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Added 13 mins ago
W
Case Manager-Transitional Housing
Win
Brooklyn, NY
- $26.76 USD / hour
Utilize Evidence-Based Practices, Motivational Interviewing, Trauma-Informed Care, and strength-based approaches to support client success
Added 13 mins ago
W
Case Manager-Transitional Housing
Win
Brooklyn, NY
- $26.76 USD / hour
Utilize Evidence-Based Practices, Motivational Interviewing, Trauma-Informed Care, and strength-based approaches to support client success
Added 13 mins ago
W
Case Manager-Transitional Housing
Win
Brooklyn, NY
- $26.76 USD / hour
Utilize Evidence-Based Practices, Motivational Interviewing, Trauma-Informed Care, and strength-based approaches to support client success
Added 13 mins ago
W
Case Manager-Transitional Housing
Win
Brooklyn, NY
- $26.76 USD / hour
Utilize Evidence-Based Practices, Motivational Interviewing, Trauma-Informed Care, and strength-based approaches to support client success
Added 19 mins ago
SAP Program Management Senior Manager
Accenture LLP Company
3900 Great Plains Dr. S., MS · NY
Build and maintain strong relationships with client stakeholders, SAP partners, and Accenture leadership to foster collaboration and ensure program success.
Added 1 hour ago
Wealth Advisor, Portfolio Manager
Bartlett Wealth Management
Remote, United States
…clients. At Bartlett, we live by our values of teamwork, legendary client service, open communication, continual growth, and commitment to doing what’s right,…
Added 1 hour ago
Director, Client Services (Wealth Management)
Bartlett Wealth Management
Remote, United States
Leads monthly Client Relationship Associate Team Lead meetings and quarterly Client Services team meetings.
Added 1 hour ago
Investment Operations Associate
The SKG Team at Barnum Financial Group
Elmsford, NY
We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!
Added 1 hour ago
Client Service Specialist
The SKG Team at Barnum Financial Group
Elmsford, NY
We are a growth, result and detail-oriented wealth management team looking for an individual who is committed to long term success, achievement and helping people!
Added 1 hour ago
Client Relationship Coordinator (Administrative)
The SKG Team at Barnum Financial Group
Elmsford, NY
We are a growth, result and detail-oriented wealth management and tax services team looking for an individual who is committed to long term success, achievement and helping people!
Added 1 hour ago
Business Support Technician
Midcontinent Communications
Sioux Falls, SD
Added 2 hours ago
K
Deputy Project Quality Manager-Kiewit Nuclear Solutions-ID
Kiewit
Aiken, SC
- $134,000 to $140,000 USD / year
…supervision, interact professionally with the project team and client personnel, have excellent written / verbal communication and conflict resolution skills, manage a diversified workload…
Added 2 hours ago
H&
Membership Sales Associate
Hand & Stone - 1646 HWY 160 W - Fort Mill, SC
Fort Mill, SC
- $14 to $20 USD / hour
At Hand & Stone Massage and Facial Spa, our vision is simple: to make each visit the best hour of our client's month. Our Associates play a crucial role in achieving this goal. They are…
Added 2 hours ago
Orals Preparation, Strategy & Execution Specialist - Associate Director
EY
Kansas City, MO
The Orals Prep, Strategy & Execution (OPS&E) Specialist (Associate Director) helps teams prepare and execute the Orals approach for the firm's most strategic, complex, and largest pursuits,…
Added 2 hours ago
Client Experience & Technology Lead - Associate Director
EY
Kansas City, MO
…effective in-person, hybrid and digital experiences. As an Associate Director, you will act as a trusted experience and technology advisor to account and pursuit leaders, challenge standard…
Added 2 hours ago
Customer Success Associate, Business Licensing
Wolters Kluwer
Clayton, MO
The Customer Success Associate (CSA) - Account Manager is a member of the Account Services Department within CT's Business Licensing (BL) Team.
Added 2 hours ago
Customer Success Associate, Business Licensing
Wolters Kluwer
Clayton, MO
The Customer Success Associate (CSA) - Account Manager is a member of the Account Services Department within CT's Business Licensing (BL) Team.
Added 2 hours ago
JC
Full Time (40 Hours) Associate Banker, Wentzville Branch, Wentzville, MO
JPMorgan Chase
Wentzville, MO
- Full-time
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined…
Added 2 hours ago
Business Relationship Support Associate – GPL National Service Group (NSG) CSO 3
Wells Fargo
DES MOINES, IA
Wells Fargo is seeking a Business Relationship Support Associate (CSO3) in Global Payments & Liquidity (GPL) as part of Enterprise Functions. The team supports Internal partners as well as…
Added 2 hours ago
PF
Senior Associate, Client Service Onboarding Manager - Pension Risk Transfer
Principal Financial Group
Des Moines, IA
- $55,800 to $87,600 USD / year
As a Senior Associate, Client Service Onboarding Manager, you'll manage the onboarding of assigned Pension Risk Transfer clients, acting as the main liaison throughout the process. This…
Added 2 hours ago
MB
Account Representative - State Farm Agent Team Member
Milena Bu - State Farm Agent
Alexandria, VA
- $20 USD / hour
…insurance agents in gaining and keeping customers. As Account associate with our agency, your attention to detail, dedication to client relations, and sales-mindedness equip you for this…
Added 3 hours ago
S
Food Service Manager 3
Sodexo
GREENVILLE, NC
- $56,270 to $72,820 USD / year
Join a leadership role overseeing multi-functional food service operations with a focus on client satisfaction, retention, and operational performance. This position supports revenue and…
Added 3 hours ago
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Data Center Technician Manager
Microsoft
NC · Charlotte, NC · Charlotte
- $75,400 to $185,300 USD / year
Added 3 hours ago
M
Retail Customer Experience Associate, South Park - Full Time
Macy's
San Antonio, TX
- Full-time
In this role, you’ll also play a key part in client relationship building through outreach tools like My Client and social media. Your collaborative approach with peers, store leaders, and…
Added 3 hours ago
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Retail Customer Experience Associate, Brandon - Full Time
Macy's
Brandon, FL
- Full-time
In this role, you’ll also play a key part in client relationship building through outreach tools like My Client and social media. Your collaborative approach with peers, store leaders, and…

