Cfgi

Managed Services GTM - Managing Director

United States · Director

Sponsorship not specifiedDetected 110 days ago

Stakeholder ManagementSalesforceCRMSalesNegotiationAccountingM&AFP&ATaxProcess ImprovementCommunicationCollaboration

About the role

We are seeking a Managing Director, GTM to accelerate growth across CFGI's Managed Services practice.
This is a high-performance, high-accountability role at a practice that is moving fast.
You'll work closely with a GTM Leader who has built the playbook and is actively running it with you.

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.
Maintain strong CRM (Salesforce) hygiene and pipeline reporting discipline.
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.
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.

What You'll Bring:
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.
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

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.
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

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 |

This listing is sourced directly from Cfgi's careers page and normalized into a canonical job model.