How to hire a client services vice president

How to hire a client services vice president, step by step

Here's a step-by-step client services vice president hiring guide:

• Step 1: Identify your hiring needs
• Step 2: Create an ideal candidate profile
• Step 3: Make a budget
• Step 4: Write a client services vice president job description
• Step 5: Post your job
• Step 6: Interview candidates
• Step 7: Send a job offer and onboard your new client services vice president
• Step 8: Go through the hiring process checklist

What does a client services vice president do?

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1. Identify your hiring needs

   Before you start hiring a client services vice president, identify what type of worker you actually need. Certain positions might call for a full-time employee, while others can be done by a part-time worker or contractor.

   Determine employee vs contractor status

   Is the person you're thinking of hiring a US citizen or green card holder?

   Yes

   No

   A client services vice president's background is also an important factor in determining whether they'll be a good fit for the position. For example, client services vice presidents from different industries or fields will have radically different experiences and will bring different viewpoints to the role. You also need to consider the candidate's previous level of experience to make sure they'll be comfortable with the job's level of seniority.

   This list presents client services vice president salaries for various positions.

   Type of Client Services Vice President	Description	Hourly rate
   Client Services Vice President	Sales managers direct organizations' sales teams. They set sales goals, analyze data, and develop training programs for organizations’ sales representatives.	$46-95
   Business Director	Business directors are responsible for overseeing the development of an organization's business goals and objectives. They typically work to increase business revenue, identify and develop business opportunities, and expand the company's presence and its brands... Show more	$41-85
   Vice President Of Sales & Operations	A vice president of sales operations is an executive professional who is responsible for directing the support investments of a firm in salesforce effectiveness and manages functions essential to sales force productivity. The vice president must participate fully in the life cycle sales process as well as establishes cohesive relationships to provide customer satisfaction... Show more	$53-113

   Show more

2. Create an ideal candidate profile

   Common skills:

   • Client Service
   • Financial Services
   • Client Facing
   • Service Delivery
   • Business Development
   • Project Management
   • Relationship Management
   • Client Management
   • Account Management
   • Customer Satisfaction
   • Integrated Marketing
   • Client Retention
   • Revenue Growth
   • Direct Reports

   Check all skills

   Responsibilities:

   • Perform analysis to confirm solution will directly address business requirements, provide desire customer value and achieve ROI target.
   • Maintain effective fiscal management of caseload by accurately processing field payroll, monitoring caseload metrics and managing billing and pay rates.
   • Maintain effective fiscal management of caseload by accurately processing field payroll, monitoring caseload metrics and managing billing and pay rates.
   • Increase client's loyalty member engagement by developing social gaming promotion strategy; lead an RFP for vendor platform.
   • Implement an RFP scoring system to assess the alignment with strategic goals and to speed up the go-no-go decision process.
   • Establish a PMO to support both client and internal SeaChange projects.

   More client services vice president duties

3. Make a budget

   Including a salary range in the client services vice president job description is a good way to get more applicants. A client services vice president salary can be affected by several factors, such as the location of the job, the level of experience, education, certifications, and the employer's prestige.

   For example, the average salary for a client services vice president in Tennessee may be lower than in Oregon, and an entry-level engineer typically earns less than a senior-level client services vice president. Additionally, a client services vice president with lots of experience in the field may command a higher salary as a result.

   Average client services vice president salary

   $139,100yearly

   $66.88 hourly rate

   ---

   Entry-level client services vice president salary

   $96,000 yearly salary

   Updated December 17, 2025

   Average client services vice president salary by state

   Rank	State	Avg. salary	Hourly rate
   1	Arizona	$157,562	$76
   2	Illinois	$149,891	$72
   3	California	$143,166	$69
   4	New York	$143,120	$69
   5	Pennsylvania	$135,456	$65
   6	North Carolina	$134,481	$65
   7	Georgia	$133,333	$64
   8	Texas	$132,751	$64
   9	Colorado	$131,404	$63
   10	Massachusetts	$131,265	$63
   11	Florida	$131,242	$63
   12	Minnesota	$129,802	$62
   13	Delaware	$128,268	$62
   14	Ohio	$125,461	$60
   15	Washington	$120,886	$58
   16	Arkansas	$119,505	$57
   17	Utah	$117,992	$57
   18	New Jersey	$117,517	$57

