Published: Nov 27, 2024 - The Director of Client Services cultivates key relationships with partners and vendors to secure necessary resources for statewide service delivery, focusing on synergy and program integration. Develops and oversees performance measurements that align with both organizational goals and client needs, instilling a culture of accountability and precision within the team. Engages in innovative efforts to expand and improve services for individuals with disabilities, providing leadership in adult and youth services throughout and beyond.
Tips for Director of Client Services Skills and Responsibilities on a Resume
1. Director of Client Services, ClientConnect Services, Orlando, FL
Job Summary:
- Lead the strategic relationship management, service development and accelerated growth of one of largest clients
- Develop the relationship of strategic, trusted production partner with clients
- Exploring and building understanding of how HWW can meet business requirements
- Develop innovative production solutions that support both the client and Hogarth business
- Build strong, effective relationships at all client stakeholder levels
- Identify new business opportunities and ways of deepening and expanding relationships.
- Co-ordinate regular client reviews to measure performance vs objectives
- Build, manage and develop a fit-for-purpose global client service team with strong leadership in the most relevant geographies.
- Build relationships with the relevant HWW production organisations globally to ensure the most efficient, effective and profitable production services are delivered which meet the client’s needs.
- Take full responsibility for client related service and performance targets, including ownership of client level sales and P&L budgets and forecasting.
- Effectively serve as the primary point of contact between clients, engineering and design teams and continually drive towards a superior user experience using novel design concepts
- Help drive a cross-functional team towards extraordinary product deliveries and champion project managers
- Develop and refine project management & client engagement process to support the overall team's success
- Speak the truth, face the facts
- Build and maintain relationships with all internal and external stakeholders
- Generate, monitor, and analyze daily, weekly, and monthly client and operational performance reports, ensuring all relevant deadlines are met
Skills on Resume:
- Relationship Management (Soft Skills)
- Business Development (Hard Skills)
- Solution Development (Hard Skills)
- Team Leadership (Soft Skills)
- Performance Management (Hard Skills)
- Sales and Budget Management (Hard Skills)
- Project Coordination (Hard Skills)
- Client Engagement (Soft Skills)
2. Director of Client Services, Elite Customer Solutions, Austin, TX
Job Summary:
- Participate in determining the right mix of people, processes and technology in order to achieve high levels of client satisfaction
- Escalate client concerns about service delivery during implementation and ongoing servicing, resolution requires extensive teamwork, critical thinking and solutioning capabilities throughout various departments across the Service Line
- Build working relationships with Service and Functional Line leads within Segment through education of Benefit Accounts delivery and the operating model
- Consult on service, communication and funding strategies to various levels of client management including senior level human resources and C-suite representatives
- Analyze operational and financial data and communicate effectively with clients and colleagues
- Understand and communicate FSA, HSA, HRA, and other tax advantaged solutions
- Provide sales support including proposal review, finalist presentations, deal structure and negotiation, and site visits
- Demonstrate leadership, actively develop, coach and mentor talent
- Identify L&D gaps and deploy appropriate training
- Represent Benefit Accounts client service in various leadership forums and committees
- Provides strategic direction and manages the ongoing performance of service provided to External Client and Internal clients
- Manage team of Strategic Specialists, Client Engagement Mangers, and Vendor Management to drive business goals and maintain client satisfaction
- Own the client onboarding process and ongoing requirements
- Resolves client issues, problems, status and successes working with key stakeholders and teams
- Reviews and provides feedback on deliverables for implementation and onboarding
- Develop and monitor standard operating processes to ensure Client satisfaction, consistency, efficiency and profitability across all contracts
- Identify and implement the tools, resources and team required to execute client contracts
Skills on Resume:
- Process Optimization (Hard Skills)
- Critical Thinking (Soft Skills)
- Relationship Building (Soft Skills)
- Client Consulting (Soft Skills)
- Data Analysis (Hard Skills)
- Financial Solutions Knowledge (Hard Skills)
- Sales Support (Hard Skills)
- Leadership and Talent Development (Soft Skills)
3. Director of Client Services, Premier Support Strategies, Charlotte, NC
Job Summary:
- Participate in new business activity by providing digital intel on companies and markets.
