Client Operations Manager
Job in
Oregon, Dane County, Wisconsin, 53575, USA
Listed on 2026-07-01
Listing for:
Craft Digital
Full Time
position Listed on 2026-07-01
Job specializations:
-
Business
Client Relationship Manager, Business Development, CRM System, Operations Manager
Job Description & How to Apply Below
Role
The role isn’t a project manager job. We’re looking for a Client Operations Manager who creates order, keeps momentum, and makes sure nothing falls through the cracks. You will work directly with the founders and sit at the center of how clients move from first call to ongoing relationship, becoming a core part of how Craft Digital operates as we scale.
Responsibilities- Coordinate opportunities: follow up after discovery calls, organize notes and proposals, keep the CRM clean, schedule meetings, and research companies before calls.
- Run client onboarding: set up Slack channels, Drive folders, portals, and internal docs; manage invoices, subscriptions, and payment workflows.
- Drive client success: maintain regular communication, coordinate recurring meetings and reports, triage support requests, and drive reviews and referrals.
- Keep internal operations organized: coordinate with developers, maintain visibility into what is moving and what is stuck across projects and communications.
- Support business development: coordinate Linked In engagement and outreach, maintain pipeline organization, and support ongoing BD initiatives.
You probably fit if:
- Extremely organized – you build systems instead of fighting fires.
- Proactive and self‑directed, and you don’t wait to be told what’s next.
- Strong written and verbal communicator.
- Tech‑fluent: you learn new tools quickly and aren’t intimidated by AI or automation.
- Comfortable in Slack, Click Up, Google Workspace, CRMs, and AI tools.
- Can juggle multiple conversations, projects, and priorities without dropping the ball.
- West Coast or Mountain Time preferred.
- Experience in agencies, startups, SaaS, or client services is a plus.
- Familiarity with AI, automation, or operational systems is a plus.
- Background in client onboarding or lifecycle management is a plus.
- Bias for process improvement.
- You wait for tickets and need someone to tell you what’s next.
- You prefer fighting fires to building repeatable systems.
- You are uncomfortable with AI tooling or new software.
- You struggle to juggle multiple clients and priorities at once.
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