Director / Senior Director of Client Services - FinTech & Financial Services

TaskUs•New Braunfels, TX

2d•$142,000 - $212,000•Onsite

About The Position

TaskUs is hiring a Director / Senior Director of Client Services to serve as the strategic executive partner for a high-growth consumer fintech company reshaping digital banking. This on-site leadership role in New Braunfels, Texas, connects product growth, financial services, and front-line operational delivery. The position is accountable for account health, revenue and margin growth, executive trust, and customer experience. The role combines executive client governance, commercial and P&L leadership, cross-functional stakeholder influence, operational excellence, and innovation in financial technology. The Director / Senior Director will align product launches and business priorities with service delivery, compliance and regulatory expectations, risk mitigation, and consumer-focused operations. The role also partners with internal delivery teams and client stakeholders to expand services and improve performance. The position requires 25%–30% travel, domestically or internationally, as business needs dictate. The posting lists a salary range of $142,000–$212,000 per year in its compensation section and separately lists $100,000–$165,000 under the role details.

Requirements

8–12+ years of progressive client relationship management, account direction, or operational leadership experience in a high-growth company, managed services provider, or technology services consultancy.
Demonstrated experience in financial services, consumer fintech, or digital banking, such as payments, neobanking, consumer credit, fraud or risk operations, or digital wallets.
Familiarity with modern SaaS platforms and digital customer service technology stacks, such as CRM tools, AI-driven routing, and telephony or omnichannel engines.
Experience in product-led agile environments and fast-moving, high-growth settings with evolving roadmaps, ambiguity, and a need for rapid execution.
Direct experience owning multi-million-dollar account P&Ls, contract renewals, margin management, and value-based negotiations.
Experience mentoring, inspiring, and managing high-performing client services or operational teams across distributed or global footprints.
Bachelor’s degree in Business, Finance, Technology, or a related field.

Nice To Haves

MBA or relevant Master’s degree.

Responsibilities

Serve as the on-site client advocate and executive relationship owner; lead strategic QBRs, MBRs, and executive briefings.
Connect client product and business strategies with day-to-day service delivery, including financial technology, regulatory expectations, fraud and risk mitigation, and digital banking operations.
Own the account P&L and drive revenue expansion, headcount scaling, and gross margin optimization.
Identify cross-sell and upsell opportunities, expand statements of work, and lead commercial negotiations.
Coordinate communication with client product teams, compliance officers, and C-level stakeholders, while orchestrating TaskUs teams across operations, workforce management, training, and technology.
Translate complex operational data into clear strategic narratives.
Partner with operations leaders to meet contractual SLAs, CSAT/NPS targets, quality assurance standards, and transaction turnaround times.
Use digital platforms, customer engagement technology, and automated workflows to improve efficiency and reduce friction.
Monitor changes in financial services regulation, consumer banking behavior, and automation and AI tools; propose operational redesigns, risk-control improvements, and other solutions.
Mentor, inspire, and manage high-performing client services or operational teams across distributed or global footprints.