Director, Client Management Resume Samples
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Director, Client Management Resume Samples
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CH
C Huels
Cloyd
Huels
781 Demetrius Gateway
Los Angeles
CA
+1 (555) 439 4947
781 Demetrius Gateway
Los Angeles
CA
Phone
p
+1 (555) 439 4947
Experience
Experience
Detroit, MI
Director, Client Management
Detroit, MI
Bergstrom-Pouros
Detroit, MI
Director, Client Management
- Work proactively to identify opportunities for Optum to better assist clients in their successes
- Provide feedback to management on market trends as represented by our clients
- Meet regularly with individual staff members to review progress toward each one’s operational performance work plan (OPW)
- Partner with the New Business team for scope development and proposal assistance for new business opportunities
- Coordinate contract management activities including renewals, upgrades and price changes; develop retention escalation plans for identified at risk clients
- Establish strong working relationships with distribution channel partners and key internal solution / product and operations stakeholders
- Perform other duties as assigned by the Manager
Dallas, TX
Optumrx Director, Client Management
Dallas, TX
Keebler Inc
Dallas, TX
Optumrx Director, Client Management
- Participates in sales preparation meetings and finalist sales presentations as necessary
- Understands financing methodologies and strategies
- Understands and can communicate goals, operating principles, strategies and competitive position of OptumRx
- Position has direct reports including Strategic Account Executives
- Demonstrates knowledge of competitor's strengths, weaknesses and strategies
- Thorough knowledge of OptumRx underwriting principles and practices
- Regularly attends and actively participates in company meetings as requested
present
Boston, MA
Senior Director, Client Management Optumrx
Boston, MA
Kling-Blick
present
Boston, MA
Senior Director, Client Management Optumrx
present
- Manage and monitor client assignments as well as train the account management staff, new hires and ongoing
- Position is a manager of managers with 3 direct reports and a total team of 40
- Set team strategy to achieve and surpass goals, and consistently develop and manage staff
- Develop and maintain key internal relationships
- Develop strategies and execution plan for achieving Net Promoter Score goals for TPA segment
- Build and maintain key client and producer relationships
- Present a positive image of OptumRx to the marketplace
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
Baylor University
Bachelor’s Degree in Business
Skills
Skills
- Considerable knowledge of banking products/services, banking operations, and current market trends
- An in-depth knowledge of banking business and operations
- Ability to work independently and as a leader on a team
- Strong presentation skills and oral/written communication skills
- Strong strategic abilities and organizational skills
- Excellent Business and creative orientation
- Passionate about having measurable impact on clients business
- Excellent human relations skills are essential, including verbal and written communications skills and group presentations
- Expert knowledge of sales and sales strategies
- Excellent verbal and written communication skills
15 Director, Client Management resume templates
Read our complete resume writing guides
1
Director, Client Management Resume Examples & Samples
- Build broad-based relationships within the client base to best position Aon as the primary provider for human capital opportunities and the broader scope of Aon services
- Drive client revenue growth by introducing new solutions that capture a greater share of the client’s outsourcing spend
- Collaborate with consulting and other practice areas to maintain and grow client profitability
- Accountable for outsourcing client retention and the contract renewal process
- Deliver client satisfaction across a portfolio; deliver on the client promise
- Lead regular client business review/stewardship meetings, with the support of operations and other practice areas, as required
- Build client account plans annually to deliver client satisfaction and profitable growth
- Develop and deliver remediation plans, as required, for clients at risk
- Work as a client advocate in collaboration with other functional departments and practices
- Manage portfolio contract renewals and sales opportunities using Salesforce.com
- Support the commercial team with new outsourcing sales opportunities
- Deliver Distinctive Client Value
- Develop Unmatched Teams
- Build Differentiated Capability Through Innovation
- Deliver Business Results with Excellence
- Live our Values
2
Director, Client Management Resume Examples & Samples
- Successfully lead and manage projects from start to completion – inclusive of brand strategy, analytics, and creative
- Develop trust-based relationships with day-to-day client contacts and internally with all levels of the organization
- Manage client profitability
- Create and oversee Scopes of Work ensuring accuracy of timing projected, resources needed and proper workflow
- Ensure on time completion of project deliverables according to the project schedule
- Collaborate with the client team to develop strategic recommendations, play a value-added role
