DIRECTOR OF CLIENT SERVICES SKILLS, EXPERIENCE, AND JOB REQUIREMENTS

Published: Nov 27, 2024 - The Director of Client Services excels in driving up-sell and consumption-based growth, backed by a strong commercial orientation and experience in new sales. Expert in developing trust-based client relationships, utilizing outstanding presentation skills to synthesize information and convey compelling narratives. Demonstrates proven leadership in team management and development, adept at engaging cross-functionally and scaling client-facing teams within the SaaS, software, or technology sectors.

Essential Hard and Soft Skills for a Standout Director of Client Services Resume
  • Sales Management
  • Financial Forecasting
  • CRM Software Proficiency
  • Strategic Planning
  • Data Analysis
  • Account Management
  • SaaS Expertise
  • Contract Negotiation
  • Presentation Skills
  • Project Management
  • Leadership
  • Communication
  • Client Relationship Building
  • Team Collaboration
  • Problem Solving
  • Adaptability
  • Persuasiveness
  • Conflict Resolution
  • Strategic Thinking
  • Emotional Intelligence

Summary of Director of Client Services Knowledge and Qualifications on Resume

1. BA in Business Administration with 10 Years of Experience

  • Understanding of what makes great work and drives what it takes to make it happen.
  • Demonstrating strong knowledge and expertise that are highly valued by clients.
  • Ability to bring the best practices, insights and trends to create best-in-class work that generates shareability, talkability, reputation and earned media
  • Ability to stream briefs into the right workflow based on past experience and a strong understanding of integrated marketing communications principles.
  • A solid appreciation and understanding of all CBA Group capabilities (e.g. strategy, creative, retail, corporate, digital) to be able to be the best-in-breed integrated design practitioners to facilitate the best work throughout the whole process and access the rest of CBA and wider WPP network.
  • Ability to think ahead from both technical expertise (of project management and production) and relationships to smooth problem-solving.
  • Able to listen to client needs without agenda and give them the best advice that strikes the right balance of protecting client and agency interests.
  • Strong work ethic, good team player
  • Articulate and persuasive
  • Ability to build strong connections
  • Knowledge of the alternative investment universe with an emphasis on credit
  • Experience as a client facing leader at a premier asset management firm

2. BS in Marketing with 8 Years of Experience

  • Total experience in management consulting, software-as-a-service client services, or similar
  • Experience in B2B style partnerships, preferably at an organization where high-touch, long-term relationships were essential to the business’ success
  • Strong commercial orientation, with experience leading up-sell and/or consumption-based growth
  • Experience in new sales welcome 
  • Knowledge and understanding of how to develop strong trust-based client relationships - balancing confidence, modesty, and tact at senior levels
  • Excellent written and oral presentation skills with the ability to synthesize information and deliver strong story-telling
  • Strong organization and team management, with an attention to detail and the ability to keep track of both the high level progress and the small details
  • Experience engaging cross-functionally with a broad range of internal and external partners
  • Proven leadership skills, including the ability to identify talent, build teams, mentor and develop team members and inspire performance that exceeds expectations and retains resources
  • Experience in client services, account management or sales for a SaaS, software or technology firm
  • Demonstrated track record of building and scaling client facing teams
  • Experience covering a wide array of client types with an emphasis on institutions

3. BA in Communications with 12 Years of Experience

  • Management experience that includes supervisory responsibilities of 10-15 direct reports
  • Healthcare recruitment/ MSP experience 
  • Previous management experience in sales, staffing industry branch operations, HR/Recruiting, and customer service
  • Knowledge of developing and presenting performance appraisals, disciplinary actions, establishing and managing performance goals and objectives
  • Ability to work with confidential issues
  • Experience managing sales revenue of at least $10M
  • Customer-oriented, self-motivated critical thinker 
  • Ability to communicate effectively in writing, verbally, interpersonally, and in presentations. 
  • Able to interact and communicate with all levels of management and staff
  • Experience in leadership role with demonstrated Leadership skills and ability to manage effectively
  • Outstanding customer service to clients
  • Experience working with technical enterprise customers, preferably in a technical support capacity
  • An ability to work through uncertainty and build a mature operational team
  • Experience in a rapid growth environment

4. BS in Management with 15 Years of Experience

  • MBA and Chartered Advisor in Philanthropy (CAP) certification 
  • Demonstrated client centric work and advocacy. 
  • Proven people leadership experience.
  • Strong investment and financial markets knowledge.
  • Demonstrated relationship management and sales experience
  • Ability to drive strong partnerships and relationships both internally and externally.
  • Excellent listening and communication skills.
  • Collaborative leadership style, strong influencer and negotiator.
  • Demonstrates innovative, flexible and independent thinking.
  • Experience with Salesforce or other sales management system
  • Proven track record of top performance measured against business growth, revenue, and other variables
  • Proficiency in Microsoft Office solutions
  • Strong analytical thinking and mathematical skills

5. BA in Public Relations with 7 Years of Experience

  • Proven track record of managing cross functional teams to deliver results.
  • Excellent communicator who is able to effectively partner with key local and global stakeholders to develop compelling recommendations and drive outcomes.
  • Attention to details when overseeing the commercial aspect of the role, Statement of Works, customer proposals, deployment and enablement plans.
  • Ability to drive key initiatives to successful outcomes in a fast-paced, entrepreneurial environment.
  • Strong analytical skills with ability to interpret and present data to both internal and external partners.
  • Proven track record Project Managing and or coordination of cross functional teams.
  • Experience in Agile, DevOps frameworks and methodologies.
  • Well versed in Enterprise Digital Transformation and Cloud Migrations.
  • Excellent stakeholder management and communication skills.
  • Ability to prioritize and execute within a dynamic, fast-paced, environment.
  • Strong analytical skills with the ability to interpret and present data to both internal and external partners.
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