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Become A Director Of Client Relations

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Working As A Director Of Client Relations

  • 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

  • $105,595

    Average Salary

What Does A Director Of Client Relations Do At Tully Rinckey PLLC

* Develop tactical business plans and strategies to ensure attainment of goals and profitability.
* Accountable for all performance, training, and professional development of the Client Relations team and the firm's attorneys related to new client acquisition.
* Design, implement, and manage metrics for driving client acquisition productivity.
* Develop and implement cross marketing, business development and sales related training strategies that lead to additional new business for the firm.
* Establish infrastructure and processes to support intake and prospective new client follow up activities.
* Ensure that all inbound leads receive a prompt response and that all leads in the firm's database receive follow-up according to the firm's procedures.
* Recruit, train, motivate and coach a team of top performers

What Does A Director Of Client Relations Do At Boston Properties Limited

* Serve as Boston Properties’ primary point of contact with existing joint venture partners.
* Serve as a subject matter expert on the financial condition, leasing and capital activity at each joint venture property.
* Review and communicate complex financial analyses to joint venture partners and Boston Properties executive team including working capital, escrows for future capital needs and post waterfall impact.
* Facilitate communication between joint venture partners and Boston Properties’ leasing, development, construction and property management personnel, as directed.
* Facilitate joint venture partner approval of asset level decisions with assistance from internal legal team.
* Ensure accurate and timely submission of required financial disclosure and cash distributions in accordance with joint venture agreements including annual business plans and annual, quarterly and monthly reporting.
* Oversee the completion of annual business plans up to and including obtaining partner approval.
* Maintain knowledge of investment requirements and strategic goals of each joint venture partner to facilitate new business development.
* Ensure a positive and collaborative relationship with joint venture partners to allow for future relationship growth.
* Additional Responsibilities:
* Collaborate and receive direction from the SVP Capital Markets and Executive Management team to identify a target list of prospective equity investors for real estate joint ventures.
* Maintain an active list of potential capital sources including associated investment requirements and goals such that upon deal sourcing, BXP can efficiently secure an equity investment and close on new investments simultaneously with a capital partner.
* Supervise and participate in the preparation of brochures and other collateral material required to solicit funds from various sources of capital.
* Solicit and analyze proposals from potential capital providers.
* Recommend specific courses of action for Boston Properties to follow in responding to proposals received.
* Assist in negotiation of joint venture term sheets and legal documents for specific transactions.
* Assist in the closing of new investments with joint venture equity investors.
* Other Responsibilities
* Keep informed about all potential BXP acquisitions, developments, and other capital events.
* Develop a working knowledge of the various capital raising options available to Boston Properties.
* Non
* Essential Functions:
* Participate in industry organizations and events as representative of Boston Properties.
* Perform other duties as assigned

What Does A Director Of Client Relations Do At American Legalnet Inc.

* Client Relations and Success Management (Engagement)
* Act as the Primary Contact Person for all existing and newly on-boarded clients.
* Ensure all new clients are properly onboarded.
* Visit or contact clients regularly and maintain minimum touch points throughout the year.
* Promote ALN products and services in both business development and technical presentations.
* Track and report to department heads SLAs, customer issues and internal support staff deliverables.
* Conduct business reviews to ensure clients are satisfied with ALN products and services and confers with firm management to gain knowledge of specific work situations requiring employees to better utilize available workflow and forms management technologies.
* Participate in needs analysis studies with new and existing client firms to determine training needs and preferred approach or training best practices for each firm.
* Review and analyze usage reports regularly and monitor how clients are using ALN’s products and services and adjust accordingly towards improvement.
* Conduct and perform annual licenses audit at the latest 90 days prior to subscription renewal.
* Maintain CRM database with the direction of the VP, Operations & Finance to track client issues activities and future training projects.
* Escalate and resolve areas of concern raised by clients
* Liaise with internal departments to ensure client needs are fulfilled effectively and in a timely manner (liaison among sales, project managers, product management, product development, customer support).
* Design and carry out client satisfaction surveys and user experience questionnaires and analyze results and provide feedback Product development, Customer Support, Marketing and Sales Departments.
* Client Training Management
* Ensure all existing and new users (various levels in client firms) are adequately trained.
* Assist in production and updates of training materials and required customization.
* Maintain training calendars for webinars, remote and field trainings.
* Prepare and update inventory of users in firms’ clients and the status of required trainings.
* Work on inclusion of ALN products in clients’ learning systems.
* Gather and analyze training feedback and relationship to increased usage.
* Promote user training through awards, certificates and gamification.
* User Group Liaison
* Act as a co-chair for all user groups (eDockets / Forms Workflow).
* Promote participation and increased memberships.
* Co-sponsor user group sessions and activities
* Project Management
* Serves as a project manager for any undertaking involving:
* Major client issues and problems that require immediate resolutions
* Transition or migration (e.g., new toolbar installation, data base – profile migration
* Major general existing client campaigns and mailings
* Invites and attendance in major trade and industry conferences and company-sponsored sales and marketing events
* Client Retention and New Revenues
* Maintain 100% client retention and customer satisfaction (subscription renewals); Increase contract and lifetime value of clients.
* Identify areas for possible cross-sale of ALN’s other products and services.
* Identify areas for upgrade and upsale.
* Generate revenues from training offerings.
* Expand ALN’s footprint with the client (adding new products and/or services to client; expansion of our products to additional offices/users).
* KPI and Metrics Management
* Usage reports
* Touchpoints
* Upgrades / licenses
* Support tickets
* ARR and churn rates
* of trainings / # users trained

