Director of Client Services

Lyra Technology Group

$110K — $125K *
Enterprise Technology
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • 5+ years in account management or client success, preferably in an MSP or IT services environment.
  • Proven track record of client retention and revenue growth in a B2B setting.
  • Strong ability to engage C-suite executives in strategic discussions, not just operational topics.
  • Experience in advisory sales discussions focused on fit over transactions.
  • Demonstrated ability to establish and improve operational processes with measurable outcomes.
  • Familiarity with technology roadmapping and business reviews; prior use of relevant tools is a plus.
  • Proficient in HubSpot or similar CRM systems; experience with ConnectWise is preferred.
  • Excellent organization skills to manage multiple client portfolios without losing details.
  • Proactive in identifying risks and opportunities for clients.

Responsibilities

  • Serve as the primary contact for client strategic discussions, addressing business challenges.
  • Build and maintain relationships with client executives, ensuring regular communication.
  • Monitor client health proactively, deploying recovery strategies when necessary.
  • Translate technology implications into clear business terms for better client understanding.
  • Engage in technical conversations confidently without being an engineer.
  • Lead discussions on hardware lifecycle and related investment risks.
  • Drive net revenue retention through renewals and expansions in your client portfolio.
  • Establish a consistent business review process, focusing on long-term goals and technology roadmap alignment.
  • Develop repeatable practices for client success and track relevant KPIs.

Benefits

  • Hybrid work model with regular client interactions in Daytona, FL.
  • Opportunity to shape and improve client engagement processes.
  • Potential for performance-based variable compensation linked to retention metrics.
Full Job Description
Lyra Technology Group is seeking a Director of Client Services for one of their operating companies. The Director of Client Services is the post-sale owner of client retention and revenue expansion, where client value means the measurable return a client gets not just from their technology investment but from the partnership itself. That value lives in how effectively the MSP translates a client's business goals, risk tolerance, and operational challenges into technology decisions that move them forward. This role blends technical fluency with executive-level relationship management: the person in this seat earns the trust of clients as a strategic advisor, runs a disciplined roadmap and business review motion, and converts that trust into measurable NRR growth. Unlike a traditional account manager, this is not a coordination or escalation role. Unlike a salesperson, the lever is not prospecting; it is deepening the value clients already receive and identifying what they should be investing in next. Beyond their own book of business, the Director of Client Services owns the processes and standards that make client success repeatable: building them where they do not exist and improving them where they do.

You will own...

Client Relationships and Advisory Presence
  • Serve as the face of the company for client value: the person clients call when they want to think through a business challenge, not just a technology problem.
  • Build and sustain trusted advisor relationships with client executives and key stakeholders, maintaining an active in-person presence including regular on-site visits and travel as needed.
  • Stay current on the industries, compliance environments, and business pressures your clients operate in, so your recommendations are grounded in their reality, not generic best practice.
  • Maintain a clear view of client health across your book: flag at-risk accounts early, develop recovery plans, and escalate where needed.

Technology Fluency and Recommendations
  • Translate technology recommendations into business terms: quantify risk, articulate ROI, and connect infrastructure decisions to client outcomes rather than specs.
  • Serve as a credible voice in technical discussions without being the engineer in the room, with working knowledge of endpoint protection, identity and access management, backup and disaster recovery, Microsoft 365 and Azure, network infrastructure, compliance frameworks such as HIPAA, CMMC, SOC 2, and CIS Controls, and cybersecurity insurance requirements.
  • Lead hardware lifecycle conversations with clients, including refresh planning, end-of-life risk, and the real cost of deferring investment.

Retention and Growth
  • Own net revenue retention for an assigned book of business, including renewals, expansion, and churn prevention.
  • Run a disciplined business review cadence with every client, focused on forward-looking strategy rather than operational recaps, and build technology roadmaps that align client business goals with a prioritized plan for the next 12 to 36 months.
  • Identify upsell and cross-sell opportunities through proactive roadmap and planning conversations, not reactive quoting, and maintain a pipeline that gives the delivery team a consistent backlog to pull from.

Practice Development
  • Translate how client success should work into documented standards, repeatable cadences, and tracking systems that hold the team accountable and scale with the business.
  • Improve how accounts are segmented, how reviews are structured, how health is measured, and how risk is flagged.
  • Track KPIs including QBR completion, upsell pipeline, expansion results, churn, and client health scores, and provide regular feedback to leadership on trends, service gaps, and opportunities.


Our ideal Director of Client Services has the following qualifications:
  • 5+ years of experience in account management, client success, or a comparable B2B client-facing role, with at least some of that experience in an MSP or IT services.
  • Demonstrated track record of owning and growing a book of business: retaining clients, expanding revenue, and managing renewals with accountability for outcomes.
  • Ability to hold strategic, forward-looking conversations with C-suite and executive stakeholders, not just operational or service conversations.
  • Comfortable leading upsell discussions that are advisory in nature: the goal is to recommend what genuinely fits, not to push transactions.
  • Experience building or improving operational processes within a team or department: translating how work gets done into documented standards, establishing systems that ensure consistency, and defining the metrics that measure whether it is working.
  • Working knowledge of technology roadmapping, business reviews, and white space analysis. Direct experience with tools like ScalePad Lifecycle Insights, MyITProcess or similar is a plus.
  • Proficiency with HubSpot or comparable CRM. ConnectWise or PSA experience preferred.
  • Strong organizational discipline across a multi-client portfolio: you manage cadences, follow through consistently, and do not drop details.
  • A proactive disposition: you identify risk before it becomes churn and find opportunity before clients ask.


The targeted base compensation for this role is $110,000-$125,000 with variable compensation tied to net revenue retention and expansion performance. This role operates out of Daytona, FL in a hybrid model and includes regular in-person client meetings.

If you are a post-sale leader who builds trust face to face, knows how to turn client relationships into long-term partnerships, and wants to build something, not just manage it, we would like to talk.

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