About The Role: We're looking for an Associate Director, Revenue Operations to help lead and scale Directive's Revenue Operations practice. This is a senior, client-facing player-coach role for ...
Quick apply
About The Role: We're looking for an Associate Director, Revenue Operations to help lead and scale Directive's Revenue Operations practice. This is a senior, client-facing player-coach role for ...
Quick apply
About The Role: We're looking for an Associate Director, Revenue Operations to help lead and scale Directive's Revenue Operations practice. This is a senior, client-facing player-coach role for ...
... client narrative and recommendation set. Team Leadership * Coach and develop Managers, Senior Associates, and Associates through structured delegation, mentorship, andperformance feedback; raise ...
... client narrative and recommendation set. Team Leadership * Coach and develop Managers, Senior Associates, and Associates through structured delegation, mentorship, andperformance feedback; raise ...
... client narrative and recommendation set. Team Leadership * Coach and develop Managers, Senior Associates, and Associates through structured delegation, mentorship, andperformance feedback; raise ...
... client narrative and recommendation set. Team Leadership * Coach and develop Managers, Senior Associates, and Associates through structured delegation, mentorship, andperformance feedback; raise ...
... client narrative and recommendation set. Team Leadership * Coach and develop Managers, Senior Associates, and Associates through structured delegation, mentorship, andperformance feedback; raise ...
... client narrative and recommendation set. Team Leadership * Coach and develop Managers, Senior Associates, and Associates through structured delegation, mentorship, andperformance feedback; raise ...
... client narrative and recommendation set. Team Leadership * Coach and develop Managers, Senior Associates, and Associates through structured delegation, mentorship, andperformance feedback; raise ...
... client narrative and recommendation set. Team Leadership * Coach and develop Managers, Senior Associates, and Associates through structured delegation, mentorship, andperformance feedback; raise ...
... Client Associate. * Demonstrated ability to transition and grow an established portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships. * Experience working directly ...
... Client Associate. * Demonstrated ability to transition and grow an established portfolio of High Net Worth (HNW) and Ultra High Net Worth (UHNW) client relationships. * Experience working directly ...
About The Role: We're looking for an Associate Director, Revenue Operations to help lead and scale Directive's Revenue Operations practice. This is a senior, client-facing player-coach role for ...
Quick apply
About The Role: We're looking for an Associate Director, Revenue Operations to help lead and scale Directive's Revenue Operations practice. This is a senior, client-facing player-coach role for ...
About The Role: We're looking for an Associate Director, Revenue Operations to help lead and scale Directive's Revenue Operations practice. This is a senior, client-facing player-coach role for ...
Quick apply
About The Role: We're looking for an Associate Director, Revenue Operations to help lead and scale Directive's Revenue Operations practice. This is a senior, client-facing player-coach role for ...
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Provide regular updates to senior leadership on client retention, new business won, and market ...
Cambridge Associates ("CA") is a leading global investment firm. CA's goal is to help endowments ... Provide regular updates to senior leadership on client retention, new business won, and market ...
Internally this role is titled Associate Director, Revenue Operations* About The Role: We're ... This is a senior, client-facing player-coach role for someone who combines strong people leadership ...
Quick apply
Internally this role is titled Associate Director, Revenue Operations* About The Role: We're ... This is a senior, client-facing player-coach role for someone who combines strong people leadership ...
We are seeking a Senior Associate of Client Success to join our experienced NetSuite Practice Client Success team within Baker Tilly's Professional Sales Organization (PSO). Leveraging the resources ...
We are seeking a Senior Associate of Client Success to join our experienced NetSuite Practice Client Success team within Baker Tilly's Professional Sales Organization (PSO). Leveraging the resources ...
This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or ...
This role will also be leading the overall client engagement and delivering high quality client work alongside senior client stakeholders. Working in a transaction environment which may be pre or ...
Beau Lambert, Senior Client Partner; and Anna Flagg, Senior Associate. All nominations, inquiries, and application materials should be submitted in confidence to Korn Ferry. Korn Ferry will begin ...
Beau Lambert, Senior Client Partner; and Anna Flagg, Senior Associate. All nominations, inquiries, and application materials should be submitted in confidence to Korn Ferry. Korn Ferry will begin ...
Beau Lambert, Senior Client Partner; and Anna Flagg, Senior Associate. All nominations, inquiries, and application materials should be submitted in confidence to Korn Ferry. Korn Ferry will begin ...
Beau Lambert, Senior Client Partner; and Anna Flagg, Senior Associate. All nominations, inquiries, and application materials should be submitted in confidence to Korn Ferry. Korn Ferry will begin ...
Beau Lambert, Senior Client Partner; and Anna Flagg, Senior Associate. All nominations, inquiries, and application materials should be submitted in confidence to Korn Ferry. Korn Ferry will begin ...
Beau Lambert, Senior Client Partner; and Anna Flagg, Senior Associate. All nominations, inquiries, and application materials should be submitted in confidence to Korn Ferry. Korn Ferry will begin ...
