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The Trade Desk, Inc.
Los Angeles, CA, United States
The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We val
Job Source: The Trade Desk, Inc.The Trade Desk
Los Angeles, CA, United States
The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We val
Job Source: The Trade DeskBPM LLP
, CA, United States
BPM Overview: BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As a Tax Director, you will be responsible for overseeing and managing the tax departments operations and providing strategic tax planning and compliance services to
Job Source: BPM LLPSylmar Studios
Los Angeles, CA, United States
Job Description Job Description SUMMARY: Support the Studio’s mission to be the studio of choice by providing our clients with the finest customer service. The Director of Client Services is responsible for the client relations, sales, and marketing of the Studio facility and ensuring that customer service exceeds expectations. Legislatively re
Job Source: Sylmar StudiosThe Trade Desk, Inc.
Los Angeles, CA, United States
The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We val
Job Source: The Trade Desk, Inc.The Trade Desk
Los Angeles, CA, United States
The Trade Desk is changing the way global brands and their agencies advertise to audiences around the world. How? With a media buying platform that helps brands deliver a more insightful and relevant ad experience for consumers –– and sets a new standard for global reach, accuracy, and transparency. We are proud of the culture we have built. We val
Job Source: The Trade DeskRegal Executive Search
Los Angeles, CA, United States
Tax Director, Private Client Services (HNWI) Manhattan Beach, , CA 90266 Job Description Tax Director, Private Client Services (HNWI) This is a position for our Private Client Services Team. Essential Duties and Responsibilities include the following. Core Competency is the demonstrated ability to carry out the primary responsibilities of
Job Source: Regal Executive SearchCresset
, CA, United States
About Cresset Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment a
Job Source: Cresset, CA, United States
Our client, a financial technology investment firm is looking to add a Director of Client Services to join their team in the United States. The ideal candidate will play a crucial role in driving and supervising the sales objectives and initiatives of their organization. They will also be tasked with suggesting improvements to their products or services to enhance customer satisfaction and increase sales potential.
Responsibilities:
Manage and nurture relationships with private equity fund clients, fostering their growth within the company.
Implement the company's business strategies effectively to achieve set objectives.
Attain growth targets, meet sales objectives, and actively oversee sales programs.
Develop and execute a strategic sales plan to expand the company's customer base and ensure a strong market presence.
Set sales objectives by forecasting and establishing annual sales quotas for different regions and territories.
Estimate project budgets, expected sales volumes, and profits for both existing and prospective clients.
Identify emerging markets and shifts in the market landscape while staying abreast of competing products and industry trends.
Cultivate enduring customer relationships by regularly visiting clients, understanding their needs, and providing appropriate solutions.
Collaborate with the product team in discussions regarding project implementation, refining service models tailored to specific clients, and establishing project timelines.
Work closely with sales, marketing, and AFS teams to provide comprehensive support to clients.
Provide regular updates on sales activities through weekly reports.
Maintain accurate records of client accounts and activities, documenting all customer interactions.
Present sales, revenue, expense reports, and realistic forecasts to the management team.
Requirements:
Bachelor's degree or higher in Business Administration, Marketing, or related fields.
Minimum of 8 years of relevant experience in sales, marketing, or business development, preferably in the finance or commercial sector.
Experience in fund operations, relationship management, or business development is highly desirable.
Comprehensive industry knowledge with substantial exposure to client interactions.
Strategic thinker with a results-oriented approach and strong analytical skills.
Demonstrated business acumen, effective leadership, and proficient project management abilities.
Self-motivated, quick learner, open-minded, with exceptional interpersonal, communication, and influencing skills.
For more information on this role, or if you're looking for your next opportunity and/or looking to hire please reach out:Jack Walsh | Associate Consultant | [email protected] | 646-349-3225
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Director of Client Services jobs in , CA, United States
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