TD

Director – Commercial Card Client Success Lead

TD

full-time

Posted on:

Location Type: Hybrid

Location: New York City • New York • North Carolina • United States

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Salary

💰 $138,320 - $250,000 per year

Job Level

Senior

About the role

  • Oversee and manage the Client Success team, ensuring high performance and continuous development.
  • Act as an industry consultant by critically evaluating legacy processes and established practices, offering strategic insights into sector operations, and proactively challenging the status quo to drive innovation and operational efficiency.
  • Deliver comprehensive product training and engaging demonstrations to clients and Relationship Managers, while also educating and coaching internal teams to effectively identify and capitalize on sales opportunities.
  • Oversee the management of top-tier clients, maintaining and growing existing programs by acting as the primary point of contact and ensuring exceptional client satisfaction.
  • Collaborate closely with Sales Officers, Relationship Managers, and Account Managers to deliver high-end sales pitches and actively participate in strategic client discussions.
  • Monitor and analyze portfolio performance, providing actionable insights and recommendations to support growth and optimization initiatives.
  • Monitor and report on key performance indicators (KPIs), using data-driven approaches to inform decision-making and support continuous improvement.
  • Collaborate with internal teams to incorporate client feedback into process improvements.
  • Stay updated with industry trends and best practices to offer relevant advice and solutions.
  • Lead meetings to understand customers’ needs and develop business relationships within client accounts.
  • Analyze industry trends and competitor activities to inform product development.

Requirements

  • Bachelor degree in Business/Accounting/Financial Management
  • 7+ years of commercial card experience
  • 7+ years of sales and relationship management experience
  • Proven experience in account management, product sales, supplier enablement and similar roles
  • Proven track record in selling One Card and Virtual Cards
  • Analytical mindset with the ability to interpret data and make informed decisions
  • High levels of social perceptiveness and excellent verbal, written, and interpersonal communication skills
  • Excellent communication, presentation, and negotiation skills
  • Subject Matter Expert (SME) in end-to-end virtual card solutions
  • Skilled in engaging customers to understand their banking needs
  • Ability to work collaboratively with cross-functional teams
Benefits
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
  • Banking benefits and discounts
  • Career development and reward and recognition programs

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
account managementproduct salessupplier enablementOne CardVirtual Cardsdata analysisKPI monitoringprocess improvementclient trainingportfolio performance analysis
Soft skills
leadershipcommunicationpresentationnegotiationinterpersonal skillssocial perceptivenesscollaborationcoachingstrategic thinkingcustomer engagement
Certifications
Bachelor degree in BusinessBachelor degree in AccountingBachelor degree in Financial Management