Plano, TX ยท On-site
Overview The Associate Director, Search serves as a strategic leader responsible for driving the ... Own senior-level client relationships and present business reviews, annual planning initiatives ...
Plano, TX ยท On-site
Overview The Associate Director, Search serves as a strategic leader responsible for driving the ... Own senior-level client relationships and present business reviews, annual planning initiatives ...
Overview The Associate Director, Search serves as a strategic leader responsible for driving the ... Own senior-level client relationships and present business reviews, annual planning initiatives ...
Overview The Associate Director, Search serves as a strategic leader responsible for driving the ... Own senior-level client relationships and present business reviews, annual planning initiatives ...
Dallas, TX ยท On-site
$55K - $80K/yr
Senior Associate - Americas Client Marketing The Marketing Senior Associate is a member of the Americas Client Marketing team which develops and executes comprehensive marketing strategies supporting ...
Dallas, TX ยท On-site
$55K - $80K/yr
Senior Associate - Americas Client Marketing The Marketing Senior Associate is a member of the Americas Client Marketing team which develops and executes comprehensive marketing strategies supporting ...
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch ... Supervises associates and senior associates on all projects * Reviews work prepared by associates ...
Private Client Services at BDO is a boutique practice within our firm. Offering a high touch ... Supervises associates and senior associates on all projects * Reviews work prepared by associates ...
This is a hands-on client advisory role. You'll deliver marketing automation, personalization and ... Serve as a senior client-facing advisor on marketing technology strategy, from discovery through ...
This is a hands-on client advisory role. You'll deliver marketing automation, personalization and ... Serve as a senior client-facing advisor on marketing technology strategy, from discovery through ...
$28.7K - $38K
17% of jobs
$43.6K is the 25th percentile. Wages below this are outliers.
$38K - $47.4K
14% of jobs
$47.4K - $56.7K
4% of jobs
$56.7K - $66.1K
14% of jobs
The median wage is $67.4K / yr.
$66.1K - $75.5K
12% of jobs
$75.5K - $84.8K
9% of jobs
$89.7K is the 75th percentile. Wages above this are outliers.
$84.8K - $94.2K
11% of jobs
$94.2K - $103.5K
9% of jobs
$103.5K - $112.9K
6% of jobs
$112.9K - $122.2K
3% of jobs
$122.2K - $131.6K
1% of jobs
$28.7K
$73.4K
$131.6K
A Senior Client Associate is a professional who supports client relations, manages account activities, and ensures exceptional service delivery. They often work in finance, consulting, or professional services, assisting with client inquiries, preparing reports, and coordinating projects. With a strong focus on relationship management, they help maintain and grow client accounts while collaborating with internal teams. Strong communication, problem-solving, and organizational skills are essential for success in this role.
As a Senior Client Associate, your daily responsibilities typically include managing client accounts, responding to client inquiries, coordinating with internal teams to ensure seamless service delivery, and handling transactions or documentation. You may be responsible for preparing reports, supporting client onboarding processes, and identifying opportunities to enhance client satisfaction. Collaboration with financial advisors, operations staff, or other associates is common, allowing you to play a key role in delivering a high-quality client experience. This role often involves juggling multiple priorities and maintaining strong organizational skills to meet client and business goals.
To thrive as a Senior Client Associate, you need expertise in client relationship management, account servicing, and financial or professional services experience, often supported by a relevant degree. Familiarity with CRM software, portfolio management tools, and industry-specific regulatory platforms is typically required. Excellent communication, attention to detail, and problem-solving abilities are highly valued soft skills for this role. These competencies are crucial for building client trust, efficiently managing complex client needs, and contributing to overall team success.
For Senior Client Associate jobs in Dallas, TX, the most frequently searched job titles are:
The top searched job categories for Senior Client Associate jobs in Dallas, TX are:
Cities near Dallas, TX with the most Senior Client Associate job openings:

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 20 days ago
Directive Consulting is the leading B2B performance marketing agency that delivers real revenue—not just leads.
We use Customer Generation (a marketing methodology developed by us) to cut through the noise. Forget MQLs—we’re here to drive pipeline, fuel SQLs, and scale brands that are serious about growth. From Paid Media and SEO to CRO, RevOps, and Go-To-Market Strategy, we build marketing engines that win in SaaS and across B2B industries.
We move fast. We think boldly. We are elite. We hire people who challenge the status quo and push campaigns past what’s expected - sparking demand for bold, innovative brands. If you live for performance, love solving hard problems, and want your work to actually mean something, you’ll fit right in.
But here’s the fun part—we don’t just deliver results; we’re shaping the future of marketing. Ready to build something that breaks the mold?
*Internally this role is titled Associate Director, Revenue Operations*
About The Role:
We’re looking for an Associate Director, Revenue Operations to help lead and scale Directive’s Revenue Operations practice. This is a senior, client-facing player-coach role for someone who combines strong people leadership with deep technical expertise across Salesforce, marketing automation, and HubSpot.
