Client Operations Manager

How this Role Makes an Impact

The Imagine team is a growing company, and we are inviting a motivated Client Operations Manager to join our talented team! This candidate will ensure client success objectives are met through effective cross-department communication, project management acumen and data analysis. This position proactively delivers business insights around client success strategies, partnering with leaders to deliver an excellent client experience.

If you are looking for a place that offers a challenging and fast-paced environment with the opportunity to grow and develop, look no further! We are always looking for quality people to join our growing team. Must-haves include the ability to adapt to an ever-changing environment, work quickly and efficiently, continuously challenge the status quo, and be an innovative and solutions-based thinker.

Essential Duties

• Leverage data and conducts analysis to proactively deliver business insights, develop and track OKR’s and related dashboards
• Deliver actionable results / recommendations for the business that accelerate growth in a measurable way
  Manage OKR process to ensure team remains focused and on track to meet deliverables
• Own the intake, documentation, and distribution of outcomes of client visits and related work
• Ensure current client processes are accurately captured in applicable systems
• Work with client success leadership to ensure accuracy and clean data in applicable systems
• Work with client success leadership to create, maintain and distribute documentation including SOP’s, areas of ownership and respective client communication cadences
• Document and communicate the client journey and propose improvements
• Partner with finance team to ensure accurate forecasting, annual budgeting
• Assist client leadership team to coordinate and implement teambuilding and educational events
• Manage release process to ensure clients are on newest product version
• Other duties as assigned

Education and/or Experience Needed

BS/BA in Business Administration or related field/ 5+ years’ experience in client facing or operations/project position. Prior experience in client facing role preferred.

Qualifications You Must Have

• Strong technical aptitude to include intermediate to advanced proficiency in MS Office programs and project management tools
• Experience with PowerBI strongly preferred
• Strong analysis capabilities
• Project management acumen
• Excellent writing skills including experience writing and communicating department and program documentation
• Excellent organization and planning skills
• Works with minimal direction, proactively promotes an open flow of information
• Ability to think strategically
• High energy, team-oriented self-starter with high sense of urgency
• Excellent interpersonal skills with the ability to work with and influence internal departments

Employment Type

Full Time, Exempt

Reporting Structure

Chief Client Officer

Work Environment

Working conditions are normal for an office environment. Up to 25% travel may be required. After hours work may be required in order to meet project milestones.

At ImagineSoftware, we have a role to play in contributing to an inclusive world. We work every day to lead with our values and beliefs that enable you to develop your potential and bring your full self to the workplace. Our culture of diversity and inclusion enables more creative thinking and better ideas for addressing a more diverse market. We hire driven people from all backgrounds because it makes us a great company, and because it’s the right thing to do. If you share these values, you will find a home at ImagineSoftware.