Client Operations Manager

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

Are you a proactive operational leader who thrives on keeping complex business operations running smoothly? We are looking for a Client Operations Manager to take ownership of end-to-end client workflows, process management, and business operations.

If you bring a background in financial services, insurance, legal, or professional services and excel at solving complex problems independently, this role offers an exceptional opportunity to drive efficiency and make a direct impact.

San Jose, CA

Onsite

Full-time, permanent placement opportunity

The Client Operations Manager is responsible for the independent management and execution of client and business operations. Operating under general supervision, this position moves beyond traditional administration to focus on operational oversight, workflow prioritization, process improvement, and resolving non-routine client service challenges.

Key Responsibilities

• Operational Oversight & Execution: Independently manage client-process management, business workflows, and daily operational priorities with high accuracy and follow-through.
• Process Improvement: Evaluate existing administrative and client-service workflows, identify bottlenecks, and design streamlined systems for maximum efficiency.
• Problem-Solving & Decision-Making: Evaluate operational issues, assess risk and alternatives, and exercise independent judgment to execute solutions quickly.
• Client & Executive Support: Manage multi-step client pipelines, oversee case management, and provide high-level operational partnership to sales professionals, advisors, or executives.
• Systems & Data Management: Leverage macOS and cloud-based operations systems to track client engagements, ensure documentation integrity, and handle sensitive, confidential data appropriately.

Qualifications

• Experience: 3+ years in client operations, business operations, high-level office management, or sales support. Industry experience in insurance, finance, legal, or other regulated professional services is strongly preferred.
• Technical Skills: Advanced proficiency with Google Workspace (Docs, Sheets, Slides, Drive, Calendar, Meet), native macOS/Apple hardware, and typing speed of 60+ WPM.
• Workflow Management: Proven experience managing CRMs, multi-step business processes, competing deadlines, and direct client interactions.
• Communication: Exceptional written and verbal skills, with professional phone decorum and a dedicated client-service orientation.
• Work Style: High degree of autonomy, acute attention to detail, quick adaptability to new software/procedures, and dependable professionalism.

Diversified Solutions was founded in 1997 and continues to provide responsive, innovative and effective solutions to the personnel needs of our client companies in the areas of executive recruitment and all aspects of IT Services. We employ well-qualified individuals with a high degree of integrity and professionalism who are well versed in the latest technology. We offer three different types of opportunities: consulting engagements, consulting with option-to-hire and permanent placements. We welcome you to experience the Diversified Solutions difference!

Applicants must be currently authorized to work in the United States on a full-time basis. We are unable to sponsor applicants at this time. We do not accept unsolicited C2C resumes.