client operations manager

Ethos Life

<div><div><h3 class="jobSectionHeader">About Ethos</h3>

Ethos was built to make it faster and easier to get life insurance for the next million families. Our approach blends industry expertise, technology, and the human touch to find you the right policy to protect your loved ones.

We leverage deep technology and data science to streamline the life insurance process, making it more accessible and convenient. Using predictive analytics, we are able to transform a traditionally multi-week process into a modern digital experience for our users that can take just minutes! We've issued billions in coverage each month and eliminated the traditional barriers, ushering the industry into the modern age. Our full-stack technology platform is the backbone of family financial health.

We make getting life insurance easier, faster and better for everyone.

Our investors include General Catalyst, Sequoia Capital, Accel Partners, Google Ventures, SoftBank, and the investment vehicles of Jay-Z, Kevin Durant, Robert Downey Jr and others. This year, we were named on CB Insights' Global Insurtech 50 list and BuiltIn's Top 100 Midsize Companies in San Francisco. We are scaling quickly and looking for passionate people to protect the next million families!</div><h2 class="jobSectionHeader">
About the Role</h2>

The Client Operations Manager leads a team responsible for delivering high-quality policy servicing and customer support across the policy lifecycle. This role is accountable for team performance, operational excellence, and consistent delivery of compliant, customer-first experiences.As a people manager, you will develop and coach team members, drive performance against service and quality metrics, and partner cross-functionally to improve processes, resolve systemic issues, and scale operations effectively. This role requires strong judgment, leadership presence, and the ability to balance day-to-day execution with strategic improvement initiatives.
<h3 class="jobSectionHeader">
Roles and Responsibilities</h3>
<h4 class="jobSectionHeader">People Leadership</h4>
<ul><li>Lead, coach, and develop a team fostering a culture of accountability, collaboration, and continuous improvement</li>
<li>Conduct regular one-on-ones, performance reviews, goal setting, and career development planning for direct reports</li>
<li>Support hiring, onboarding, and training of new team members in partnership with People and Operations leadership</li>
<li>Serve as an escalation point for complex customer, policy, or performance-related issues</li>
</ul><h4 class="jobSectionHeader">Operational Management</h4>
<ul><li>Own day-to-day operations for the team, ensuring consistent execution of policy servicing, documentation, and customer communication</li>
<li>Monitor and manage team performance against key metrics including productivity, quality, SLAs, compliance, and customer experience</li>
<li>Ensure adherence to regulatory requirements, internal controls, and Ethos policies across all client interactions</li>
<li>Identify trends in case volume, error rates, or customer feedback and take corrective action as needed</li>
</ul><h4 class="jobSectionHeader">Cross-Functional Partnership</h4>
<ul><li>Partner closely with Product, Engineering, Compliance, Legal, Carrier Relations, and Partnership Operations to resolve complex issues and drive operational alignment</li>
<li>Provide operational input into product or process changes, representing the voice of Client Operations</li>
<li>Collaborate with stakeholders to address root causes of recurring issues and prevent downstream impacts</li>
</ul><h4 class="jobSectionHeader">Process Improvement and Scaling</h4>
<ul><li>Identify operational inefficiencies, risks, or gaps and lead initiatives to improve workflows, tooling, and documentation</li>
<li>Drive standardization and best practices across the team to support scalability and consistency</li>
<li>Support implementation of new tools, systems, or processes, ensuring team readiness and adoption</li>
<li>Contribute to strategic planning and roadmap discussions related to Client Operations</li>
</ul><h4 class="jobSectionHeader">Communication and Reporting</h4>
<ul><li>Prepare and deliver regular reporting on team performance, trends, risks, and improvement initiatives to leadership</li>
<li>Communicate clearly and effectively with internal stakeholders regarding operational status, challenges, and outcomes</li>
<li>Reinforce transparency and ethical standards in all communications and decisions</li>
</ul><h3 class="jobSectionHeader">Skills and Qualifications</h3>
<ul><li>6+ years of experience in operations, customer support, client services, or a related field</li>
<li>3+ years of people management experience, preferably leading frontline or operations teams</li>
<li>Experience in life insurance, financial services, or another highly regulated industry strongly preferred</li>
<li>Proven ability to manage performance, coach team members, and drive measurable results</li>
<li>Strong understanding of operational metrics, quality frameworks, and compliance requirements</li>
<li>Excellent verbal and written communication skills, with the ability to influence across levels</li>
<li>Demonstrated success leading process improvement and change management initiatives</li>
<li>Strong organizational and prioritization skills in a fast-paced environment</li>
<li>Ability to make sound decisions with incomplete information and manage ambiguity effectively</li>
<li>Bachelor's degree preferred</li>
</ul>
#LI-Onsite 
#LI-A1<div>
Don't meet every single requirement? If you're excited about this role but your past experience doesn't align perfectly with every qualification in the job description, we encourage you to apply anyway. At Ethos we are dedicated to building a diverse, inclusive and authentic workplace.