- Take the lead in helping clients figure out how to best use the internet to achieve growth objectives.
- Provide a clear roadmap that orchestrates all relevant digital channels and tactics into one actionable plan.
- De-construct competitive best practices in digital marketing and create benchmarks.
- Identify opportunities for clients to use digital technology to enhance overall marketing mix: product, price, place, or promotion.
- Provide leadership, support and supervision to the account management team, inspire, motivate, train and mentor.
- Effectively communicate and interact with other departments and business partners in a manner that fosters teamwork and unity.
- Strategically - lead the brands monitor presentations, competition, brand reviews, and research, give direction to teams within the agency and the client’s end.
- Creatively - ideate with the creative custodians on the brands, discuss briefs, and generate an atmosphere that brings out the best in the creative team
- Operationally – ensure a healthy team to manage the workflow and volume of business.
- Develop systems for smooth flow and checks to avoid errors and time guidelines.
- Delegate, guide and control all operational work.
- Ensure systems with the client and the agency that facilitate a smooth flow of operations.
- Forecast collections, monitoring, control and reporting.
- Contribute towards other aspects of the organizations.
- Operationalize client contracts and oversee end to end implementation within the organization
- Develop goals and objectives that ensure client success, and safeguards compliance and profitability
Skills on Resume:
- Market Analysis (Hard Skills)
- Digital Strategy Development (Hard Skills)
- Competitive Analysis (Hard Skills)
- Leadership (Soft Skills)
- Team Communication (Soft Skills)
- Creative Direction (Soft Skills)
- Operational Management (Hard Skills)
- Financial Forecasting (Hard Skills)
4. Director of Client Services, Visionary Client Partnerships, Denver, CO
Job Summary:
- Provide direction to the planning, management, and oversight of events and other special projects to drive the achievement of budgeted revenue targets and growth of business
- Establish, monitor, and control costs that impact sales margins
- Ensure accurate forecasting while monitoring performance metrics
- Target opportunities for growth and support the development of winning proposals
- Identify and articulate innovative sales practices
- Gather, monitor, and build client executive business relationships, and manage implementation process
- Oversee the development of reports for all stakeholders to review and improve business
- Configure and align sales portfolios of team members for maximum effectiveness
- Observe team member behavior to identify strengths, weaknesses, and opportunities for improvement
- Hire, train, coach, guide, and develop and empower direct reports
- Responsible for establishing and clearly communicating departmental strategy to management team, providing feedback and collaborating with management regarding tactical operations for department including budgeting, goal setting, and managing performance
- Following organization’s policies and applicable legal requirements, determining and implementing appropriate staffing and customer interaction guidelines for work team(s) and monitoring performance leading to successful results.
- Provide account leadership overseeing delivery of all professional services
- Responsible for the strategy, vision and continued growth of named account
- Ensure satisfied customers through excellence in delivery
- Establish and maintain account strategic plans
- Leverage the Perficient full portfolio of services to provide meaningful help to clients
Skills on Resume:
- Event Management (Hard Skills)
- Cost Control (Hard Skills)
- Forecasting (Hard Skills)
- Proposal Development (Hard Skills)
- Relationship Management (Soft Skills)
- Team Development (Soft Skills)
- Strategic Communication (Soft Skills)
- Legal Compliance (Hard Skills)
5. Director of Client Services, Integrated Service Solutions, Atlanta, GA
Job Summary:
- Identify new customers and build relationships to secure business opportunities.
- Provides direction and leadership to all Branch Office Operations and Staff.
- Build and Develop a high performing team that is working together to drive results
- Understand the bottom line, that is why set and maintain the utilization targets of the Branch. Including monitoring and adjusting the plan as necessary to ensure the financial goals are achieved.
