Engagement Director

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 youre 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.

This role sits at the center of our advisory modelensuring 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 Youll 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 around 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
• Address scope creep and misalignment proactively
• Balance exceptional client experience with strong business outcomes

What You Own (and What You Dont)

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 worksyou dont 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 earlynot escalated late
• Engagements 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 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 clients experience a coordinated high-value partnership.

The Engagement Director role is central to that vision.

If youre 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.

Youll 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