The Bainbridge Companies ยท 1 day ago
Vice President of Client Services
WELLINGTON,FL,US
Full-time
Onsite
Director/ExecutiveThe Bainbridge Companies is seeking a Vice President of Client Services to drive client engagement and enhance satisfaction and growth. This strategic leader will collaborate with various teams to optimize client service strategies and oversee performance analysis and business development alignment.
Real Estate
Responsibilities
Conduct portfolio reviews and asset tours to understand product and management differentiators
Establish relationships with Operations and Capital Markets teams to align on asset and client needs
Evaluate and enhance client reporting packages, delivery mechanisms, and frequency
Assess and improve the sales-to-operations handoff and asset onboarding procedures
Analyze property and portfolio performance against budget and benchmarks
Develop a standardized performance dashboard template
Initiate baseline KPIs for business development (pipeline, conversion, retention, churn, cross-sell)
Define business development objectives across a multi-year roadmap: Foundation and existing client expansion, Channel partner program, New business expansion
Draft CRM requirements and oversee platform selection or optimization
Develop initial pitch strategy framework, including positioning, value proposition, and case studies
Lead client roadshow planning and account prioritization
Design and implement a QBR/YEBR process, including agenda, cadence, and templates aligned with reporting
Oversee development of a modular pitch deck (company story, results, differentiators, case studies)
Integrate CRM with the pitch process to track leads and opportunities
Launch initial client roadshow and relationship-building visits
Develop a channel partner framework and identify joint marketing opportunities
Build a scalable prospecting engine with standardized outreach templates and cadence
Define and execute a 12-month conference strategy, including speaking engagements, sponsorships, and client events
Launch formal QBR/YEBR process with top clients
Leverage CRM data to evolve client engagement and growth strategies
Create a comprehensive BD playbook documenting workflows (CRM, pitch, QBR, partner engagement, sales handoff)
Develop a strategic growth roadmap for Year 2, including targets, resource planning, and expansion opportunities
Qualification
Required
Strategic leadership experience in client services or related field
Proven track record in driving client engagement and portfolio performance analysis
Experience in business development alignment
Ability to collaborate cross-functionally with Operations, Capital Markets, and Business Development
Strong analytical skills to assess and improve client reporting packages and performance metrics
Experience in developing and executing client service strategies
Ability to define business development objectives and create multi-year roadmaps
Experience in drafting CRM requirements and overseeing platform selection or optimization
Strong presentation and communication skills for client engagement and roadshow planning
Experience in developing pitch strategies and client engagement processes
Ability to define and execute a conference strategy for market visibility
Experience in creating comprehensive business development playbooks and strategic growth roadmaps
Company
The Bainbridge Companies
The Bainbridge Companies is a real estate firm that provides property management, development, and investment services.
Founded in 1997
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Julie Shannon
Senior Vice President of Human Resources
Recent News
2025-08-18
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