Director Of Client Services
CurrentApex Leaders cultivates impactful partnerships for private equity firms and corporate clients with industry executives, subject matter experts, and current industry leaders for due diligence, portfolio performance, board of directorships, and deal origination.As the Director of Client Services, I am responsible for management and oversight of a large team of Client Services Managers and Research Account Associates, execution of company priorities focused on operational efficiencies, continuous process improvement, ensuring overall client health and successful project execution, communicating effectively with our cross functional partners, and talent development and training.•Deliver exceptional, white glove service for current and potential clients managing 20+ client portfolio•Leading and developing a team of 6+ Client Services Managers and Research Associates •Responsible for the conversion and retention of private equity clients. •Identify and implement internal processes to improve operational and customer efficiencies cross functionally •Responsible for customer success, employee engagement, and project-related KPIs.•Creation and negotiation of strategic partnership relationships.•Responsible for employee development, management, recruitment, hiring, interviewing, and training.•Member of Diversity, Equity, and Inclusion + Belonging Committee.