Senior Director Client Services Jobs

Track record of superior client services skills, attention to detail, and time management

Provide excellent client experience for ultra-high net worth clients

Competitive compensation package including significant base salary, benefits, and bonuses

7+ years Financial Services, preferably RIA experience working with UHNW clients

Bachelor’s degree in Business, Finance, or a related field

Knowledge of Fidelity and Schwab custodial platforms a plus

Extensive project direction and management experience

Identifying opportunities for our client to leverage current and emerging digital technology to improve customer experiences and drive sales

Broad understanding of contemporary and emerging digital technologies with previous experience in digital marketing

Professional services experience working with senior executives, C-Suite, and Board members

Demonstrable experience in developing new business

Establish client KPIs and monitor Orange Line’s performance against them.

Generous state paid benefit allowance to help cover insurance premiums

Training opportunities for CEU requirements

Application period: 05/22/2023 – 06/04/2023

Annual Salary is $101,349 +

Primary Working Hours are M-f; 8-5

Preference may be given to individuals who are an Oklahoma LBHP.

Strong leadership and management skills, with experience in building and leading cross-functional teams.

At least 15 years of experience in IT management, with a proven track record of delivering successful IT projects.

Lead and manage multiple disciplines including, Global Help Desk, Infrastructure, Workforce Productivity and R&D Productivity Administration

Manage IT budgets and ensure cost-effective use of resources.

Excellent communication and interpersonal skills, with the ability to communicate technical concepts to non-technical stakeholders.

Deep understanding of IT security best practices and compliance requirements.

At least 4 years experience performing senior-level client negotiation and management skills, with clear and substantive speaking, writing and presentation skills.

8+ years experience working in account management or client services in an advertising or marketing agency setting (highly preferred).

Strong leadership and organizational skills must be complemented by a relationship-building management style.

Hybrid working environment that offers flexibility needed in today's business landscape

Exceptional new business and client-facing skills.

Experience in growing, managing, and inspiring internal teams.

Manage Partner profitability trends and identify areas for improvement

8+ years progressive experience in a Customer Success role within a corporate, agency consultancy capacity

Prior experience in a but utilities company a very strong plus

Analytical and process-oriented mindset with the skills to be a data-driven decision maker

Ability to manage influence through persuasion, negotiation, and consensus building

Computer Skills Needed to Perform this Job

Extensive knowledge of social media platforms and campaign management

Manage the distribution of client invoices and reports; assist finance team during billing and collection process

Partner with sellers to manage custom programs and make recommendations for optimizations

Liaise with clients and agencies on creative assets, approvals, reporting needs, and other requirements to achieve timely deliverables

Help sellers to manage pipeline and develop strategies for new category development through pre-sales prospecting

Interface directly with clients’ marketers, brand managers, and social media teams to assist in all aspects of client programs

Lead new business qualification and pitch processes.

5-7 years of digital marketing agency sales experience

Experience selling and closing integrated media/multi-channel/service scopes in the digital marketing industry

Strong influencer with exceptional negotiation and communication skills

Proven sales experience with long sales cycles

Superior writing and communication skills

Outcome Over Income - Extensive experience and demonstrated success in client relationship management

Proactively identify issues before they occur and coordinate with internal teams to provide a seamless client experience

10+ years of experience with substantive experience in experiential or brand communications

Extensive experience in a strategic communications or creative agency environment

Experience in one or more of the following industries: gaming, consumer tech, major trade associations and/or public affairs/advocacy

4+ years of client-facing experience, working with teams and multiple stakeholders across multiple projects over months or years

Track record of superior client services skills, attention to detail, and time management

Provide excellent client experience for ultra-high net worth clients

Competitive compensation package including significant base salary, benefits, and bonuses

7+ years Financial Services, preferably RIA experience working with UHNW clients

Bachelor’s degree in Business, Finance, or a related field

Knowledge of Fidelity and Schwab custodial platforms a plus

Major Responsibilities/Activities- Duties include, but are not limited to:

Develop and execute strategic plan to achieve sales targets and to expand the company’s customer base for Healthcare services.

