Associate Director, Client Services

5 months ago


Vancouver, Canada Merkle Full time

**Other**:
**Remote | Vancouver, BC**

**About the job**:
The purpose of this role is to own and be accountable for the day-to-day client relationship and all elements of the account including, implementation of the strategic vision for the client, delivery against setting and achieving the annual financial targets, while building a trusted relationship with multiple key client stakeholders.

**Responsibilities**:

- Owns client relationships with existing clients and stakeholders, responsible for overall client satisfaction
- Sets the strategic tone, direction and supervision for Merkle Cardinal Path clients. This includes overseeing client needs, staffing, strategy, quality of work, and budgeting; clearly identifying and communicating client's business strategy and needs cross-functionally within Merkle Cardinal Path.
- Supports the creation and execution of a yearly and/or quarterly sales plan and is accountable for driving actions and outcomes to grow client's business.
- Develops a revenue for clients through incremental and new opportunities rooted in a deep understanding of Merkle Cardinal Path and broader Merkle products and services coupled with research of clients' business.
- Accountable for total growth of clients including renewals and net new business on existing client accounts.
- Leads strategic conversations to establish long-term relationships with clients.
- Optimizes the drivers of direct sales, including team, technology, spend and programs, to achieve predictability, cost-efficiency, and scale. This will include the development and monitoring of key historical business metrics, as well as quarterly and annual forecasts that will both be used to manage the business.
- Ensures and oversees that excellent relationships are maintained and enhanced with appropriate staff at client organizations to achieve continually high levels of customer satisfaction.
- Supports and mentors the wider Client Services team to ensure quality execution that drives toward client's business objectives and key metrics.
- Works with cross-functional Merkle Cardinal Path teams to execute account plans, meet plan deadlines, customer expectations, and program milestones.
- Drives growth for Merkle Cardinal Path within Merkle and denstu by partnering with said partners and identifying organic business opportunities for all parties.
- Build best-practice processes and systems to scale up the account teams, enable them to better serve client needs, and increase opportunities for account growth.
- Enhances staff accomplishments and competence by planning delivery of solutions; answers technical and procedural questions for less experienced team members; teaches improved processes; mentors other team members.
- Works closely with the Senior Client Leadership team to align with MCP's performance and organic growth objectives, as well as reporting against targets.
- Actively participates and develops new and existing accounts, generates sales quotes, and handles customer inquiries to help service customers and grow business.
- Oversee client communications and negotiations, provide senior level client management support, and nurture client relationships.
- Leads and resolves complex client problems or disputes in a professional manner.
- Grows existing accounts and assists in the development of sales opportunities.
- Works effectively with others in a team-based environment to accomplish organizational goals and to identify and resolve problems.
- Travels on an as-needed basis to grow client relationships, travel will fluctuate with activity and opportunity and at times the requirement will be greater
- Contributes to new business RFPs and pitches.
- Sells new service offerings with the goal of creating recurring revenue accounts and identify new growth opportunities for the long-term.
- Promotes the mission and values of the organization both internally and externally.

**Qualifications**:

- 8+ years prior experience in customer facing roles.
- Proven experience in a leadership sales role identifying, nurturing, and closing sales deals.
- Outstanding client services skills including relationship building, managing, cross team and agency relationships, strategic planning, account planning, & forecasting
- Excellent communication skills and the ability to anticipate the needs of customers.
- Must demonstrate strong analytical and strategic thinking skills.
- Possess strong problem solving skills and the ability to make sound judgment calls.
- Superior organizational and time management skills.
- Knowledge of customer service programs and databases, or the ability to learn new software quickly.
- Innovative, creative thinking skills to ensure the organization is providing a cutting edge client experience.
- Proven experience working with $2MM+ accounts; including case studies highlighting the growth of accounts that you have managed.
- Experience managing profitable budgets, meeting deadlines and managing teams.
- Experien



  • Vancouver, Canada Director File Full time

    As Director of Sales, you will lead sales strategies and activities to address current dynamics and align with overall goals to deliver volume, profit, and brand health, while optimizing the use of resources.Requirements:A four-year college degree in business, marketing, or a related field, and 5-7 years of related work experience. Key skills include...


  • Vancouver, Canada MUFG Investor Services Full time

    **Company Description** Experience something Brilliantly Different with a career at MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group, and we partner with over 480 loyal global investment firms to provide them with administration, asset services, banking and fund financing. We’re in 14...

  • Associate Director

    4 weeks ago


    Vancouver, Canada RMTBC Full time

    **ASSOCIATE DIRECTOR** **Position Summary**: **Under the supervision and mentorship of the RMTBC Executive Director, the Associate Director will assist in the overall management of the RMTBC in accordance with the strategic directions set by the Board of Directors. The Associate Director will establish partnerships, collaborate with the members at large,...


  • North Vancouver, Canada VRS Client Services Society Full time

    VRS has been creating housing solutions and services for clients in British Columbia for 50 years. Our story is one rooted in integrity, perseverance and inspiration. Beginning our journey as a non-profit serving persons with disabilities, we now proudly serve thousands of individuals throughout the province including seniors and families. At VRS we believe...


  • Vancouver, Canada MUFG Investor Services Full time

    Company Description Experience something Brilliantly Different with a career with MUFG Investor Services. Who are we? In a nutshell, MUFG Investor Services is part of the Mitsubishi UFJ Financial Group family, and we partner with over 480 loyal global investment firms to provide them with administration, assert services, banking, and fund...


