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The Client Services Director – Prototyping leads the Prototyping Client Services team and is responsible for client relationship management, estimate creation, operational execution, and margin performance within the Prototyping division. This role manages Prototyping CSMs and the Client Operations Manager while personally servicing key accounts. The Manager and all Prototyping CSMs serve as the primary liaison between clients and Production and act as strategic partners to Client Growth Managers (CGMs). The position balances revenue growth with margin protection and production feasibility, ensuring all client commitments are executable, documented, and profitable.
Job Responsibility:
Lead, coach, and manage Prototyping CSMs and the Client Operations Manager
Establish clear performance standards and measurable KPIs
Conduct regular 1:1 meetings, quarterly check-ins, and annual reviews
Ensure consistent adherence to SOPs, workflow systems, and documentation standards
Address performance issues and capability gaps promptly
Support hiring and onboarding as business needs evolve
Defining and documenting scope before pricing
Confirming feasibility with Production prior to finalizing estimates
Building estimates that account for labor, materials, complexity, and risk
Protecting target margins while remaining competitive
Updating estimates when scope changes occur
Capturing and documenting change orders for billing
Ensuring alignment between estimate, production execution, and final invoicing
Translating client objectives into clear production requirements
Communicating feasibility, cost, and timeline realities to clients and CGMs
Confirming scope clarity before work enters production
Managing expectation resets when constraints arise
Escalating risks early to prevent delays or margin erosion
Reducing rework through structured intake and documentation
Operate as an extension of CGMs to support account growth
Participate in client meetings, business reviews, and travel as required
Provide operational input during opportunity scoping
Ensure commitments made during sales discussions are realistic and profitable
Maintain shared accountability for account revenue and retention
Personally manage a portfolio of key or strategic Prototyping accounts
Maintain strong client relationships through proactive communication
Serve as senior escalation contact when needed
Model disciplined client management for the team
Estimate accuracy and margin realization
Account-level profitability
Revenue growth (in partnership with CGMs)
On-time delivery
Reduction in rework and scope creep
Accurate scope change capture
Forecast visibility and reliability
Team performance and development
Establish and enforce quality control standards across all Prototyping client projects to ensure deliverables meet defined scope, production specifications, and client expectations
Conduct structured quality reviews in collaboration with Production and Client Services to confirm accuracy prior to release or shipment
Implement preventative controls to reduce rework, margin erosion, and scope misalignment
Monitor quality performance metrics and address recurring issues through process refinement and accountability
Ensure documentation standards support traceability, change management, and audit readiness
Requirements:
7+ years of experience in client services, estimating, or production-driven environments
3+ years of leadership experience
Demonstrated experience building detailed production-based estimates
Strong financial literacy and margin management capability
Experience in prototyping, packaging, manufacturing, or fast-turn production preferred
Ability to manage high-volume, deadline-driven workflows
Willingness to travel for client meetings and business development activities