Director of Executive Customer Engagement
Core
Proactively plan and manage Financial Services CVP engagement with customers and partners, aligning with organizational strategy and driving adoption of new initiatives.
Role type
Director of Executive Customer Engagement
Builds
Strategic engagement plans, training programs, and executive communication rhythms for Financial Services clients.
Domain
Financial Services / Executive Communications / Program Management
Deliverable
client delivery
Required skills
Program management, process improvement, executive engagement orchestration, business planning, stakeholder alignment, performance metrics analysis (OKRs/KPIs), crisis escalation triage, cross-functional leadership, AI trend analysis in FSI.
Preferred skills
Experience with Americas accounts, public relations, journalism, marketing, employee communication.
Technologies
None explicitly stated.
Responsibilities
Define and communicate vision for change; manage customer escalations and due diligence; coordinate executive field visits; leverage monthly business reviews for strategic decisions; coach account teams on engagement strategy; drive training and reskilling initiatives.
Seniority
Director, strategic leadership & execution