  • Vancouver, Canada Easter Seals BCYukon Full time

    **About Easter Seals** Easter Seals BC & Yukon is one of British Columbia’s legacy charities operating for over six decades to provide programs and services to better the lives of children and adults with diverse abilities. Operated by the BC Lions Society for Children with Disabilities (Society), Easter Seals BC & Yukon has helped 1.1 million families in...


  • Vancouver, Canada Mufg Investorservices Full time

    h3>Associate Director, Client Operations, Fund of Fund CustodyFull-timeRank: Associate DirectorEmployment Type: Permanent Full TimeAbout MUFG Investor Services:Take a look at our careers site and you'll find everything you'd expect from a career with the fastest-growing business at one of the world's largest financial groups. Our vibrant culture, connected...


  • Vancouver, Canada EssenceMediacom Full time

    **Job Title** **Associate Account Director** (AAD)** **Date **20**2**3** **Department **Client Service**  **Group** 1 - **Learn and Understand-  **Group** 2 - **Understand and Apply** ** **Group** 4 - **Develop and Lead** ** **Group** 5 **- Lead and Inspire**Location** **Vancouver** **Reporting To** **Account Director** **Purpose of...


  • Vancouver, Canada FirstService Residential Full time

    **About FirstService Residential**: - FirstService Residential transforms the property management landscape by providing professional association management services to over 9,000 residential communities across the United States and Canada. - Our dedication to associate satisfaction and growth is recognized by our Great Place to Work certification,...

  • Associate Director

    6 months ago


    Vancouver, Canada Linesight Full time

    Associate Director As an **Associate Director** at Linesight, you will lead highly experienced, culturally diverse, and passionate teams nurturing a strong social dynamic and a shared sense of achievement. You will build on your vast industry experience which will open doors for you, extend your skillset and expand your perspective. We will empower,...

  • Associate Director

    8 months ago


    Vancouver, Canada Linesight Full time

    Associate Director As an **Associate **Director **at Linesight, you will lead highly experienced, culturally diverse, and passionate teams nurturing a strong social dynamic and a shared sense of achievement. You will build on your vast industry experience which will open doors for you, extend your skillset and expand your perspective. We will empower,...


  • Vancouver, Canada YWCA Metro Vancouver Full time

    Job DescriptionThe Associate Director, Employment and Community Programs, is responsible and accountable for providing energetic, inclusive and thoughtful leadership in all aspects of employment and community-based programming under the Employment and Community Services portfolio at the YWCA. This role provides oversight and strategic direction for...

  • Executive director

    2 months ago


    Vancouver, Canada Psea Full time

    p>Home » Executive Director, Legal and Sector ServicesExecutive Director, Legal and Sector ServicesPost-Secondary Employers’ Association (PSEA)October 8th, 2024The Post-Secondary Employers' Association (PSEA) is the employer bargaining agent for all public colleges, institutes, and special-purpose teaching universities in British Columbia. They are...


  • Vancouver, Canada Vancouver Aboriginal Child & Family Services Society Full time

    **Status: Regular Full-Time, 21 hours/week; Excluded** **Program: Infrastructure** **Location: 2020 Yukon Street or 3284 East **Broadway, Vancouver BC** **Salary**: $31.37 to $35.48/hour At VACFSS, we ensure that the rights, safety, well-being and spirit of Indigenous children and families are upheld, honored, and protected. We strive to eliminate...


  • Vancouver, Canada Peeple Inc Full time

    Our client is a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions. They are seeking an Associate, Client Services to join their team on a full-time permanent basis. Reporting to the Portfolio Manager, the...


  • Vancouver, Canada Peeple Inc Full time

    Our client is a leading independent wealth management firm in Canada, and the leading mid-market provider of investment banking advisory, equity research, sales and trading services for corporations and institutions.  They are seeking an Associate, Client Services to join their team on a full-time permanent basis. Reporting to the Portfolio...


  • Vancouver, Canada Simon Fraser University Full time

    Union/Affiliation: **Administrative and Professional Staff (APSA)** - Pay range: **$69, 265 to $82,639 annually** - SFU Department Descr: **Beedie School of Business** - Position Grade: **11** - # of openings: **1** - Biweekly Hours: **56** **Who We Are** RADIUS is a social innovation and systems change hub based out of the Beedie School of Business at...


  • Vancouver, Canada University of British Columbia Full time

    Staff - Non Union Job Category M&P - AAPS Job Profile AAPS Salaried - Supply Management, Level C2 Job Title Associate Director, Ancillary Procurement Department Senior Leadership | Financial Services | VP Students Compensation Range $7,622.83 - $11,886.67 CAD Monthly The Compensation Range is the span between the minimum and maximum base salary...


  • Vancouver, Canada Aura Office Environments Full time

    **About Us** Aura is a leading design-build firm in Vancouver, BC. Aura is known for transforming workspace “auras” into environments where people love to work. This is one of the 2 ways that we bring our purpose to life. Aura’s fundamental purpose is to positively impact people. As well as transforming spaces to enable incredible performance we also...


  • Vancouver, Canada Charity Village Full time

    The Associate Director will establish partnerships, collaborate with the members at large, government, and other organizations to advance RMTBC’s mandate and operations.SummaryThe Associate Director will establish partnerships, collaborate with the members at large, government, and other organizations to advance RMTBC’s mandate and...