Client Success & Operations Lead

RoShay Services; Phoenix (AZ); On-site; USD 65,000 - 90,000; Full time

Job summary

RoShay Services, based in Phoenix, seeks a results-oriented Operations Manager to lead client service delivery and team performance. You will oversee daily workflows, coach staff, and ensure high-quality insurance operations while leveraging Salesforce to track field activity and generate insightful reports.

The role emphasizes building strong client relationships, proactive outreach, and scalable processes to support growth.

Qualifications

• Experience in client service and insurance operations.
• Proven leadership and team management abilities.
• Experience training and coaching new hires.
• Proficiency with Salesforce or similar CRM tools and reporting.
• Excellent communication and relationship-building skills.

Responsibilities

• Manage client service and relationships across accounts.
• Oversee and monitor team activity for performance and accountability.
• Train and onboard new team members to maintain service standards.
• Track and report field activity using Salesforce CRM.
• Support client growth through proactive outreach and relationship development.

Skills

Client service

Insurance operations

Leadership

Team management

Training & coaching

Salesforce

CRM reporting

Communication skills

Relationship-building

Tools

Salesforce

Job description

RoShay Services, based in Phoenix, seeks a results-oriented Operations Manager to lead client service delivery and team performance. You will oversee daily workflows, coach staff, and ensure high-quality insurance operations while leveraging Salesforce to track field activity and generate insightful reports.

The role emphasizes building strong client relationships, proactive outreach, and scalable processes to support growth.