Director / Senior Director of Client Services - FinTech & Financial Services
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. The role is based on-site in New Braunfels, Texas, at the intersection of technology, financial services, and operational delivery. The position connects product rollouts, regulatory and compliance expectations, and user-focused operations with TaskUs’s delivery capabilities. Success is measured by account health, revenue and margin growth, executive trust, and customer experience. The role owns executive client governance and relationships; account P&L and commercial growth; coordination among client stakeholders and internal delivery teams; service delivery against contractual and customer experience metrics; and continuous operational innovation informed by financial services developments and emerging automation and AI tools. Travel of 25%–30% domestically or internationally may be required as business needs dictate. TaskUs describes its culture as People First and says it offers competitive salaries, comprehensive benefits, an inclusive environment, community impact, and opportunities for internal mobility and professional growth. The posting lists a salary range of $142,000–$212,000 per year in its compensation section and a separate salary range of $100,000–$165,000 in the role details; it notes that actual pay depends on factors including qualifications, experience, skills, and geographic location.
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, neo-banking, consumer credit, fraud/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.
- Proven ability to work in fast-moving, high-growth environments 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.
- Ability to work on-site in New Braunfels, Texas.
- Willingness to travel 25%–30% domestically or internationally as business needs dictate.
Nice To Haves
- MBA or relevant Master’s degree.
Responsibilities
- Serve as the on-site client advocate and executive relationship owner.
- Lead strategic quarterly and monthly business reviews and executive briefings.
- Connect client product and business strategies with daily service delivery, including 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 with client product teams, compliance officers, and C-level stakeholders, while orchestrating TaskUs operations, workforce management, training, and technology teams.
- Translate complex operational data into clear strategic narratives.
- Partner with operations leaders to deliver against contractual SLAs, CSAT/NPS targets, quality assurance, and transaction turnaround times.
- Use digital platforms, customer engagement technology, and automated workflows to reduce friction and improve efficiency.
- Monitor financial services regulations, consumer banking behavior, and emerging automation and AI tools.
- Propose operational redesigns, risk-control enhancements, and other innovations for the client.
- Mentor, inspire, and manage high-performing client services or operational teams across distributed or global footprints.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- 401(k) with company match
- Paid time off, including vacation, sick leave, and holidays
- Competitive industry salaries
- Opportunities for internal mobility and professional growth
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What This Job Offers
Job Type
Full-time
Career Level
Director