- Proactively identify organic business initiatives in partnership with client lead
- Partner with the New Business team for scope development and proposal assistance for new business opportunities
- Create client presentations
- To support client’s efforts to navigate the brand identity development process by acting as a business partner and a resource
- To provide strategic insights and direction to the internal team and client
- Identify and analyze key branding/business issues and trends germane to specific client engagements
- Understand the InterbrandHealth perspective on branding and articulate to the client and prospect how the brand contributed to the brand vision
- Bachelor’s Degree in Sciences with minor in Business/Marketing
- 10+ years experience in marketing and/or project management
- Track record of growing and developing relationships with client companies & a history of enthusiasm in adding value to these relationships
- Prior experience managing direct reports
- Ability to handle large, complex projects
- Must have strong desire to understand or experience in the healthcare and pharmaceutical markets
- Ability to manage all details
- Working understanding of business processes and strategy
- Must be a leader and team player and have the ability to work with people in all levels of the company
- Can connect with clients and inspire their confidence and ongoing commitment
- Ability to work independently and as a leader on a team
- Strong presentation skills and oral/written communication skills
- Strong strategic abilities and organizational skills
- Excellent Business and creative orientation
- Passionate about having measurable impact on clients business
3
Director, Client Management Resume Examples & Samples
- 10 or more years of sales experience in the financial services industry
- Expert knowledge of sales and sales strategies
- Considerable knowledge of banking products/services, banking operations, and current market trends
4
Director, Client Management Resume Examples & Samples
- Understand clients' strategy and key business issues and the value/opportunities created by Optum products and services
- Nurture and develop relationships to support regular interaction with senior staff, technical and key operations staff and client executive-level staff
- Play key role in implementation process - ensuring installation of new solutions / modules / releases is successful
- Coordinate and influence superior customer service delivery - effectively manage and meet client expectations and provide consultation to ensure clients utilize the products and services to their greatest potential
- Act as a client advocate in communicating client needs; and focusing internal resources on developing responsive solutions to identified needs
- Establish strong working relationships with distribution channel partners and key internal solution / product and operations stakeholders
- Develop and monitor client financial performance including renewal planning, negotiation,value (ROI) of the solutions and profitability levels
- Coordinate contract management activities including renewals, upgrades and price changes; develop retention escalation plans for identified at risk clients
- Support the acquisition of expanded client revenue / products through effective positioning and qualifying of additional and expanded solutions - provide client expertise / focus as needed to facilitate new business proposals
- Establish regular planning sessions with clients to review solution road map, obtain market intelligence and provide updates on performance and key deliverables
- Demonstrate marketing and technical expertise through client, broker and consultant meetings
- Coordinate client survey activities including client outreach and resulting action plans
- Provide feedback to management on market trends as represented by our clients
- Maintain a high level of healthcare industry knowledge as well as customer's industry
- Proven track record of over 7+ years of progressively increasing responsibility for client relationship management, strategy development, consultation and sales
- Excellent communications and interpersonal skills (internal / external)
- Demonstrated ability to message, position and present information for maximum customer impact and influence
- Problem solver and collaborator – can influence and move quickly to solve customer issues
- Positive thinker / self-starter
- Skillful negotiator
- Strategic thinker / visionary
- Strong analytics and financial acumen
- High energy, positive attitude and team orientation in all interactions
- Strong working knowledge of claims, marketing and managed care systems, including health plans, provider and managed indemnity plans, and other industry payers
- Strong working knowledge of healthcare industry and managed care delivery systems
- Willingness to travel as required
- An advanced degree (e.g., MBA, MHA)
5
Director, Client Management Resume Examples & Samples
- Client renewals and retention
- Cross sale revenue generation
- Meet or exceed the targeted goal for customer satisfaction
- Ensure systems / processes are operating efficiently
- Produce accurate and timely administrative reports and well thought out account plans
