Director, Client Services Job Description

Director, Client Services Job Description

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Director, client services provides consultancy for onboarding new services and products, client migrations, payments processing operations, services & initiatives.

Director, Client Services Duties & Responsibilities

To write an effective director, client services job description, begin by listing detailed duties, responsibilities and expectations. We have included director, client services job description templates that you can modify and use.

Sample responsibilities for this position include:

Lead team to meet or exceed all department objectives, initiatives and metrics including client retention goals
Continuous professional development and process improvement, implement policies and procedures within Account Management team
Ensure a high level of proactive service including timely response and follow up
Build development and career planning for Account Managers
Support Sales team as needed in finalist presentations
Contribute to the expansion of business at existing and new client accounts
Occasional travel to client sites required
Responsible for creating and driving their sales pipeline to closure in HP Services
Capture leads and use closed-loop lead management to ensure assignment and follow- up by others
Work with HP Services Business Units expertise to seek out new opportunities and expand and enhance existing opportunities to build the pipeline in and drive pursuit

Director, Client Services Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Director, Client Services

List any licenses or certifications required by the position: CPA, ITIL, PMP, HDI, MSCE, CPP, FPC, JD, PMI, LEAN

Education for Director, Client Services

Typically a job would require a certain level of education.

Employers hiring for the director, client services job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in MBA, Business, Education, Finance, Marketing, Business/Administration, Management, Accounting, Engineering, Computer Science

Skills for Director, Client Services

Desired skills for director, client services include:

Client servicing
Client connectivity
Supported product and services and how these impact clients’ business
Client business drivers for their operations and processing businesses
Electronic Cards Payment Industry systems
Key technical specialties supported
Payments network and processing services
Payments technology products and services and how these impact clients’ business
Settlement services
ADA

Desired experience for director, client services includes:

MA/MS/MBA degree or equivalent in relevant field preferred
Provide support to Client Director by providing input regarding business development and solution expertise
University or Bachelor’s degree with related work experience
Typically 10-15 years of advanced sales experience with significant quota
Define and manage project approach, scope, deliverables, schedule, resource needs and budget
Serve as the main client interface during project execution, partnering with Account Executive as lead

Director, Client Services Examples

1

Director, Client Services Job Description

Job Description Example
Our growing company is looking to fill the role of director, client services. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for director, client services
  • Oversee/Manage Voice of Client program and use learnings to continuously strengthen client service
  • Creation and maintenance of best practices and other customer centric onboarding information
  • Messaging of internal communications out to customer base
  • Establishing procedures for to enhance the productivity and operations of the department
  • Provide management presence in QBR meetings
  • Annual development of a multi-year business strategy
  • A leader of leaders—direct leader to Service Managers and/or Supervisors
  • Identify and support potential need for key Subject Matter Experts (SMEs) or teams within the Service functions to evolve the organization and deliver strategic gains
  • Excellent collaboration with offsite teams and leaders with similar or shared Client Service accountability
  • Ownership and accountability for creation and achievement of Client Service Support strategic plans and related goals
Qualifications for director, client services
  • Proficiency in computer skills, including using spread sheets
  • Ability to lead by example and motivate a team
  • Quick learner of complex technology
  • Ability to conceive efficient workflows and to implement or improve process where none exists
  • Strong initiative and analytical ability plus capacity to work well under pressure while maintaining good attitude
  • Minimum 9 years of operations leadership experience, preferably in Insurance or Financial Services industries
2

Director, Client Services Job Description

Job Description Example
Our growing company is looking to fill the role of director, client services. We appreciate you taking the time to review the list of qualifications and to apply for the position. If you don’t fill all of the qualifications, you may still be considered depending on your level of experience.
Responsibilities for director, client services
  • Proposals, presentations, sales materials
  • Management of digital marketers
  • Researches and develops new opportunities and programs
  • Understanding the market landscape
  • Understanding the evolution of the markets in which we operate and incorporate within our reporting strategy and offering
  • Gaining a comprehensive understanding of existing capabilities and designing innovative solutions to new opportunities
  • Manage the coordination and completion of client information requests such as RFPs and DDQs
  • Oversee the development of presentations, pitch books and regular client reporting in support of all client service, relationship management and business development efforts
  • Coordinate efforts across the Global Client Services team with portfolio managers, business development/sales, communications and client services professionals across PREIs three regions
  • Develop and edit content for marketing materials, investment related reports, and quarterly outlooks
Qualifications for director, client services
  • In-depth knowledge and understanding of a full service medical communications agency
  • Calm under pressure and comfortable in a pitch environment
  • Highly persuasive with excellent level of negotiation skills
  • Extensive financial services experience, ideally in investment management
  • Demonstrate leading and managing teams in an operational or service environment
  • Demonstrate experience of project, risk or product management
3