Define and execute sales strategies for new opportunities across Provider and Payer entities.

Consult with clients to understand their business needs and objectives.

Cultivate strong, long-lasting customer relationships.

Home-based office, travel up to 50% of the time.

This role will be full-time and can grow to a national leadership position.

● Building processes for responding to client requests and coordinating end-to-end solutions;

● Defining strategy and processes to help scale to multiple cities.

Track record of superior client services skills, attention to detail, and time management

Provide excellent client experience for ultra-high net worth clients

Competitive compensation package including significant base salary, benefits, and bonuses

7+ years Financial Services, preferably RIA experience working with UHNW clients

Bachelor’s degree in Business, Finance, or a related field

Knowledge of Fidelity and Schwab custodial platforms a plus

8+ years of US management experience (Patient Support Services, 3PL, Specialty Distribution, Specialty Pharmacy).

Monitor vendor operations for program effectiveness, drive continuous process improvements, budget analysis and cost management.

Manage Patient Support Service deliverables to ensure contractual requirements are met and financial implications are communicated (service levels).

Budget and vendor management to ensure timely and fiscally responsible project execution.

In depth knowledge of pharmaceutical manufacturer compliance requirements, patient confidentiality (HIPAA regulations), product reimbursement and product access.

Knowledge and experience in Medicare Part A-D, Medicaid, and private payer policies, reimbursement process, health policy, areas of coverage and payment.

8+ years of account management experience

Project management skills including problem solving, attention to detail, analytical thinking and decisiveness

Essential Business Experience And Technical Skills

8+ years of equivalent experience within the insurance space

Excellent organizational, interpersonal, and communication skills, both written and verbal

General understanding of U.S. economy and employee benefits industry

Consistent meeting with client’s management, and executive management, to maintain alignment and to monitorperformance

Manage team of Account Managers, their goals, KPIs, daily activities and align to reach company goals

Deep and wide industry knowledge and “plug and play” access and relationships

Knowledge and access to “vendor friendly” accounts and programs

Strategic leader, able to see end goals and work back from that to manage and monitor daily activities

Strategically analyzes and partners with senior leadership on key relationships and accounts to focus on

Experience with campaign management tools (Kenshoo, Marin, DoubleClick Search, SA360, etc.).

Daily budget management, bid optimization, testing, audience targeting, etc.

Management of partner relationships (Agency partners, vendors, etc.); Establish strategic vision and product development

Experience with the MS Office Suite, especially Excel and PowerPoint skills

Showcase strong communication skills especially to senior leadership, focused more on story telling & bigger picture ideas vs. performance details.

Experience executing within platforms – Google, Microsoft, Facebook/Instagram, Pinterest, Snapchat, etc.

10+ years of solid IT operations and management experience with 8+ years leadership

Engages with all levels of management and key stakeholders to develop, implement, and manage support and operational objectives

Identify and incorporate future service management needs into a well-considered multi-year roadmap across all Diligent product areas.

Excellent business requirements definition skills; proof of impact required.

Lead, inspire and grow our multi-location teams of 20+ technical resources to provide remote and on-site support for employees and services

Review and maintain IT/ security procedures and policies including SLA’s and XLA’s (Experience SLA’s)

A well-defined sense of diplomacy, including solid negotiation, conflict resolution, and people management skills

Facilitate communication between team members and clients necessary to maintain strong relationships and effective account management

Keep senior management apprised of critical client concerns and opportunities

Keep senior management apprised of critical internal issues, concerns, and opportunities

History of successful management of ~3 million dollars of fee/year

Monitor and manage assigned activities to ensure timely delivery of products and services

8+ years of experience in account management, preferably in a digital marketing agency.

Experience with client relationship management tools, such as Salesforce or HubSpot.

Experience in Agile project management methodologies is a plus.

Develop and implement processes and best practices to drive efficiency and effectiveness within the account management function.

Stay up to date with the latest industry trends and best practices in account management and digital marketing.

Adopt established account management standards and program management best practices.