- Maximize client retention by actively assisting account executives with retention efforts, evaluating and escalating retention issues internally when necessary, evaluating client survey results and working closely with them to develop action plans to improve satisfaction as needed
- Ensure client satisfaction through the principles of service excellence. This includes close interface with clients, escalating critical satisfaction issues, coordinating FOCUS meetings and exposure at regional and national meetings
- Analyze the business needs and requirements of the client base and how Fiserv products can meet those needs
- Support the integrated sales program by cross-selling other Fiserv products and services to meet client needs and business objectives
- Maintain training and support structures to aide account executives in their selling and service efforts and to develop their ability to discuss business and industry issues with the client, assuring a strong partnership
- Manage the contract negotiation process to obtain acceptable revenue and profit growth
- Establish close relationships and alliances with the largest and most complex current and prospective clients
- Maintain a leading edge, consultative capability in the industry
- Provide commentary and insights to various industry trade groups
- Attend trade meetings and maintain Fiserv visibility at those functions
- Enhance departmental products and services by establishing metrics, analyzing processes, utilizing customer feedback and implementing best practices to ensure high-quality deliverables that are on time and within budget
- Build strong, diverse teams with capabilities to effectively handle department responsibilities, collaborating with other internal resources as necessary; encourage employees to share knowledge and learn from each other
- Conduct timely individual, staff, and team meetings to communicate procedural changes, company, group, and business unit updates, project status information, goals, objectives, and performance expectations
- Meet regularly with individual staff members to review progress toward each one’s operational performance work plan (OPW)
- 8-10 years’ experience in financial services
- 4-5 year’s management or supervisory experience
- Prior experience managing an account executive team
- Experience and training in managing a staff of professionals, including staff development and performance measurements
- An in-depth knowledge of banking business and operations
- Excellent human relations skills are essential, including verbal and written communications skills and group presentations
- Must be skilled and experienced in contract negotiations, and be able to train/coach staff on those techniques
- Must be knowledgeable about data processing contracts and legal impact of contracts
- Must have good understanding of service pricing in order to ensure profitable pricing of services to Fiserv clients
- 60-70%
- Pursuit of higher education; MBA desirable
6
Director, Client Management, Card Services Resume Examples & Samples
- 3 – 5 years of management experience
- Minimum of 10 years of sales or account management experience in a business-to-business environment
- Must be computer proficient with a variety of systems applications, including but not limited to MS-Office and sales tracking tools
- Strong business & financial acumen; must be able to understand broader business issues; collaborates with Finance to set revenue budget and other financial targets, understands implications and business drivers
- Financial Services industry knowledge and/or experience preferred
- Ability to forge strong, effective relationships across the organization
- Strong written and verbal communication skills; ability to influence and effectively communicate at all levels
- Demonstrated strong proactive problem solving skills
7
Senior Director, Client Management Resume Examples & Samples
- Accurately forecast and achieve orders (Product, Services, and Software), Revenue, Cash (AR), and Client satisfaction goals
- Serve as the ultimate account leader – internally and externally
- Develop, build, and maintain rapport and favorable relations with our customers. Ensure customers are knowledgeable of Diebold Nixdorf's sales and service policies
- Integrate account plans from all team members into a cohesive strategic plan
- Communicate the corporate vision and the corporate goals to all associates assigned to the team
- Achieve assigned business corporate goals
- Select, manage and develop associates; includes the training, motivating, disciplining and rewarding of associates
- Ensure that effective account plans are implemented and are consistent with existing market plan
- Monitor the activity of sales associates and provide advice and counsel when and where necessary
- Support and ensure compliance with the Order Entry Process
- Develop sales and marketing plans. Plan strategy to accomplish agreed upon sales goals and objectives and communicate plans to effected sales, service, and marketing organizations
- Develop expense budgets. Follow-up to ensure expenses do not exceed approved budgets
- Organize and assign associates to maximize account penetration and eliminate duplication of effort
- Advise Vice President and Marketing Team of competitive developments, new marketing opportunities, and new hardware and software applications
- Interact and influence C-level executives
- MBA is preferred, but not required
