Client Operations Specialist
Key Skills for This Role
Full Job Posting
Support company & client budgeting and financial reporting
Create client-ready scopes of work, ensuring scope accuracy and alignment with billing logic
Own scope changes, PSA governance, and provide final invoice approval
Compile biweekly, monthly, quarterly, and annual reports in support of operations leadership
Monitor client absorption, utilization, and margin health, providing insights and recommendations to account leads
Build and maintain reporting that supports forecasting, revenue tracking, and performance optimization
Own client operations and systems management
Manage and maintain core client operations platforms, including Ruddr, HubSpot, ChatGPT, and SharePoint
Ensure data integrity and process adherence across all client operations systems
Support account staffing inputs and develop resourcing plans in partnership with leadership
Contribute to agency business development
Own project management of new business pipeline and related deliverables
Identify and pursue ideal clients, providing strategic and operational recommendations
Lead and/or participate in presentations and discovery work
Develop scopes of work and contribute case studies to support agency growth
Proactively identify opportunities to retain and grow existing clients
Client Lifecycle
Facilitate client onboarding, including account setup, staffing alignment, and team introductions
Ensure onboarding processes are followed and documented accurately
Act as liaison between client, operations, and account teams to ensure alignment and resolve issues
Conduct periodic check-ins to support client satisfaction and performance
Execute client retention and recognition initiatives
Oversee the client off-boarding process
Qualifications
- High attention to detail and accuracy, proactive communicator, and technically proficient
- Strong experience in financial reporting, scoping, and operational analysis
- Ability to interpret utilization and financial data into actionable recommendations
- Experience managing systems such as Microsoft Excel, Outlook, Teams, Zoom, and PSA or CRM tools
- 4 to 6 years of agency or professional services experience strongly preferred.
- Bachelor's degree or equivalent experience
- Professional communication skills, both verbal and written
- TruePoint Communications is committed to a diverse and inclusive workplace. Additionally, we provide equal employment opportunities to all and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
- All offers of employment are conditioned upon the candidate's legal authorization to work in the United States. Candidates will be subject to a background screening as part of the application process.
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