Client Operations Lead: Drive Efficiency (Onsite, San Jose)

Gilder Search Group; San Jose (CA); On-site; USD 95,000 - 125,000; Full time

Job summary

Diversified Solutions in San Jose, CA is seeking a Client Operations Manager to own end-to-end client workflows, process management, and business operations. The role requires 3+ years in client/operations roles and a strong background in regulated services.

You will independently manage client pipelines, improve processes, and support executives with data-driven decisions. Responsibilities include oversight of daily operations, risk assessment, and ensuring documentation integrity while

Qualifications

• 3+ years in client operations or high-level office management.
• Experience in insurance, finance, legal, or regulated services preferred.
• Expertise with Google Workspace apps.
• Proficiency with macOS hardware and typing 60+ WPM.
• Strong written and verbal communication with client-focus.

Responsibilities

• Independently manage client-process workflows and daily operational priorities.
• Assess and improve administrative and client-service workflows.
• Evaluate issues, assess risk, and implement solutions quickly.
• Provide high-level operational support to sales professionals and executives.
• Ensure data accuracy and secure handling of confidential information.

Skills

Google Workspace

MacOS proficiency

CRM management

Client operations

Communication

Attention to detail

Autonomy

Tools

CRM systems

Mac hardware

Job description

Diversified Solutions in San Jose, CA is seeking a Client Operations Manager to own end-to-end client workflows, process management, and business operations. The role requires 3+ years in client/operations roles and a strong background in regulated services.

You will independently manage client pipelines, improve processes, and support executives with data-driven decisions. Responsibilities include oversight of daily operations, risk assessment, and ensuring documentation integrity while