Client Operations Manager

Northbound Executive Search; New York (NY); On-site; USD 85,000 - 110,000; Full time

Job summary

Northbound Executive Search is seeking a Client Operations Manager in New York to oversee contracting, onboarding, invoicing and overall client operations. You will coordinate engagements from initial opportunities through contract execution and project setup, ensuring accurate billing and timely payments.

You will collaborate with sales, legal and finance, maintain contract records, and drive process improvements across onboarding, 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.

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.

Skills

Client operations

Contract administration

Billing processes

Process improvement

Communication

Education

Bachelor’s degree or equivalent professional experience

Tools

Salesforce

Microsoft Excel

Billing portals

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.

Job ID:

24630