We are an equal opportunity employer who values diversity and inclusion and look for applicants who understand, embrace and thrive in a multicultural world. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status. Pursuant to the SF Fair Chance Ordinance, we will consider employment for qualified applicants with arrests and conviction records.

To learn more about what information we collect and how it may be used, please refer to our California Candidate Privacy Notice.</div></div>

Client Operations Manager

NJR Recruitment

IFA Administration & Paraplanning Manager Location Birmingham Central Full-Time PermanentWe are delighted to be representing a well-established and professional wealth management firm that is seeking an experienced IFA Administration & Paraplanning Manager to join its collaborative and high-performing team. his is an exciting opportunity to play a pivotal role in delivering operational excellence, supporting advisers, and ensuring a consistently high-quality client experience. You'll lead a team of Paraplanners, Administrators, and support staff to drive efficiency, compliance, and continuous improvement across client operations.The RoleAs a Client Services & Operations Manager, you will oversee the day-to-day operations of the client services team, ensuring the delivery of efficient, timely, and compliant services. You'll work closely with the Regional Head and other managers to implement best practices, support strategic initiatives, and foster a culture of operational excellence and professional development.Key Responsibilities:<ul><li>Lead, mentor, and develop a team of client operations professionals, promoting a collaborative and high-performing culture.</li><li>Manage day-to-day workflows, monitor progress, and ensure timely delivery of operational tasks.</li><li>Act as a key point of contact for complex operational queries and provide technical expertise.</li><li>Identify and implement process improvements to enhance efficiency and service quality.</li><li>Support strategic projects, including new business integration and resource alignment.</li><li>Ensure compliance with regulatory requirements, including FCA rules and Treating Customers Fairly (TCF) principles.</li><li>Conduct regular performance reviews and ensure team members have opportunities for growth and development.</li></ul>Experience & Skills Required<ul><li>Proven experience in a supervisory or managerial role within financial services.</li><li>Strong track record of supporting and developing junior team members.</li><li>Confident in driving process and procedural changes.</li><li>Excellent interpersonal, written, and verbal communication skills.</li><li>Highly organised, proactive, and detail-oriented.</li><li>Knowledge of financial services operations, investment propositions, and back-office systems.</li><li>Proficiency with Microsoft Office, particularly Excel, and other operational/research tools.</li><li>Strong understanding of FCA compliance, TCF, and regulatory frameworks.</li></ul>What's on Offer<ul><li>Competitive salary, commensurate with experience.</li><li>Flexible working options, including hybrid arrangements.</li><li>Opportunity to lead a professional and collaborative operations team.</li><li>Work in a supportive environment that values professional excellence and development.</li><li>Chance to contribute to operational improvements and strategic projects within a reputable financial services firm.</li></ul>If you are a proactive, detail-driven, and experienced operations professional looking to lead a high-performing team in a dynamic and supportive environment, we'd love to hear from you.Apply today via NJR Recruitment quoting Ref: NJR16194

IFA Administration & Paraplanning Manager

Aspire92

Aspire 92 is seeking an experienced Online Platform Manager to oversee and enhance our digital and Upwork-based operations supporting financial projects and client engagement. The ideal candidate will combine strong financial knowledge with digital management expertise to ensure seamless platform performance, efficient workflows, and client satisfaction.Key Responsibilities: Manage and optimize online platforms, including Upwork, for financial and client operations. Collaborate with finance, IT, and operations teams to improve efficiency and service quality. Monitor analytics, performance metrics, and client interactions to drive improvement. Coordinate with vendors and teams for platform updates, troubleshooting, and reporting.Requirements &amp; Qualifications: Bachelor&rsquo;s degree in Finance, Business, or related field (MBA preferred). 5+ years of experience in platform management within the finance or fintech sector. Strong understanding of Upwork operations, client management, and reporting. Proficiency with analytics tools, CRMs, and MS Excel. Experience working with US-based clients is a plus.Skills: Detail-oriented and organized Excellent communication and teamwork Proactive and results-driven mindsetJob Type: Full-timeWork Location: Remote

Online Services Manager

Fooda

<div>
 
 Who We Are
 
 
 
 Our story began in 2011 when a group of office workers at a major logistics company in Chicago had a lunch problem. Nearby options were limited, and the team was spending too much time and money traveling to their favorite restaurants. They had an idea: bring Chicago&rsquo;s local restaurant culture inside the office to sell food. It was an immediate hit. When they discovered people from other companies sneaking into their office, they knew they were on to something.
 