- Liaise with clients to ensure staff meet clients’ education and training expectations.
- Participate with senior management at on strategic planning
- Work with and provide data and needs to the marketing and recruitment departments to drive successful hiring campaigns
- Supervise the performance of the direct reports
- Ensure the performance of the Human Resources team is effective in meeting the company’s recruitment targets
- Ensure the performance of the Staffing Services team is effective in meeting the company’s scheduling targets
- Ensure complaints and incidents are being managed in a timely manner
- Ensure effective communication with healthcare providers
- Ensure KPI is being collected
Skills on Resume:
- Customer Acquisition (Hard Skills)
- Leadership (Soft Skills)
- Team Development (Soft Skills)
- Financial Management (Hard Skills)
- Client Liaison (Soft Skills)
- Strategic Planning (Hard Skills)
- Data Analysis (Hard Skills)
- Performance Supervision (Soft Skills)
6. Director of Client Services, Strategic Client Management, Phoenix, AZ
Job Summary:
- Interact with clients from diverse industries to ensure ongoing research needs are being met
- Design research projects based on client needs and research practices
- Oversee research projects and ensure appropriate progress
- Develop or modify research instruments using best practices for research design
- Oversee data collections status for projects and work to resolve any issues
- Oversee and guide analysis plans and analysis results
- Author and/or edit client reports or presentations
- Present results to client and client team
- Preparing final presentation materials
- Preparing and delivering oral and visual presentations to convey the results of the research
- Assist with ongoing needs of the client after the conclusion of the project
- Proactively identify and develop new client relationships within the current IQS verticals
- Interpret and translate client needs into research requirements
- Negotiate new agreements and renew existing agreements
- Coordinate and oversee data collections efforts including working with external resources and internal team members to collect data using online, telephone, and in-person methodologies.
Skills on Resume:
- Client Interaction (Soft Skills)
- Research Design (Hard Skills)
- Project Management (Hard Skills)
- Instrument Development (Hard Skills)
- Data Oversight (Hard Skills)
- Analytical Guidance (Hard Skills)
- Report Writing (Hard Skills)
- Presentation Skills (Soft Skills)
7. Director of Client Services, Client Success Hub, Seattle, WA
Job Summary:
- Execute the strategic plan for designated clients and business partners.
- Hire, train, assess, develop, and supervise account managers.
- Ensure that company policies and procedures are introduced, understood, documented and followed by department staff.
- Develop, maintain and ensure that client service’s best practices and standards are in place and consistent across the organization
- Maintain the economic health and profitability of all accounts, including approving invoices and developing budgets, proposals, estimates, and statements of work
- Manage escalated client issues, concerns and administrative discrepancies
- Ensure that work product exceeds client expectations
- Lead the Account Managers to ensure day-to-day execution of client strategy meets client expectations
- Develop strong internal relationships with managers in other departments to ensure that client needs are prioritized appropriately across the organization.
- Develop and implement metrics and goals for individual team members that contribute to departmental and company objectives.
- Track, measure, and report on department and individual performance to senior management according to company policies and guidelines.
- Actively participate in and contribute to corporate initiatives, projects, and committees
- Enhance existing strategic relationships to achieve growth and profitability goals.
- Assist client services team to gain influence within existing accounts for the long-term profitable retention
- Achieve retention and profitability goals with strategic partners and overall book of business.
- Implement process improvement initiatives within department and provide recommendations to internal and external partners to ensure consistent use of industry and operational best practices.
- Continually drive operational improvement not only within the Client Services organization but across all service delivery teams
Skills on Resume:
- Staff Training (Hard Skills)
- Policy Implementation (Hard Skills)
- Client Service Standards (Hard Skills)
- Financial Oversight (Hard Skills)
- Issue Resolution (Soft Skills)
- Leadership (Soft Skills)
- Performance Metrics (Hard Skills)
- Strategic Relationship Management (Soft Skills)
8. Director of Client Services, Optimal Service Dynamics, Las Vegas, NV
Job Summary:
- Builds collaborative, client-focused relationships, internally and externally at all levels in client organization and internally.
