Managing Director

About 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

• 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.

Requirements

• 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

Additional Information

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.

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