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About the role

Overview: As Advisory Director Client Relationship Executive - Transactions, you will drive transformation growth by building trust-based executive relationships and orchestrating cross-functional solutions. You will translate client needs into integrated Advisory offerings and lead deal-driven narratives for PE and transaction opportunities. You’ll partner with cross-disciplinary teams to deliver measurable outcomes across diligence, valuation, and value creation. This role sits at the intersection of strategy, pursuit leadership, and executive relationship management, shaping market-ready solutions and outcomes. Compensation / Benefits hybrid work model with in-person requirements well-being and work-life integration options comprehensive benefits package inclusive culture and DEI commitments career growth opportunities discretionary annual bonus (varies by role)
Responsibilities: Originate new business through outbound outreach, executive meetings, and relationship-building to meet sales targets Lead advisory account strategy for priority clients, defining value levers and multi-phase transformation roadmaps Act as deal/solution architect, packaging capabilities into clear value propositions and executable programs Translate client needs into scalable solutions and collaborate with strategy leaders to ensure repeatable execution Drive pursuit strategies, proposal development, pricing, and governance for measurable outcomes Maintain executive presence with boards and C-suite, aligning pursuits to growth and profitability Identify opportunities in PE buy-side/sell-side transactions and connect diligence with value creation solutions Coordinate with cross-functional leaders across due diligence, valuation, technology M&A, and outsourcing to position differentiated advisory offerings Build market presence through executive networking, campaigns, and thought leadership to generate pipeline Champion practical AI adoption in pursuit narratives and ensure alignment with risk leaders
Key requirements: 10+ years in advisory/consulting sales, complex solution selling, or enterprise transformation with C-suite exposure Proven track record in building executive relationships and driving growth in a matrixed professional services environment Experience with PE funds and portfolio companies; strong buy-side and sell-side transaction acumen Strong commercial acumen in qualification, win strategy, pricing, negotiation, and executive storytelling Ability to translate complex capabilities into clear value propositions and scalable pursuit narratives Working knowledge of advisory domains (CFO Advisory, Business Consulting, Risk, Technology Modernization, Transactions, AI, Outsourcing) Experience selling multi-year programs including managed services or outsourcing Direct experience in professional services and partner-led client service models Excellent communication and presentation skills for executive-level audiences Bachelor's degree required; MBA or advanced degree preferred Willingness to travel up to ~25% Executive communication Relationship building Strategic thinking Complex solution selling Transaction advisory and due diligence Value proposition development

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JOB OVERVIEW

Experience level

Manager

Location

Raleigh, NC

Occupation

Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel

Industry

Other Management Consulting Services

Posted

today

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