- Maintains communications and working relationships with resource units and other critical organizations for input and resolution of business issues.
- Ensures that client communication and support processes are in place to promote client confidence in IBEX.
- Establishes points of contact and levels of authority within IBEX for working with the client.
- Leads complex matrix organization in support of client and acts as the client advocate, i.e. the voice of the client for all IBEX units.
- Owns effective management and progression of client escalations to resolution.
- Develops and manage Client Strategic Plans.
- Ensures that business opportunities align with overall business and account strategies.
- Works closely with sales and financial teams in new business capture efforts including defining solution alternatives and developing pricing models.
- Proactively works w/Sales and assist in effort to extend client relationship and provide additional functionality, products or services.
- Responsible for delivering the targeted revenue results of the program.
- Establishes and manages annual operational plans and expense budgets that support the Client program plan.
- Creates and implements strategic client operations plans that optimize the company's financial position and resource utilization.
- Monitors and trends relevant data to accurately forecast and manage operational performance, financial results, and resource requirements.
- Leads integration of a matrix cross-business/cross-functional organization into a seamless team that is united to deliver the client’s solution.
- Establishes Service Level Agreements, measurements and reporting for each support team to manage the contractual commitments and milestones on behalf of IBEX.
- Assesses resource costs, utilization, assumptions during budget / business planning cycle and develops resource management and staffing plan for program.
- Provides an environment that fosters empowerment, teamwork, personal growth and professional development, and that values diversity and rewards accomplishment.
Skills on Resume:
- Relationship Building (Soft Skills)
- Communication Management (Soft Skills)
- Client Advocacy (Soft Skills)
- Escalation Resolution (Hard Skills)
- Strategic Planning (Hard Skills)
- Sales Collaboration (Soft Skills)
- Financial Management (Hard Skills)
- Data Analysis (Hard Skills)
9. Director of Client Services, Customer Engagement Leaders, Philadelphia, PA
Job Summary:
- Build and foster relationships with client HQ, customer site teams, across stakeholders in domestic and international data centers
- Run and manage a global organization, supporting one of most strategic accounts and clients.
- Propose, plan, and execute strategic initiatives.
- Set strategy and vision, drive decisions for the global organization
- Clearly communicate goals, roles, responsibilities, and desired outcomes to cross- functional and remote project teams
- Partner with field operations and corporate teams to develop processes and deliver solutions, drive results by tracking key operational metrics, identifying process improvement opportunities and delivering on strategic initiatives
- Provide escalation management for any issues that arise within the team
- Manage and enforce clear guidelines for information sharing, communications, and decision-making, and anticipate bottlenecks to ensure high-quality customer service and operational performance
- Work with partner teams to identify, track, and share operational metrics, set financial targets and forecasts, and establish reporting norms
- Move fast to prioritize and remediate operational risks, build and maintain tools to enable teams to proactively identify and address risks
- Drive technical operational excellence through working with teams and SMEs to define end-to-end workflows that support scalable ERAD operations
- Communicate effectively with internal teams to plan projects, set expectations, and create project deliverables
- Ensure client satisfaction by providing strategic consultation and project planning, and delivering quality and timely project deliverables
- Assist in the hiring, development, management, and retention of client services talent
- Work in partnership with the Business Development and Account Management teams to develop new business, grow accounts, and retain clients
Skills on Resume:
- Relationship Management (Soft Skills)
- Global Leadership (Soft Skills)
- Strategic Planning (Hard Skills)
- Communication (Soft Skills)
- Process Development (Hard Skills)
- Escalation Management (Soft Skills)
- Risk Management (Hard Skills)
- Project Management (Hard Skills)
10. Director of Client Services, Innovative Client Interfaces, Portland, OR
Job Summary:
- Cultivate relationships with partners and vendors with the goal of ensuring space and resources to deliver services statewide.
