Client Solutions Manager

A mission-driven and well-established fintech company is seeking a Client Solutions Manager to join their growing team. With over 30 years of innovation in SaaS technology, this organization continues to transform how financial services firms across the U.S. deliver accessible and competitive financial products & services to their members.

This new role is open due to department growth and evolving customer initiatives; offering a unique opportunity for the Solutions Manager to take ownership of key operations with the onboarding team and providing the highest level of internal support and guidance, ensuring customer agreements and orders comply with revenue & company policy.

This person will be instrumental in providing input for ongoing development and improvement on systems and operational processes, enabling repeatable processes, scalability, and the support of new business initiatives. You’ll work cross-functionally with Product, Sales, Legal, IT, and Accounting teams.

The work environment emphasizes flexibility, innovation, and ownership, with a culture that celebrates accountability, collaboration, and continuous learning. Hybrid-on-site in the Ontario, CA office.

• Effectively manage the team’s productivity to ensure SLA commitment (service level agreement) and direct the necessary daily activities to ensure client satisfaction and business objectives are being met.
• Responsible for monthly audits; ensure all orders within the ticketing system are processed accurately and timely for revenue recognition.
• Provide input for ongoing development and improvement on systems and operational processes, enabling repeatable processes, scalability, and the support of new business initiatives.
• Develop and implement department process enhancements related to assigned systems/products to improve service to customers.
• Ensure policy and procedural changes are communicated to the staff and appropriate departments. Participate in department audits, working with auditors
• Design technical solutions in partnership with IT teams to automate repetitive tasks.
• Build and maintain automated reports, dashboards, and data validation processes.

• 2-5+ years’ experience working in a client operations environment, driving improvements that have resulted in measurable business impact.
• A minimum of 2+ years’ experience in a supervisor or lead capacity.
• Excellent business communication, organizational and project management skills.
• Experience using CRM tools such as:
  Sales Force, Docu Sign.
• Working knowledge of all major software applications.
• Excellent knowledge on PC based computer systems, including Microsoft Word and Excel.
• Proficiency in process mapping and workflow design tools (Lucid Chart preferred).
• Experience with at least one automation platform (Power Automate or UiPath preferred).
• Ability to create reports and dashboards (Power BI preferred).
• Base Salary: $90-100k per year
• Annual Bonus of 10-12%
• 401(k): 8% employer match
• Tuition Reimbursement / College Tuition Benefits