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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 \u007C 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.

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

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.