The PFM Group is a financial and investment advisory firm that provides debt, credit, and investment management services primarily to governments and governmental entities. The PFM Group has a world-class reputation for providing our clients with independent advice and is consistently ranked among the top financial advisory firms in the country.
PFM Solutions LLC (PFM-S) is an operating affiliate of The PFM Group. PFM-S primarily markets, implements, and services our proprietary software – Whitebirch, a financial modeling platform that provides a flexible Cloud-based architecture designed to easily construct, manage, and validate complex financial projections, with an intuitive interface that allows users to consider, analyze, and present myriad possibilities.
PFM-S is currently seeking technology oriented professionals to serve as Client Development Consultants (CDCs). The successful candidate(s) will be expected to have a history with and a strong interest in leveraging software to solve client problems and must have demonstrated success executing the essential elements of cloud-based software deployments. Candidates must have excellent verbal communication, presentation, and interpersonal skills to facilitate interaction with a diverse group of internal colleagues, senior managers, clients, and prospects. Candidates must also have the ability to manage multiple and overlapping priorities and deadlines and otherwise own their list of responsibilities.
The Client Development Consultant will work closely with the Whitebirch modeling team(s), sales teams, senior managers, and peers to manage and execute several phases of the Whitebirch prospect engagement process. The successful candidate will manage the initial engagement and orientation of prospects via telephone, email, and other media as necessary. Consultation with, and management of the discovery process, of organizations interested in the Whitebirch financial modeling platform is a key element of this role.
Specific responsibilities may include:
PFM offers competitive compensation and a comprehensive benefits package, including profit sharing and 401K with company match.