Director of Client Services Automation

Job Summary

Seeking a strategic leader, the full-time salaried Director of Client Services Excellence and Automation will drive operational excellence and AI-powered transformation across the Client Services organization, focusing on building processes and workflows that enhance efficiency and client experience.

Key Responsibilities:

• Build and lead a team focused on operational excellence, establishing scalable processes and governance frameworks
• Own onboarding and continuous learning programs while managing change initiatives for new tools and processes
• Identify opportunities to integrate AI and automation into operations, partnering with technical teams to design and scale solutions

Required Qualifications:

• 8+ years in Client Services or related fields with a focus on modernizing operations through AI and automation
• 3+ years of leadership experience guiding teams through AI tool adoption and workflow transitions
• Strong background in process improvement and operational enablement with hands-on experience in deploying AI-powered workflows
• Proven track record of leading cross-functional initiatives, particularly in agentic tools and AI-integrated platforms
• Familiarity with CRM and service platforms, including experience with AI capabilities such as intelligent routing