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

Pricing approval process
Approvals
Revenue ops
Sales ops
Finance
Project risk escalation
Exception management
Project ops
Campaign approval
Marketing ops
Approvals
Headcount approval
Approvals
People ops
Customer communication approval
Approvals
Customer ops
Pay application approval
Approvals
Finance
Project ops
Order to cash
Billing approval
Finance
Revenue ops
Approvals
Brand guideline approval
Marketing ops
Approvals
Go-live approval
Approvals
Project ops