Client Operations Manager

Aston CarterLos Angeles, CA
Onsite

About The Position

The Manager of Client Operations is a highly organized, proactive operational partner responsible for ensuring client-facing and internal workflows run smoothly, consistently, and on time. This role supports both sales execution and operational delivery, acting as a connective hub across teams to ensure agreements, activities, and commitments are executed accurately. The Manager of Client Operations oversees day-to-day administrative operations and sales support activities including scheduling, documentation, reporting, and coordination of client and internal meetings. The role also owns CRM governance and data integrity, supports client onboarding and account coordination, and partners closely with the Compliance Analyst to track contractual obligations and maintain audit-ready documentation. The company supports a global client base, this position requires professionalism with executive stakeholders and flexibility to participate in meetings across multiple time zones.

Requirements

  • Bachelor’s degree in Business or equivalent professional experience (MBA preferred)
  • 8+ years of experience in operations, administrative support, client operations, or account coordination
  • 5+ years of hands-on experience with CRM systems (Salesforce, HubSpot, or similar)
  • Strong organizational, documentation, and project coordination skills
  • Excellent written communication and meeting documentation skills
  • Experience preparing professional presentations and reports
  • High attention to detail and ability to manage multiple priorities
  • Professional discretion when handling confidential information
  • Flexibility to support meetings outside standard business hours as needed

Nice To Haves

  • MBA preferred

Responsibilities

  • Manage scheduling, documentation, reporting, and internal communications
  • Coordinate internal and client meetings, including agendas, materials, minutes, and action items
  • Track deliverables and follow up to ensure accountability and deadlines are met
  • Maintain organized records and document management systems
  • Support leadership with calendar coordination and operational follow-up
  • Maintain accurate client, contact, and account records
  • Conduct regular CRM audits and resolve inconsistencies
  • Track client activity and deliverables
  • Generate reports supporting account management and business development
  • Support client onboarding and account setup
  • Assist with client communications and coordination
  • Prepare presentations, proposals, and meeting materials
  • Track leads, pipeline activity, and business development documentation
  • Partner with the Compliance Analyst to track contractual obligations
  • Maintain complete and organized compliance documentation
  • Support audit readiness and follow up on compliance action items

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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