Executive Lead, Client Success & Operations

AIO Logic Inc.; United States; Remote; USD 170,000 - 195,000; Full time

Job summary

AIO Logic, Inc. is seeking an Executive Lead to own client success and operations across the company’s delivery and transformation initiatives in the United States.

You will build and lead Client Success and Operations teams, establish scalable processes, and drive high-impact programs with cross-functional partners. The role requires 10+ years in enterprise SaaS or financial services, 5+ years in leadership, deep industry knowledge, and strong budget/forecasting skills.

Qualifications

• 10+ years in client success, program management, or operations leadership in enterprise SaaS/financial services.
• 5+ years in a leadership/executive capacity owning end-to-end enterprise implementations.
• Deep industry knowledge of financial services and lending operations.
• Advanced proficiency in financial management and budgeting.
• Mastery of capacity planning and workload forecasting.
• Proven ability to build and scale multidisciplinary teams.
• Data-driven with metrics that matter and ROI focus.
• Executive-level communication and stakeholder facilitation.

Responsibilities

• Own end-to-end client journey from onboarding to renewal and expansion.
• Lead cross-functional teams through enterprise-scale implementations.
• Establish implementation methodologies, governance, and risk frameworks.
• Provide executive reporting, health scores, and ROI roadmaps.
• Manage budgets, staffing plans, and resource allocation.
• Develop SOPs, dashboards, and training programs.
• Collaborate with product, engineering, and operations to align goals.

Skills

Client success

Program management

Operations leadership

Enterprise SaaS

Financial services knowledge

Budgeting

Capacity planning

Team leadership

Executive communication

Education

MBA

Tools

Asana

Jira

Monday.com

Job description

AIO Logic, Inc. is seeking an Executive Lead to own client success and operations across the company’s delivery and transformation initiatives in the United States.

You will build and lead Client Success and Operations teams, establish scalable processes, and drive high-impact programs with cross-functional partners. The role requires 10+ years in enterprise SaaS or financial services, 5+ years in leadership, deep industry knowledge, and strong budget/forecasting skills.