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Become A Client Services Director

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Working As A Client Services Director

  • Selling or Influencing Others
  • Establishing and Maintaining Interpersonal Relationships
  • Communicating with Supervisors, Peers, or Subordinates
  • Getting Information
  • Communicating with Persons Outside Organization
  • Mostly Sitting

  • Stressful

  • $96,718

    Average Salary

What Does A Client Services Director Do At Yodle

* Oversee a team of 5
* Senior CSDs/CSDs team
* Meet or exceed metrics targets established by the organization
* Work with top revenue clients, each with an annualized book of business of approximately $5
* M, including multi-faceted organizations housing multiple brands under one parent company
* In partnership with their CSD team, responsible for revenue protection and growth on all the team's accounts
* Handle client escalations, attend in-person client meetings, attend conventions, and participate in other client-facing activities as required
* Manage risk, understand customer churn, protect revenue, and work with CSDs to identify opportunities for account growth

What Does A Client Services Director Do At Robert Half

* Developing and growing a client base;
* Marketing our services via telephone and in-person meetings with new and existing clients to expand the utilization of our services;
* Developing new business opportunities;
* Recruiting finance and accounting project professionals to work on engagements with our clients; managing ongoing engagements to deliver outstanding customer service to both clients and consultants; and
* Participating in industry trade associations to increase our presence within the local finance and accounting community

What Does A Client Services Director Do At HCA, Hospital Corporation of America

* Serves as the liaison between an assigned group of Physician Practices under the HCA Physician Services Group (PSG) and the Parallon Physician Service Center.
* Ensures Service Level Agreements are appropriately administered including: (1) Scope of Service Definition: Roles & Responsibilities of Physician Service Center (2) Customer Responsibility Definition: Roles & Responsibilities of the Physician Practice, (3) Performance Tracking/ Bench-marking (w/pre-agreed Goals) and Action Planning (4) Problem Management and (5) Communication.
* Responsible for engagement with Physician Services Group Leadership (e.g.
* VPs, Market/Area Practice Managers & Practice Managers) and Service Center Leadership (e.g.
* Administration, Directors, Managers) to ensure people, process and technology utilization are appropriately aligned to support revenue cycle success.
* SUPERVISOR*– Chief Operating Officer
* SUPERVISES*– Account Managers
* Engages in understanding market business plans for new practice acquisitions and ensures on-boarding process and hand-offs to practice implementations are successful.
* Actively participates and provide feedback into ongoing process and technology improvement initiatives for Physician Service Center and the Physician Practices
* Regularly initiates follow-up with PSG Executive Leadership
* Maintains understanding of Service Center products and services.
* Acts as a liaison between PSG Executive Leadership and Physician Service Center Leadership
* Ensures that customer issues are addressed in an efficient manner, informing the Chief Operations Officer of any problems that may arise.
* Establish good working relationships with individuals at the practices and market leadership.
* Coordinates with others, including personnel in company branches to exchange information and update controls.
* Maintains open lines of communication between practice operations as it relates to claim inventory, denials, etc.
* Practice and adhere to the “Code of Conduct” philosophy and “Mission and Value Statement”.
* Knowledge, Skills, and Abilities
* Technical Expertise – some understanding of healthcare, including knowledge of healthcare terms and accounts receivable processes
* Strategic Analysis - analytical Review skills and ability to make decisions based on analysis
* Leadership - guides individuals and groups toward desired outcomes, setting high performance standards and delivering leading quality services
* Tactical execution - oversees the development, deployment, and direction of complex programs and processes
* Financial management - applies tools and processes to successfully manage to budget
* Project Management - assesses work activities and allocates resources appropriately
* Organization - proactively prioritizes needs and effectively manages resources
* Communication - communicates clearly and concisely, verbally and in writing, including utilizing proper punctuation and correct spelling; able to communicate with staff, Parallon Management, and Division and Group Executives.
* Customer orientation - establishes and maintains long-term customer relationships, building trust and respect by consistently meeting and exceeding expectations
* Interpersonal skills - able to work effectively with other employees, patients, and external parties
* PC skills - demonstrates proficiency in Microsoft Office applications and others as required
* Policies & Procedures - demonstrates knowledge and understanding of organizational policies, procedures, and systems
* Basic Skills – demonstrates ability to organize, perform and track multiple tasks accurately in short timeframes; able to work quickly and accurately in a fast-paced environment while managing multiple demands; able to work both independently and collaboratively as a team player; demonstrates adaptability, analytical and problem solving skills, and attention to detail; and able to perform basic mathematical calculations, balance and reconcile figures, and transcribe accurately

