What does a client services director do?

A client services director is responsible for maintaining healthy business relationships with clients, ensuring that operational teams provide the highest quality services for the clients, following their deliverables and business requirements. Client services directors oversee project management procedures, identifying inconsistencies, and revising business plans to improve outputs and achieve client satisfaction. They also recommend cost-reduction techniques, as well as processes to maximize productivity and enhance the utilization of resources. A client services director coordinates with the clients for progress updates, as well as informing them of adjustments and opportunities for business development.
Client services director responsibilities
Here are examples of responsibilities from real client services director resumes:
- Manage both internal personnel and external vendor relationships for web development, SEO, and SEM projects.
- Lead full cycle implementations of SaaS solution from requirements building, through application development, QA/UAT, and production migration.
- Manage SLA agreements with major clients, ensuring that all stakeholders are in compliance with the provisions of the agreement.
- Reconfigure and optimize Salesforce capabilities to better track and manage accounts.
- Manage and facilitate new hire orientation, administer employment on-boarding process for contingent workforce, process and audit weekly contingent payroll.
- Maintain effective fiscal management of caseload by accurately processing field payroll, monitoring caseload metrics and managing billing and pay rates.
- Design and perform various general ledger account reconciliations and client company reinsurance reconciliations.
- Assist in cross-selling SunGard product suite to existing clients.
- Provide instructions to outside source who are hired by the firm to deliver securities to shareowner/third party.
- Create KPIs and metrics for the teams in the NEMA region while ensuring meeting all SLA requirements for VMS accounts.
- Create PowerPoint presentations to train/implement say changes.
- Develop metrics and KPIs to measure effectiveness of business activities.
- Develop templates and databases to monitor securities and analyze comprehensive asset allocation.
- Develop PowerPoint presentations for promoting company and services for medical and real estate industries.
- Raise employee productivity and accountability by designing and implementing a CRM system and departmental policies/procedures.
Client services director skills and personality traits
We calculated that 11% of Client Services Directors are proficient in Client Service, Customer Service, and Business Development. They’re also known for soft skills such as Management skills, Time-management skills, and Analytical skills.
We break down the percentage of Client Services Directors that have these skills listed on their resume here:
- Client Service, 11%
Served as Director of Client Services for a software company that provides telecommunications expense management software solutions to the enterprise market.
- Customer Service, 8%
Developed and implemented processes improvements related to regulatory compliance, performance, customer service, physician documentation, and practice management.
- Business Development, 7%
Direct manage major technology clients, and support business development on national account acquisitions for creative-driven branding and advertising agency.
- Excellent Interpersonal, 4%
Demonstrated excellent interpersonal, verbal and written communications while use performance skills to motivate and hold others accountable.
- Project Management, 4%
Managed and allocated project management staff of 15 and up to 1500 temporary coding personnel successfully staffing individual litigation support projects.
- Healthcare, 4%
Care 2000 Home Care Service, Inc. & Care 2000 Home HealthCare Services, Inc., Bismarck, ND.
"client service," "customer service," and "business development" are among the most common skills that client services directors use at work. You can find even more client services director responsibilities below, including:
Analytical skills. client services directors are also known for analytical skills, which are critical to their duties. You can see how this skill relates to client services director responsibilities, because "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." A client services director resume example shows how analytical skills is used in the workplace: "performed thorough market research and competitive analysis to understand and effectively communicate the product value proposition. "
Customer-service skills. A big part of what client services directors do relies on "customer-service skills." You can see how essential it is to client services director responsibilities because "when helping to make a sale, sales managers must listen and respond to the customer’s needs." Here's an example of how this skill is used from a resume that represents typical client services director tasks: "provided consultative guidance to retail partners on category management, loyalty marketing, customer segmentation and market research. "
Communication skills. Another crucial skill for a client services director to carry out their responsibilities is "communication skills." A big part of what client services directors relies on this skill, since "sales managers need to work with colleagues and customers, so they must be able to communicate clearly." How this skill relates to client services director duties can be seen in an example from a client services director resume snippet: "planned and coordinated large scale communication efforts such as hr symposia and hr division team meetings. "
Leadership skills. Another skill commonly found on client services director job descriptions is "leadership skills." It can come up quite often in client services director duties, since "sales managers must be able to evaluate how their sales staff performs and must develop strategies for meeting sales goals." Here's an example from a resume of how this skill fits into day-to-day client services director responsibilities: "provide leadership to a team of hr professionals responsible for multi-state human resource functions to support client companies. "
The three companies that hire the most client services directors are:
- Oracle131 client services directors jobs
- Sedgwick LLP100 client services directors jobs
- Motion Recruitment50 client services directors jobs
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Client services director vs. Director of client relations
A director of client relations is responsible for maintaining healthy business partnerships with clients, offering the company's quality services to boost brand awareness for the target audience on various market platforms. Directors of client relations identify the clients' needs, as well as their long-term goals, to strategize business techniques and project management procedures that would help the clients reach their maximum objectives. They also handle budget allocation for different teams, ensuring that each department receives adequate resources for operations.
