Evolve

Client Operations Manager

Evolve$90K — $120K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in business, finance, or related field.
  • 5+ years of experience leading client-facing/account management teams in banking, payments, fintech, or BaaS.
  • Proven experience in building and scaling high-performing teams.
  • Strong understanding of payment and banking products (ACH, card services, vAccounts, core banking).
  • Familiarity with regulatory expectations in a financial institution.

Responsibilities

  • Lead, coach, and develop high-performing teams with clear accountability.
  • Oversee executive-level client escalations and key client relations.
  • Drive scalable account management processes for payments and banking.
  • Monitor client health metrics and lead quarterly business reviews.
  • Collaborate with Sales to enhance client retention and product adoption.
  • Act as a liaison between clients and internal teams (Risk, Compliance, Legal, Operations).
  • Establish strong operating rhythms and service standards for scalability.

Benefits

  • Comprehensive health and wellness programs.
  • Opportunities for professional development and career growth.
  • Flexible work arrangements and a supportive work culture.
Full Job Description
Job Summary:

The Client Operations Manager leads Evolve's Account Services and Implementation Services organization, overseeing Account Managers, Fintech Success Managers, Analysts, and Implementation Managers responsible for client delivery across payment and banking solutions. This role owns client experience, escalation management, team performance, and operational excellence across Evolve's fintech portfolio. The Client Operations Manager partners closely with Sales, Product, Operations, Risk, Compliance, and Technology to drive strong client outcomes, regulatory alignment, and portfolio growth while building a high-performing, scalable teams.

Main Job Tasks & Responsibilities:
  • Lead, coach, and develop a high-performing organization with clear accountability and performance standards.
  • Own executive-level oversight of client escalations, initiatives, and Tier 1 client relationships.
  • Drive consistent, scalable account management processes across payments and banking solutions.
  • Monitor client health, service metrics, and KPIs; lead QBRs and key client check-ins.
  • Partner with Sales to improve retention, expand product adoption, and grow existing client relationships.
  • Serve as a senior liaison between clients and internal teams, including Risk, Compliance, Legal, Operations, and core system vendors.
  • Build and maintain strong operating rhythms, documentation, and service standards that scale.

Education & Experience:
  • Bachelors degree in business, finance, or related field.
  • 5+ years leading client-facing or account management teams in banking, payments, fintech, or BaaS.

Key Competencies:
  • Proven people leader with experience building and scaling high-performing teams.
  • Strong knowledge of payment and banking products. (ACH, card services, vAccounts, core banking)
  • Understanding of regulatory expectations in a financial institution environment.
  • Strategic, analytical leader with strong executive communication skills.


About Evolve

Evolve is a real estate services company that provides property management, leasing, and brokerage services to clients in California. The company was founded in 2015 and is headquartered in Woodland Hills, California. Evolve's property management services include rent collection, maintenance, and tenant screening. The company's leasing services include marketing, showing, and screening potential tenants. Evolve's brokerage services include buying, selling, and leasing properties. The company is committed to providing high-quality services and exceptional customer service to its clients.
Learn more about Evolve
Size
100 employees
Industry

Similar Jobs

More Jobs at Evolve

More Finance & Insurance Jobs

Find similar Client Operations Manager jobs: