Director of Client Services (Remote)

We are seeking a Director of Client Services. This is a remote, full-time and direct hire role for one of our amazing partners in the banking industry. They work with financial institutions to provide bottom-line benefits for strengthening account holder relationships and providing new income streams. They transform the way customers view their banking relationship by delivering data-driven retail checking and small business strategies, direct response insurance programs, and identity protection services.

You will be responsible for managing existing relationships with their mid-level to top revenue clients in both the bank and credit union industries. You will provide a high level of service and support to existing clients post-launch while also managing client retention and the contract renewal process for specific clients. You will visit assigned clients to build multi-level relationships, share best practices for success, and ensure your product is achieving both client and company goals. Your interaction with clients may be independent or in conjunction with a sales rep assigned to a specific client. You will share the company's new benefits and products with the goals of upgrading products and generating new revenue opportunities.

RESPONSIBILITIES:

• Develop a roadmap with clients to maximize their results
• Understanding and tracking of key account success metrics
• Identify growth opportunities within your client base and partner with the new sales team, as appropriate, to secure new revenue
• Build and maintain strong, long-lasting client relationships that lead to referenceable accounts.
• Keep Salesforce accounts, contacts, and opportunities updated
• Proactive in person outreach to assigned clients utilizing client review presentation templates
• Track current contract renewal timelines and secure new long term contract renewals
• Gain thorough understanding of company's Best Practices for achieving product success.
• Develop in-depth knowledge of all company enhancements and strategies as well as speak to competitor differences
• Deliver analytics to support client goals and new opportunities
• Strong understanding of all marketing tools and campaigns available and working with clients to develop a custom promotional calendar

REQUIREMENTS

• 5-10 years of client service or account management experience working in the field with key clients
• Banking or credit union experience is a huge plus
• Experience calling on C-Suite executives with the ability to gain trust, build relationships and deliver on your commitments
• Proficient in Microsoft Office suite
• Knowledge of Salesforce is a plus
• Willingness to travel weekly to make in-person client visits and to travel up to 60% of the time.
• Proven time management, prioritization, and organizational skills
• Excellent communication and presentation skills with a strong client service and sales mentality
• Bachelor level college degree

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. You must be legally authorized to work in the United States without current or future sponsorship.