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Client Facing Finance Jobs (NOW HIRING)

SoHo Experiential LLC

Client Finance Manager

Manhattan, NY · On-site

$75K - $90K/yr

... facing financial reporting: o Review relevant general ledger activity and recommend journal entries as needed. o Prepare and analyze reports for internal stakeholders and the client, including ...

Monks

Director, Commercial Finance

New York, NY · On-site

This is a high-impact, client-facing finance role for someone who thrives at the intersection of finance, operations, and commercial strategy. You will be the trusted financial partner to senior ...

Sodexo

Financial Reporting Manager

Menlo Park, CA · Hybrid

$120K - $163K/yr

Sodexo is seeking a Client-Facing Financial Reporting Manager to join our Corporate Services team, ideally based in the San Francisco Bay Area . This hybrid, client-facing role is based out of a ...

Sodexo

Financial Reporting Manager

Menlo Park, CA · On-site

$89K - $115K/yr

Sodexo is seeking a Client-Facing Financial Reporting Manager to join our Corporate Services team, ideally based in the San Francisco Bay Area . This hybrid, client-facing role is based out of a ...

Sodexo

Financial Reporting Manager

Menlo Park, CA · Hybrid

$120K - $163K/yr

Sodexo is seeking a Client-Facing Financial Reporting Manager to join our Corporate Services team, ideally based in the San Francisco Bay Area . This hybrid, client-facing role is based out of a ...

JLL

Finance Manager

Charlotte, NC · Remote

Background in client-facing finance roles within professional services, technology, or corporate real estate environments * Familiarity with revenue recognition standards and contract compliance in ...

McGarrah Jessee

Client Finance Manager

Austin, TX · Remote

$85K - $117K/yr

Strong client-facing and stakeholder management abilities * Excellent analytical and problem-solving skills with strong financial acumen * Strong organizational skills and attention to detail without ...

New

Atrium

Associate Client Advisor - 399692

Seattle, WA · On-site

This role is ideal for a client-facing financial services professional with 2 - 3 years of experience who enjoys working in a small-office setting and is ready to take on meaningful responsibility.

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Client Facing Finance information

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How much do client facing finance jobs pay per year?

As of Jul 2, 2026, the average yearly pay for client facing finance in the United States is $69,664.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $74,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive in the Client Facing Finance position, and why are they important?

To thrive in a Client Facing Finance role, you need a solid understanding of financial principles, analytical thinking, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial modeling tools, CRM software, and relevant certifications such as CFA or CPA are highly valued. Exceptional communication, active listening, and relationship-building skills are essential for understanding and addressing client needs effectively. These competencies are crucial for providing tailored financial solutions, building trust, and ensuring long-term client satisfaction in a dynamic environment.

What is a Client Facing Finance job?

A Client Facing Finance job involves working directly with clients to provide financial advice, investment strategies, or banking solutions. Professionals in this role may work in wealth management, corporate finance, or financial consulting, helping clients make informed financial decisions. Strong communication and relationship-building skills are essential, as the role requires explaining complex financial concepts in a clear and effective manner. The position can exist in banks, investment firms, or financial services companies, supporting individuals or businesses in managing their financial goals.

What is an example of a client facing job?

A client facing finance role involves direct interaction with clients to provide financial advice, support, or services. Examples include financial advisors, relationship managers, and client service representatives who communicate regularly with clients to understand their needs and deliver solutions, often requiring strong communication skills and financial knowledge.

Do client facing roles pay more?

Client facing finance roles often pay higher salaries compared to non-client roles due to the skills required for client interaction, communication, and relationship management. These positions may also include performance bonuses or commissions based on client satisfaction and deal closures, which can increase overall compensation.

What is a client facing role in finance?

A client facing role in finance involves direct interaction with clients, such as providing financial advice, managing accounts, or offering services. These roles require strong communication skills, financial knowledge, and often involve using tools like CRM systems to serve client needs effectively.

What types of clients and industries do Client Facing Finance professionals typically work with?

Client Facing Finance professionals often serve a diverse range of clients, including individuals, small businesses, corporations, or institutional investors, depending on the employer and focus of the firm. They may work across industries such as banking, wealth management, corporate finance, insurance, or consulting. This variety provides valuable exposure to different financial needs and challenges, allowing professionals to develop specialized expertise and robust networks. The opportunity to work with multiple client types can also enhance your problem-solving skills and support career advancement into more senior advisory or relationship management roles.

What are some client facing finance jobs?

