Operations & Client Experience Manager Position

We’re building something special here, and we’re looking for the right person to grow alongside us.

This is a part-time, hybrid, remote position requiring one in-person meeting per week.

Applicants must live within Morris, Somerset, or Sussex counties, NJ.

This is a long-term role with opportunity to grow into a senior operations position

You’ll THRIVE here if…

  1. You have CRM, client-relation, service-based experience

  2. You are an executor AND you enjoy:

  • Turning messy ideas into clean processes

  • Writing SOPs, checklists, and workflows

  • Owning projects start to finish

  • Protecting standards and enforcing them

  • Making things run smoothly behind the scenes

  • Creating training modules and attention to detail

This role IS NOT for you if…

  • You are not comfortable working with tech like AI & CRMs

  • You need constant direction or motivation

  • You dislike structure, documentation, or process

  • You prefer flexibility over responsibility

  • You cannot work independently

  • You do not enjoy being part of a team

  • You cannot commit to a minimum 15-20 hours per week

  • You cannot commit long-term

Responsibilities

Operations & Systems

  • Turn existing ideas and conversations into documented SOPs

  • Build and maintain training materials

  • Implement onboarding and offboarding systems

  • Maintain internal operations documentation

  • Track what exists, what’s missing, and what needs updating

  • Ensure safety, access, and client protocols are followed consistently

Client Experience

  • Manage client touchpoints (cards, gifts, check-ins, milestones)

  • Coordinate special moments (anniversaries, losses, major life events)

  • Ensure clients feel known, remembered, and cared for

  • Help implement systems that increase retention and referrals

  • Uphold brand standards in every client-facing interaction

Implementation & Execution

  • Own projects from idea to completion

  • Create timelines and hold them

  • Follow up without being asked

  • Flag risks before they become problems

If you’ve made it this far and this position resonates with you, we’d love for you to take the next step and apply below.