   Average client services vice president salary by company

   Company

   Rank	Company	Average salary	Hourly rate	Job openings
   1	Commerzbank Ag	$171,551	$82.48
   2	Citi	$161,607	$77.70	227
   3	BNP Paribas	$158,641	$76.27	11
   4	Deutsche Bank	$156,835	$75.40	113
   5	Marathon Asset Management	$155,248	$74.64	7
   6	J.P. Morgan	$153,621	$73.86
   7	Goldman Sachs	$149,340	$71.80	40
   8	JPMorgan Chase & Co.	$149,257	$71.76	1,323
   9	Edelman Financial Engines	$147,980	$71.14	15
   10	Deluxe Entertainment Services Group Inc.	$147,712	$71.02
   11	Fisher Investments	$145,803	$70.10	16
   12	State Street	$144,141	$69.30	304
   13	Barclays	$143,773	$69.12	10
   14	GMR Marketing	$143,096	$68.80	1
   15	Morgan Stanley	$142,853	$68.68	314
   16	Merkle	$141,771	$68.16
   17	FleetCor Technologies	$141,573	$68.06
   18	CoreSite	$141,331	$67.95
   19	Alera Group	$138,019	$66.36	4
   20	Broadly	$138,019	$66.36

4. Writing a client services vice president job description

   A good client services vice president job description should include a few things:

   • Summary of the role
   • List of responsibilities
   • Required skills and experience

   Including a salary range and the first name of the hiring manager is also appreciated by candidates. Here's an example of a client services vice president job description:

   Client services vice president job description example

   The Vice President of Epiq's US settlement administration segment is the senior leader for project management. Reporting to the Epiq's General Manager, this role will be able to work remote.
   
   The Vice President oversees over 300 client services employees who manage over 400 active engagements. The team works closely with law firms, corporate clients, special masters, and courts to ensure administrative compliance with the terms of the parties' settlement agreements. The Vice President must ensure successful execution of these engagements.
   
   The Vice President must lead by example with the highest professional standards and a sincere commitment to maintaining and enhancing long-term, repeat business relationships among satisfied clients forged by service delivery excellence. The selected candidate must possess exceptional executive presence and be accepted by senior decision makers within multiple market segments, including government agencies, major financial institutions, law firms and in the legal departments of large corporations, as a sophisticated consultant and colleague.
   Responsibilities
   Serve as the senior leader for the day-to-day project management and operations on all settlement administration projects.Manage 4-6 direct reports and oversee a broader team of more than 300 employees.Serve as a senior liaison on key client engagements, working alongside the senior leadership team to develop executive relationships within the market. Actively participate with the Sales team on business development efforts.Serve as senior liaison and executive sponsor on key corporate initiatives; for example, [with IT] to enhance and upgrade technology; [with Finance/Accounting] to implement new software and/or processes to improve client invoicing; or [with HR] to deploy new training modules and other programs to assist employees.Establish and maintain departmental best practices. Set organizational goals and ensure achievement of deadlines.Oversight on client-specific projects ensuring collaboration and aligned partnership with internal teams to provide clients with industry-leading service.Collaborate with SVP Operations and SVP Technology to maintain internal leadership alignment and cohesiveness of initiative and work priorities.
   Primary responsibility for budgeting, forecasts, timelines, technology, resource allocation and overall service excellence, including reporting to ECA executives on same.Serve as escalation point for critical client or internal issues.
   Actively work to build and mentor highly motivated, enthusiastic and skilled teams.
   Oversight on: (a) hiring for all functions; and (b) managing staff (i.e., training, goal setting, performance reviews, employee discipline).Budget setting and management responsibilities, including Annual Operations Plans and Strategic Initiatives.Lead and inspire outstanding employee performance and engagement.
   
   Requirements
   Ten or more years of experience in leadership positions within the legal industry, financial services industry and/or settlement administration industry.
   Bachelor's degree or equivalent experience required. Legal degree and/or master's degree (e.g., MBA) desirable, but not required. Strong financial acumen with experience managing budgets and forecasting.Well-developed and proven skills in project management and client engagement.Strong interpersonal skills and an ability to connect with both employees and clients. Experience working with lawyers in a professional capacity strongly desired.
   Proven ability to understand customer needs and translate them into workable operational processes to support service delivery. Ability to direct multiple project teams for multiple clients to ensure high quality completion of all work.Strategic thinker, eager for career growth and advancement.Strong written and oral communication skills with a proven ability to influence both at a strategic leadership level and cross functionally.Critical thinker with intellectual curiosity, strong track record of structuring and solving complex problems.
   Ability to attract and retain top talent.Ability to travel domestically and internationally, as needed.
   
   Leadership Competencies
   
   Client Focus - Engages with the clients, both internal and external, and their needs as a primary focus; builds a sustaining collaborative and productive relationship with clients; seeks to understand client situations, issues, expectations, etc.; takes appropriate action to meet client needs and address concerns; implements or utilizes methods to monitor and evaluate client feedback; appropriately meets client needs without jeopardizing business outcomes or results.
   Building Effective Partnerships - Identifies opportunities to build strategic partnerships with individuals in other areas of the business in an effort to achieve business goals; identifies partnership opportunities through analysis of business needs and relationships that may enhance success; develops the partnership through information exchange, clarification of partnership benefits and definition of partnership.
   Talent Management - Provides leadership in the execution of talent management initiatives and programs specific to talent acquisition, management and development; ensures teams are aligned and committed to broader department-level talent objectives; ensures management team actively contributes to talent management initiatives; provides high visibility and support to high potential individuals; promotes a learning and growth environment for all employees on the team.
   Managerial Courage - Shares thoughts and opinions even when they may be unpopular; delivers both positive and negative, timely feedback to others that is actionable; holds self and others accountable for their actions; comfortable taking negative action with direct reports when necessary.
   
