Director / Senior Director of Client Services

As a Director / Senior Director of Client Services at TaskUs, you will act as the strategic executive partner for a premier, high-growth consumer fintech disruptor reshaping modern digital banking.

In this on-site leadership role based in New Braunfels, TX, you will sit at the intersection of hyper-growth technology, modern financial services, and front-line operational delivery.

You are not an account manager running a checklist - you are a trusted operator, advisor, and growth architect. You will immerse yourself in the fast-paced ecosystem of a digital-first financial technology leader, aligning high-velocity product rollouts, strict compliance/regulatory standards, and user-centric operations with TaskUs’s scale.

Your success is measured by account health, strategic revenue and margin expansion, executive-level trust, and delivering exceptional customer experiences.

What You'll Do

• Executive Strategic Partnership & Client Governance (30%): Serve as the on-site client advocate and executive relationship owner. Lead strategic QBRs, MBRs, and executive briefings. Bridge high-level product and business strategies with day-to-day service delivery, navigating the nuances of modern financial technology, regulatory expectations, fraud/risk mitigation, and consumer-focused digital banking operations.
• Commercial Growth & P&L Leadership (25%): Own the account P&L, driving top-line revenue expansion, headcount scaling, and gross margin optimization. Identify organic cross-sell and up-sell opportunities, spearhead statement-of-work (SOW) expansions, and lead high-stakes commercial negotiations.
• Cross-Functional Communication & Stakeholder Influence (20%): Interface seamlessly across technical product teams, compliance officers, and C-level stakeholders on the client side, while orchestrating internal TaskUs delivery teams across operations, workforce management, training, and technology. Transform complex operational data into clear strategic narratives.
• Operational Excellence & High-Tech Service Delivery (15%): Partner closely with operations leaders to ensure relentless execution across contractual SLAs, CSAT/NPS targets, quality assurance, and transaction turnaround times. Leverage cutting-edge digital platforms, customer engagement tech stacks, and automated workflows to eliminate friction and drive efficiency.
• Continuous Innovation & FinTech Strategy (10%): Monitor shifts in financial services regulations, consumer banking behavior, and emerging automation/AI tooling. Proactively propose proactive operational redesigns, risk-control enhancements, and innovative solutions that keep our client ahead of industry disruption.

Key Requirements

• Experience: 8 - 12+ years of progressive client relationship management, account direction, or operational leadership within a high-growth company, managed services provider, or technology services consultancy.
• Domain Expertise: Demonstrated experience within Financial Services, Consumer FinTech, or Digital Banking (e.g., payments, neo-banking, consumer credit, fraud/risk operations, or digital wallet ecosystems).
• Tech-Forward Acumen: Strong familiarity with modern SaaS platforms, digital customer service tech stacks, and product-led agile environments.
• Track Record in Hyper-Growth: Proven ability to navigate fast-moving, high-velocity environments where roadmaps evolve rapidly, ambiguity is common, and execution speed is critical.
• P&L & Commercial Acumen: Direct experience owning multi-million-dollar account P&Ls, contract renewals, margin management, and value-based negotiations.
• People Leadership: Experience mentoring, inspiring, and managing high-performing client services or operational teams across distributed or global footprints.
• Education: Bachelor’s degree in Business, Finance, Technology, or a related field required; MBA or relevant Master’s degree preferred.

Benefits

We offer a comprehensive benefits package including medical, dental, and vision insurance; 401(k) with company match; and paid time off including vacation, sick leave, and holidays.