Client Operations Manager

Act as the primary point of contact and trusted advisor for your assigned portfolio of clients.

Lead regular client performance calls, clearly explaining complex cause-and-effect scenarios and performance metrics.

Partner closely with internal Account Managers and cross-functional teams to ensure seamless service delivery and high client satisfaction.

Prioritize and manage your daily workload strategically, triaging incoming requests based on urgency and impact.

Identify recurring client trends and propose process or system improvements to elevate service standards.

Delegate and track resolution pathways with internal teams to ensure prompt, accurate support.

Oversee utility management and bill payment workflows to maintain high operational accuracy.

Analyze, identify, and fix data inconsistencies across the client service lifecycle.

Generate standard and custom portfolio reports using company software (collaborating with IT on complex custom requests).

Proactively elevate potential challenges to leadership and collaborate on long-term solutions.

Clear Communicator: Ability to break down complex ideas into simple, professional language—both verbally and in writing.

Analytical Thinker: Strong critical thinking skills with the confidence to reason through challenges and make sound, independent decisions.

Prioritization Master: Exceptional time-management skills; cool under pressure when handling urgent, competing deadlines.

Relationship Builder: High emotional intelligence, coachable mindset, and a passion for creating lasting partnerships.

Tech-Savvy: Intermediate proficiency with Microsoft Excel, Word, and Google Workspace applications.

Direct customer support, account management, or client relations experience preferred.

Experience with specialized portfolio/utility management software (e.g., Conservice / Synergy) is a major plus.

Internal Candidates: 6+ months of company experience with strong knowledge of internal workflows preferred.