You’ll partner closely with the Director of Revenue Operations to lead a team of RevOps Strategists, oversee complex client engagements, and ensure we consistently deliver high-quality strategic and technical work. You’ll also remain hands-on, stepping into client environments to guide architecture, troubleshoot complex issues, conduct audits, and support implementations when deeper expertise is required.
The right person is equally comfortable leading a team, presenting recommendations to senior client stakeholders, and getting into the details of a Salesforce or marketing automation environment.
What You’ll Do:
Manage and mentor a team of Revenue Operations Solution Engineers, including workload management, prioritization, coaching, and performance support.
Serve as an escalation point for complex client and technical challenges.
Own or oversee strategic client relationships, ensuring strong communication, delivery quality, and client satisfaction.
Lead and support Salesforce, HubSpot, and marketing automation audits, implementations, integrations, and optimization projects.
Provide hands-on expertise across Salesforce Sales Cloud, Salesforce Account Engagement/Pardot, and HubSpot Marketing Hub.
Design and advise on lifecycle architecture, lead management, routing, automation, CRM/MAP integrations, attribution, reporting, and data governance.
Translate complex technical findings into clear recommendations for executive and non-technical stakeholders.
Review strategist work for technical accuracy and strategic quality before client delivery.
Partner with Account Directors and internal leadership to identify expansion and cross-sell opportunities.
Support scoping, solution design, and new business conversations for RevOps opportunities.
Help develop repeatable processes, documentation, playbooks, and technical standards as the Revenue Operations practice scales.
Maintain visibility into project health, capacity, utilization, and delivery risks across the team.
What You’ll Bring:
Must Haves
5+ years of experience in Revenue Operations, Marketing Operations, CRM consulting, marketing automation, or a related discipline.
1–2+ years of direct people management or formal team leadership experience.
Active Salesforce Administrator Certification.
Strong hands-on Salesforce Sales Cloud administration and implementation experience.
Deep experience with Salesforce Account Engagement/Pardot:
Pardot/Account Engagement certification strongly preferred; or
At least 2–3 years of hands-on Pardot implementation and administration experience.
Strong hands-on experience with HubSpot Marketing Hub, including automation, lifecycle management, data architecture, integrations, and reporting.
Experience leading complex CRM and marketing automation implementations, audits, migrations, or optimization initiatives.
Strong understanding of lead lifecycle management, lead routing, attribution, CRM/MAP integrations, automation, and data governance.
Demonstrated ability to lead senior-level client conversations and translate technical issues into business recommendations.
Strong written and verbal communication with the ability to confidently manage client expectations and difficult conversations.
Ability to balance leadership responsibilities with hands-on technical execution.
Preferred
Previous agency experience strongly preferred; consulting or professional services experience is also highly relevant.
Salesforce Account Engagement/Pardot certification.
Additional Salesforce certifications.
HubSpot certifications.
Experience working across both Salesforce and HubSpot environments for B2B organizations.
Experience scoping projects, supporting sales conversations, and identifying account expansion opportunities.
Experience working across multiple concurrent client engagements.
What We Offer:
Compensation for this role includes a competitive base salary
Medical, dental, vision plans, disability, and life insurance coverage for you and your family that fit your lifestyle
Including a 100% employer-paid plan for you and a 50% employer contribution for your dependents (US, CAD, MX)
Benefits to Support the Whole Person:
Mental - Access to certified therapists through Spring Health, membership to Headspace
Physical - Physical therapy through Omada, thousands of Aaptiv virtual workouts, complimentary One Medical membership for primary and virtual care
Time Off - Unlimited PTO (2-week minimum), Paid Company Holidays, Your Birthday Off, End of Year Recharge (Closed December 24 - January 1), Paid Parental Leave
Financial - Traditional and Roth 401(k) with a 3% company match
Bonus - Annual bonus based on tenure, which scales in total amount over time
Annual Company-wide Retreat
Work Environment Requirements
As a remote-first company, you’ll have the ability to work from your home office. For some positions, as posted, we will accommodate global opportunities where we have established businesses, including Canada, Mexico, and the UK. For global locations, you must have established and current work authorization and permanently reside in that country.
This role has the opportunity to operate 100% virtually from your home office. We primarily collaborate with our colleagues through virtual meetings (Zoom), and Slack. In this role, you will be required to operate a laptop computer (PC or Mac available), computer software platforms, and other office productivity tools as necessary. Due to the nature of this role, you must be able to remain stationary for extended periods, must be able to observe and interpret written and/or verbal communication, must have reliable internet access, and a professional background.
To perform this job successfully, an individual must be able to perform each essential job duty satisfactorily. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential job functions.
If you require reasonable accommodations in completing this application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, direct your inquiries to recruiting@directiveconsulting.com.
Additional Information
At Directive, one of our core values is People First. We’re committed to fostering a more diverse and inclusive culture in the digital landscape. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
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