What Does A Director Of Client Relations Do At Tenet Healthcare

* a) engaging key client executive management to understand needs (b) working with Conifer internal business colleagues to assess, develop, and recommend denial service solutions; (c) educating the client, monitor denial performance objectives, prepare for and conduct monthly denial meetings, (d) report with peer-level operations personnel underlying metrics, and improvement opportunities to ensure it meets/exceeds the expected levels of performance, (e) ensuring the contractual expectations are met and exceeded, (f) setting strategy that continues to long-term strategy of overall client account.
* Include the following.
* Others may be assigned._
* Oversight Management – be conversant in the underlying denial operations and client environmental and placement metrics that drive the ebbs and flows in revenue, and affect positive movement in each on a peer-level dotted line relationship with strategy and operations.
* Client Management
* Serve as primary on site contact for Denials Management and other key sponsors, present a knowledgeable, efficient, and professional image by handling business in a respectful and professional demeanor, and excel in the following activities:
* Client Advisor – Rise to the level of trusted advisor to Clients, with respect to Client’s own performance.
* Reporting and Analytics– Prepare and present to client performance reporting, as contracted and appropriate
* Relationship Management
* Facilitate and maintain relationships through regular, pro-active communication, timely follow-through on requests and coordination of resources to meet client needs
* Market based collaboration or prevention of denial contribution within accounts recievables.
* Function as leader of denial subcommittees to reduce failure rates from physician orders, financial clearance, admissions, clinical care management, documentation, discharge planning and appropriate revenue recognition.
* Company Policy.
* Adheres to all company policies and procedures including, but not limited to those identified within the Standards of Business Conduct and the Employee Handbook, as may be amended from time to time.
* Adheres to all applicable laws and regulations and the company's governance/compliance program.
* Responsible for reporting violations of the company's policies and procedures, Standards of Business Conduct, Compliance, governance program, laws and regulations through the company's Help Line or other mechanism that may be available at the time of the violation.
* Assists with internal control failure remediation efforts.
* Internal Controls and Training.
* Becomes knowledgeable of internal control responsibilities through training and instruction.
* Responsible and accountable for internal control performance within their area of responsibility.
* Participates in the internal controls self-assessment process.
* Ensures concerns with internal control design or performance and process changes that impact internal control execution are communicated to management.
* FINANCIAL RESPONSIBILITY (varies by client site):
* This position carries out supervisory responsibilities in accordance with guidelines, policies and procedures and applicable laws.
* Supervisory responsibilities include interviewing, hiring, and training employees; planning, assigning and directing work; appraising performance; rewarding and disciplining employees; addressing complaints and resolving problems._
* Direct Reports (incl. titles): Varies by client site
* No.
* Indirect Reports (incl. titles): Varies by client site
* Matrix Reporting: Varies by client site

What Does A Director Of Client Relations Do At People's United Bank

* Responsible for developing requirements and a custom project plan for each client implementation with input from TMSO & TM Product partners.
* Responsible for managing and creating documents and/or presentation for an internal or external audience.
* Conduct implementation kickoff with client (in-person, via teleconference, or via email as required) to review project requirements, develop plan of approach, develop implementation project plan, assign roles and responsibilities, and determine agreed upon timeframes for completion; regular communication with client and TM Sales to update status and address issues.
* Coordinate training sessions with client as needed via webinars, on phone, and in person for one/one interaction on more complex products.
* Expertly manages each implementation as a project from end to end while meeting defined SLAs with a focus on expediting revenue generation.
* Serves as a primary technical resource for both the customer and the product area to ensure requirements and customizations are understood
* Recognizes and copes with problems encountered and ensure the problem is resolved in a timely manner and that the appropriate corrective action is taken
* Recognizes and enhances Bank’s operational efficiencies to be able to streamline onboarding for all products and services required by client
* Identifies and fixes differences between services to give client a similar experience throughout product and service overlap
* Responsible for identifying gaps and processing improvements to adhere to client’s needs
* Responsible for managing and creating reports to monitor transaction information from various sources
* Recognizes fee assessment opportunities or gaps for various products or services based on customer’s requirements (and assist with assessing, automating and integrating with billing)
* Manages deliverables from Treasury Management team including Sales, New Account Setup, Credit, Operations, Technology, and Client Services.
* Routinely manages the most complex implementations and high revenue clients; deals that require a higher level of expertise and experience
* Manage a portfolio of client implementations, monitoring requests in queue to ensure aged items are expedited on a timely basis
* Takes a leadership role in resolving problems and implements procedural changes to prevent reoccurrence
* Active participation in responding to Request For Proposals (RFPs) and support Product team in roll-out of new products
* Represent Implementation Organization on working groups for new products, enhancements to products, and improvements to business processes.
* Manages a small implementations team of 1
* direct reports.
* Distributes tasks from implementations among staff in order to leverage strengths and maximize efficiency.
* Train and mentor less experienced implementation managers.
* Serve as “resident expert” on particular product setups.
* Provide feedback and advice on modifications of TM products and proactively identify and communicate process improvement opportunities