- Develop and implement strategies that will maximize synergies among program areas.
- Work with staff to develop objective performance measurements across programs that are responsive to organizational and client needs.
- Instill a sense of accountability among team members by modeling oversight of individual and organizational performance standards.
- Engage in improvement efforts that help innovate and expand programs and services that serve individuals with vision loss and a range of disabilities that reflect those clients’ needs.
- Provides thought leadership, guides research, and leads the growth of adult and youth services across NH and beyond.
- Partners with State Agencies, Eye Doctors, School Districts, and a range of stakeholders to deliver a holistic model of care to clients in homes and other locations.
- Recruits and leads a staff of rehabilitation and training professionals to deliver direct services
- Actively manages staff caseload with team leads and translates client referrals into needs assessment and individual service plans.
- Contributes to marketing, business development, and grant proposal efforts.
- Utilize CRM tools to track client engagement and key milestones
- Cultivate a comprehensive knowledge of all products, services, capabilities, and internal processes
- Continuously improve through feedback
- Owning key client relationships and managing client communications including attending regular client meetings to review performance
- Coordination and project management of internal account teams including marketers, developers, creatives and strategists
- Project management and scheduling of delivery work
- Responsible for the overall quality of delivery on accounts and the account teams hitting deadlines
Skills on Resume:
- Relationship Building (Soft Skills)
- Strategy Development (Hard Skills)
- Performance Metrics (Hard Skills)
- Accountability Leadership (Soft Skills)
- Program Innovation (Hard Skills)
- Partnership Management (Soft Skills)
- Staff Recruitment and Leadership (Soft Skills)
- CRM Proficiency (Hard Skills)
11. Director of Client Services, Client Relations Pro, Miami, FL
Job Summary:
- Ensure best-in-class service experiences for all stakeholders served by TEAM as measured by NPS scores, which consistently average 75 to 90 year over year.
- Develop and own client relationships with over 300 institutional partners, serving as senior point of contact for escalated service issues.
- Manage service delivery of onboard, offboarding fulfillment operations for 3,000 clients and 6,000 worksite employees.
- Lead, coach and provide day-to-day oversight of a team of 10 client-facing and back-office operations professionals to onboard and offboard hundreds of clients and thousands of employees annually.
- Drive business transformation with the introduction and deployment of new technologies and business processes.
- Ensure operations are in compliance with applicable employment law, agency regulations and industry standards.
- Serve as a member of the leadership team driving forward corporate growth, strategy and customer experience initiatives.
- Contribute to client’s business growth by aligning internal team deliverables in a meaningful way
- Assist the Operations and Product teams with designing the training and setup of all new clients while working in concert with the implementation and sales teams to identify client specific goals
- Foster a productive and empowering working environment
- Provide a team with all necessary tools and training to improve core expertise and continued career growth.
- Build a team to deliver company business and revenue goals.
- Partner with Operations, Sales, Customer Care and Finance in building client profit and loss
- Retention and account growth for owned accounts
- Creating accurate Scopes of Work for new projects, forecasting resource and producing quotes
Skills on Resume:
- Service Management (Hard Skills)
- Relationship Management (Soft Skills)
- Operations Management (Hard Skills)
- Team Leadership (Soft Skills)
- Business Transformation (Hard Skills)
- Regulatory Compliance (Hard Skills)
- Strategic Planning (Hard Skills)
- Training Design (Hard Skills)
12. Director of Client Services, Partnership Excellence Firm, Minneapolis, MN
Job Summary:
- Provide strategic direction and input into the marketing strategy and associated tactics of client accounts based on a strong understanding of marketing and business objectives
- Supervise the account management team and create an effective process and information flow between the team and other disciplines to produce creative deliverables
- Strategic point of contact for senior clients in order to establish strong relationships
- Mentor and develop his/her team and direct them in finding creative solutions to both client and internal challenges, foster knowledge-sharing across all disciplines internally to ensure collaborative and informed work.