Client Experience & Technology Lead - Associate Director

Kansas City, MO, United States

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Job details

Posting language: English

Original job description

Summary

Location: Chicago, Dallas, Denver, Houston, Charlotte, Austin, Nashville, Kansas City, New York City, Boston, Pittsburgh

At EY, we're all in to shape your future with confidence.

We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world.

The opportunity

Orals are a critical client-facing moment and can be a key differentiator in winning an opportunity. Ongoing client touchpoints build on that moment. As part of the Orals Prep & Execution (OP&E) team, you will own the experience and technology for orals and ongoing client touchpoints on the firm's most strategic, complex and high-value pursuits.

You will partner with Creative Strategists, who lead the story, messaging and visual direction, and OP&E Specialists, who lead presenter coaching and performance choreography. You will turn that shared direction into effective in-person, hybrid and digital experiences. As an Associate Director, you will act as a trusted experience and technology advisor to account and pursuit leaders, challenge standard presentation approaches when a better experience supports the win strategy, and help improve future client touchpoints through practical lessons and leading practices.

Your key responsibilities

+ Own the experience plan and technical delivery for orals and ongoing client touchpoints, from preparation through follow-up, selecting the right format and technology for the client, budget, timeline and win strategy.

+ Design and build hands-on experiences, including interactive demos, prototypes, presentation environments, videos, digital follow-ups, AI agents and automated workflows.

+ Lead the technical setup and run-of-show for rehearsals, live orals and client sessions, including testing, backup planning, troubleshooting and follow-up.

