Associate Director, Client Services

Kobie

Associate Director driving the evolution and success of client loyalty programs at Kobie to enhance customer experiences. Collaborating with financial services firms to maximize program ROI and engagement.

Posted 6/30/2026full-timeRemote • Florida • 🇺🇸 United StatesSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing customer loyalty programs within the financial services industry, leveraging data-driven insights to enhance customer experiences and maximize program ROI. Strong analytical and project management skills are essential for driving program adoption and engagement while ensuring effective resource allocation.

Highest-signal resume keywords

Customer Loyalty Program ManagementData Analysis and InterpretationFinancial Services Industry ExperienceCRM Software KnowledgeProject Management Abilities

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data-Driven InsightsCustomer SegmentationPromotional Campaign ExecutionPerformance Metrics MonitoringBudget Management

Soft Skills

Excellent Communication SkillsCreative Problem-SolvingCustomer-Focused MindsetCross-Functional CollaborationAttention to Detail

Tools & Technologies

Loyalty Program PlatformsCRM Software

Industry Keywords

Client ServicesAccount ManagementRelationship ManagementFinancial InstitutionsCustomer Retention

About the role

Key responsibilities & impact

Drive the evolution and success of our clients’ customer loyalty programs.
Shape loyalty strategies, leveraging data-driven insights and cross-functional collaboration to enhance customer experiences and maximize program ROI.
Manage loyalty programs that enhance customer retention and satisfaction.
Develop strategies to drive program adoption and engagement.
Understand our client’s customer data and insights to refine loyalty program offerings.
Collaborate with technology teams to ensure seamless execution and integration of loyalty programs.
Manage the definition and execution of promotional campaigns to drive awareness and participation in the loyalty program.
Monitor our client’s program's performance metrics, such as participation rates, redemption rates, and ROI.
Oversee our clients program budget, ensuring effective allocation of resources and staying within budgetary constraints.

Requirements

What you’ll need

8-10 years of experience in client services, account management, relationship management, or customer loyalty roles.
Experience within the financial services industry, including prior experience working with or within financial institutions such as banks, credit unions, or card issuers.
Bachelor’s degree in marketing, Business, or a related field.
Deep understanding of financial services terminology, culture, and business drivers.
Strong analytical skills with experience in data analysis and interpretation.
Experience managing complex client relationships with multiple stakeholders.
Knowledge of CRM software, loyalty program platforms, and customer segmentation.
Excellent communication skills with emphasis on clarity, documentation, and over-communication.
Strong project management abilities with attention to detail.
Ability to work cross-functionally in a fast-paced environment.
Creative problem-solving and a customer-focused mindset.

Benefits

Comp & perks

Flexible Time Off to recharge when needed
Nine Company-Wide Holidays
A diverse suite of benefits prioritizing your growth, development, and personal well-being