Job Description
Position Title:
Client Success Operations Manager
Location:
Tulsa, OK
Pay:
$70,000 - $75,000 / Annually
Schedule:
M-F, 8-5 - Hybrid
Benefits:
This position is eligible for medical, dental, vision, and 401(k)
Position Summary
The Client Success Operations Manager is responsible for optimizing client success processes, improving operational efficiency, and supporting the delivery of exceptional client experiences. This role serves as the operational backbone of the Client Success team by managing systems, workflows, reporting, and cross-functional coordination to ensure client satisfaction, retention, and long-term growth.
The ideal candidate is analytical, highly organized, and collaborative, with strong experience in client operations, process improvement, and performance tracking.
Key Responsibilities
Design, implement, and optimize client success workflows, processes, and operational standards.
Support Client Success leadership with strategic planning, forecasting, and performance tracking.
Ensure consistent execution of client onboarding, engagement, renewal, and retention processes.
Identify operational gaps and implement scalable solutions to improve client outcomes.
Data & Performance Management
Develop and maintain dashboards, KPIs, and reporting related to client health, retention, and satisfaction.
Analyze client success metrics to identify trends, risks, and growth opportunities.
Provide actionable insights to leadership to improve operational performance.
Maintain data accuracy across CRM and client management platforms.
Systems & Tools Management
Serve as primary administrator for client success technologies (CRM, project management, customer success platforms).
Implement automation and process improvements to increase efficiency and reduce manual work.
Partner with IT, Sales, and Operations teams to ensure system integration and data alignment.
Cross-Functional Collaboration
Act as a liaison between Client Success, Sales, Operations, Marketing, and Finance teams.
Support handoffs between departments to ensure seamless client lifecycle management.
Align operational initiatives with company growth and customer experience goals.
Client Experience & Retention Support
Support development of client engagement strategies and success programs.
Monitor client feedback, satisfaction scores, and escalation trends.
Assist leadership in creating retention strategies and client success initiatives.
Qualifications
Bachelor’s degree in Business Administration, Operations, Communications, or related field preferred.
3–7 years of experience in Client Success, Customer Operations, Account Management Operations, or Business Operations.
Strong experience working with CRM and AI platforms.
Advanced analytical and reporting skills.
Proven ability to streamline processes and improve operational efficiency.
Excellent communication, project management, and organizational skills.
Ability to manage multiple priorities in a fast-paced environment.
