Operations Manager - Client Experience & Workflow

Zohorecruit; Ketchum, Enterprise (ID, OR); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health insurance

Dental and vision insurance

Retirement plan with employer match

Job summary

Perry and Associates seeks an Operations Manager to be the firm’s operational hub, overseeing day-to-day operations, onboarding, workflow, billing, technology, and internal support. In-office role in Ketchum, ID or Enterprise, OR, collaborating with leadership to drive efficiency and client service.

The role emphasizes process development, policy adherence, and cross-functional coordination to sustain a high-level client and employee experience in a professional services environment.

Qualifications

• Bachelor's degree in business administration, accounting, management, or related field.
• 3+ years of progressive experience in office operations, professional services administration, officemanagement, or business operations; 5+ years preferred.
• Provenability to manage competing priorities in a deadline-driven environment.
• Trusted to handle confidential information with discretion and professionalism.

Responsibilities

• Manage daily office operations to keep the workplace organized, productive, and efficient.
• Serve as the first point of contact for clients, visitors, prospects, and incoming communications.
• Own and improve client onboarding, including engagement letters, intake, document collection, portal setup, and communication workflows.
• Coordinate calendars, meetings, appointments, schedules, and firm events.
• Maintain firm records, client files, confidential documents, and administrative systems in line with policies and requirements.
• Track workflow systems and administrative deadlines to support project visibility, capacity planning, and resource needs.
• Support teams with project administration, workflow coordination, document processing, and deadline tracking.
• Serve as administrator or key user for practice management, document management, client portal, workflow, and operational technology platforms.

Skills

Project coordination

Time management

Discretion

Communication

Education

Bachelor's degree

Tools

Microsoft Office

Cloud-based software

Practice management systems

Workflow software

Document management systems

Job description

Perry and Associates seeks an Operations Manager to be the firm’s operational hub, overseeing day-to-day operations, onboarding, workflow, billing, technology, and internal support. In-office role in Ketchum, ID or Enterprise, OR, collaborating with leadership to drive efficiency and client service.

The role emphasizes process development, policy adherence, and cross-functional coordination to sustain a high-level client and employee experience in a professional services environment.