- Minimum 10 years outside sales business development and / or sales management experience, preferably in a retail vertical and/or in retail banking
- Possess a high level of leadership, communication, presentation, critical thinking and strategic planning skills
- Ability to build relationships at higher levels of the customer organization
- Individual should have exhibited skills, characteristics, traits, and work habits that would greatly enhance the likelihood of success as a sales leader
- Must be PC proficient with working knowledge of various spreadsheet and presentation programs
- Proven track record of successful relationship building internal and external, business partnering with accounts and multi - resource team selling
- Highly motivated and possess a successful track record of exceeding quota assignment in sales role
- General knowledge and understanding of the Diebold Nixdorf (or comparable) product and service offerings, including enterprise wide solutions and integrated services applications
- Must have strong business problem solving skills
- Ability to travel overnight approximately 50% + of the time
8
Optumrx Director, Client Management Resume Examples & Samples
- Position has direct reports including Strategic Account Executives
- Develop and maintain key internal relationships
- Detailed understanding of all OptumRx products, services and solutions
- Possesses basic math skills
- Participates in sales preparation meetings and finalist sales presentations as necessary
- 5+ years in a sales or account management within the health insurance industry
- Strong consideration given to those who have managed a sales / retention team
- 35% + Travel Required
- Demonstrated success dealing with brokers / consultants with a proven track record of meeting goals / target
- Labor and Trust experience
9
Optumrx Director, Client Management Resume Examples & Samples
- Develop strategies and execution plan for achieving Net Promoter Score goals for TPA segment
- TPA segment includes 160 clients representing 1.4 million lives and $1.3B in annual revenue
- 8+ years PBM, Third Party Administrator or Health Plan experience
- Experience negotiating contracts and pricing terms
- Demonstrated success working with Third Party Administrators
- Experience with benefit operations
10
Senior Director, Client Management Optumrx Resume Examples & Samples
- Responsible for the achievement of membership and revenue retention targets and achievement of financial growth (upsell products) goals
- Position is a manager of managers with 3 direct reports and a total team of 40
- Set team strategy to achieve and surpass goals, and consistently develop and manage staff
- Manage and monitor client assignments as well as train the account management staff, new hires and ongoing
- Build and maintain key client and producer relationships
- Present a positive image of OptumRx to the marketplace
- Ability to identify and communicate the need for improvements in OptumRx products and services
- Understands and can communicate goals, operating principles, strategies and competitive position of OptumRx
- In-depth healthcare knowledge, understands important trends
- Demonstrates knowledge of competitor's strengths, weaknesses and strategies
- Understands financing methodologies and strategies
- Thorough knowledge of OptumRx underwriting principles and practices
- Can explain and justify a renewal rate to customers
- Regularly attends and actively participates in company meetings as requested
- Strong executive presence and communication skills
- 8+ years PBM, Third Party Administrator or Health Plan account management experience
- 3+ years account management leadership experience
- Experience interfacing with client senior level executives
- Ability to travel 35% of the time, including overnight travel
11
Director, Client Management Resume Examples & Samples
- Function as the primary liaison between Optum and your assigned client base using a consultative approach to manage the account and exceed all client needs. This requires daily interface with all internal team members and client contacts at management levels via email, phone, and in person
- Assist in the implementation process with client, vendors, and internal staff to meet client and company requirements
- Custom design a comprehensive communication strategy for clients based on their culture, budget, and existing resources to successfully promote their health and wellness efforts
- Train clients on system offerings, new product releases, and reporting packages
- Continually monitor each client’s participation rates from various reports such as site traffic, assessment reports, and points’ reports. Based on goals, client culture, and communication efforts suggest improvements to ongoing strategy
- Monitor program operations, billing and reporting to confirm alignment with customer expectations
- Identify opportunities to upsell additional services that would be to the benefit of the client
- Work proactively to identify opportunities for Optum to better assist clients in their successes
- Perform other duties as assigned by the Manager
- Six plus (6+) years’ experience in a customer / client facing capacity working with employers, healthcare consulting firms, or health plans
- Six Plus (6+) years’ experience in human resources, benefits, and/or healthcare
