Senior Director, Client Service (Financial Services)

| United States +80 more | Remote
Employer Provided Salary: $135,000-$183,000 Annually
Salary data is provided by the employer. Please note this is not a guarantee of compensation.
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Bounteous x Accolite makes the future faster for the world's most ambitious brands. Our services span Strategy, Analytics, Digital Engineering, Cloud, Data & AI, Experience Design, and Marketing. We are guided by Co-Innovation, our proven methodology of collaborative partnership.


Bounteous x Accolite brings together 5000+ employees spanning North America, APAC, and EMEA, and partnerships with leading technology providers. Through advanced digital engineering, technology solutions, and data-driven digital experiences, we create exceptional and efficient business impact and help our clients win. 


We are seeking a Senior Director, Client Service with a deep background in the Financial Services sector to join our growing team. This role will be focused on driving business growth within the Financial Services, Industrial, Technology (FIT) Business Unit. The Senior Director, Client Service reports to the VP, Client Service and will largely be autonomous in managing their book of business. The ideal candidate is a strong strategic thinker with experience operating as a leader of client relationships and proven success driving business growth. This role requires deep experience in the United States Financial Services sector (consumer banking, insurance, wealth, and/or payments). 


This high-visibility role will require travel (up to 60%) to meet client stakeholders, build relationships, and expand into other buyers within client organizations.

Role and 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

Preferred Qualifications

  • 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

We invite you to subscribe to our monthly and quarterly newsletters to stay up to date with the latest job openings as well as resources and tips for job seekers here.


Research shows that women and other underrepresented groups apply only if they meet 100% of the criteria of a job posting. If you have passion and intelligence, and possess a technical knack (even if you’re missing some of the above), we encourage you to apply.


Bounteous is focused on promoting an inclusive environment and is proud to be an equal opportunity employer. We celebrate the different viewpoints and experiences our diverse group of team members bring to Bounteous. Bounteous does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, physical or mental disability, national origin, veteran status, or any other status protected under federal, state, or local law.


In addition, you have the opportunity to participate in several Team Member Networks, sometimes referred to as employee resource groups (ERGs), that host space with individuals with shared identities, interests, and passions. Our Team Member Networks celebrate communities of color, life as a working parent or caregiver, the 2SLGBTQIA+ community, wellbeing, and more. Regardless of your respective identity, there are various avenues we involve team members in the Bounteous community.


Bounteous is willing to sponsor eligible candidates for employment visas.


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Candidate Location Eligibility:
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Technology we use

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An Insider's view of Bounteous

What are some social events your company does?

My favorite events include a Summer in Winter themed party we held at the Studio, Peak, Peach and remotely all simultaneously. Those attending remotely, zoomed in with festive attire we sent in packages that included drinks/food/favors we had them on the big screen TV so they can view everyone and participate in games.

Markel Lewis

People Experience Advisor

How do you collaborate with other teams in the company?

Whether attempting to gain alignment, provide information, or have a difficult conversation, I feel it’s important to approach every situation with empathy. We may each have different priorities, but remembering there’s a human on the other side of the screen or affected by your decisions goes a long way toward fostering collaboration.

Catrina Ahlbach

Chief of Staff (Tech)

What are Bounteous Perks + Benefits

Bounteous Benefits Overview

Creating a remarkable team member experience goes beyond benefits and rewards – but let’s be honest, they matter. That’s why we’re committed to building a culture of growth, support, and belonging across our global community so amazing people (like you) can thrive every day. Being the best version of yourself is made possible with a healthy lifestyle. We cover 100% of your medical insurance premiums and 65% for any dependents. Choose from a variety of plan options for medical, dental, vision, life insurance, and more that suit yours and your family’s needs. In addition to your physical health, time away from work is important for your mental health. Our ‘Take What You Need’ paid time off policy empowers team members to balance business and personal demands in a healthy, flexible, and supportive way. As an added bonus, when summer rolls around you can get a head start to your weekend with Summer Fridays. As for your financial wellbeing, we offer 401(k) retirement plans through Charles Schwab with a contribution match up to 3% of your annual salary.

Culture
Volunteer in local community
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Flexible work schedule
Remote work program
Diversity
Dedicated diversity and inclusion staff
Mandated unconscious bias training
Diversity manifesto
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
Vision insurance
Health insurance
Life insurance
Pet insurance
Wellness programs
Team workouts
Mental health benefits
Financial & Retirement
401(K)
401(K) matching
Performance bonus
Charitable contribution matching
Child Care & Parental Leave Benefits
Childcare benefits
Generous parental leave
Family medical leave
Adoption Assistance
Company sponsored family events
Vacation & Time Off Benefits
Unlimited vacation policy
Generous PTO
Paid volunteer time
Paid holidays
Paid sick days
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Company-sponsored happy hours
Onsite office parking
Relocation assistance
Professional Development Benefits
Job training & conferences
Lunch and learns
Promote from within
Mentorship program
Continuing education available during work hours
Customized development tracks
Paid industry certifications

Additional Perks + Benefits

From day one your growth is encouraged and supported with mentorship and development opportunities. Learning & Development is a shared accountability among Team Members, Career Coaches, and the Organization. Your learning journey may include a mix of on-the-job experiences, networking exposure, and education opportunities. To further support career growth, team members are eligible for financial aid for ongoing training, courses, certification, and conference opportunities aligned with their role and the direction of their team.

You are empowered by belonging with an inclusive, people-first culture. Team member networks, our version of employee resource groups (ERGs), hold space for individuals and allies with shared identities, interests, and passions. Our resource groups celebrate communities of color, life as a working parent or caregiver, the LGBTQIA+ community, wellbeing, sustainability, and more.

Lastly, you’re encouraged to work how and where you perform best. We acknowledge that not everyone thrives with a 9 – 5; find a schedule that works for you while honoring team and client commitments.

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