Director, Client Services Job Description

Job Description Example
Our innovative and growing company is hiring for a director, client services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for director, client services
  • Ensure that Account Directors support a defined range of products and services to assigned account clients through general product knowledge
  • Ensure that Account Directors are working with scheduling, operations and logistics, and monitor the status and accuracy of initiated work orders
  • Provide supervision, direction, and leadership for a variety of internal operational activities (including staff and process development, business management and project management)
  • Initiate, provide the vision, and manage the successful execution of many high-level division projects
  • Interface directly with corporate functions (including Finance & Accounting, Legal and Human Resources), internal business units and departments (creative production, technical production, client services and sales, research and development, and IT) and have interaction with the external clients
  • Will work on daily administration duties (examples include leading meetings, resolving finance and accounting issues, and resolving human resource issues)
  • Will provide high-level planning support to the department Vice President and drive various operations and staff development programs (help develop divisional goals, objectives, policies, procedures and plan, organize and direct the activities of the division)
  • Will also manage complex division projects and lead teams to complete projects in a successful and timely manner
  • Manage billing and accruals
  • Work very closely with the Business Development team to ensure pricing is consistent with the workflows
Qualifications for director, client services
  • Good understanding of the processes that support the operating model and strategy for the BU and Metro Retail region overall
  • Experience of working with and adhering to processes and systems that support client service delivery
  • Excellent management and leadership skills, with a proven track record of delivering excellent levels of client service through a large scale, multi-channel operational function
  • High levels of business and financial acumen with an understanding of company strategy, operating environment and business objectives
  • Must have experience with building and maintaining collaborate internal relationships
  • Will need to provide forecasting and attend departmental finance meetings
4

Director, Client Services Job Description

Job Description Example
Our company is growing rapidly and is looking to fill the role of director, client services. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for director, client services
  • Promoting a positive and motivating work environment
  • Providing mentoring to team leads, analysts and client champions on their on-going interaction with clients and other associates inside and outside of Client Services
  • Working with senior management to identify potential successors and assisting in developing and managing resources to reach necessary goals
  • Directly manage a team of managers and individual contributors and oversee the day-to-day operations including staffing, budgeting, organizational strategy and deployment, and troubleshooting
  • Oversee and Manage the pre-sale strategy and post-sale execution of 1-2 Key Accounts
  • Maintain regular meetings with RVPs and Sales Directors to understand regional priorities and provide updates on Client Services team, current state and future state goals
  • Work closely with cross-functional internal teams such as Creative Services, Video Production, Ad Solutions and Research
  • Partner with peers and internal partners to evaluate existing and implement new business processes
  • Provide hands-on assistance in developing realistic project timelines for custom initiatives by engaging with cross-functional teams
  • Ensure the adoption of new process and/or systems and play a major role in change management
Qualifications for director, client services
  • Experience in fast-paced, entrepreneurial environment
  • Strong and efficient computer literacy (Word, Excel, PowerPoint, plus experience with project management, flowcharting and database software)
  • Establishing exceptional relationship with senior level clients
  • Ensure standards of client service, client campaigns and company values are upheld across the agency
  • Ensure forecasts are met by managing team and client profit margins
  • Growing innovation through award wins
5

Director, Client Services Job Description

Job Description Example
Our innovative and growing company is looking to fill the role of director, client services. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for director, client services
  • 10+ years management or strategic experience in this field
  • 5+ years in managerial or strategic role involving all phases of Marketing
  • Proven experience in development and architecture
  • Experience in Back Office systems and knowledge in marketing workflow
  • Familiar in Front Office systems and how they interact in an omni-channel marketing ecosystem
  • Keen business acumen and proven executive management abilities based on prior experience
  • Ability to have effective two-way communication with management and development team
  • Experience with startup companies
  • Executive level presence with internal champions the account team
  • Command of technical subject matter at a strategic and tactical level
Qualifications for director, client services
  • 5-8 years of financial industry experience required in a broker dealer or registered investment adviser setting
  • Experience managing a large geographically dispersed workforce highly preferred
  • Experience planning/forecasting and managing budgets
  • Possess well-developed skills for building long-term relationships and managerial style that fosters the trust and respect of a highly diverse client base
  • Ability to work collaboratively and connect with both virtual and in person team members while fostering a results driven team environment
  • Experience using Customer Relationship Management products

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