Client Operations Manager

Taylor Hodson Staffing; New York (NY); On-site; USD 90,000 - 120,000; Full time

Job summary

Taylor Hodson Staffing is seeking a Client Operations Manager to support contracting, client onboarding, billing, and general business operations. This role partners with clients and internal teams to coordinate agreements, manage client requirements, oversee project setup, and ensure invoices and payments are processed accurately and efficiently.

You will handle engagement letters, MSAs, SOWs, NDAs, confirm contract details with stakeholders, manage onboarding, POs, and billing portals, and

Qualifications

• 5+ years in client operations or contract administration.
• Experience coordinating contracts, engagement letters, SOWs, or NDAs.
• Familiarity with client billing, POs, vendor registration, and invoicing processes.
• Working knowledge of Salesforce or another CRM system.
• Proficiency in Microsoft Excel.
• Bachelor's degree or equivalent professional experience.

Responsibilities

• Coordinate contracts from new business through execution and project setup.
• Prepare engagement letters, MSAs, SOWs, amendments, and NDAs.
• Confirm contract details with internal teams, including scope, fees, timelines, and billing terms.
• Oversee client onboarding requirements, including POs, vendor registrations, and billing portals.
• Coordinate consultant expense submissions, receipts, and approvals.
• Set up new clients and projects in Salesforce or similar CRM systems.
• Maintain contract records, including amendments, renewal dates, and key deadlines.
• Respond to client billing questions and assist with payment issues.
• Help improve processes related to contracts, onboarding, project setup, billing, and collections.

Skills

CRM software

Contract admin

Billing & invoicing

Project coordination

Microsoft Excel

Bachelor's degree

Education

Bachelor's degree

Tools

Salesforce

Job description

A professional services firm is seeking a Client Operations Manager to support its contracting, client onboarding, billing, and general business operations. This individual will work closely with clients and internal teams to coordinate agreements, manage client requirements, oversee project setup, and ensure invoices and payments are handled accurately and efficiently.

Key Responsibilities

• Coordinate the process from new business opportunities through contract execution and project setup.
• Prepare and coordinate engagement letters, MSAs, SOWs, amendments, and NDAs.
• Work with internal teams to confirm contract details, including scope, fees, timelines, billing terms, and expenses.
• Manage client onboarding requirements, including purchase orders, vendor registrations, and billing portals.
• Coordinate consultant expense submissions, receipt collection, and approvals.
• Set up new clients and projects in Salesforce or similar CRM systems.
• Maintain contract records, including agreements, amendments, renewal dates, and key deadlines.
• Respond to client billing questions and assist with resolving payment issues.
• Help improve processes related to contracts, client onboarding, project setup, billing, and collections.

Qualifications

• 5+ years of experience in client operations, contract administration, commercial operations, or professional services.
• Experience preparing or coordinating contracts, engagement letters, SOWs, or similar agreements.
• Familiarity with client billing, purchase orders, vendor registration, and invoicing processes.
• Working knowledge of Salesforce or another CRM system.
• Proficiency in Microsoft Excel.
• Bachelor's degree or equivalent professional experience.