Director - Client Services - San Jose, CA, United States
19 hours ago
Job description
Description- Proven track record of creating happy customers. Own overall client satisfaction and the continuing growth and evolution of the clients. Accomplished by driving successful delivery of work product and cultivating strong client relationships.
- Responsible for a portfolio of accounts:
- Leadership and direction focused on delivering value, ensuring quality. Also, responsible for mentoring employees to elevate opportunities for growth.
- Executive engagement, client expectations, value reinforcement, cross-sell, required to be strategic about engagement strategies that lead to relationship building at C-level.
- Effectively manage all commercial aspects of the client relationship including contracts, pricing, profitability, internal revenue and profit forecasting.
- Accurately plan and forecast revenue growth to achieve their net revenue and margin targets.
- Develop and drive growth & account plans, processes, and strategies that improve results for clients, while growing the account portfolio.
- Continually increase knowledge of the client's business (and industry) often serving as the client's first line consultant.
- Provide leadership and direction to client and capability teams, fully leveraging all direct and indirect resources and ensuring optimal levels of productivity, service, communications, & quality in a matrix environment for assigned clients.
- Work closely with the sales team to develop proposal/presentation content and strategy for new business pitches.
- Effectively "on-board" new client relationships.
- Proactively work to assure a highly engaged team staffed with top talent. Hires, retains, develops and engages top level talent that inspires the trust and confidence of our clients and in turn becomes the reason why clients want to work with us.
- Works to stay current with industry trends and best practices to proactively sell fit for purpose solutions and innovation.
- Proven track record of creating happy customers. Own overall client satisfaction and the continuing growth and evolution of the clients. Accomplished by driving successful delivery of work product and cultivating strong client relationships.
- Responsible for a portfolio of accounts:
- Leadership and direction focused on delivering value, ensuring quality. Also, responsible for mentoring employees to elevate opportunities for growth.
- Executive engagement, client expectations, value reinforcement, cross-sell, required to be strategic about engagement strategies that lead to relationship building at C-level.
- Effectively manage all commercial aspects of the client relationship including contracts, pricing, profitability, internal revenue and profit forecasting.
- Accurately plan and forecast revenue growth to achieve their net revenue and margin targets.
- Develop and drive growth & account plans, processes, and strategies that improve results for clients, while growing the account portfolio.
- Continually increase knowledge of the client's business (and industry) often serving as the client's first line consultant.
- Provide leadership and direction to client and capability teams, fully leveraging all direct and indirect resources and ensuring optimal levels of productivity, service, communications, & quality in a matrix environment for assigned clients.
- Work closely with the sales team to develop proposal/presentation content and strategy for new business pitches.
- Effectively "on-board" new client relationships.
- Proactively work to assure a highly engaged team staffed with top talent. Hires, retains, develops and engages top level talent that inspires the trust and confidence of our clients and in turn becomes the reason why clients want to work with us.
- Works to stay current with industry trends and best practices to proactively sell fit for purpose solutions and innovation.
- Relevant undergraduate degree required with advanced degree preferred.
- Unparalleled client relationship skills and business acumen – you must be able to earn Trusted Advisor status with all clients.
- At least 10 years of experience in presenting to and working with senior level client contacts.
- At least 5 years recent experience in growing and managing complex client relationships.
- Experience working in a matrix environment and managing teams within a dynamic, fast-paced, and ever-changing environment.
Similar jobs
We are currently seeking qualified candidates to join Beacon Pointe Advisors as a Client Service Associate in our San Jose CA office. · The Client Service Associate will join a highly talented team of wealth management and client service professionals that service the investment ...
1 week ago
We are an independent wealth management firm seeking a detail-oriented associate to join our team. The ideal candidate will support client operational implementation and provide daily interaction with the firm's clients. · Provide support to advisor team and assist in servicing t ...
1 month ago
We are seeking an experienced Client Service Representative to join our team.At VCA Animal Hospitals we take our mission very seriously. · We're looking for a personable yet highly professional service extraordinaire to deliver our mission to clients and their pets. · Greeting vi ...
1 month ago
Proven track record of creating happy customers. Own overall client satisfaction and the continuing growth and evolution of the clients. Accomplished by driving successful delivery of work product and cultivating strong client relationships. · ...
2 days ago
We are seeking a highly skilled and motivated Client Services Manager to join our team. · We believe that a caring culture is essential for our people to thrive.Recruit, hire, and train new staff · Provide performance feedback and recognize talent for management roles · Ensure se ...
1 week ago
We are an independent wealth management firm seeking a motivated associate to support client operations. The ideal candidate is a team player eager to grow their career in wealth management and will assist advisors via daily interaction with clients. The primary role will be in o ...
1 month ago
This is a Director role for client services. The job involves creating happy customers and driving successful delivery of work product. · ...
2 days ago
Proven track record of creating happy customers. Own overall client satisfaction and the continuing growth and evolution of the clients. · Accomplished by driving successful delivery of work product and cultivating strong client relationships. · Responsible for a portfolio of acc ...
1 day ago
The client service associate is a critical part of the Mariner Wealth Advisors team, · responsible for delivering extraordinary client service and care. As one of the first associates clients connect with,Strong PC proficiency with MS Office Suite, CRM (Salesforce, Redtail, etc.) ...
2 weeks ago
This posting will remain open for a minimum of two weeks or until a sufficient pool of qualified applicants has been received. · A career at Banfield means you'll find yourself working in the pet healthcare field alongside industry experts with a chance to make a difference in th ...
1 month ago
Proven track record of creating happy customers. · ...
2 days ago
The Client Service Coordinator drives the flow of clients and pets through the hospital, maximizes productivity, ensures good communication with associates and clients, coordinates care in a happy welcoming environment influencing clients to return refer friends families.Live exe ...
4 weeks ago
As a Client Service Associate you'll play a critical role in ensuring an exceptional client experience. · ...
1 week ago
Description · Proven track record of creating happy customers. Own overall client satisfaction and the continuing growth and evolution of the clients. Accomplished by driving successful delivery of work product and cultivating strong client relationships. · Responsible for a port ...
1 hour ago
+Job summary · Please join our fast-growing RIA to build and maintain client relationships by providing stellar service. · +ResponsibilitiesYou will sit in meetings with the Lead Advisors. · Work with advisors to learn and participate in all aspects of the wealth-management proce ...
1 month ago
The Client Service Coordinator drives the flow of clients and pets through the hospital. · ...
1 month ago
The Client Services Consultant position at Fragomen provides an opportunity to make a positive impact on the business and offers training, development, and long-term growth opportunities. · ...
1 month ago
This role is responsible for providing general administrative and transactional support to a group of sales professionals. Provide support to the sales team's business plan objectives. Responsible for preparing/coordinating proposal, presentation, and communication materials. Coo ...
1 month ago
The client service associate is a critical part of the Mariner Wealth Advisors team responsible for delivering extraordinary client service and care.As one of the first associates clients connect with the client service associate is instrumental in making sure clients have a posi ...
2 weeks ago
· Proven track record of creating happy customers. Own overall client satisfaction and the continuing growth and evolution of the clients. Accomplished by driving successful delivery of work product and cultivating strong client relationships. · Responsible for a portfolio of ac ...
8 hours ago