As Director, Client Insight and Enablement, you will serve as a central leader who spearheads a variety of Shared Services efforts that are focused on helping the global Account Management team operate more efficiently, be more insightful, leverage AI, and automate low-value tasks.
Key Responsibilities:
Look after a direct and extended team of resources focused on five key pillars for Account Management:
AI/Automation
Lead a team of people focused on developing a Prompt Library, Agentic Agents, AI Role-playing capabilities etc.
Continue to push the boundaries of what is possible as new technologies become available.
Experiment on ways we can enhance our AMs ability to gain insights on our clients, minimize/eliminate client blind-sides, etc.
Advanced Analytics/Data Science
Lead a team of data scientists and analytics experts to evaluate date from Salesforce, Profit Cube, ServiceEngine and others to help create insights that enhance and empower our AMs to operate better.
Create use-cases and experiment with the art of the possible to find new ways to think about how we run our business, with an objective of growth and NSR improvements
PMO/Project Management
Help lead a group of Project Managers that are exclusively focused on projects that are geared toward achieving AM improvements and/or Client Retention
- Shared services admin like data/content pulling, deck building, etc
Lead a team that is focused on creating Shared Services capabilities for the global AM team:
Standardizing Executive Summaries/Dashboards
Pulling data and creating first-pass presentations for monthly, quarterly, and annual business reviews, both internal and client facingCreating content and presentations focused on helping drive Upsell and UtilizationCreating content and demos focused on telling stories and delivering valueCreating templates/frameworks that help with Account Plan creationCreating templates/frameworks that help with developing Business Cases AM Training
In partnership with L&D, create and manage a holistic training program for all AMs that spans Sales and Account management
Create a training road-map, checkpoints with tests/certifications, create/curate content, etc. Qualifications and Preferred Skills:
5 years business/operational management experience
2 years of account management experience in business services industry preferredRelocation experience preferredExcellent presentation skillsStrong problem solving and conflict resolution skillsService mindsetMust be a critical and analytical thinker, using data to assist with strategic decisionsFinancial/accounting knowledge preferredAbility to understand/embrace the direction and strategy of SIRVAStrong oral and written communication skillsStrong computer skills and deep understanding of technology enabled service deliveryAbility to consult proactively with clients to enhance their policy and services offeredSuccessful project management skillsSkills to interact effectively with other departments in the organization in order to resolve client issuesStrong understanding of sale process and selling skillsStrong negotiation skills Cognitive Skills
Must have strong business and financial acumen.
Demonstrated ability to operate effectively in a range of business and cultural environments.Strong strategic vision for the customer experience, professional services, and client/customer support, combined with a Product and Sales mindset.Strong critical thinking and problem-solving skills that result in practical and effective solutions. Technical Skills
Strong analytical skills and demonstrated ability to use data to make decisions and influence stakeholders.
Expert consultative skills, demonstrating active listening and ability to translate needs into solutions.Experience utilizing Salesforce.com or similar for all client management activity. Social & Emotional Skills
Ability to enable cross-functional collaboration to increase impact and productivity and ensure flow of information within and between teams.
- Exceptional verbal and written communication and presentation skills.
- Extensive experience with senior-level executive communication.
- Ability to develop and sustain relationships at all levels of a client organization; must have an empathetic customer mindset.
- Ability to manage influence through persuasion, negotiation, and consensus-building.
Education/Experience
High school degree required
Undergraduate degree strongly preferred