Client Success Operations Manager

Position Title: Client Success Operations Manager

Location: Tulsa, OK

Pay: $70,000 - $75,000 / Annually

Schedule: M-F, 8-5 - Hybrid

Benefits: This position is eligible for medical, dental, vision, and 401(k)

The Client Success Operations Manager is responsible for optimizing client success processes, improving operational efficiency, and supporting the delivery of exceptional client experiences. This role serves as the operational backbone of the Client Success team by managing systems, workflows, reporting, and cross-functional coordination to ensure client satisfaction, retention, and long-term growth.

The ideal candidate is analytical, highly organized, and collaborative, with strong experience in client operations, process improvement, and performance tracking.

• Design, implement, and optimize client success workflows, processes, and operational standards.
• Support Client Success leadership with strategic planning, forecasting, and performance tracking.
• Ensure consistent execution of client onboarding, engagement, renewal, and retention processes.
• Identify operational gaps and implement scalable solutions to improve client outcomes.

• Develop and maintain dashboards, KPIs, and reporting related to client health, retention, and satisfaction.
• Analyze client success metrics to identify trends, risks, and growth opportunities.
• Provide actionable insights to leadership to improve operational performance.
• Maintain data accuracy across CRM and client management platforms.

• Serve as primary administrator for client success technologies (CRM, project management, customer success platforms).
• Implement automation and process improvements to increase efficiency and reduce manual work.
• Partner with IT, Sales, and Operations teams to ensure system integration and data alignment.

• Act as a liaison between Client Success, Sales, Operations, Marketing, and Finance teams.
• Support handoffs between departments to ensure seamless client lifecycle management.
• Align operational initiatives with company growth and customer experience goals.

• Support development of client engagement strategies and success programs.
• Monitor client feedback, satisfaction scores, and escalation trends.
• Assist leadership in creating retention strategies and client success initiatives.

• Bachelor’s degree in Business Administration, Operations, Communications, or related field preferred.
• 3–7 years of experience in Client Success, Customer Operations, Account Management Operations, or Business Operations.
• Strong experience working with CRM systems (Salesforce, Hub Spot, or similar platforms).
• Advanced analytical and reporting skills.
• Proven ability to streamline processes and improve operational efficiency.
• Excellent communication, project management, and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.

• Operational Strategy & Execution
• Process Improvement & Automation
• Data Analysis & Reporting
• Client Lifecycle Management
• Cross-Functional Leadership
• Problem Solving & Strategic Thinking
• Relationship Management

• Experience supporting SaaS, staffing, professional services, or client-driven organizations.
• Knowledge of customer success methodologies and retention strategies.
• Experience implementing scalable operational frameworks.

Addison Group is an Equal Opportunity Employer. Addison Group provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, national origin, age, disability, genetic information, marital status, amnesty, or status as a covered veteran, in accordance with applicable federal, state, and local laws. Reasonable accommodation is available for qualified individuals with disabilities upon request.