   Candidates in Colorado:
   
   Compensation range is 176,800.05 - 265,199.55 USD Annual plus may be eligible for an annual bonus. Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.
   
   Click here to learn about Epiq's Benefits.
   
   If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
   
   It is Epiq's policy to comply with all applicable equal employment opportunity laws by making all employment decisions without unlawful regard or consideration of any individual's race, religion, ethnicity, color, sex, sexual orientation, gender identity or expressions, transgender status, sexual and other reproductive health decisions, marital status, age, national origin, genetic information, ancestry, citizenship, physical or mental disability, veteran or family status or any other basis protected by applicable national, federal, state, provincial or local law. Epiq's policy prohibits unlawful discrimination based on any of these impermissible bases, as well as any bases or grounds protected by applicable law in each jurisdiction. In addition Epiq will take affirmative action for minorities, women, covered veterans and individuals with disabilities. If you need assistance or an accommodation during the application process because of a disability, it is available upon request. Epiq is pleased to provide such assistance and no applicant will be penalized as a result of such a request. Pursuant to relevant law, where applicable, Epiq will consider for employment qualified applicants with arrest and conviction records.

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5. Post your job

   To find client services vice presidents for your business, try out a few different recruiting strategies:

   • Consider internal talent. One of the most important talent pools for any company is its current employees.
   • Ask for referrals. Reach out to friends, family members, and your current work to ask if they know any client services vice presidents they would recommend.
   • Recruit at local colleges. Attend job fairs at local colleges to recruit entry-level client services vice presidents with the right educational background.
   • Social media platforms. LinkedIn, Facebook, and Twitter have more than 3.5 billion users, and they're a great place for company branding and reaching potential job candidates.

   Post your job online:

   • Post your client services vice president job on Zippia to find and recruit client services vice president candidates who meet your exact specifications.
   • Use field-specific websites.
   • Post a job on free websites.

6. Interview candidates

   Your first interview with client services vice president candidates should focus on their interest in the role and background experience. As the hiring process goes on, you can learn more about how they'd fit into the company culture in later rounds of interviews.

   It's also good to ask about candidates' unique skills and talents to see if they match your ideal candidate profile. If you think a candidate is good enough for the next step, you can move on to the technical interview.

   The right interview questions can help you assess a candidate's hard skills, behavioral intelligence, and soft skills.

7. Send a job offer and onboard your new client services vice president

   Once you've found the client services vice president candidate you'd like to hire, it's time to write an offer letter. This should include an explicit job offer that includes the salary and the details of any other perks. Qualified candidates might be looking at multiple positions, so your offer must be competitive if you like the candidate. Also, be prepared for a negotiation stage, as candidates may way want to tweak the details of your initial offer. Once you've settled on these details, you can draft a contract to formalize your agreement.

   It's also important to follow up with applicants who do not get the job with an email letting them know that the position is filled.

   To prepare for the new client services vice president first day, you should share an onboarding schedule with them that covers their first period on the job. You should also quickly complete any necessary paperwork, such as employee action forms and onboarding documents like I-9, benefits enrollment, and federal and state tax forms. Finally, Human Resources must ensure a new employee file is created for internal record keeping.

8. Go through the hiring process checklist

   • Determine employee type (full-time, part-time, contractor, etc.)
   • Submit a job requisition form to the HR department
   • Define job responsibilities and requirements
   • Establish budget and timeline
   • Determine hiring decision makers for the role
   • Write job description
   • Post job on job boards, company website, etc.
   • Promote the job internally
   • Process applications through applicant tracking system
   • Review resumes and cover letters
   • Shortlist candidates for screening
   • Hold phone/virtual interview screening with first round of candidates
   • Conduct in-person interviews with top candidates from first round
   • Score candidates based on weighted criteria (e.g., experience, education, background, cultural fit, skill set, etc.)
   • Conduct background checks on top candidates
   • Check references of top candidates
   • Consult with HR and hiring decision makers on job offer specifics
   • Extend offer to top candidate(s)
   • Receive formal job offer acceptance and signed employment contract
   • Inform other candidates that the position has been filled
   • Set and communicate onboarding schedule to new hire(s)
   • Complete new hire paperwork (i9, benefits enrollment, tax forms, etc.)

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