Client Operations Manager

Diversified Solutions - San Jose, CA, United States

Tagged: Finance, Insurance

Are you a proactive operational leader who thrives on keeping complex business operations running smoothly? We are looking for a Client Operations Manager to take ownership of end-to-end client workflows, process management, and business operations.

If you bring a background in financial services, insurance, legal, or professional services and excel at solving complex problems independently, this role offers an exceptional opportunity to drive efficiency and make a direct impact.

San Jose, CA

Onsite

Full-time, permanent placement opportunity

The Client Operations Manager is responsible for the independent management and execution of client and business operations. Operating under general supervision, this position moves beyond traditional administration to focus on operational oversight, workflow prioritization, process improvement, and resolving non-routine client service challenges.

Key Responsibilities

• Operational Oversight & Execution: Independently manage client-process management, business workflows, and daily operational priorities with high accuracy and follow-through.
• Process Improvement: Evaluate existing administrative and client-service workflows, identify bottlenecks, and design streamlined systems for maximum efficiency.
• Problem-Solving & Decision-Making: Evaluate operational issues, assess risk and alternatives, and exercise independent judgment to execute solutions quickly.
• Client & Executive Support: Manage multi-step client pipelines, oversee case management, and provide high-level operational partnership to sales professionals, advisors, or executives.
• Systems & Data Management: Leverage macOS and cloud-based operations systems to track client engagements, ensure documentation integrity, and handle sensitive, confidential data appropriately.

Qualifications

• Experience: 3+ years in client operations, business operations, high-level office management, or sales support. Industry experience in insurance, finance, legal, or other regulated professional services is strongly preferred.
• Technical Skills: Advanced proficiency with Google Workspace (Docs, Sheets, Slides, Drive, Calendar, Meet), native macOS/Apple hardware, and typing speed of 60+ WPM.
• Workflow Management: Proven experience managing CRMs, multi-step business processes, competing deadlines, and direct client interactions.
• Communication: Exceptional written and verbal skills, with professional phone decorum and a dedicated client-service orientation.
• Work Style: High degree of autonomy, acute attention to detail, quick adaptability to new software/procedures, and dependable professionalism.

Diversified Solutions was founded in 1997 and continues to provide responsive, innovative and effective solutions to the personnel needs of our client companies in the areas of executive recruitment and all aspects of IT Services. We employ well-qualified individuals with a high degree of integrity and professionalism who are well versed in the latest technology. We offer three different types of opportunities: consulting engagements, consulting with option-to-hire and permanent placements. We welcome you to experience the Diversified Solutions difference!

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor applicants at this time. We do not accept unsolicited C2C resumes.

Compensation $70,000 base + commission

Job # 757