- Ability to travel 30 - 50% of the time as required
- Office Computer Skill Proficiency (i.e. Microsoft Word, Excel, PowerPoint)
- This position requires a high level of competency in both oral and written communication
- Master’s degree in business or healthcare
- Six Plus (6+) years’ experience in the Health and Wellness industry
12
Senior Director Client Management Resume Examples & Samples
- Understand the client’s strategy and business needs. Constantly assesses the value our solutions are delivering and leads team members to develop approaches that increase the value we provide and increase the impact Optum has on the client’s business
- Create value story consistent with the client strategy. Present value of Optum solutions to various levels within the client, including executives, decision makers and key influencers. This may include on-site or virtual meetings - Ensuring delivery to client per contractual obligations
- Ensures the realization of expected client savings and revenue through achieving renewal, revenue attainment and partnering with Optum Client Executive on growth initiatives
- Develop and present reporting of savings achievements, opportunities, and service level agreements
- Differentiate the Business in the Marketplace: Identifies new market opportunities to drive organic growth
- Establish Innovative partnerships: Focuses the organization on attracting and building business partnerships
- Drive a Client Focused Culture: Drives the organization to deliver industry-leading client service and satisfaction
- 10+ years of experience working with senior-level C-Suite executives and demonstrating progressively increasing responsibility for client relationship management and consultation
- Excellent listening, negotiation / influence, collaboration, and listening skills
- Demonstrated ability to message, position, and present information for maximum customer impact and influence
- Experience in program / project management with large complex solutions (e.g. outsourcing and BPO) - 40% + travel
- Healthcare experience
- Advanced degree (e.g. MBA, MHA)
- Payer Payment Integrity solution experience
13
Senior Director, Client Management Resume Examples & Samples
- Bachelor’s degree required, advance degree preferred
- Eight years+ Healthcare Operations or Healthcare IT leadership experience
- Experience working in either a Provider or Payer environment - preferably both
- Five years+ managing multiple projects / tasks to meet contractual deadlines or other time sensitive commitments
- Demonstrated understanding and experience with health care reform. Strong understanding of the goals of health care reform and the components that will help achieve those goals
- Strong executive presence with excellent communications skills - both written and verbal
- Demonstrated inter-personal skills including collaboration, compassion, empathy, and ability to achieve objectives through others
- Demonstrated detail orientation and strong follow-up skills
- Demonstrated ability to work with a client’s executive team on strategic and tactical activities
- Ability to learn new concepts quickly and then adapt from those concepts to develop and execute operational plans
- Ability to collaborate and work effectively across the client’s entire organization including CXO’s, executive sponsors, VPs, Directors, Department Manager’s and End users
- Ability to collaborate and work effectively across a large enterprise such as UHG and Optum
- Able to handle a variety of issues, handle multiple tasks and simultaneously thrive in an environment with multiple competing priorities
- Solid judgment & leadership skills
- Background in client management, product management, consulting, implementation, program and project management, or business development
14
Director Client Management Resume Examples & Samples
- Serve as the primary day to day service contact for our customers. Must understand and manage customer expectations and service needs by building and maintaining positive relationships (both internal and external) and by delivering quality service; thereby enhancing Optum's reputation in the industry
- Build a strong working partnership with the Client Executive (CE) to ensure customer satisfaction and retention
- Identify trends and develop customer specific solutions in collaboration with cross-functional team's expertise
- Ensures the timely and accurate delivery of client communications (correspondence, network and product updates, fulfillment materials, ID cards, etc.)
- Attend and participate in customer meetings
- Lead effective meetings with customers, vendors and matrix partners as necessary
- Bachelor's Degree or a High School Diploma / GED with significant work experience
- Public speaking experience
- Willingness and ability to travel (50%)
- Intermediate level of proficiency with Microsoft Office (Word, Excel, PowerPoint)
- Ability to interface with and influence internal business partners through the use of interpersonal skills
- Act as a team player and foster a positive work environment
- Creative analytical and problem solving skills
- Reside in a location that can receive a UnitedHealth Group approved high speed Internet connection or can leverage existing high-speed Internet service
- Knowledge of health insurance industry, products and services and the managed care environment (Knowledge of Medicare a plus.)
