Director of Client Services - 1034 at Economicmodeling (Remote)

About the role

The Director of Client Services is a strategic, people-focused leader responsible for developing and coaching a high-performing team of Account Managers while driving client retention, growth, and long-term success. This role combines leadership, customer success, consultative sales, and data-driven decision-making to deliver measurable business outcomes. The Director serves as a trusted advisor to clients, collaborates across departments, and helps shape business strategy through client insights, operational excellence, and a culture of continuous improvement.

Major Responsibilities:

Team Leadership & Coaching

Lead, coach, and mentor a team of Account Managers to deliver exceptional client service and results.

Ideally with Leadership experience

Foster a high-performance, feedback-driven culture focused on professional growth and accountability.

Establish performance expectations, conduct regular one-on-ones, and support career development through structured coaching plans.

Promote continuous learning through training, shadowing, and knowledge-sharing initiatives.

Encourage innovation, ownership, and leadership at all levels of the team.

Client Growth & Sales Strategy

Drive client renewals, upsell opportunities, and cross-sell initiatives through consultative engagement.

Partner with Sales to identify expansion opportunities and develop client growth strategies.

Coach Account Managers to proactively uncover client challenges and position solutions that deliver value.

Strengthen the team’s sales capabilities, including value articulation, opportunity qualification, and objection handling.

Customer Success & Retention

Define and monitor key performance indicators (KPIs), including retention, NPS, product adoption, and service utilization.

Develop scalable processes that support onboarding, adoption, engagement, and long-term customer success.

Adapt service strategies to meet evolving client needs across different lifecycle stages.

Identify risks and opportunities early and implement strategies to improve client outcomes.

Strategic Insight & Decision-Making

Leverage data and analytics to guide account strategy, team performance, and resource planning.

Build and maintain dashboards and reporting frameworks to increase visibility into client health.

Collaborate with leadership to align customer success initiatives with broader business objectives.

Provide strategic recommendations based on client feedback, market trends, and performance data.

Product & Innovation Collaboration

Maintain deep knowledge of client use cases and business challenges.

Translate client insights into actionable recommendations for Product and R&D teams.

Identify emerging market trends and unmet customer needs to influence product direction.

Foster a culture of innovation, experimentation, and solution-oriented thinking.

Education and Experience:

Bachelor’s degree in Business, Marketing, Communications, Management, or a related field (or equivalent combination of education and experience).

5+ years of experience in Account Management, Client Services, Customer Success, or a related field, including leadership responsibility.

Proven success leading and developing high-performing client-facing teams.

Demonstrated experience in consultative sales, account growth, renewals, upselling, cross-selling, or revenue ownership.

Strong strategic planning, analytical, and problem-solving skills with the ability to use data to drive decisions.

Experience implementing scalable customer success or client service processes.

Excellent communication, presentation, stakeholder management, and relationship-building skills.

Highly organized, adaptable, proactive, and results-oriented with a continuous improvement mindset.

About the role