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Director Of Client Experience Jobs (NOW HIRING)

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Mgr Client Experience - Ent

Trenton, NJ

$86K - $110K/yr

Working under general supervision of the Director of Client Experience and QA, referring only exceptional problems and issues for management review or approval, the Manager, Client Experience and ...

Maiden Home

Director, Client Services

Manhattan, NY · On-site

We're seeking a Director of Client Services to lead and elevate the end-to-end client experience for Maiden Home. This leader will set the standard for our luxury experience across pre-sale ...

ChartSpan

Client Experience Manager

$100K/yr

The Client Experience Manager is responsible for the end-to-end deployment of the Company ... the Director, Client Experience to mitigate churn ? Frame every client interaction around ...

Thrivent Financial

Director, Design Client Experience

$177K - $240K/yr

As the Director of Design Client Experience at Thrivent, you will be a dynamic leader focused on strategic vision, growing talent, and driving execution. You will lead and mentor a team of managers ...

Myvisitingdocs

Position Summary Visiting Docs is seeking a relationship-focused Director of Client Success to ... Three to five years of experience in healthcare relationship management, client success, account ...

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Director Of Client Experience information

What does a director of client experience do?

A Director of Client Experience is responsible for overseeing and improving the interactions clients have with a company. They develop strategies to enhance customer satisfaction, loyalty, and retention by analyzing customer feedback and implementing service improvements. This role often involves collaborating with various departments to ensure a seamless and positive client journey. Additionally, the Director may lead teams, set service standards, and monitor key performance indicators related to client experience.

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

To thrive as a Director of Client Experience, you generally need expertise in customer relationship management, strategic planning, and a background in business or marketing, often supported by a relevant bachelor's or master's degree. Familiarity with CRM platforms like Salesforce, data analytics tools, and customer feedback systems is typically required, along with industry certifications in customer experience or service excellence. Exceptional leadership, emotional intelligence, and communication skills set outstanding candidates apart in this role. These abilities are crucial for driving customer satisfaction, fostering loyalty, and aligning client experience initiatives with organizational goals.

How does a director of client experience typically collaborate with other departments to enhance customer satisfaction?

A Director of Client Experience works closely with sales, product development, marketing, and support teams to align strategies and ensure a seamless client journey. Regular cross-functional meetings and feedback loops are established to address client pain points and implement improvements. By fostering open communication and shared goals, the Director ensures that client feedback is integrated into service enhancements, ultimately driving higher satisfaction and loyalty. This role often leads initiatives that require buy-in and coordination across multiple departments.

What is the difference between Director Of Client Experience vs Customer Success Manager?

AspectDirector Of Client ExperienceCustomer Success Manager
CredentialsRelevant experience in client relations, leadership skills, industry-specific knowledgeCustomer service or success certifications, experience in client support
Work EnvironmentStrategic planning, cross-department collaboration, leadership rolesClient interaction, account management, support-focused tasks
Employer & Industry UsageUsed in industries prioritizing overall client experience and retentionCommon in SaaS, tech, and service industries focusing on customer success
Search & Comparison IntentUnderstanding leadership roles in client experienceExploring roles focused on customer retention and success

The Director Of Client Experience typically oversees the entire client journey, focusing on strategic improvements and leadership. In contrast, a Customer Success Manager handles day-to-day client interactions and support. Both roles aim to enhance client satisfaction but differ in scope and responsibilities.

How much does a director of client experience make in the US?

A director of client experience in the US typically earns between $90,000 and $180,000 annually, with the median around $130,000. Compensation varies based on industry, company size, location, and experience, and may include bonuses and benefits.
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Director Of Client Experience jobs near you

Director of Client Development - Financial Planning

Remote

Mercer Advisors
Finance and Insurance • 201 - 500 employees
Learn more about Mercer Advisorsexternal

Full-time

Posted 27 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Job Summary:

The Director of Financial Planning Operations will oversee a team of Financial Planners dedicated to creating prospect financial plans that drive new client acquisition for Mercer Advisors. This role ensures operational excellence, strategic capacity planning, and process improvement while serving as an individual contributor with CFP credentials. The leader will hire, train, and mentor planners, manage workflow efficiency, and design scalable solutions to support future growth.

Essential Job Functions:

  • Team Leadership: Hire, train, mentor, and develop 13 Financial Planners supporting Client Development.
  • Operational Oversight: Manage planner capacity, workflow, and deadlines; create strategic plans to absorb future growth and increased demand for prospect proposals.
  • Individual Contribution: Serve as a CFP practitioner, producing prospect financial plans to support client acquisition.
  • Performance Management: Motivate and lead the team, ensuring accountability, full capacity utilization, and high-quality output. Develop KPIs, KPI tracking, financial modeling and KPI reporting. Responsibilities involve strategy development, execution and reporting to senior management on sales driven financial outcomes. Prepare accurate financial reports and performance dashboards for management.
  • Drive long-term strategy: Design and implement process enhancements to unlock capacity, improve efficiency, and support process improvement. Identify and implement efficiencies in automation and quality delivery of our sales process.

Manage internal stakeholders: Drive engagement and alignment across internal stakeholders by collaborating with senior leaders, escalating critical issues, and identifying opportunities for improvement. This role requires a highly innovative leader who can thrive within a complex, cross-matrix organization. Key responsibilities include ensuring strategic alignment, fostering shared accountability, and cultivating a culture of seamless collaboration-where teams leverage their unique expertise to achieve collective success.

Knowledge, Skills, and Abilities:

  • Certifications & Experience: CFP strongly preferred. Minimum 5 years of financial planning experience and prior management experience ideal.
  • Technical Proficiency: Strong knowledge of eMoney; proficiency in Salesforce, Microsoft Office Suite, Microsoft Teams/Zoom, PowerBI.
  • Leadership & Communication: Exceptional orchestration skills; outstanding written and verbal communication abilities.
  • Problem-Solving & Ownership: Proactive problem solver with high ownership; adept at risk identification and mitigation.
  • Adaptability: Thrives in a fast-paced, dynamic environment; capable of strategic thinking and execution.
  • Education: Bachelor's degree from an accredited institution required.

Work Schedule: Daytime and evening hours as needed.

Working Conditions: Professional office environment. Working inside. Standing and sitting.

Application Deadline: The initial deadline for applications is 09/05/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

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