Job Details

Director, Client Service – Financial Services

We're passionate about designing and delivering transformative digital experiences for our clients and their customers. But what's most important about us is that we have a diverse team of experts all dedicated to getting clients from goals to outcomes — and that's where you come in.

Position overview

The Director, Client Service is responsible for the day-to-day management of the client relationship. Acts as the primary contact and advisor to the client and project delivery teams. The Director, Client Service establishes deep knowledge of key clients and their industry, becoming a strategic partner. With client trust, a successful candidate listens and advises clients on solutions that will help move their business forward. This role will also be responsible for the retention and growth of assigned client accounts through exceptional customer service and ability to deliver against defined project objectives.

Managing client-related efforts

Focuses on value realization for clients, alignment of efforts to customer strategy and overall G2O success across multiple engagements. Elevates G2O to a position as trusted advisor.

· Serves as main point of contact for key clients with large or multiple efforts in place

· Oversees day-to-day management of client projects – works with delivery teams to ensure on-time, on-strategy and on budget delivery

· Serves as an escalation point to remove obstacles from project teams

· Anticipates needs and earns respect as trusted advisor and strategic partner

· Understands client's industry and challenges - works to provide ongoing value-added strategies and POV with the lens toward client partnership

· Serves as champion to pull integrated activities together for moving the client's business through road mapping, development, and launch

· Develops and grows client relationships across key stakeholders

· Builds budgets and ensures compliance of records integrity and agency policy guidelines

· Manages multiple large projects within a common account or multiple clients

· Works with project manager and team to monitor, manage and provide frequent status updates on all activities, in addition to a monthly account report

· Works with line of business leader and operations leader to manage overall account revenue projections and project profitability

· Anticipates and resolves potential problems/issues and pulls in appropriate resources to solve those issues

· Works with the Business Development team, Line of Business leadership team and other domain leads to develop proposals, cost estimates, statements of work, etc.

Enabling expansion and growth

Seeks depth in understanding of customer growth strategies; offers insights to support customer growth. Helps inform customer strategy and proactively position G2O based on strengths and ability to execute.

· Maximize value for client for direct and indirect resources supplied by G2O

· Works with internal SMEs to develop and craft growth strategies, concepts and blueprints for client growth

· Monitors account analytics and project performance via metrics

· Advocates the client's point of view in internal meetings and balance that with the needs of the internal team

· Cultivates strong client relationships that result in organic growth and repeat business

· Works with delivery team to ensure on-time, on-budget completion of all group projects and the reporting of budget status to clients where necessary

Team Leadership and Leadership Qualities

Provides G2O team on assignment with knowledge and skills about client to excel and win; collaborates with delivery teams on unified delivery and continuous improvement opportunities.

· Builds a cohesive team across agency partners, departments, disciplines, and agency offices where relevant

· Provides feedback as received/appropriate to G2O teams

· Collaborates with solution directors on team performance and feedback

· Guides team regarding nuances of client needs and challenges to avoid conflicts

· Understands client contracts, budget trackers, statements of work (SOW), etc. to ensure G2O complies and delivers upon agreements and obligations

Industry and Domain Leadership

Provides relevant thought leadership to clients and becomes an expert about the client and their industry.

· Understands market trends in clients' industries

· Connects clients with externally relevant thought leaders

· Goes beyond solution partner, and works to become a knowledgeable industry resource and strategic partner

Customer PositioningLeading the Client

Have courageous conversations with clients that force introspection and thought. When appropriate make improvement suggestions.

· Develops an aspirational vision for client(s) and manages them up a maturity curve

· Understands clients pain points, anticipates client's business needs and manages client to “ideal” from a G2O perspective

· Challenges the client to establish a culture of overall improvement with open and honest two-way dialogue and feedback

· Evangelizes client and benefits for client within G2O

Ideal Candidate will have…

• Financial services industry experience preferred
• Bachelor's degree in a related field, highly preferred

· At least 15+ years of experience, in a client service role at an agency or consultancy, with proven growth responsibilities – consulting on technical solutions, customer experience, product, and data & analytics

· Can speak with authority and confidence when addressing clients and executive leadership

· Can "read between the lines" - ask the right questions to uncover a client's real needs or concerns and translates effectively for both the client and G2O internal team

· Proven experience at successfully meeting revenue targets driving teams with influence

• Is local to Columbus, OH and open to a hybrid work environment – spending time both in office and at client's offices if necessary.