What Does A Client Services Director Do At First Data

* Driving and leading a service organization.
* Transform strategic company objectives into measurable goals for teams and individual owner associates (OAs) to achieve.
* Hold teams / OAs accountable for goals / objectives by setting clear expectations and reviewing progress during regular meetings.
* Responsible for the management of Service Center ticket escalation and assisting with incident response prioritization within Global Financial Solutions.
* Responsible for reviewing provided reporting from the Service Center application, and taking appropriate actions, i.e., OA coaching, load balancing, client reassignment and so forth.
* Manage overall teams and their performance in answering client questions and resolving client issues in an accurate, timely and professional manner, within expected timeframes using established guidelines.
* Define and measure KPI’s within the service team and with clients to ensure ticket processing and resolution are efficiently utilizing resources and achieving superior customer satisfaction.
* Manage service team staffing, hiring, training, expense management of the resources within the team.
* Lead training program for staff to ensure successful onboarding of new OAs as well as continued development of existing team to expand product and service knowledge and skills.
* Measure team retention and define career paths inside the service organization and the overall account management organization for OAs to grow.
* Driving a culture of consultation with OAs that interface with customers as they problem solve and work to address customer issues.
* Responsible for managing offshore resources designated to the service team.
* Develop and maintain standard operating procedures for service teams to follow.
* Evolve and change processes to adapt to a changing client environment.
* Meet with clients as appropriate.
* Establish working relationships with clients to ensure proper communication, a sense of partnership, and an understanding of their business needs / how First Data helps meet or exceed those needs.
* Assess client satisfaction with OAs assigned to their accounts to establish open communication and encourage feedback.
* Partner with Account Managers and Account Executives to improve and streamline the escalation process, as well as improve knowledge of client business and key players.
* Establish meetings at regular intervals to discuss service issues/concerns (as appropriate).
* Establish partnerships internally with similar First Data areas to improve consistency of service and to better serve the needs of clients.
* Be an advocate for the clients within First Data to our IT and Product partners to achieve solutions/resolutions to client issues.
* Bachelor’s degree or equivalent work experience.
* years relationship management experience in the financial services, credit card processing or banking industry.
* Demonstrated ability to create and execute strategies.
* Demonstrated success in leading teams through transformation.
* Proven record of defining and implementing process improvements leading to better service.
* Experience proactively/creatively managing client situations

What Does A Client Services Director Do At Asurion

* New Business_
* Prospect for new clients, markets and channels to drive growth.
* Identify key decision makers within the prospective client organization and build relationships over a sustained period of time.
* Work with the cross-functional team to develop proposals and sales strategies that drive value, solves problems and meets the objectives for the client as well as their customers.
* Understand our industry and competitor offerings.
* Handle objections by clarifying, emphasizing agreements and working through differences to a mutually beneficial conclusion.
* Partner on product design and managing opportunity evaluation and pricing process.
* Negotiate client contracts to completion with support from the legal team.
* Business Development Planning_
* Attend relevant industry functions, such as association events and conferences, and provide feedback and information on market, competitive and creative trends.
* Present to and consult with mid and senior level management on business trends with a view to developing new services, products and channels.
* Identify opportunities to enable natural extensions of our solutions and capabilities into new areas.
* Using knowledge of the market and competitors, identify and develop the company’s unique selling propositions and differentiators

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How To Become A Client Services Director

Most sales managers have a bachelor’s degree and work experience as a sales representative.


Most sales managers have a bachelor’s degree, although some have a master’s degree. Educational requirements are less strict for job candidates who have significant work experience. Courses in business law, management, economics, accounting, finance, mathematics, marketing, and statistics are advantageous.

Work Experience in a Related Occupation

Work experience is typically required for someone to become a sales manager. The preferred duration varies, but employers usually seek candidates who have at least 1 to 5 years of experience in sales.

Sales managers typically enter the occupation from other sales and related occupations, such as sales representatives or purchasing agents. In small organizations, the number of sales manager positions often is limited, so advancement for sales workers usually comes slowly. In large organizations, promotion may occur more quickly.

Important Qualities

Analytical skills. Sales managers must collect and interpret complex data to target the most promising geographic areas and demographic groups, and determine the most effective sales strategies.

