At Freed Marcroft, the Director of Client Services role isn't about signing as many clients as possible.
It's about signing the right ones.
People come to us at one of the most consequential moments of their lives. The Director of Client Services is the person who meets them there, guiding them through a paid consultation, helping them understand their options, and supporting them in making a confident, well-informed decision about whether to move forward. When the answer is yes, you close. When the timing isn't right, you use your judgment to set a follow-up and stay connected.
This is a high-touch role, not a high-volume one. You'll run three to six video consultations per day, each one pre-scheduled and pre-qualified by our intake team. You're not generating leads or cold calling. You're working with people who have already raised their hand.
We currently convert more than half of our consultations to retained clients. We think that number should be higher, and we're looking for someone who does too.
This role is for you if:
You are motivated by your own performance. You want to hit your numbers, exceed expectations, and see clear proof that your work matters.
You take pride in converting consultations into signed clients … but only the right ones. You understand that helping someone sometimes means telling them honestly whether this is the right path for them, and that a well‑matched client is the foundation of a successful working relationship.
You work independently and take full responsibility for your outcomes. You don't need reminders to track your stats or close the loop on follow‑up. You know where you stand every day.
You communicate confidently and directly. You can guide people through emotionally charged conversations while helping them stay focused on next steps.
You're open to feedback because you want to get better … and you're comfortable speaking up when something isn't working.
You understand that systems and tracking exist to support your success, not to limit you. You use them because they make you more effective.
You read people well. When someone doesn't close in the meeting, you know how to assess what's going on and set the right follow‑up, not from a script, but from genuine attention to where they are.
You recognize that when you do your job exceptionally well, everyone benefits … most importantly, the people who came to us for help at one of the most consequential moments of their lives.
What success looks like in this role:
- Consistently converting consultations into signed clients who are the right fit for our firm
- Owning your KPIs and knowing your numbers without being asked
- Running a tight, efficient process that reflects confidence and clarity
- Helping potential clients feel informed, grounded, and ready to move forward — or honestly guided elsewhere when that's the right answer
Compensation includes a base salary plus performance‑based bonus; total compensation range $70,000–$120,000+ depending on experience and performance.
- 401(k) with match
- Vision insurance
- Disability insurance
- Paid time off
- Individualized Growth Opportunities: Personalized support to align your professional development with your professional goals
- Structured Onboarding: Extensive support during your transition into Freed Marcroft's culture and approach