Client facing finance jobs include roles such as financial advisor, relationship manager, client services associate, and private banker. These positions involve direct interaction with clients to provide financial advice, manage accounts, or offer investment solutions, often requiring strong communication skills and financial knowledge. Certifications like CFP or CFA can enhance prospects in these roles.
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Client Facing Finance jobs near you
HubSpot Solutions Architect (Senior, Client-Facing)

HubSpot Solutions Architect (Senior, Client-Facing)

Process Pro Consulting

Austin, TX • On-site, Remote

Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 23 days ago

Job description

Company Description
Process Pro Consulting is a Diamond HubSpot Partner Agency specializing in:
  • HubSpot CRM Implementation
  • CRM Optimization & Automation
  • Revenue Operations (RevOps) Strategy
  • Tech Stack + Data Integration support

We support B2B SaaS, professional services, manufacturing, and financial services companies in building scalable, high-performing revenue systems.
Job Description
The Role
The Solutions Architect (SA) is the technical and strategic lead across client engagements, owning the full lifecycle from discovery through solution design, planning, and delivery oversight.
This is a senior individual contributor role with significant client-facing responsibility. You will lead complex discovery processes, design scalable HubSpot solutions, and ensure alignment between business requirements, CRM architecture, and delivery execution.
You'll work across multiple engagements simultaneously, partnering with Consultants, automation engineers, and developers in an agile delivery environment (sprints, epics)-setting the standard for solution quality, technical design, and system integrity.
When needed, you'll go hands-on to ensure the build reflects the intended design.
Qualifications
What You'll Do
Account Level: Technical Ownership & Strategic Support
  • Maintain a strong understanding of each client's business model, HubSpot maturity, and tech stack
  • Act as the technical voice of the client, ensuring delivery teams have the context needed to execute effectively
  • Identify opportunities to expand impact (RevOps gaps, automation opportunities, underutilized HubSpot capabilities)
  • Partner with Consultants and Customer Delivery Managers (CDMs) to support solution scoping and technical sales
  • Proactively identify and escalate technical risks, scope gaps, and misalignment with clear recommendations

Initiative Level: End-to-End Solution Design
  • Lead discovery sessions with executives and stakeholders to define goals, pain points, and success metrics
  • Develop Business Solution Designs (high-level architecture), including:
    • HubSpot configuration strategy
    • Integration architecture (ERP, middleware, third-party tools)
    • Process gaps and system dependencies
  • Build and sequence Epic Plans (sprints, dependencies, delivery roadmap)
  • Lead solution design reviews and drive client alignment and sign-off
  • Conduct technical research (feasibility, integrations, proofs-of-concept) for complex requirements
  • Ensure seamless handoff to delivery teams with clear documentation and shared understanding
  • Stay engaged through build and stabilization to ensure solutions are delivered as designed

Process Level: Deep System & Workflow Design
  • Design and document end-to-end business processes (lead lifecycle, pipeline management, quote-to-cash)
  • Translate processes into HubSpot architecture, including:
    • Pipelines, objects, properties, and associations
    • Workflow automation and logic
    • Integration points and data flow
  • Document decision logic, edge cases, and system interactions to eliminate ambiguity during build
  • Build complex or sensitive components when needed (custom-coded actions, advanced workflows, integrations)
  • Pressure-test solutions against real-world operations to avoid over-engineering or misalignment
  • Validate that final builds match design intent-and own resolution when they don't

Additional Information
This Role Is a Fit If You
  • Have led end-to-end HubSpot solution design, not just configuration or execution
  • Think in systems and architecture, connecting business processes to technical implementation
  • Are comfortable leading conversations with senior stakeholders and driving alignment
  • Have deep expertise in HubSpot CRM (Sales, Marketing, Service, Ops Hub)
  • Understand how data models, automation, and integrations work together at scale
  • Produce clear, detailed technical documentation (specific properties, workflows, system logic)
  • Can manage multiple concurrent client engagements without losing quality or context
  • Translate complex technical concepts into clear, actionable guidance
  • Hold a high bar for quality and don't let "good enough" ship when it shouldn't

Technical Experience
  • HubSpot CRM architecture, implementation, and optimization
  • Workflow automation, data modeling, and reporting
  • Integrations using tools like Zapier, Workato, Syncari
  • Experience with ERP/financial systems (NetSuite, QuickBooks, Sage Intacct)
  • Designing processes like lead lifecycle, pipeline management, and quote-to-cash
  • Agile project delivery (sprints, epics, tools like Asana, Jira)
  • HubSpot certifications across one or more Hubs

Bonus Points
  • Experience with Salesforce, Dynamics 365, or multi-CRM environments
  • HubSpot <> Salesforce integration experience
  • Exposure to data warehouses / BI tools (Snowflake, BigQuery, Power BI)
  • Familiarity with JavaScript or HubL (custom-coded actions, CMS)
  • Experience with PLG environments and product usage data in CRM workflows

Compensation & Benefits
  • Salary: $95,000 - $120,000 (dependent on skillset and experience)
  • Quarterly bonus program
  • Customer expansion bonus program
  • Net new customer sales bonus program
  • Fully remote + flexible hours
  • 20 days PTO + 13 standard US holidays
  • 2 company mental wellness days
  • Health, dental, and vision insurance
  • Health & wellness stipend
  • 401(k) with match (eligible after 6 months)
  • Parental leave + short-term disability
  • Home office equipment provided
  • Professional development budget

Apply If
You've been the person defining and owning the CRM solution-not just building it-and can confidently connect business problems to scalable HubSpot architecture across systems and teams.

Apply