 
 Fooda pioneered the concept of rotating popup restaurants inside offices. Today, we operate in 45 cities with over 100 million meals served and continue to grow rapidly.
 
 
 Powered by technology and a network of 3,500+ restaurants, we feed hungry people at work through a platform of unique food programs located within companies, office buildings, hospitals, schools, distribution centers, and more. At Fooda, we believe a workplace food program should be something employees love and look forward to every day.
 
 
 
 Position Overview
 
 
 
 The Strategic Account Manager is the dedicated leader responsible for the success of Fooda&rsquo;s largest and most strategic client partnerships. This role owns the overall health, outcomes, and growth strategy across a portfolio of clients and locations, while partnering closely with onsite and operational teams to ensure consistent, high-quality execution.
 
 
 This is a highly visible, field-forward leadership role that blends client ownership, operational oversight, and data-driven decision-making. Strategic Account Managers are expected to maintain a regular onsite presence with their clients and teams, spending time in locations each week to build trust, understand operations firsthand, and proactively support success. Regional travel of approximately 25% is expected to support portfolio locations, client relationships, and team development.
 
 
 
 What You&rsquo;ll Be Doing
 
 
 
 <ul>
 <li>
 Own the overall performance and outcomes of a portfolio of strategic client locations, partnering with onsite teams on execution.
 </li>
 <li>
 Serve as the primary day-to-day client contact, ensuring proactive communication, issue resolution, and high satisfaction.
 </li>
 <li>
 Maintain a regular onsite presence across your portfolio, using time in the field to build relationships, assess performance, and support teams.
 </li>
 <li>
 Lead the planning and execution of Client Business Reviews, aligning internal teams and client stakeholders around performance, insights, and forward-looking strategy.
 </li>
 <li>
 Analyze operational, financial, and usage data to identify trends, risks, and growth opportunities; translate insights into clear, actionable recommendations.
 </li>
 <li>
 Identify and support upsell and expansion opportunities within existing client portfolios, working closely with Sales and Operations.
 </li>
 <li>
 Collaborate cross-functionally with Sales, Restaurant Partnerships, Market Operations, and Finance to deliver a cohesive client experience.
 </li>
 <li>
 Provide guidance and oversight to any dedicated onsite or program support resources aligned to your portfolio, ensuring clarity of roles and consistent standards.
 </li>
 <li>
 Drive continuous improvement by identifying process gaps and opportunities to scale effectively.
 </li>
 <li>
 Monitor account-level financial health (e.g., budget alignment, performance vs. plan, receivables) and escalate risks or opportunities as needed.
 
 
 </li>
 </ul>
 
 Who You Are
 
 
 
 <ul>
 <li>
 You have 4&ndash;6 years of experience in strategic account management, client operations, or multi-location support &mdash; ideally in a service, hospitality, or tech-enabled environment.
 </li>
 <li>
 You&rsquo;re a proactive relationship builder who anticipates client needs and brings insight, not just updates.
 </li>
 <li>
 You&rsquo;re comfortable working in the field, spending time onsite with clients and teams and traveling regionally as needed.
 </li>
 <li>
 You&rsquo;re highly data-driven and use metrics, dashboards, and reporting to guide decisions and client conversations.
 </li>
 <li>
 You&rsquo;re organized and confident managing complexity across multiple locations, stakeholders, and priorities.
 </li>
 <li>
 You&rsquo;ve led or influenced teams before and know how to guide others through clear expectations and accountability.
 </li>
 <li>
 You&rsquo;re a strong communicator who can contribute confidently to executive-facing conversations and guide teams through change.
 </li>
 <li>
 You collaborate naturally across functions and know how to move work forward through influence.
 </li>
 <li>
 You&rsquo;re comfortable in Excel and internal systems and use data to drive clarity and improvement.
 
 
 </li>
 </ul>
 
 What We&rsquo;ll Hook You Up With
 
 
 
 <ul>
 <li>
 Competitive base salary, bonus plan, and stock options, based on experience
 </li>
 <li>
 Comprehensive health, dental and vision plans
 </li>
 <li>
 401k retirement plan with company match
 </li>
 <li>
 Paid maternity and parental leave benefits
 </li>
 <li>
 Flexible spending accounts
 </li>
 <li>
 Company-issued laptop
 </li>
 <li>
 Daily subsidized lunch program (ours!)
 
