Commercial Operations Manager

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

Job summary

Baltusrol Golf Club seeks a Commercial Operations Manager in New York to oversee the lifecycle from opportunity to contract, ensuring alignment of scope, fees and billing terms. You will coordinate engagement letters, MSAs, SOWs, and NDAs with Legal, and manage client procurement and contract systems.

The role requires 5-8 years in client finance or contract operations, strong CRM and Excel skills, and a Bachelor’s degree or equivalent experience.

Qualifications

• 5-8 years of experience in client finance, commercial operations or contract management.
• Experience drafting engagement letters, MSAs, SOWs, amendments, and NDAs.
• Familiarity with Salesforce or similar CRM, Excel and 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

Billing processes

CRM knowledge

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.