Head of client services

You’re responsible for the quality and consistency of what clients experience — across every engagement, every team, and every handoff they never see.
Client operations
Head of client services

What you own

A Head of Client Services owns how the organization delivers to its clients. Not just the work itself, but the orchestration behind it — the intake processes, the delivery workflows, the feedback loops, and the escalation paths. Every engagement involves your team, the client, and often third parties, all moving through steps that need to stay coordinated.

What slows you down

Delivery quality depends on coordination quality. When an intake form is incomplete, work starts wrong. When a handoff between teams drops context, rework follows. When a client approval sits in email for a week, the entire timeline shifts. The friction isn’t in your team’s capability — it’s in the operational gaps between steps.

Why it compounds

Every new client adds parallel workstreams, each with their own stakeholders and timelines. Maintaining consistent quality across engagements requires coordination overhead that grows with your client base. Without structured processes, senior people spend more time managing logistics than improving service delivery.

How Moxo changes the equation

Moxo gives Heads of Client Services a consistent orchestration layer across all engagements. AI agents handle preparation, routing, and follow-up at every step. Humans stay in control of quality decisions, client-facing exceptions, and escalations. The result is more consistent delivery, faster cycle times, and the ability to grow the client base without growing the team at the same rate.

Processes that cross your desk

Purchase order change
Approvals
Procurement
Exception management
Commission payout approval
Finance
Sales ops
Revenue ops
Approvals
Payment plan approval
Approvals
Finance
Order to cash
Revenue ops
Credit limit approval
Approvals
Finance
Proposal approval
Approvals
Sales ops
Credit risk approval
Approvals
Finance
Customer complaint escalation
Customer ops
Exception management
Headcount approval
Approvals
People ops
PIP approval
Approvals
People ops
Compliance
Payment release approval
Approvals
Finance
Order to cash
Compliance
Brand partnership approval
Marketing ops
Vendor management
Approvals