Associate Director of Client Initiatives
Core
Design and lead strategic client insight, segmentation, and growth programs to support business development and elevate the client experience for a professional services firm.
Role type
Senior management (Associate Director) in client initiatives and business development
Builds
National strategic programs, account development frameworks, and repeatable processes for client insight and growth
Domain
Professional services / Legal industry
Deliverable
dashboards & analysis
Required skills
Strategic program design, client feedback analysis, data visualization (Power BI), data manipulation, enterprise CRM (Salesforce), survey platform administration (Qualtrics), executive leadership, team management
Preferred skills
Legal industry experience, professional services experience
Responsibilities
Lead client listening efforts to gather feedback and identify opportunities; Scale win/loss debrief programs; Translate research findings into actionable steps for BD and leadership; Design and manage national strategic programs; Establish governance and processes for consistent execution; Create templates and playbooks for cross-team consistency; Optimize program deployment balance; Monitor impact and refine strategy; Supervise direct reports and manage employee lifecycle events
Seniority
Senior, hands-on IC with management responsibilities