- Obtain client feedback and drive increases in client satisfaction and engagement
- Manage tracking and reporting of account performance to ensure team accountability and quality of service leadership
- Create and develop commercial opportunities with existing clients, maximizing account and revenue growth
- Assist in new business development – identifying potential new clients, attending industry events, preparing proposals, and making presentations
- Prepare annual sales goals and partner with Operations and Finance in managing monthly billings and billable efficiency in order to deliver company business and revenue goals.
- Contribute to the development of a culture that enjoys the challenge of meeting and stretching financial and performance targets
- Assist the Operations team with designing the training and implementation of all internal and external tools.
- Ensuring milestones and deliverables are met by providing proactive reporting and communications to Clients and Sales Teams.
- Author, review, and approve Project Management and Data Management related SOPs files and related documents/templates.
- Develops opportunities for revenue growth and can qualify sales opportunities in terms of:
- Identifies breakdowns in internal processes and systems that directly impact client services and takes action to meet client needs and concerns.
- Makes timely decisions, takes proactive measures to pursue an opportunity, address an issue or prevent a problem.
- Monitoring and reporting on departmental performance and statistics to ensure compliance with requirements of regulatory agencies and funders.
Skills on Resume:
- Marketing Strategy (Hard Skills)
- Team Supervision (Soft Skills)
- Client Relations (Soft Skills)
- Mentoring (Soft Skills)
- Client Satisfaction Management (Soft Skills)
- Performance Reporting (Hard Skills)
- Business Development (Hard Skills)
- Financial Management (Hard Skills)
13. Director of Client Services, Integrated Solutions Corp, Tampa, FL
Job Summary:
- Ensure client satisfaction with timely and accurate approvals prior to production, accurate and timely order acknowledgments, on-time delivery, and post-shipment support.
- Ensure proactive communications from project management to clients and sales representatives regarding project status through the entire project life cycle, with specific attention to progress toward critical milestones to maintain project schedule, and outstanding actions required to maintain the schedule.
- Provide support to sales team in the specification development phase via finish recommendations and finish samples
- Envision yourself as an integral part of the larger sales team, building client loyalty for repeat business by achieving excellence in service leading to successful projects that reward client’s decision to choose Remington.
- Prepare and submit complete and informative quotations in response to client inquiries and Requests for Quote.
- Update CRM status when quote requests are received and submitted to clients.
- Work closely with sales team to ensure a full understanding of client specifications and make recommendations for specification clarity
- Collaborate with project management and drawings when orders are received to ensure a smooth hand-off of client specifications from quote to detailed design, approvals, and fabrication.
- Create and revise 2D and 3D models for client approval in close cooperation with project management to ensure all client specifications are accurately met, as well as ensuring quality and reliability of designs with concurrence from manufacturing and quality assurance.
- Contribute to client satisfaction by presenting high-quality, easily understood and properly detailed drawings and models, on a timely basis to maintain project schedules.
- Maintain Engineering database of part and component designs to facilitate faster designs and ensure best practice.
- Establish and deliver the systematic use of defined work processes and technology tools across a project management department.
- Provide strategic oversight across multiple studies and programs, lead client and internal meetings and facilitate resolution of risks or issues impacting project/program plans and timelines
- Oversight to the staff assuring that project tasks and deliverables are accomplished with precision per defined budgets and timelines and that projects are effectively managed per company best practices
- Support staff and serve as the highest point of contact for issue escalation, management, mitigation and/or resolution
- Partner with the CEO to oversee the selection, mentoring, training, and onboarding, and training of project management, quoting and CAD staff.
- Collaborate with counterparts to establish best practices for project teams
Skills on Resume:
- Client Communication (Soft Skills)
- Project Management (Hard Skills)
- Specification Development (Hard Skills)
- Client Relationship Building Soft Skills
- Quotation Preparation (Hard Skills)
- CRM Management (Hard Skills)
- 2D/3D Modeling (Hard Skills)
- Team Collaboration (Soft Skills)