Regional Client Relations Manager

Forrest Solutions LLC; Florida; Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

PTO

Job summary

Opensity Solutions is seeking a Regional Client Relations Manager to lead client relationships and operational excellence across client operations in a high-growth, multi-site environment.

You will manage on-site teams of up to 50, drive client satisfaction, optimize processes, and contribute to business development and strategic account planning. A Bachelor's degree and strong financial acumen are required.

Qualifications

• Bachelor's degree required in a relevant field.
• Minimum 3+ years in service operations management or client relations in a high-performance, client-facing environment.
• Proven ability to lead teams and drive operational improvements.

Responsibilities

• Serve as the primary point of contact for clients and build long-term relationships.
• Understand client needs to deliver tailored service solutions and exceed expectations.
• Direct and indirect leadership of on-site teams up to 50 employees.
• Monitor KPIs, manage budgets, and ensure accurate billing and invoicing.
• Lead continuous process improvement and support expansion opportunities.

Skills

Client relationship management

Operations leadership

Service delivery

Financial acumen

Communication skills

Strategic thinking

Team leadership

Problem solving

MS Office

Education

Bachelor's degree

Tools

Microsoft Office Suite

Reporting systems

Dashboards

Workforce management tools

Job description

About Us:

Opensity Solutions is the largest tech‑enabled managed services organization serving leading law firms, financial institutions and professional services firms. At Opensity, we provide integrated operational platforms, automation and advisory services that enable clients to modernize operating models, reduce cost and accelerate growth. Our capabilities include IT and technology solutions, document processing and administrative support, marketing and communications, billing and AP/AR services, records and information governance, workflow automation, consulting and hospitality and facilities services. Our Mission: Our mission is to provide modernized technology platforms, elevated technology support, and valuable insights, empowering our clients to excel in what they do best.

Job Description

The Regional Client Relations Manager is responsible for client relationship management, operational leadership, people management, business development, and financial oversight across assigned client operations for Opensity Solutions. This role ensures delivery of high-quality service, strong client satisfaction, and retention within a high-growth, multi-site service environment. The Regional Client Relations Manager also serves as a strategic partner to clients, providing thought leadership on service delivery, industry trends, and operational best practices while identifying opportunities for growth and improvement. This role reports to the Client Relations Director or Vice President of Client Relations and is classified as Exempt.

ROLES & RESPONSIBILITIES

• Serve as the primary point of contact for clients, building and maintaining strong, long-term relationships that drive satisfaction and retention.
• Understand client needs, goals, and operational challenges to deliver tailored service solutions and exceed expectations.
• Proactively communicate with clients to address concerns, ensure alignment, and identify opportunities for service expansion and improvement.
• Direct and indirect leadership of on-site operational teams of up to 50 employees to ensure efficient service delivery and adherence to SLAs.
• Oversee daily operational activities, including client requests, issue resolution, and workforce coordination.
• Ensure site readiness, including proper communication tools, signage, and operational organization.
• Define, implement, and maintain operational processes, procedures, and service standards in collaboration with clients.
• Identify and monitor key performance indicators (KPIs) to ensure compliance with service-level agreements and business objectives.
• Lead continuous process improvement initiatives to enhance service efficiency, quality, and consistency.
• Execute business development strategies by identifying growth opportunities within existing accounts and supporting expansion efforts.
• Provide input into client proposals, service solutions, and strategic account planning.
• Conduct client satisfaction assessments and implement action plans to improve service delivery and retention.
• Drive financial performance by managing budgets, monitoring revenue, controlling costs, and ensuring accurate billing and invoicing.
• Ensure compliance with contractual obligations, including staffing levels, pricing agreements, and renewal requirements.
• Recruit, develop, and manage high-performing teams, including performance management, coaching, and career development.
• Collaborate with Human Resources on employee relations, staffing needs, and organizational development initiatives.

KNOWLEDGE, SKILLS & ATTRIBUTES

• Strong expertise in client relationship management, operations leadership, and service delivery in high-volume environments.
• Demonstrated ability to lead multi-site teams and manage large operational workforces. This may include direct reports but also in ad‑hoc supervisory capacity as needed.
• Strong financial acumen including budgeting, forecasting, and profitability management.
• Excellent communication, presentation, and interpersonal skills with the ability to influence clients and internal stakeholders.
• Strong problem‑solving, strategic thinking, and decision‑making abilities.
• Ability to manage multiple priorities in a fast‑paced, high‑growth environment.
• Strong leadership skills with proven ability to develop, coach, and retain talent.
• Proficiency in Microsoft Office Suite and operational reporting tools.
• Strong attention to detail with the ability to maintain accuracy under pressure.
• Ability to maintain confidentiality and professionalism in client‑facing environments.

QUALIFICATIONS

• Education: Bachelor’s degree required;
• Experience: Minimum of 3+ years of experience in service operations management, client relations, account management, or similar leadership roles in a high-performance, client‑facing environment. Demonstrated success managing teams and driving measurable operational improvements required.
• Technical Skills: Proficiency in Microsoft Office Suite required. Experience with reporting systems, dashboards, and workforce management tools preferred. Ability to analyze operational and financial performance data required.

The Compensation range for this role is 70,000 to 80,000 USD per year and may be eligible for an annual bonus. Actual compensation within that range will be dependent upon the individual's location, skills, experience and qualifications.

All eligible employees receive access to a comprehensive benefits package, including:

• Medical insurance
• Dental insurance
• Vision insurance
• 401(k) retirement plan
• Paid Time Off (PTO)

Opensity is committed to fostering an inclusive, equitable, and accessible workplace. We believe diverse perspectives strengthen our teams and the work we do for our clients. Opensity provides equal employment opportunities to all applicants and employees and does not discriminate on the basis of race, colour, religion or creed, sex, sexual orientation, gender identity or expression, age, national or ethnic origin, ancestry, citizenship, disability, family status, marital status, source of income, record of offences, or any other characteristic protected under applicable federal or provincial human rights legislation.

We are committed to fair and barrier‑free recruitment, selection, and employment practices, and to providing reasonable accommodation throughout the hiring process and employment lifecycle, in accordance with applicable human rights legislation. Candidates who require accommodation during any stage of the recruitment process are encouraged to advise our Talent team so appropriate support can be provided.

Respect We believe in treating everyone with dignity, kindness, and empathy. We foster an inclusive culture where diverse perspectives are valued, and mutual respect is the cornerstone of our interactions.

Accountability We take ownership of our actions and decisions, acknowledging their impact on our team, the organization, and our clients. We strive for transparency and follow through on our commitments, fostering trust and reliability within our community.

Collaboration We understand that working together yields the best results and that our parts are better together. We actively promote teamwork, open communication, and the sharing of ideas. By embracing diverse talents and perspectives, we create a supportive and innovative environment that encourages collective growth and empowerment.

Follow Us: LinkedIn