $318K/yr
FIS' Client Office, encompassing Client Servicing, Support, Implementation & Professional Services ... Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small ...
Sr Director, Strategy & Planning - Client Office
Milwaukee, WI · On-site +1
$187K - $318K/yr
FIS' Client Office, encompassing Client Servicing, Support, Implementation & Professional Services ... Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small ...
Client Experience Associate
$55K - $70K/yr
If you have experience inclient success, account management, collections, or legal client services and youre comfortable having direct conversations about expectations and payments, this role is for ...
Quick apply
Client Experience Associate
$55K - $70K/yr
If you have experience inclient success, account management, collections, or legal client services and youre comfortable having direct conversations about expectations and payments, this role is for ...
Client Support Manager
Waunakee, WI · On-site
Provide direct leadership, coaching, and development to Assistant Manager and the Client Support team. * Establish and monitor performance expectations, service standards, and productivity goals.
Client Support Manager
Waunakee, WI · On-site
Provide direct leadership, coaching, and development to Assistant Manager and the Client Support team. * Establish and monitor performance expectations, service standards, and productivity goals.
Client Support Manager
Waunakee, WI · On-site
Provide direct leadership, coaching, and development to Assistant Manager and the Client Support team. * Establish and monitor performance expectations, service standards, and productivity goals.
Client Support Manager
Waunakee, WI · On-site
Provide direct leadership, coaching, and development to Assistant Manager and the Client Support team. * Establish and monitor performance expectations, service standards, and productivity goals.
Client Support Manager
Waunakee, WI · On-site
Provide direct leadership, coaching, and development to Assistant Manager and the Client Support team. * Establish and monitor performance expectations, service standards, and productivity goals.
Client Support Manager
Waunakee, WI · On-site
Provide direct leadership, coaching, and development to Assistant Manager and the Client Support team. * Establish and monitor performance expectations, service standards, and productivity goals.
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
The Digital & AI Platforms organization at World Wide Technology is hiring an Associate Client Solutions Director (ACSD) to lead delivery of strategic digital and AI programs, build and strengthen ...
Client Director information
See Wisconsin salary details
$24.2K - $38.3K
4% of jobs
$38.3K - $52.4K
0% of jobs
$52.4K - $66.5K
14% of jobs
$70.7K is the 25th percentile. Wages below this are outliers.
$66.5K - $80.6K
23% of jobs
$80.6K - $94.6K
9% of jobs
The median wage is $95.2K / yr.
$94.6K - $108.7K
13% of jobs
$108.7K - $122.8K
5% of jobs
$122.8K - $136.9K
0% of jobs
$147.5K is the 75th percentile. Wages above this are outliers.
$136.9K - $151K
10% of jobs
$151K - $165.1K
15% of jobs
$165.1K - $179.2K
8% of jobs
$24.2K
$108.8K
$179.2K
How much do client director jobs pay per year?
What do client directors do?
What is a client director?
How does a client director typically collaborate with internal teams to ensure client satisfaction?
What is the difference between Client Director vs Account Manager?
| Aspect | Client Director | Account Manager |
|---|---|---|
| Primary Role | Oversees client relationships at a strategic level, manages key accounts, and develops long-term growth strategies. | Manages day-to-day client interactions, ensures service delivery, and maintains client satisfaction. |
| Credentials | Typically requires extensive experience in client management, strong communication skills, and industry knowledge. | Requires customer service skills, industry understanding, and often relevant certifications or training. |
| Work Environment | Corporate offices, client meetings, strategic planning sessions. | Client sites, service delivery meetings, regular communication channels. |
While both roles focus on client relationships, the Client Director handles strategic, high-level account growth, whereas the Account Manager focuses on daily client service and satisfaction. The Client Director often works with senior clients and develops long-term strategies, making their role more senior and strategic in nature.
What are the key skills and qualifications needed to thrive as a client director, and why are they important?

Full-time
Medical, Dental, Vision, Retirement
Re-posted 14 days ago
Job description
Lead businesses forward. Influence strategy. Build trusted relationships.
Berndt CPA LLC is seeking a strategic, relationship-driven Fractional CFO / Client Advisory Director to join our growing advisory and outsourced accounting practice. This position is ideal for an experienced accounting or finance leader who enjoys partnering with entrepreneurial businesses, improving operations, mentoring teams, and providing high-level financial insight in a collaborative and people-focused environment.