15
Director, Client Management, Optumrx Resume Examples & Samples
- Manages an assigned Government account and account team with a focus on client trend management, strategic plan development and execution, cultivating multi - level client relationships and may manages staff, both direct and indirect
- Provides expert advice and analysis of proposed Federal and State legislation that may impact the pharmacy benefit
- Manages client contract renewal activities with the primary goals of retaining client, obtaining multiple year agreements and maintaining or improving profitability
- Accountable for understanding the primary business objectives of the client, developing and managing shared goals, and demonstrating program value to the client
- Understands OptumRx product and service offering, and can articulate the operational, clinical and financial value of our programs to the client across multiple stakeholders with the goal of deploying new programs and services
- Maintains consistent and regular client communications
- Leads the team with preparing and presenting regular client performance reviews and formal presentations to the Board, Board Committees, Public Agencies and workgroups. Topics may include identification of cost drivers, recommendations for cost savings opportunities, utilization and cost reports, and OptumRx industry news. Leads the team in organizing and conducting Quarterly Business Reviews with the client based on the client requested agenda
- Prioritizes and conducts regular on-site client meetings as appropriate to proactively review team performance, client benefits, drug utilization and trend management strategies
- Responds to all electronic, phone, facsimile or letter inquiries from the client’s staff within twenty - four hours of receipt or two hours for urgent inquiries
- Maintains a complete understanding of client contract terms including the reporting of performance guarantees and managing service improvements. Ensures that all assigned contracts are monitored and reported as stated in the terms
- Documents all client related activities as directed into the approved documents and or application
- Manages and mentors account management team members. Specific topics may include the creation and delivery of client presentations, upsell techniques, implementation activities and daily client interaction. Provides staff with feedback at least quarterly on the level of accomplishment of personal and departmental goals. Develops strategies for staff development and retention
- Participates in recruitment activities for prospective team members
- Establishes multiple corporate relationships and participates in client sponsored events/charities as appropriate. Cultivates in-group growth through these relationships
- Stays abreast of industry trends and developments and demonstrates strong communication skills in presenting these to Client, Board of Administration and Key Stakeholders. Demonstrates expertise in pharmacy benefit strategies and OptumRx clinical programs
- Provides leadership to client services team members in departmental and corporate initiatives
- Provides regular feedback to management team regarding client metrics, client requirements and business development opportunities
- Exhibits compliant and ethical behavior in the performance of job responsibilities, including complying with all applicable federal and state laws and regulations, OptumRx Code of Conduct, Business Ethics Policies and Procedures and other policies and procedures applicable to position
- Actively participates in OptumRx’s Compliance and Ethics Program, including attending annual compliance and ethics training and reporting suspected violations of the law or OptumRx’s policies and procedures
- Performs other duties as assigned to meet corporate objectives
- 5+ years of experience with Government client accounts in the healthcare, managed care, or pharmaceutical industries
- 3+ years of experience interfacing with clients at the C level
- 2+ years of experience with staff management and development
- Advanced degree (e.g. MBA) is preferred
- 2+ years of experience with managing and ensuring compliance with Government contracts
- Proficient knowledge of the PBM industry and Medicare Part D Employer Group Waiver Plan requirements
- Ability to solve practical issues and deal with many variables in situations where only limited standardization exists
- Strong presentation, employee management, project implementation skills
- Proven ability to handle and resolve complex client issues
- Understanding of pharmacy benefit strategies and pricing practices
- Demonstrates a high degree of client focus and attention to service
16
Director, Client Management Resume Examples & Samples
- Lead a team of Client Partners responsible for selling DNA and ESS products, and maintaining high client retention
- Monitor client satisfaction, facilitate improvement as needed, and regularly communicate with client’s key stakeholders in conjunction with the Client Partner. Manage client escalations to ensure client satisfaction. Issue resolution skills and experience are required, coupled with excellent follow-up skills
- Establish and maintain effective relationships with the credit union executive team via onsite meetings
- Leverage industry trends and Fiserv offerings to demonstrate Fiserv value proposition
- Assist the CP with formal proposals that drive revenue and client value
- Increase ‘wallet share’ among Fiserv DNA client base
- Achieve quota (for self and team) and contribute to overall CUS revenue targets
- Acquire, develop, and manage talent capabilities of Client Partners, with demonstrated ability to coach, motivate and drive results. Develop & improve training programs for staff, inclusive of an ongoing knowledge management strategy that allows CPs to keep up to speed on products and services, as well as client success stories
- Understand and effectively manage employee satisfaction
- Work closely with sales, marketing and product teams to identify developing client needs. Work closely/collaborate with all leaders within Client Services, as well as cross-functional leadership, with a focus on maintaining superior customer service levels and strategic insight/partnership
- Exhibit professionalism and polish when presenting in front of diversified audiences of stakeholders
- Excellent executive-level communication and interpersonal skills, with the ability to effectively navigate and mediate conflict and foster honest dialog