There are some key differences in the responsibilities of each position. For example, client services director responsibilities require skills like "digital transformation," "performance management," "service delivery," and "financial services." Meanwhile a typical director of client relations has skills in areas such as "salesforce," "excellent client," "client development," and "technical support." This difference in skills reveals the differences in what each career does.
Directors of client relations really shine in the technology industry with an average salary of $112,276. Comparatively, client services directors tend to make the most money in the technology industry with an average salary of $120,175.directors of client relations tend to reach similar levels of education than client services directors. In fact, directors of client relations are 3.7% less likely to graduate with a Master's Degree and 0.2% less likely to have a Doctoral Degree.Client services director vs. Director, inside sales
The role of inside sales directors is to sell services and products over the phone. They are responsible for overseeing sales representatives who make and take telephone calls. They must ensure that the inside sales department is operating smoothly and that sales quotas are met by sales representatives. They may also be involved in the recruitment and training of new sales employees, settle sales disputes in a highly-pressured environment, and ensure that sales representatives have consistent sales leads.
While some skills are similar in these professions, other skills aren't so similar. For example, resumes show us that client services director responsibilities requires skills like "client service," "excellent interpersonal," "project management," and "healthcare." But a director, inside sales might use other skills in their typical duties, such as, "product knowledge," "salesforce," "purchase orders," and "order entry."
On average, directors, inside sales earn a lower salary than client services directors. Some industries support higher salaries in each profession. Interestingly enough, directors, inside sales earn the most pay in the technology industry with an average salary of $83,668. Whereas client services directors have higher pay in the technology industry, with an average salary of $120,175.Average education levels between the two professions vary. Directors, inside sales tend to reach lower levels of education than client services directors. In fact, they're 7.7% less likely to graduate with a Master's Degree and 0.2% less likely to earn a Doctoral Degree.Client services director vs. Director of professional services
A director of professional services is responsible for evaluating and improving the professional services offered by the firm. Directors of professional services assess the operational processes and systems to ensure high-quality outputs and deliverables. They review contracts for project requirements and specifications and design strategic techniques to achieve goals and objectives within the budget limitations and agreed timetables. A director of professional services must have excellent communication and leadership skills, especially in directing the project team for project solutions.
The required skills of the two careers differ considerably. For example, client services directors are more likely to have skills like "client service," "customer service," "excellent interpersonal," and "digital transformation." But a director of professional services is more likely to have skills like "software development," "application development," "enterprise sales," and "client relationships."
Directors of professional services make a very good living in the technology industry with an average annual salary of $143,973. On the other hand, client services directors are paid the highest salary in the technology industry, with average annual pay of $120,175.Most directors of professional services achieve a similar degree level compared to client services directors. For example, they're 1.9% more likely to graduate with a Master's Degree, and 0.5% more likely to earn a Doctoral Degree.Client services director vs. Client relationship manager
Client Relationship Managers handle special client accounts for the company. They are usually assigned to essential clients or corporate accounts. They ensure that the company keeps these clients engaged. Client Relationship Managers work hard to build professional working relationships. They give special attention to the assigned client accounts and provide clients with updates on company services and promotions. They tend to any concerns that clients may have, and they ensure that these concerns are properly addressed and resolved. Client Relationship Managers are entrusted to build and strengthen the company's relationship with a client. As such, they are expected to be professional, friendly, and collaborative.
Even though a few skill sets overlap between client services directors and client relationship managers, there are some differences that are important to note. For one, a client services director might have more use for skills like "healthcare," "oversight," "digital transformation," and "digital marketing." Meanwhile, some responsibilities of client relationship managers require skills like "product knowledge," "portfolio," "customer relationships," and "wealth management. "
In general, client relationship managers earn the most working in the technology industry, with an average salary of $101,935. The highest-paying industry for a client services director is the technology industry.The average resume of client relationship managers showed that they earn similar levels of education compared to client services directors. So much so that theyacirc;euro;trade;re 3.6% less likely to earn a Master's Degree and less likely to earn a Doctoral Degree by 0.8%.Types of client services director
Updated January 8, 2025











