Client Segment Director I — Growth & Client Experience Lead

First-Rate-Inc; Arlington (TX); Sur place; USD 120 000 - 190 000; Plein temps

Avantages offerts par ce poste

Medical, dental, and vision coverage

Company-funded Health Savings Account

Industry-leading 401(k) match

Profit sharing opportunities

Paid parental leave

Paid Time Off

Company-paid life and disability ins.

Résumé du poste

First Rate Inc is seeking a Client Segment Director I to lead an assigned Private Client segment, directing client relationships, team performance, and financial results. You will coach a team, drive retention and growth, and collaborate across First Rate to deliver an exceptional client experience.

This role requires a people-focused leader with strong business judgment and a passion for service and continuous improvement, reporting into senior leadership and influencing across departments.

Qualifications

• 5+ years of experience in client service, operations, financial services, technology, or related environment.
• 2+ years leading or supervising a team or holding comparable people-management responsibility.
• Experience with budgeting, forecasting, financial management, and/or P&L analysis.
• Proven ability to build and maintain strong client relationships while managing service expectations and commitments.
• Strong business and financial acumen with ability to balance client needs, team priorities, growth opportunities, and risk.

Responsabilités

• Execute the segment’s strategy and annual business plan in alignment with broader company goals.
• Lead client, team, operational, and performance meetings.
• Develop strong relationships with key clients and oversee onboarding, renewals, and issue resolution.
• Coach and develop team members through regular feedback and development planning.
• Monitor service delivery, team capacity, client satisfaction, and retention.
• Collaborate across Product, Technology, Sales, Marketing, Compliance, and Corporate Operations to deliver results.

Connaissances

Client service experience

People management

Budgeting & forecasting

Financial acumen & P&L

Relationship management

Outils

CRM tools

Salesforce

Reporting tools

Description du poste

First Rate Inc is seeking a Client Segment Director I to lead an assigned Private Client segment, directing client relationships, team performance, and financial results. You will coach a team, drive retention and growth, and collaborate across First Rate to deliver an exceptional client experience.

This role requires a people-focused leader with strong business judgment and a passion for service and continuous improvement, reporting into senior leadership and influencing across departments.