Remote Director of Client Success & Growth

STRM Recruiting; Portland (OR); Remote; USD 55,000 - 76,000; Full time

Job summary

STRM Recruiting seeks a Director of Client Services for a remote role with quarterly travel. Lead service delivery for a wealth-management marketing agency, elevate client trust, and manage a high-performing team.

Flexible schedule, 30+ hours weekly, with strategic collaboration with the CEO on growth initiatives. Responsibilities include client satisfaction oversight, profitability, process improvements, and mentoring staff.

Qualifications

• 5–10 years in marketing agencies, client services, or account management.
• Proven leadership and revenue growth experience.
• Experience with wealth management or financial services preferred.

Responsibilities

• Oversee service delivery and ensure client satisfaction and profitability.
• Lead client services team including managers and support staff.
• Partner with CEO to align service goals with revenue targets.
• Develop onboarding, project management, and communication processes.

Skills

Leadership

Client services

Analytics

Strategic thinking

Relationship management

Performance marketing

Team mentorship

Education

Experience in marketing agencies or wealth management sector

Tools

HubSpot

ClickUp

Job description

STRM Recruiting seeks a Director of Client Services for a remote role with quarterly travel. Lead service delivery for a wealth-management marketing agency, elevate client trust, and manage a high-performing team.

Flexible schedule, 30+ hours weekly, with strategic collaboration with the CEO on growth initiatives. Responsibilities include client satisfaction oversight, profitability, process improvements, and mentoring staff.