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TaskUs

BPO providing end-to-end customer experience management

Director of Client Services - Fintech & Financial Services

Account ManagementPosted on Nov 9
Full-timeNew Braunfels, TX, USA$100k - $212k /yr

About the Job

Requirements

  • Requires 8–12+ years of progressive client relationship management, account direction, or operational leadership within a high-growth company, managed services provider, or technology services consultancy.
  • Requires demonstrated experience in Financial Services, Consumer FinTech, or Digital Banking, such as payments, neo-banking, consumer credit, fraud/risk operations, or digital wallet ecosystems.
  • Requires strong familiarity with modern SaaS platforms, digital customer service technology stacks such as CRM tools, AI-driven routing, and telephony/omnichannel engines, and product-led agile environments.
  • Requires a proven ability to navigate fast-moving, high-velocity environments where roadmaps evolve rapidly, ambiguity is common, and execution speed is critical.
  • Requires direct experience owning multi-million-dollar account P&Ls, contract renewals, margin management, and value-based negotiations.
  • Requires experience mentoring, inspiring, and managing high-performing client services or operational teams across distributed or global footprints.
  • Requires a bachelor's degree in Business, Finance, Technology, or a related field.

Responsibilities

  • Serve as the on-site client advocate and executive relationship owner; lead strategic QBRs, MBRs, and executive briefings.
  • Bridge high-level product and business strategies with day-to-day service delivery, navigating financial technology, regulatory expectations, fraud/risk mitigation, and consumer-focused digital banking operations.
  • Own the account P&L, driving revenue expansion, headcount scaling, and gross margin optimization.
  • Identify organic cross-sell and up-sell opportunities, including trust and safety, risk operations, AI-assisted workflows, and multi-channel support; spearhead statement-of-work expansions and lead commercial negotiations.
  • Interface with client technical product teams, compliance officers, and C-level stakeholders, while coordinating internal teams across operations, workforce management, training, and technology.
  • Turn complex operational data into clear strategic narratives.
  • Partner with operations leaders to execute contractual SLAs, CSAT/NPS targets, quality assurance, and transaction turnaround times.
  • Use digital platforms, customer engagement technology stacks, and automated workflows to reduce friction and improve efficiency.
  • Monitor changes in financial services regulations, consumer banking behavior, and automation/AI tooling.
  • Propose operational redesigns, risk-control enhancements, and other solutions to help the client respond to industry changes.

Desired Qualifications

  • An MBA or relevant master's degree is preferred.

About the Company

TaskUs

BPO providing end-to-end customer experience management

TaskUs provides end-to-end customer experience management (CXM) through business process outsourcing (BPO) services. It handles a range of client operations, primarily customer service tasks, for customers in software, telecommunications, and other industries. TaskUs runs these processes for clients, employing staff who deliver service through scalable, flexible operations. Revenue comes from charging clients for services, on a per-project basis or via long-term contracts, and the company also offers advisory services supported by a resilient operating framework to help clients improve their CX programs. What sets TaskUs apart is its emphasis on employee culture and a responsive, flexible partnership aligned with client needs, enabling high-quality service and adaptability in a competitive market. The company’s goal is to help clients enhance their customer experience at scale by providing reliable CXM execution paired with strategic guidance.

Company size
10,001+
Company stage
IPO
Headquarters
New Braunfels, TX
Founded
2008

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