This role would be an excellent fit for professionals coming from private industry leadership roles such as Controller, Assistant Controller, Finance Director, or CFO, as well as professionals with outsourced accounting or advisory experience. The position offers significant autonomy, direct client interaction, and long-term leadership opportunities within the firm.
Position Summary
The Fractional CFO / Client Advisory Director serves as a strategic advisor to entrepreneurial business clients across a variety of industries. This role combines financial leadership, operational consulting, relationship management, and team collaboration while helping clients strengthen processes, improve financial visibility, and support long-term growth.
Description of Duties
Client Advisory & Financial Leadership
- Serve as a trusted advisor to a portfolio of entrepreneurial business clients.
- Provide fractional CFO and controllership services including budgeting, forecasting, cash flow management, KPI reporting, and operational financial guidance.
- Assist business owners and leadership teams with financial decision-making and strategic planning.
- Identify opportunities for process improvement, automation, operational efficiencies, and technology optimization.
Accounting Oversight
- Oversee monthly and quarterly accounting functions and financial reporting processes.
- Review financial statements and accounting workflows for accuracy, consistency, and timeliness.
- Assist clients with system transitions, reporting enhancements, and process standardization.
Leadership & Collaboration
- Collaborate with internal accounting professionals to deliver high-quality client service.
- Mentor and support team members as the advisory practice continues to grow.
- Help foster a collaborative, supportive, and client-focused culture.
Practice Growth
- Build strong long-term client relationships through consistent communication and value-driven service.
- Participate in networking, relationship development, and community involvement initiatives.
- Support the continued growth and evolution of the firm's advisory service offerings.
Recommended Skills and Qualifications
- Bachelor's degree in accounting, finance, or related field.
- CPA preferred but not required.
- 7-15 + years of accounting, finance, or operational leadership experience.
- Experience in private industry leadership, outsourced accounting, advisory services, or public accounting environments.
- Strong understanding of financial reporting, budgeting, forecasting, and business operations.
- Experience working directly with business owners and leadership teams.
- Strong communication, organizational, and relationship management skills.
- Ability to manage multiple clients and priorities in a collaborative environment.
- Familiarity with cloud-based accounting platforms including QuickBooks Online and related technologies.
- Strategic mindset with a proactive and solution-oriented approach.
Best Practices for Success in This Role
- Build trusted relationships by becoming a reliable resource for clients and internal teams.
- Maintain proactive communication and responsiveness with clients and colleagues.
- Help clients improve financial visibility and operational efficiency through process improvements and technology solutions.
- Provide thoughtful leadership and mentorship to support team development. Embrace adaptability and collaboration while serving a variety of entrepreneurial businesses.
- Stay informed on industry trends and evolving best practices in advisory and financial leadership.
What We Offer
At Berndt CPA LLC, we support our team members in maintaining a healthy work-life balance. We provide a collaborative environment where professional growth is encouraged, and personal flexibility is respected. This position offers:
- Competitive compensation and bonus program
- Flex-time or full-time options with partial remote work available, depending on the candidate's preferences
- Comprehensive benefits package (health, dental, vision, 401k match)
- Supportive, people-first firm culture with regular team events
- Professional development and career advancement opportunities
- Paid time for community involvement and networking
- Modern technology and tools in a collaborative environment
- Opportunity to work closely with entrepreneurial businesses across a variety of industries
- Meaningful client relationships and strategic advisory involvement
Awards And Recognition - Recent
- 2026 - Top Work Places - 1st Place Small Business - Wisconsin State Journal
- 2025 - Top Work Places - Small Business - Wisconsin State Journal
- 2025 - Best Places to Work - Small Business - Madison Magazine
- 2025 - Best Accounting Firm to Work For - Accounting Today
- 2024 - People's Choice Awards - Best Accounting Firm
- 2024 - Top Work Places - Small Business - Wisconsin State Journal
- 2024 - Best Places to Work - Small Business - Madison Magazine
- 2024 - InBusiness Executive Choice Award - Accounting Firm
- 2024 - Best Accounting Firm to Work For - Accounting Today
Ready to grow your career with a firm that invests in your success? Apply today and bring your expertise to a people-first firm that values your impact.
About Berndt CPA
Sourced by ZipRecruiter
Industry
Accounting services
Company size
11 - 50 Employees
Headquarters location
Madison, WI, US
Year founded
2010