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Director Client Services Operations Jobs in Texas

Jobtailor

Director, Client Services

Dallas, TX · On-site

Expand and cross-sell within client relationships. * Research, initiate, and develop new business relationships by targeting qualifying prospects for all Firm service lines. * Support multiple Ryan ...

Jobtailor

Director, Client Services

Plano, TX · On-site

... client relationships. * • Research, initiate, and develop new business relationships by targeting qualifying prospects for all Firm service lines. * • Support multiple Ryan Principals as a ...

Evision

Finance Director - Client Services

Austin, TX · On-site

Company Description XOR is a proven AI solution created by talent acquisition experts that is currently processing hundreds of thousands of candidates' applications monthly. Our company's top ...

Evision

Finance Director - Client Services

Austin, TX · On-site

Company Description XOR is a proven AI solution created by talent acquisition experts that is currently processing hundreds of thousands of candidates' applications monthly. Our company's top ...

Vericast

Director Client Growth

San Antonio, TX

The Director of Client Growth will own a portfolio of approximately 15-20 mid-market financial ... Experience selling marketing solutions, digital marketing services, media solutions, marketing ...

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All JobsClient Services Operations JobsDirector Client Services Operations JobsDirector Client Services Operations Jobs in Texas

Director Client Services Operations information

What does a director of client services operations do?

A Director of Client Services Operations oversees the delivery and quality of services provided to clients, ensuring that operations run efficiently and meet client expectations. They manage teams, streamline processes, and implement strategies to enhance client satisfaction and retention. This role often involves collaborating with other departments, analyzing performance metrics, and addressing any issues that arise in service delivery. Ultimately, they are responsible for maintaining strong client relationships and supporting business growth through operational excellence.

What are the key skills and qualifications needed to thrive as a director of client services operations?

To thrive as a Director of Client Services Operations, you need expertise in client relationship management, operational strategy, and business process optimization, often supported by a bachelor’s or master’s degree in business or a related field. Familiarity with CRM platforms, project management tools, and data analytics systems is typically required, along with relevant certifications such as PMP or Six Sigma. Exceptional leadership, problem-solving, and communication skills help you motivate teams and build lasting client partnerships. These skills and qualities are crucial for ensuring high-quality service delivery, operational efficiency, and sustained client satisfaction.

What are the primary challenges faced by a director of client services operations when managing cross-functional teams?

A Director of Client Services Operations often navigates the complexities of coordinating across multiple departments, such as sales, support, and product development. Balancing competing priorities, aligning diverse teams with client objectives, and ensuring seamless communication can be challenging. Success in this role typically requires proactive problem-solving, strong leadership, and the ability to foster collaboration among team members with varied expertise. Additionally, adapting processes to meet evolving client needs and industry standards is crucial for maintaining high service quality.

What are the most commonly searched types of Client Services Operations jobs in Texas?

The most popular types of Client Services Operations jobs in Texas are:

What cities in Texas are hiring for Director Client Services Operations jobs?

Cities in Texas with the most Director Client Services Operations job openings:

Director, Client Services

Dallas, TX • On-site

Jobtailor
See more jobs at Jobtailorexternal

Other

Posted 6 days ago

Job description

  • Communicate the Firm’s vision and capabilities to the marketplace.
  • Engage clients and prospects consultatively to provide customized solutions for the total tax function.
  • Expand and cross-sell within client relationships.
  • Research, initiate, and develop new business relationships by targeting qualifying prospects for all Firm service lines.
  • Support multiple Ryan Principals when regionally based.
  • Coordinate sales efforts with Firm Principals and Practice Leaders for joint-selling activities.
  • Support Principals in deal negotiations, contract development, and due diligence.
  • Build and maintain key relationships with significant Firm prospects.
  • Make cold calls and maintain contact with prospects and clients through telephone, e-mail, and mail.
  • Meet with prospects regarding potential engagements.
  • Identify, research, and pursue prospects to generate new business.
  • Maintain entries in the Firm’s Prospect Register and/or Microsoft® CRM.
  • Pursue tax/geography/industry-specific issues with prospects.
  • Attend local and national tax conferences to generate qualified prospect leads.
  • Develop responses to requests for proposals.
  • Discuss service-line offerings with prospects.
  • Sell alliance partner services to prospects and clients when appropriate.
  • Use Internet tools such as OneSource to research opportunities.
  • Stay current on tax issues that may create sales opportunities.
  • Generate documentation to assist in deal closing, including presentations and engagement letters.
  • Assist with other projects and perform other duties as assigned.
  • Provide training and carry out limited supervisory responsibilities in accordance with Firm policies and applicable laws.
Requirements
  • Bachelor’s or Master’s degree or equivalent with six to eight years related experience, or equivalent combination of education and experience required.
  • Basic skills in Microsoft® Excel and Access
  • Intermediate skills in Microsoft® Outlook
  • Advanced skills in Microsoft® Word, CRM, and Internet navigation and research
  • Valid driver’s license required.
  • Must be able to lift, carry, push, or pull up to 14 kg.
  • Independent travel requirement: 50%+.
  • Position requires regular interaction with employees and clients both in person and via e-mail and telephone.
Core Competencies

Demonstrates expertise in client engagement and business development, with a strong focus on customized tax solutions and relationship management. Proficient in utilizing CRM tools and Microsoft Office Suite to support sales efforts and maintain client communications.

Highest-signal resume keywords
  • Business Development
  • Client Relationship Management
  • CRM Proficiency
  • Tax Solutions Expertise
  • Proposal Development
Hard Skills
  • Business Development
  • Proposal Development
  • Tax Solutions
  • CRM Proficiency
  • Microsoft Excel
  • Microsoft Access
  • Microsoft Outlook
  • Microsoft Word
  • Internet Research
  • Sales Negotiation
Soft Skills
  • Communication
  • Consultative Selling
  • Relationship Building
  • Team Collaboration
  • Supervisory Skills
Certifications & Qualifications
  • Bachelor’s Degree
  • Master’s Degree
  • Valid Driver’s License
Industry Keywords
  • Tax Function
  • Client Engagement
  • Cross-Selling
  • Cold Calling
  • Tax Conferences
Tools & Technologies
  • Microsoft CRM
  • OneSource
  • Prospect Register
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