 
 </li>
 </ul>
 Must be authorized to work in the United States on a full-time basis. No recruiters please.
 
 
 
 The salary range for this role is between
 
 $75,000- $85,000
 
 and is dependent on a number of factors, including but not limited to work experience, training, location, and skills.
 
</div>

Strategic Account Manager

Bosman

Wil jij echt impact maken binnen een organisatie in transitie, waarbij jouw leiderschap bepalend is voor de koers en saamhorigheid van meerdere locaties? Ben jij een mensgerichte leider die energie haalt uit het coachen van teamleiders en het verbeteren van processen? Wekt dit jouw interesse? Lees dan verder want voor onze Klantcontact afdeling zoeken wij een Operations Manager Klantcontact voor ons locatie in Maarssen. Over de functie Als Operations Manager Klantcontact heb je een grote scope en impact: je bent verantwoordelijk voor de dagelijkse operatie en voor de ontwikkeling van de teams (ongeveer 50 FTE). Daarbij geef jij direct leiding aan meerdere teamleiders (3 a 4 FTE) en werk je nauw samen met de andere Operations Managers en collega's in Eindhoven en Sittard. Daarnaast fungeer jij als het aanspreekpunt en visitekaartje van onze locatie in Maarssen. Overige werkzaamheden: <ul> <li>Uniformiteit creëren: zorgen dat de verschillende locaties volgens dezelfde manier van werken opereren, in samenwerking met de andere Operations Managers.</li> <li>Coachen en begeleiden van teamleiders: ontwikkelen van leiderschap, performance en medewerkerstevredenheid.</li> <li>Verbeteren van saamhorigheid: verder bijdragen aan een positief "Bosman-gevoel" en het verder verhogen van de medewerkers- en klanttevredenheid.</li> <li>Procesoptimalisatie: structureel verbeteren van processen en prestaties, met ruimte om eigen initiatieven door te voeren.</li> <li>Klantgerichtheid waarborgen: het continu verbeteren van klanttevredenheid en samenwerking met Operations Managers.</li> <li>Uitwerken van strategische en tactische plannen: Een belangrijk onderdeel is de omni-channel klantstrategie.</li> </ul> Als Operations Manager Klantcontact ben je zichtbaar binnen de organisatie en krijg je de kans om zowel op operationeel als strategisch niveau impact te maken. Je vertaalt de prioriteiten vanuit het MT naar concrete acties en duidelijke richting voor je teams. Daarnaast verzorg je zelf kwartaalpresentaties aan het management en draag je actief bij aan het behalen en aanscherpen van KPI's. Je rapporteert rechtstreeks aan de Manager Customer Service en voert je werkzaamheden uit in dagdienst. Wat vragen wij van jou <ul> <li>HBO werk- en denkniveau;</li> <li>Minimaal 3 jaar ervaring in een vergelijkbare rol van Operations Manager inclusief aantoonbare leidinggevende ervaring;</li> <li>Ervaring met verandermanagement en/of proces optimalisatie;</li> <li>Goede beheersing van de Nederlandse en Engelse taal in woord en geschrift;</li> <li>Een sterke peoplemanager die anderen weet te enthousiasmeren en communicatief vaardig is.</li> </ul> Wat bieden wij jou Een instroomsalaris tussen de € 4.845,00 en de € 6.500,00 op basis van 40 uur, gebaseerd op jouw ervaring. Daarnaast bieden wij goede secundaire arbeidsvoorwaarden die bijdragen aan een prettige werkomgeving en jouw welzijn. Je wordt deel van een hecht team met een aanstekelijk en positief werkklimaat, waarin we samen mooie prestaties neerzetten en die successen ook met elkaar vieren. Om het gevoel van saamhorigheid te versterken, organiseren we regelmatig diverse leuke evenementen, zodat we niet alleen tijdens het werk, maar ook daarbuiten voor elkaar klaarstaan. Daarnaast bieden we de volgende secundaire arbeidsvoorwaarden aan: <ul> <li>30 vakantiedagen per jaar op basis van een 40-urige werkweek;</li> <li>Een solide pensioenregeling, waarbij wij 75% van de premie vergoeden;</li> <li>Reiskosten vanaf 10km enkele reis met een maximum van 30km enkele reis;</li> <li>Thuiswerkvergoeding van € 2,35 per thuiswerkdag;</li> <li>Sporten met korting via FiscFree;</li> <li>Mogelijkheid om gebruik te maken van onze leasefietsregeling;</li> <li>Toegang tot online trainingen via GoodHabitz om jezelf te blijven ontwikkelen;</li> <li>Wekelijks gratis vers fruit.</li> </ul> Solliciteren Wij zoeken een collega die deze uitdaging met beide handen wil aanpakken. Past deze functie bij jou? En voel jij je straks thuis bij Bosman? Vul dan snel het sollicitatieformulier in met jouw gegevens. We kijken uit naar je sollicitatie, inclusief motivatie en CV. De eerste stap is een oriënterend (telefonisch) gesprek met onze recruiter. Daarna maak je kennis met je direct leidinggevende en je collega Operations Manager Klantcontact. Zijn wij beide enthousiast? Dan volgt een assessment om je nog beter te leren kennen. Na deze stap volgt er een gesprek met ons Operationeel Directeur en HR. Bij Bosman & MediReva staat de veiligheid van onze klanten en medewerkers altijd voorop. Daarom vragen wij bij indiensttreding om een Verklaring Omtrent het Gedrag (VOG) en voeren wij een referentiecheck uit.