- Bachelor’s Degree, preferably in business
- Minimum of five to ten (5-10) years of talent development and sales leadership experience
17
Director, Client Management Resume Examples & Samples
- Client Management: Interacting with key clients on a day-to-day basis, advising to proactively address needs, provide thought leadership and solve business problems that drive satisfaction
- Insights Delivery: Craft compelling stories, translate data into insights that address key client business issues and are presented to the client in a straight-forward way
- Team Management: Manage 1-3 direct reports; provide advisory support on client engagement and the creation and execution of client deliverables
- Financial Management: Monitor and deliver against specific account revenue targets, as well as, plan and forecast future revenue across client accounts
- 7+ years’ experience managing high volume quantitative research studies, interfacing with clients to proactively deliver on agreed KPIs; including people management experience
- Proven ability to profitably manage quality research studies and positively impact commercials
- Experience with advertising, advertising testing, brand health tracking and other marketing research techniques; keen ability to recognize and articulate the story
- A flair for building new and nurturing existing relationships with clients and internal stakeholders
- Natural curiosity, a can-do attitude and comfort with ambiguity
- Bachelors’ degree required, Masters’ Degree preferred
18
Director Client Management Resume Examples & Samples
- Responsible for understanding and utilizing economic, financial, market and industry segment data to accurately diagnose business strengths and weaknesses, identify key issues and implications for potential strategies and plans. Utilize appropriate financial strategies and systems to achieve financial goals while managing risk to the organization
- Responsible for forecasting and achieving annual retention goals and objectives to ensure growth and profitability goals are met or exceeded. Analyze risk and initiate actions that balance risk and profitability to achieve team profitability and client satisfaction. Continuously monitor and maintain knowledge of the market and competition. Develop new potential markets and grow existing business for Highmark
- Accountable for influencing and building effective relationships with business partners (i.e. customers, peers, and Producers). Develop and maintain effective relationships with clients, consultants and brokers. Partner with Distribution Administration to develop and/or strengthen Highmark’s relationships with key distribution channels and partners. Provide input to and execute on Highmark’s distribution strategy
- Manage profitability; effective risk and underwriting actions; guide sales of products and services that result in solutions that create value for the client and sustainable profit for Highmark. Implementation and administration of strategic activities related to retaining and growing sales within assigned market, including setting goals for enrollment, profitability, and cross-selling
- Serve as a coach for the staff. Provide the leadership necessary to motivate and develop the sales personnel to achieve and/or exceed sales / retention goals and profitability within assigned market. Responsible for continuously raising expectations to achieve goals while upholding organizational values and standards and tracking progress towards goals
19
Director, Client Management Resume Examples & Samples
- Ability to accomplish results through subordinate managers who have overall responsibility for the successful operation of assigned areas. May also lead high level individual contributors focused on corporate wide projects or initiatives. Determines and establishes the organization structure of centralized function and units. Leads or participates as the functional global leader of organizational initiatives that impact Jeppesen inside and/or outside of individual department or BU/SU. Initiates collaboration and coordination with other leaders to improve business performance across the enterprise. Promotes a culture of continuous improvement that values open and honest communication
- Develops strategic plans and objectives for the assigned unit or department. Detailed knowledge of the company across business units allows for innovative concepts and promoting new ideas. Supports organizational vision and strategy through the formulation of long range business plans. Provides direction to managers in various areas, groups, and/or operations
- Consistently works with abstract ideas or situations across functional areas of the business. Through assessment of variables, identifies and evaluates fundamental issues, providing strategy and direction for major functional areas. Requires in-depth knowledge of the industry, functional area, business strategies, and the company’s goals. Has budget responsibility for own functional area
- Interacts internally and externally with senior level management and/or major customers, requiring negotiation of critical matters. Has an impact on company-wide initiatives and goals. May be final decision-maker on policies for the assigned unit or organization
- Decisions could have a serious long-term effect on the business unit or company’s success and financial impact. Decisions impact performance, compliance & exposure at the enterprise or BU/SU level
- Span of Control: 6 to 10 direct reports
20
Director Client Management Resume Examples & Samples
- Maintain strategic relationships with key internal partners beyond service delivery, including strategic resource management, supplier relations, advisory services and finance
- Ownership of all client contract commitments, including financials and settlements, MI reporting, SLA and key project deliverables
- Ability to balance delivery of client contract commitments against Amex GBT revenue growth priorities and contribution improvement
- In collaboration with client program leads, define the program business plan and delivering strategic business reviews and program opportunities
- Identifies the business needs and opportunities globally, establishes priorities, and allocates people and financial resources to the client to maximize client satisfaction
- Ensure the successful deployment of initiatives and drive savings within client programs