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TD · 1 day ago

Director - Commercial Card Client Success Lead, TD Securities

New York, NY

Full-time

Onsite

Mid, Senior Level

$138K/yr - $250K/yr

7+ years exp

TD is a leading provider of capital markets products and services, and they are seeking a Director - Commercial Card Client Success Lead. This role is responsible for overseeing the Client Success team and driving excellence in client engagement and operational performance, particularly in the area of B2B purchasing and virtual card solutions.

BankingFinanceFinancial ServicesWealth Management

Responsibilities

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

Qualification

Commercial card experienceSalesRelationship managementAccount managementVirtual card solutionsAnalytical mindsetCommunication skillsPresentation skillsNegotiation skillsFinancial technology experiencePayment industry accreditationsCross-functional collaboration