Communication skills. Sales managers need to work with colleagues and customers, so they must be able to communicate clearly.

Customer-service skills. When helping to make a sale, sales managers must listen and respond to the customer’s needs.

Leadership skills. Sales managers must be able to evaluate how their sales staff performs and must develop strategies for meeting sales goals.

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Client Services Director jobs

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Client Services Director Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • German

  • Hebrew

  • Mandarin

  • Italian

  • Portuguese

  • Chinese

  • Carrier

  • Hindi

  • Russian

  • Bulgarian

  • Ukrainian

  • Vietnamese

  • Indonesian

  • Japanese

  • Korean

  • Greek

  • Tamil

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Client Services Director

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Client Services Director Education

Client Services Director

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Real Client Services Director Salaries

Job Title Company Location Start Date Salary
Director, Client Risk Solutions Commonwealth Bank of Australia New York, NY Jul 15, 2015 $250,000
Director (Finance), Client Insights & Solutions Australia and New Zealand Banking Group New York, NY Jul 10, 2014 $218,000
Client Services Director We Are Social Inc. New York, NY Jan 06, 2014 $204,194
Director (Finance), Client Insights & Solutions Australia and New Zealand Banking Group New York, NY Sep 17, 2012 $200,000
Director (Finance), Client Insights & Solutions Australia and New Zealand Banking Group New York, NY Jul 10, 2012 $200,000
Client Services Director Moving Brands, Inc. San Francisco, CA Jul 01, 2011 $187,976 -
Client Services Director Moving Brands, Inc. San Francisco, CA Jul 15, 2011 $187,346 -
Director of Client Services Edgewater Technology Wakefield, MA Oct 01, 2012 $175,000
Director of Client Services Edgewater Technology White Plains, NY Sep 22, 2012 $175,000
Director of Client Services Xavient Information Systems, Inc. Simi Valley, CA Jul 30, 2015 $170,200
Client Services Director Valuemomentum, Inc. South Plainfield, NJ Aug 26, 2015 $170,000
Director, Client Data and Services and Data Qualit Merrill Lynch Pennington, NJ Aug 10, 2011 $165,000 -
Client Services Director Valuemomentum, Inc. South Plainfield, NJ Feb 15, 2015 $144,000
Director-Client Services Valuemomentum, Inc. Piscataway, NJ Sep 13, 2016 $142,000
Director of Client Services Kraftworks Advertising, Ltd New York, NY Jun 15, 2013 $140,000
Director Client Services (Computer) Aditi Technologies Pvt. Ltd. Bellevue, WA Sep 01, 2013 $137,144 -
Director, Multi-Asset Client Solutions Blackrock Financial Management, Inc. New York, NY Mar 01, 2011 $136,989 -
Director, Client Services XL Marketing Corporation New York, NY Apr 15, 2013 $135,000
Director-Client Services Valuemomentum, Inc. Bloomington, IL Jan 12, 2016 $132,000
Client Services Director of Operations Steel House, Inc. Los Angeles, CA Aug 23, 2013 $130,000
Client Services Director Iprospect.Com, Inc. New York, NY Oct 01, 2011 $110,000
Director of Client Services Tekzenit, Inc. Irving, TX Aug 21, 2014 $110,000
Client Service Director Robert Half International, Inc. New York, NY Jan 14, 2016 $109,054 -
Director of Client Services Fusion Company Richmond, VA Mar 18, 2013 $105,060

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Top Skills for A Client Services Director


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Top Client Services Director Skills

  1. Client Service Director
  2. Financial Services
  3. Procedures
You can check out examples of real life uses of top skills on resumes here:
  • Developed cost estimating tool the Client Service Director Team uses to accurately assess costs for new clients and projects.
  • Directed new brand positioning initiative for ING financial services that opened access to CZ market.
  • Assessed risks, drafted procedures, and drafted communication with release information to both internal and external stakeholders.
  • Defined performance objectives derived from customer requirements and benchmarks and designed new processes for improving customer service across the organization.
  • Prepared and issued timely and accurate compliance reports identifying areas of noncompliance; observations.

Top Client Services Director Employers

Client Services Director Videos

Career Advice on becoming a Client Services Manager by Richard D (Full Version)

A Day in the Life of a BAYADA Client Services Manager

Career Advice on becoming a Client Services Manager by Mel L (Full Version)