Operations Manager Klantcontact

Hire Hangar

<div>We&rsquo;re looking for an SDR Manager who can manage client relationships while running the operational side of outbound campaigns. You&rsquo;ll be the main point of contact for clients, ensure their SDRs deliver results, and build the systems that keep everything running efficiently.<h2 class="jobSectionHeader">
Responsibilities</h2><ul><li>
Serve as the primary contact for clients, managing expectations, performance reviews, and campaign updates.</li><li>
Lead and support SDRs working on client accounts; ensure they hit activity and meeting targets.</li><li>
Build and optimize workflows using HubSpot, Zapier, GoHighLevel, and internal tools.</li><li>
Maintain CRM accuracy, reporting, and lead routing for all client projects.</li><li>
Deliver weekly performance summaries and strategic recommendations.</li><li>
Troubleshoot issues, refine targeting, and optimize outbound processes.</li></ul><h2 class="jobSectionHeader">
Requirements</h2><ul><li>
Experience managing clients or accounts in a sales or GTM environment.</li><li>
Strong understanding of outbound motions and SDR performance metrics.</li><li>
Advanced proficiency in HubSpot, Zapier, GoHighLevel, and Excel.</li><li>
Ability to build automations, reporting dashboards, and data-driven insights.</li><li>
Organized, clear communicator, and comfortable juggling multiple client accounts.</li></ul></div>

SDR Manager – Client Success & Operations

CoinMarketCap

Overview We're looking for a Business Development Operations Contractor who will play a critical role in supporting the operational processes for our advertising, API and other revenue related products. You'll be the go-to person for ensuring everything runs smoothly from pre-sales and once deals are closed - managing deliverables, coordinating with clients, and tracking campaign results. Responsibilities <ul><li>Advertising Operations: Coordinate post-sale activities for ad campaigns, including banner ads, sponsored content (e.g., deep dive articles), and social media ads.</li><li>API Operations: Manage post-sale API onboarding, coordination, and client support</li><li>Client Liaison: Communicate with clients (via Email, Telegram, etc.) to confirm specs, timelines, and next steps</li><li>Performance Reporting: Create and deliver ad campaign performance reports</li><li>Internal Coordination: Work closely with internal teams (content, design, sales, etc.) to ensure timely delivery of assets</li></ul> Requirements <ul><li>Crypto Familiarity: You understand basic crypto terms, trends, and communities</li><li>Operational Skills: Some experience in operations or a related field, with a mindset for efficiency and detail</li><li>Client-Centric: Clear communicator who builds trust and keeps clients informed</li><li>Ad Knowledge: Awareness of digital ad formats, common performance metrics, and industry jargon</li></ul> Bonus Points <ul><li>Strong interpersonal and client-handling skills across digital platforms</li><li>Highly organized and proactive in tracking follow-ups and deliverables</li><li>A self-starter who thrives in a fast-paced, remote-first environment</li></ul> Why Join Us <ul><li>Be part of the most visited crypto site in the world</li><li>Work with leading brands in the industry</li><li>Join a dynamic, global team passionate about crypto, data, and innovation</li><li>Flexible work arrangements and a collaborative culture</li></ul> Seniority level <ul><li>Not Applicable</li></ul> Employment type <ul><li>Full-time</li></ul> Job function <ul><li>Business Development and Sales</li></ul> Industries <ul><li>Information Services</li></ul>

Business Development Operations

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