Demo

Director of Client Operations

Staff Financial Group
Atlanta, GA Full Time
POSTED ON 5/28/2026
AVAILABLE BEFORE 6/25/2026

The Director of Client Service Operations is responsible for driving operational excellence across 2 divisions, leading a cohesive, positive team member work experience. This role leverages analytics and uses technology and process to continuously optimize workflows. The ideal candidate is a strategic and inspiring leader who will elevate the overall client and employee experience.


Responsibilities include:

Leadership & Development

  • Invest in and develop service team leaders & functional leaders embracing leadership foundational teachings
  • Foster a culture of a highly engaged workforce
  • Regularly communicate the vision and service team connection to our future

Operational Leadership

  • As a member of the executive leadership team, implement strategic initiatives in accordance with company's priorities
  • Lead consistent operating standards across service departments
  • Provide leadership and alignment across operational support functions including data analytics, quality control auditing, training, and workflow optimization resources
  • Representing the brand, manage service operations vendors
  • Establish and monitor KPIs to drive, accuracy, client delight and service standards of excellence

Analytics & Reporting

  • Oversee operational reporting, analytics, and performance insights to support data-driven decision-making
  • Confidence interpreting leading & lagging indicators
  • Utilize dashboards and reporting tools for actionable insights
  • Applied Epic experience preferred

Client Experience

  • Ensure service operations deliver a consistent, high-quality client experience, as measured through retention rates
  • Balance operational efficiency with a relationship-driven service model


Qualifications:

  • Align with company values
  • 12-15 years of operations leadership experience, preferably
  • Experience managing leaders of leaders and a strong track record in growing people
  • Strong analytical skills
  • High level of technical proficiency ( CRM, workflow tools)
  • Proven success in growth environments, leading process improvement and systems implementation
  • Strong EQ and communication skills


Please send your resume to Andree@Stafffinancial.com for immediate consideration.

Salary : $110,000 - $150,000

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