Strategic Engagement Director

Venturity • 3d ago

About Venturity

Venturity is the premier provider of outsourced accounting services in Dallas. We empower growing businesses by delivering accurate, operationally focused financial insights that help them understand and drive their success.

Our culture is proactive, personable, and service-oriented. If you're looking for a dynamic environment where you can expand your accounting expertise, work with a variety of clients, and grow professionally, Venturity is the place for you.

About the Role

Venturity is seeking an Engagement Director to serve as the executive relationship owner and strategic leader across complex client engagements.

The role sits at the center of our advisory model- ensuring that what we promise, deliver, and sustain for our clients is aligned, effective, and scalable. You will own the full client lifecycle, from onboarding through ongoing delivery, and ensure the engagement works end-to-end for both the client and the business.

This is not a traditional "client success" or account management role. This is a senior professional services leadership position focused on outcomes, alignment, and accountability.

What You'll Do

Own the Client Relationship

Serve as the senior relationship leader for assigned clients
Build trust with executive stakeholders and guide long-term alignment
Lead high-stakes conversations around expectations, priorities, scope, and performance
Stabilize and strengthen relationships when complexity or tension arises

Own the Engagement Outcome

Ensure alignment between what was sold and what is delivered
Monitor engagement health across delivery, communication, scope, and economics
Identify risks early and lead proactive course correction
Maintain a clear view of whether the overall model is working

Orchestrate Across the Lifecycle

Partner with Business Development before close to ensure continuity
Act as a strategic validator during onboarding and implementation
Lead transition from implementation to ongoing delivery with clarity and alignment

Drive Accountability Across Teams

Align Implementation Directors, Controllers, CFOs, and Operations across shared outcomes
Ensure ownership is clear and commitments are met
Step in when work, expectations, or communication drift off track
Reduce the need for leadership intervention by owning resolution

Protect the Business

Maintain awareness of engagement economics, scope, and sustainability
Adress scope creep and misalignment proactively
Balance exceptional client experience with strong business outcomes

What You Own (and What You Don't)

You Own:

Client relationships, health, and trust
Delivery outcomes and alignment
Transition quality across phases
Scope integrity and economic health
Resolution of issues that impact the client experience

You do not own:

Technical accounting execution
Day-to-day delivery management
Replacing Controllers, CFOs, or Implementation Directors

You ensure the work works - you don't do the work.

What Success Looks Like

Clients feel clarity, consistency, and confidence across the lifecycle
Transitions are smooth, with no loss of context or momentum
Risks are identified and addressed early- not escalated late
Engagement remain aligned to scope, expectations, and value delivered
Leadership is pulled into fewer reactive situations
Teams operate with clear ownership and accountability

Who You Are

You are a steady, high-accountability leader who thrives in complex environments where success depends on alignment, follow-through, and judgment.

Build trust quickly with executives and senior stakeholders
Are comfortable leading difficult, high-stakes conversations
Bring structure, clarity, and follow-through to complex situations
Think in terms of systems, outcomes, and long-term impact
Balance client advocacy with business discipline
Step in when something is off and take ownership of fixing it
Are energized by maintaining and improving long-term relationships

You are not purely a visionary or a transactional operator, you are someone who ensures things actually work.

Experience

8+ years in professional services, consulting, finance leadership, or client advisory roles
Proven experience owning senior-level client relationships
Experience managing complex, multi-stakeholder engagements
Strong business and financial acumen (budgets, margin, engagement health)
Demonstrated ability to lead through influence across cross-functional teams

Relevant backgrounds may include:

Former CFO or Controller in a client-facing environment
Senior consultant or engagement leader
Professional services leader managing complex client portfolios

Why Venturity

Venturity is building a more intentional, advisory-driven client model, one where ownership is clear, outcomes are measurable, and client experience a coordinated, high-value partnership. The Engagement Director role is central to that vision.

If you're looking for a role where you can:

Operate at the intersection of strategy, delivery, and client leadership

Own outcomes, not just activity

Influence on how a firm scales its client experience

...this is that role.

You'll join a talented, supportive team and enjoy a comprehensive benefits package including:

Competitive salary and benefits (medical, dental, 401(k), PTO)
Monthly CPE-eligible training on emerging accounting topics
Career growth in a fast-growing, people-focused firm
Employee Stock Ownership Plan (ESOP) eligibility on Day 1

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