Client Acquisition Partner - Boutique Financial Consulting (Founders & CFOs)

Summary We're a boutique consulting firm that helps founders, in-house CFOs, and fractional CFOs run sharper finance functions. Our work spans three areas: fundraising models and financial strategy for companies raising capital; decision systems - planning, forecasting, and budgeting that leadership actually uses; and data integration projects - unifying messy finance and operations data into one reliable source of truth. Clients range from venture-backed startups to established, founder-led companies; some are actively raising, others just need their numbers and systems to finally work. We're looking for someone to own client acquisition: finding the right companies and people, earning the first real conversation, and moving qualified opportunities toward us to close. This is not a cold-email or mass-outreach role. We care about how clients are won. High-trust consulting is bought on credibility and relationships, so we want someone who thinks in terms of acquisition, not sending volume — comfortable working whatever channel actually reaches these people: LinkedIn and social selling, warm intros and referrals, founder and finance communities, events, content, and targeted outreach where it fits. The mix is yours to figure out; qualified conversations with the right people is the goal. What you'll do - Own how we find and reach fit clients - across channels, not one playbook - Identify the right companies and decision-makers (founders, in-house CFOs, fractional CFOs) and read the signals that say there's a real need now - Qualify on stage, need, urgency, and fit - separate real opportunities from noise - Open and build trust with prospects, and book discovery calls - Keep follow-up moving without being pushy - Manage the pipeline and keep clean notes through to handoff - Hand us warm, well-qualified conversations to close What we're looking for - You've actually done client acquisition for consulting or high-trust B2B services — and you still do the work yourself - Resourceful and hands-on: fluent with modern tools (LinkedIn Sales Nav, Apollo, Clay, CRM, AI where it helps) and quick to try new ones - Strong, human written communication - you sound like a person, not a template - Good judgment about people and timing; you think quality over volume by instinct - Organized, proactive, and self-directed - you'll run this, not wait for a list - A feel for finance-function buyers (CFOs, fractional CFOs, founders) is a real plus How we work together - We own the positioning and the offer - the story of what we do and why. You carry it, sharpen it with what you hear in the market, and get it in front of the right people. - We handle the closing conversations. Your job is to create demand and hand off deals that are genuinely ready. A few questions (Loom highly preferred): 1. Walk me through one client-acquisition effort you ran for a consulting or B2B services firm: how you found the right people, how you earned the first conversation, and what converted. 2. How do you find and qualify founders or CFOs who genuinely need finance help right now — whether that's an active raise, a new fractional CFO engagement, or a company whose data and systems are a mess? What signals tell you the need is real versus just a profile match? 3. Which channels do you actually get traction on for high-trust services, and why? Walk me through how you'd open a real relationship with a founder or CFO — not a generic template. 4. How do you handle a lead that's gone quiet but still fits? Where's your line between persistent and spammy? 5. This role hands off to us for the close. What do you need from a deal before you hand it over, and what do you flag going in?