Director - Commercial Card Client Optimization Lead, TD Securities

TD Bank • Charlotte, NY

2d

About The Position

The Commercial Card Client Success Lead is responsible for overseeing and managing the Client Success team, driving excellence in client engagement and operational performance. This role focuses on selling B2B purchasing, virtual, and plastic cards, with a particular emphasis on virtual card solutions to meet evolving client needs. With proven experience prospecting to the C-Suite and senior-level leadership of enterprise businesses, the Lead is adept at expanding the client base developing and implementing program optimization models to enhance efficiency and maximize client value. The Lead educates and coaches internal teams on identifying and capitalizing on sales opportunities, fostering a culture of proactive business development. A key responsibility is leading the supplier enablement team to grow and expand client B2B volume, ensuring effective onboarding and integration of suppliers to maximize program reach and impact. Monitoring and analyzing portfolio performance is central to the role, as the Lead provides actionable insights and recommendations for growth, while also developing and implementing program optimization models to enhance efficiency and maximize client value.

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

Nice To Haves

• Experience in the financial technology (FinTech) industry.
• Payment Industry accreditations

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.

Benefits

• Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals.
• Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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.
• Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
• You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
• We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 5,001-10,000 employees