Business Operations Manager to lead client onboarding, engagement coordination, and high-priority operational workflows across the firm. Combines core client operations responsibilities with selected Chief of Staff-style functions.
Requirements
- Bachelor’s degree and 3+ years of experience in business operations, client services, project management, or professional services coordination
- Experience managing onboarding, administrative operations, or client delivery workflows in an accounting firm, financial services environment, consulting firm, or similar setting
- Strong project management instincts, with the ability to keep multiple workstreams organized and moving without losing detail
- Excellent written and verbal communication skills, with a polished and professional presence in client and leadership interactions
- Comfort working across CRM systems, project management tools, document platforms, and modern finance or payroll systems
- Strong judgment, discretion, and confidentiality when handling sensitive client or firm information
- Ability to draft, edit, and improve internal and client-facing materials with a high level of organization and care
- A self-starter mindset with strong follow-through, anticipation skills, and the ability to solve problems proactively
Benefits
- Paid Time Off
- 401k Matching
- Retirement Plan
- Visa Sponsorship
- Four Day Work Week
- Generous Parental Leave
- Tuition Reimbursement
- Relocation Assistance