Client Engagement Director

Precise Resource, Inc. is a leading privately held Women's Business Enterprise specializing in Executive Search and head-hunting services for Fortune 500 clients across the United States. We have been asked to assist our client in locating a Client Engagement Director.

Our client is a powerhouse quietly transforming how banks and credit unions connect with their customers across mobile, in-branch, and online, regardless of their core system. With a client list that includes the top three mobile banking apps in the U.S., this innovator is shaping the future of digital finance.

Their platform? An expansive ecosystem of ready-to-deploy tools and plug-and-play integrations. Their secret sauce? An API-first architecture and robust developer toolkit that lets financial institutions build smarter, move faster, and serve customers better wherever they are.
We seek a Client Engagement Director to serve as the primary point of contact for a select group of banking and credit union clients, leading the end-to-end delivery of complex, high-impact digital and branch transformation initiatives. This strategic, business-savvy leader will play a dual role—program delivery owner and relationship manager, ensuring a seamless client experience while managing timelines, dependencies, and cross-functional coordination with internal teams.

As part of a broader team supporting our top 75 clients, this role is crucial in driving adoption, satisfaction, and business impact for large financial institutions. The Client Engagement Director partners closely with a Digital Sales Manager (DSM), who co-owns the relationship and leads incremental sales. Together, you’ll create a unified client experience while keeping a laser focus on successful project execution and long-term engagement. This position blends program and project management expertise, relationship leadership, and a deep understanding of the digital banking landscape.

What You’ll Be Doing:

Serve as the primary relationship owner and delivery lead for 5–7 strategic financial institution clients, ensuring projects and services are executed with precision and quality.
Own program-level delivery oversight, including defining scopes, managing implementation plans, setting timelines, and coordinating internal and client-side resources.
Lead cross-functional project teams, collaborating across Product, Engineering, Support, and Operations to ensure seamless delivery from onboarding through expansion.
Monitor delivery metrics such as on-time/on-budget, backlog of support issues, mean time to resolution, and client satisfaction scores (CSAT, NPS).
Facilitate executive-level touchpoints (QBRs, roadmap reviews, check-ins) with the DSM to align on client strategy, delivery progress, and value realization.
Actively track account health, risks, and project dependencies using CRM and collaboration tools; deliver insights to internal stakeholders and clients while mitigating risks and escalating issues as needed to maintain project momentum
Oversee key technical implementations including core banking integrations, teller system upgrades, and digital self-service launches.
Act as a program escalation point, quickly resolving delivery challenges and communicating impact and solutions to senior stakeholders.
Contribute client feedback to product roadmap planning and serve as a voice of the customer in internal forums.
Support the DSM in identifying cross-sell, upsell, and co-innovation opportunities, driving long-term account growth.

Qualifications

6–8+ years of experience in enterprise client leadership, program management, or implementation delivery in SaaS, fintech, or financial services technology.
Proven track record of leading multi-phase, large enterprise cross-functional programs involving technical implementation, stakeholder management, and post-launch support.
Strong understanding of core banking platforms, SSO/API integrations, digital onboarding, and teller infrastructure upgrades.
Deep knowledge of financial services, digital transformation, and customer experience trends in both retail and commercial banking environments.
Expertise in project delivery methodologies (Agile, Waterfall, or hybrid), and tools like Jira, Asana, MS Project, and Salesforce.
Executive presence and excellent communication skills, capable of interfacing with C-level executives and translating technical details into business value.
Ability to manage competing priorities and multiple complex programs simultaneously, while delivering high levels of client satisfaction.
Hands-on experience with successful frameworks like Gainsight, customer journey mapping, and account health tracking.

Click here to apply online

Job Type
Full-Time Regular

Location
Atlanta GA