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Full-Time

Senior Director

Client Service, Financial Services

Posted on 11/30/2023

Bounteous

Bounteous

501-1,000 employees

Creates transformative digital experiences for brands

Consulting
Design

Senior, Expert

Remote in USA

Category
Customer Success Management
Strategic Account Management
Sales & Account Management
Required Skills
Sales
Communications
Management
Salesforce
Requirements
  • 12+ years of client service, digital sales, or account management experience
  • 10+ years of experience at a digital-first agency/consultancy required
  • 7+ years of relevant experience in the United States Financial Services sector (consumer banking, insurance, wealth, and/or payments), either client-side or as a trusted advisor
  • Demonstrated success strategically growing portfolios and expanding client accounts
  • Strong business acumen; proven ability to think strategically about business, customer experience, and technical challenges; an entrepreneurial approach to finding new growth levers for the business
  • Skilled at managing multiple projects in an ever-changing environment
  • Strong communicator with all levels of leadership, management, and staff to achieve desired outcomes and build strong alliances and relationships
  • Outstanding executive presence, presentation, and negotiation skills; the ability to inspire, engage, partner with, and influence senior leadership
  • Excellent verbal and written communication skills
  • Strong conflict resolution and negotiation skills
  • Experience leading and operating in a matrixed organization
  • Prior people management/mentorship experience
  • Experience managing relationships in leveraging a global delivery team
  • BA/BS degree or equivalent consulting agency experience preferred
  • Ability to travel and work on-site with clients up to 60% of the time
Responsibilities
  • Oversee, grow, and continuously expand a portfolio of key strategic Financial Services accounts, comprising $8-15MM in revenue
  • Develop and maintain strong client relationships; serve as the key liaison with executive leaders and senior stakeholders
  • Partner with clients and internal teams to create creative, rich, relevant customer experiences that drive results
  • Intimately understand the client’s brand and business; identify long term goals and key objectives
  • Guide design and development teams from initiation through to completion
  • Promote Bounteous’ integrated solutions to clients; consistently demonstrate agency value, proactively communicate additional agency capabilities and offerings to grow the scope of business and establish long-term partnerships
  • Collaborate with practice and competency leaders to deliver best-in-class solutions
  • Develop and manage strategic account management plans that establish relationships enterprise-wide, identify and mitigate threats, uncover opportunities, and raise Bounteous’ strategic role with client business leaders
  • Drive the decision-making process; participate in key planning milestones
  • Understand, articulate, and hold the full-range of client concerns; consistently score highly on quarterly client satisfaction surveys
  • Oversee new Statement of Work kickoff and customer on-boarding processes with internal stakeholders and systems, including finance, legal, design, and development
  • Understand the scope of programs as defined by the business requirements and budget process
  • Partner with Program Delivery to ensure work is delivered to clients' satisfaction; confirm revenue forecasts are accurate and maintained within Salesforce
  • Take a proactive approach to self-development; identify opportunities for growth, improvement, and enhancement
  • Travel (up to 60%) to meet client stakeholders, build relationships, and expand into other buyers within client organizations

At Bounteous, collaboration and forward-thinking are at the core of our workplace culture, which thrives on our commitment to co-innovation with prestigious brands to enhance digital experiences. Our strategic positioning at the forefront of digital transformation, aided by our expertise in utilizing advanced platforms and technologies, offers employees the opportunity to engage in trailblazing projects. This dynamic environment promotes both professional growth and industry leadership, making it an ideal workplace for individuals passionate about driving digital advancement.

Company Stage

Private

Total Funding

N/A

Headquarters

Chicago, Illinois

Founded

2003

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%

Benefits

Award-winning culture

World-class, Fortune 500 engagements

Professional growth opportunities

Flexible working hours

Take-what-you-need vacation

Competitive benefits

Continuing education

Volunteer programs

Ample snacks

INACTIVE