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How To Become A Director Of Client Relations

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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Director Of Client Relations jobs

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Director Of Client Relations Demographics


  • Female

  • Male

  • Unknown



  • White

  • Hispanic or Latino

  • Asian

  • Unknown

  • Black or African American

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Languages Spoken

  • Spanish

  • French

  • German

  • Japanese

  • Portuguese

  • Carrier

  • Russian

  • Italian

  • Swedish

  • Bulgarian

  • Chinese

  • Romanian

  • Hebrew

  • Armenian

  • Tagalog

  • Arabic

  • Afrikaans

  • Korean

  • Thai

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Director Of Client Relations

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Director Of Client Relations Education

Director Of Client Relations

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Real Director Of Client Relations Salaries

Job Title Company Location Start Date Salary
Head of Client Relations IFC Asset Management Company, LLC Washington, DC Nov 01, 2011 $350,000 -
Head of Client Relations IFC Asset Management Company, LLC Washington, DC Nov 02, 2014 $298,000 -
Director; Prog Lead Mkst (MGR) Client Facing Analy/E-Trading Bank of America N.A. New York, NY Mar 31, 2015 $215,000 -
Director-Client Integration Bonddesk Group LLC Rochester, MI Feb 27, 2010 $170,000
Director, Client Segment Leader Borderfree, Inc. New York, NY May 01, 2014 $168,300
Director, Client Segment Leader Borderfree, Inc. New York, NY Jan 20, 2016 $168,300
Director, Client Segment Leader Borderfree, Inc. New York, NY Jul 20, 2015 $168,300
Director, Private Clients Standard Chartered Bank Miami, FL Feb 07, 2011 $165,000
Client Director Unified Logic, Inc. Bellevue, WA Sep 12, 2013 $150,000
Director of Client Relations Plimus, Inc. San Diego, CA Sep 15, 2010 $140,000
Director of Client Relations Plimus, Inc. San Diego, CA Dec 23, 2009 $140,000
Director of Client Relations Plimus, Inc. Fremont, CA Sep 26, 2010 $140,000
Client Director Symphony Teleca Services, Inc. Mountain View, CA Dec 02, 2013 $135,000
Client Director Symphony Teleca Services, Inc. Piscataway, NJ Jan 20, 2014 $135,000
Client Director Symphony Teleca Services, Inc. Newark, DE Jul 10, 2014 $135,000
Client Director Symphony Teleca Services, Inc. Mountain View, CA Apr 15, 2016 $135,000
Client Results Director Cerner Corporation Torrance, CA Nov 30, 2011 $130,000
Director, Client Leadership Groupm Worldwide Inc.-Mindshare Worldwide Santa Monica, CA Apr 09, 2012 $130,000
Vice President/Director of Client Relations-Panel Synovate, Inc. Southfield, MI Oct 01, 2011 $128,000 -
Client Relations Director Louis Vuitton North America, Inc. New York, NY Aug 27, 2009 $120,000 -
Director of Client Relations Xavient Information Systems, Inc. Herndon, VA Dec 12, 2014 $115,000
Director of Client Relations Xavient Information Systems Inc. Herndon, VA Sep 20, 2016 $115,000
Director of Client Relations Xavient Information Systems, Inc. Herndon, VA Dec 05, 2014 $115,000
Client Success Director Kenshoo, Inc. San Francisco, CA Nov 07, 2016 $111,000
Client Director Dimension Data Campbell, CA May 25, 2011 $110,000
Client Director Craft Translation, LLC New York, NY Jan 03, 2016 $108,800 -

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Top Skills for A Director Of Client Relations


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Top Director Of Client Relations Skills

  1. Financial Representatives
  2. Revenue Growth
  3. Client Relations
You can check out examples of real life uses of top skills on resumes here:
  • Managed a team of seven financial representatives to maintain a consistent level of activity to meet monthly production targets.
  • Drive revenue growth through creative marketing strategies, strong sales techniques, and impeccable customer service.
  • Promoted to Director of Client Relations.
  • Monitored quality metrics for customer service and laboratory departments to identify trends and implement resolutions.
  • Manage corporate marketing, business development and communications functions, creating and overseeing marketing budget and 10-member team.

Top Director Of Client Relations Employers

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