+ Partner with Creative Strategists and OP&E Specialists to ensure experiences are on brand, tailored to the client and integrated with presenter coaching, transitions and the overall pursuit story.

+ Coordinate developers, onshore and offshore builders, platform vendors and AV providers; manage licenses, timelines, quality, security, privacy and risk requirements.

+ Own the experience and AI technology roadmap by piloting, testing, scaling or retiring tools based on usage, client feedback and engagement data.

+ Research the client, solution, sector and market to develop relevant concepts and practical options for each touchpoint.

+ Build reusable tools, processes and leading practices, share knowledge across the Center of Excellence and help determine team training priorities.

+ Maintain strong relationships across Sectors, Service Lines, Brand, Marketing and Communications, Wavespace, Studio+ and other internal and external networks.

Skills and attributes for success

+ Strong client experience, user experience and interactive technology judgment, with an eye for design, brand and the details that shape a polished client experience.

+ Executive presence and the ability to build credibility quickly, advise senior stakeholders and challenge teams constructively.

+ Excellent project management and organizational skills, with the ability to manage multiple deliverables and produce high-quality work in a fast-paced, deadline-driven environment.

+ Strong written and verbal communication, team-building and interpersonal skills across a wide variety of working and social styles.

+ Sound logic and decision-making, including the ability to weigh client value, continuity, format, cost, timing and data or security risk when recommending a technology approach.

+ Resourcefulness, initiative and composure, with the ability to work independently, troubleshoot live technical issues and adapt quickly when circumstances change.

+ A collaborative, innovation-oriented mindset and a commitment to coaching teams, sharing leading practices and continually improving tools and processes.

To qualify for the role, you must have

+ A university, bachelor's or technical degree.

+ 15+ years of experience in digital or client experience, interactive technology or pursuit strategy, including hands-on delivery of orals and ongoing client touchpoint experiences.

+ Deep experience with digital/client experience, UX or interactive technology for live presentations and ongoing client interactions, together with exposure to design and brand marketing.

+ Working knowledge of interactive demo platforms, presentation tools, AI and low-code platforms, such as Microsoft Power Platform and Copilot Studio, and virtual event and AV technology.

+ Proficiency with Microsoft Outlook, Word, PowerPoint, SharePoint and Excel, plus familiarity with Adobe Creative Suite, web, video and AI-powered tools.

+ Previous experience managing teams or professional communities and coordinating internal resources, external vendors and cross-functional stakeholders.

+ Cross-border experience in a large global organization, a strong understanding of deal activation or new-business pitches, and a record of building collaborative relationships and influencing stakeholders.

+ Flexibility to work outside regular hours and across time zones, including longer days or weekends during critical pursuit periods, and the ability to travel for on-site preparation, rehearsals, orals and client touchpoints as needed.

Ideally, you will have

+ Experience with UX/CX, Adobe, Microsoft 365, AI, agile delivery or project management accreditations; no certification is required.

+ Experience building AI agents or automated workflows, including solutions using Copilot Studio.

+ Knowledge of EY's products and services, Gold Standard Pursuit Process, Exceptional Client Service principles or comparable enterprise pursuit frameworks.

+ Experience analyzing engagement data, client feedback and win/loss insights to improve future experiences and delivery.

+ Experience translating complex solutions and value propositions into clear, engaging and interactive client experiences.

What we offer you

At EY, we harness our collective strength to empower you to shape your future with confidence through professional growth, personal fulfillment and an inclusive culture. Learn more at ey.com/us/careers.

+ We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job is:

+ New York City, Boston, and Washington DC Metro Areas, Washington State, and Southern California offices - $154,300 to $277,700

+ Bay Area California offices - $160,700 to $289,300

+ All other offices locations in the US, including Sacramento - $128,600 to $254,600

+ Individual salaries within these ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of ...

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