Client Operations Lead — SaaS WealthTech (Remote-Friendly)

Smartleaf; Boston (MA); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Comprehensive health, dental andvision

SIMPLE IRA with 4% company match

Flexible work-from-home policy

Job summary

Smartleaf, a growing fintech team, is seeking a Client Operations Manager in the Boston area to oversee daily client use of our software and advisory services. You will empower clients, act as a trusted strategic advisor, and ensure timely, white-glove support.

The role emphasizes relationship building with elite wealth managers, hands-on troubleshooting, and opportunities to own a defined function within Client Services.

Qualifications

• Education: Bachelor's degree or higher in a related field.
• Experience: 5+ years of SaaS customer support, relationship management or comparable experience.
• Skills: You are organized and capable of managing multiple responsibilities at once.
• Characteristics: Self-sufficient and personable, with comfort working with executives.
• Trajectory: Desire growth and ownership over a function within Client Services.

Responsibilities

• Become an expert on the Smartleaf platform and its models of use.
• Oversee daily production support, ensuring urgent requests receive prompt attention.
• Triage, investigate, and respond to client inquiries; escalate complex issues.
• Contribute to and maintain reference materials.
• Provide ad hoc training to client firms.
• Maintain awareness of each client relationship and needs.
• Uphold Smartleaf's reputation for responsiveness and thoroughness.
• Recommend internal process improvements based on experience.

Skills

Organized

Strong communicator

Triage and issue assessment

Independent worker

Relationship oriented

Education

Bachelor's degree or higher in a related field

Job description

Smartleaf, a growing fintech team, is seeking a Client Operations Manager in the Boston area to oversee daily client use of our software and advisory services. You will empower clients, act as a trusted strategic advisor, and ensure timely, white-glove support.

The role emphasizes relationship building with elite wealth managers, hands-on troubleshooting, and opportunities to own a defined function within Client Services.