Commercial Operations Manager

Northbound Executive Search; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Northbound Executive Search's client, a well-known Financial Services firm in New York, is seeking a Commercial Operations Manager to lead end-to-end contracting, billing, and project setup. You will ensure client requirements are captured before work begins and that all commercial terms are reflected in the agreements.

The role emphasizes drafting and coordinating engagement letters, MSAs, SOWs, amendments, and NDAs with senior leaders and Legal.

Qualifications

• 5–8 years of experience in client finance, commercial operations, contract management, or professional services operations.
• Experience drafting and coordinating engagement letters and other commercial agreements.
• Working knowledge of Salesforce or a similar CRM, Excel, and financial processes involving billing, purchase orders, or revenue recognition.
• Hands-on experience managing a contract management system.
• Bachelor's degree or equivalent experience.

Responsibilities

• Manage the process from won opportunity through executed contract and project setup, confirming client and commercial requirements before work begins.
• Draft and coordinate engagement letters, MSAs, SOWs, amendments, and NDAs in partnership with senior leadership and Legal.
• Ensure contracts accurately reflect project scope, fees, timing, billing terms, and expenses.
• Manage client procurement requirements, including purchase orders, vendor registration, billing portals, and invoicing instructions.
• Oversee consultant expenses, including approvals and receipt collection, to improve efficiency.
• Establish new clients and projects in Salesforce, ensuring information aligns with executed agreements.
• Maintain the contract management system as the system of record for client agreements, key dates, renewals, and amendments.
• Partner with Finance and project teams to ensure accurate, timely invoicing and resolve client billing questions.
• Develop consistent processes across contracting, project setup, billing, and collections.

Skills

Client finance

Commercial operations

Contract management

Engagement letters drafting

Education

Bachelor's degree or equivalent experience

Tools

Salesforce

Excel

Job description

Our client, a well-known Financial Services firm in New York, is looking for a Commercial Operations Manager to join its team.

Responsibilities

• Manage the process from won opportunity through executed contract and project setup, confirming client and commercial requirements before work begins.
• Draft and coordinate engagement letters, MSAs, SOWs, amendments, and NDAs in partnership with senior leadership and Legal.
• Ensure contracts accurately reflect project scope, fees, timing, billing terms, and expenses.
• Manage client procurement requirements, including purchase orders, vendor registration, billing portals, and invoicing instructions.
• Oversee consultant expenses, including approvals and receipt collection, to improve efficiency.
• Establish new clients and projects in Salesforce, ensuring information aligns with executed agreements.
• Maintain the contract management system as the system of record for client agreements, key dates, renewals, and amendments.
• Partner with Finance and project teams to ensure accurate, timely invoicing and resolve client billing questions.
• Develop consistent processes across contracting, project setup, billing, and collections.

Qualifications

• 5–8 years of experience in client finance, commercial operations, contract management, or professional services operations.
• Experience drafting and coordinating engagement letters and other commercial agreements.
• Working knowledge of Salesforce or a similar CRM, Excel, and financial processes involving billing, purchase orders, or revenue recognition.
• Hands-on experience managing a contract management system.
• Bachelor's degree or equivalent experience.