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Director Client Experience Jobs in Indiana (NOW HIRING)

Client Growth Director

Indianapolis, IN · On-site +1

$90K - $200K/yr

... Client Growth Director who is motivated to learn, excited to collaborate and passionate about ... Experience with transformation services (operational improvement, organizational change)

New

VP Client Services

Indianapolis, IN · On-site

$120K - $160K/yr

VP Client Services Indianapolis, IN - North Compensation: $120-160K Direct Hire This role owns the full post-sale client experience and will lead the departments accountable for client ...

... client experience. This role reports directly to Client Service Manager or the Client Service Director. Key responsibilities include, but are not limited to, handling: Transaction Requests ...

Executive Director

Indianapolis, IN · On-site

$75K - $95K/yr

Executive Director Direct Report To : Regional Director of Operations About the Rol e: The ... Ensure medication management practices meet professional standards Client Experience & Performance ...

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Director Client Experience information

What are the key skills and qualifications needed to thrive as a Director of Client Experience, and why are they important?

To thrive as a Director of Client Experience, you need a strong background in customer success, project management, and business strategy, often supported by a bachelor’s or master’s degree in business or a related field. Familiarity with CRM platforms (such as Salesforce), customer feedback tools, and data analytics software is typically required. Exceptional leadership, communication, and problem-solving skills help build rapport with clients and lead cross-functional teams. These skills are crucial for driving client satisfaction, loyalty, and overall business growth.

How does a Director of Client Experience typically collaborate with other departments to improve customer satisfaction?

A Director of Client Experience works closely with teams across the organization, including sales, product development, marketing, and customer support, to ensure a seamless and positive client journey. They regularly gather feedback from clients and internal stakeholders, analyze pain points, and lead cross-functional initiatives to address issues or implement enhancements. By fostering open communication and aligning goals across departments, they drive continuous improvement in service delivery and client satisfaction.

What does a Director of Client Experience do?

A Director of Client Experience is responsible for overseeing and enhancing the overall experience that clients have with a company or organization. They develop strategies to improve customer satisfaction, manage client feedback, and ensure that all client interactions align with the company’s values and goals. This role often involves collaborating with various departments to implement processes that elevate service quality and address client needs proactively. Additionally, Directors of Client Experience analyze data to identify trends and areas for improvement, aiming to foster long-lasting client relationships and drive business growth.
What are the most commonly searched types of Client Experience jobs in Indiana? The most popular types of Client Experience jobs in Indiana are:
What are popular job titles related to Director Client Experience jobs in Indiana? For Director Client Experience jobs in Indiana, the most frequently searched job titles are:
What job categories do people searching Director Client Experience jobs in Indiana look for? The top searched job categories for Director Client Experience jobs in Indiana are:
What cities in Indiana are hiring for Director Client Experience jobs? Cities in Indiana with the most Director Client Experience job openings:
Infographic showing various Director Client Experience job openings in Indiana as of May 2026, with employment types broken down into 74% Full Time, and 26% Part Time. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Managing Director of Client Experience

CX Institutional LLC

Auburn, IN • On-site

Full-time

Posted 7 days ago


Job description

Purpose:

The Managing Director of Client Experience is an operational leadership role responsible for leading and ensuring goal achievement in all aspects of team development, operations, financial performance, growth, and client service and retention. This role provides direction, guidance, and accountability to team members, ensuring alignment with the company's mission, values, and objectives.

Job Responsibilities:

1. Operational Leadership:

  • Collaborate with Senior Leadership to develop and implement operational plans for growth, profitability, scalability, and market competitiveness.
  • Design, assess, and implement core processes and best practices that are followed by all that achieve strategic initiatives across CWM.
  • Identify new business opportunities, market trends, and areas for expansion.
  • Setting clear, measurable leading indicator metrics and goals, and guiding others towards achieving objectives.
  • Monitor objectives and when necessary, implement corrective actions, including having difficult conversations when expectations are not achieved and holding others accountable to improvement initiatives.
  • Lead and inspire high-performing teams to achieve organizational goals.
  • Lead, Manage and hold Accountable Directors and functional managers.

2. Financial Management:

  • Oversee CWM’s financial performance, including budgeting, forecasting, and financial reporting.
  • Responsible for full Profit and Loss for all Regions.
  • Establishing and monitoring key financial metrics and KPIs to assess performance and making data-driven decisions.
  • Implement effective cost management strategies to optimize profitability and efficiency.
  • Regularly report financial performance, budget variances, key metrics, and remediation actions to various team members including Senior Leadership

3. Client Relationship Management:

  • Instill and constantly re-enforce a client centric mentality to all team members, including appreciating and understanding the essential need to build and maintain strong client relationships, their needs, and delivering service beyond expectations.
  • Assess and evaluate ROI and other key metrics of client engagement initiatives.

4. Regulatory Compliance:

  • Ensure compliance with relevant laws, regulations, and industry standards.
  • Stay informed about changes in financial regulations and implement necessary measures to ensure compliance.
  • Establish and maintain robust risk management processes to mitigate operational and regulatory risks.

5. Talent Development:

  • Develop and retain top talent.
  • Provide mentorship, coaching, and professional development to team members.
  • Foster a culture of collaboration, innovation, and continuous improvement.
  • Lead effective implementation and utilization of a robust referral process by utilizing the Oechsli process.

Knowledge, Skills, and Abilities:

  • Strong financial acumen and understanding of financial markets, products, and services.
  • Ability to train, coach and mentor others including Directors, Advisors, and sales-oriented roles
  • Ability to inspire others and create a culture of excellence and high achievement
  • Excellent leadership, communication, and interpersonal skills.
  • Demonstrated track record of driving business growth and profitability.
  • Sound knowledge of regulatory requirements and compliance standards.
  • Ability to think strategically, solve complex problems, and make data-driven decisions.
  • Hold or obtain relevant license and certifications (Series 65).

Education: Bachelor's degree in finance, business administration, or related field; MBA or advanced degree preferred.

Experience: A minimum of 10 years' experience within the financial service industry including proven experience in a leadership role.