Manager, Client Services

Job Description

Job Description

Client Services Manager

Plano, TX (Hybrid – 4 Days Onsite Weekly)
Full-Time

Salary: $90,000 – $100,000 + 15% Bonus Opportunity

About O’Neil Digital Solutions

Founded in 1973, O’Neil Digital Solutions (ODS) is a leading technology and business process solutions provider specializing in complex communications, document management, print and mail operations, and digital transformation services. We support enterprise clients across Financial Services, Healthcare, Transportation, and Digital Media through innovative technology, operational excellence, and white-glove client service.

ODS provides end-to-end solutions including electronic document delivery, automated composition, high-speed digital printing, fulfillment services, warehousing, systems integration, and infrastructure management. With headquarters in Los Angeles and operations throughout Texas and North Carolina, ODS delivers scalable solutions to organizations nationwide.

Position Summary

O’Neil Digital Solutions is seeking a Client Services Manager to support our growing Financial Services vertical. This is a highly visible, client-facing leadership role responsible for managing strategic client relationships, overseeing daily operational execution, and supporting a small team within a fast-paced production and project environment.

This role is ideal for a hands-on working manager who can successfully balance direct client interaction, project management responsibilities, and team oversight. The Client Services Manager will help launch and stabilize new client projects and large-scale initiatives before transitioning accounts to Senior Client Advisors for long-term management.

The ideal candidate brings strong relationship management skills, external client-facing project management experience, operational coordination expertise, and the ability to thrive in deadline-driven environments.

What You’ll Do

• Serve as a primary point of contact for enterprise clients within the financial services sector
• Build and maintain strong client relationships through proactive communication and operational support
• Manage and oversee day-to-day production workflows, project execution, and service delivery activities
• Lead and support a small team of approximately 3–5 team members
• Partner cross-functionally with Operations, IT, Production, Engineering, and Client Services teams to ensure successful project execution
• Monitor service levels, SLAs, KPIs, production quality, and operational timelines
• Help onboard, launch, and stabilize large projects and new client implementations before transitioning to senior leadership
• Track project tasks, timelines, escalations, and deliverables using Jira, MS Planner, MS Project, and related tools
• Research and resolve operational or production-related issues while maintaining a high level of client satisfaction
• Maintain reporting, project documentation, SOPs, and client communication records
• Participate in continuous improvement initiatives focused on operational efficiency and customer experience

What We’re Looking For

Required Qualifications

• 3–5 years of experience in client services, account management, project management, or operational leadership roles
• Previous experience managing or mentoring small teams (3–5 employees)
• Strong client-facing experience with the ability to build trusted relationships
• Experience managing external client projects, not solely internal operational projects
• Strong communication, organization, and problem-solving skills
• Ability to manage multiple priorities in a fast-paced environment
• Experience working in cross-functional operational or production environments

Preferred Qualifications

• Financial services industry experience strongly preferred
• Prior experience in print, mail, production, document management, or communications operations is a plus
• Experience with Salesforce, Jira, MS Planner, and MS Project preferred
• Knowledge of SLA/KPI tracking and operational reporting
• Bachelor’s degree preferred, but equivalent experience will be considered

Ideal Candidate Profile

The ideal candidate is a relationship-driven working manager who is comfortable rolling up their sleeves while also leading others. They are highly organized, operationally minded, and thrive in environments where client communication, execution, and accountability are critical.

Successful candidates will have experience:

• Managing enterprise or high-touch client relationships
• Leading client-facing projects from kickoff through stabilization
• Coordinating across operations, production, and technical teams
• Navigating fast-paced, deadline-driven environments
• Delivering exceptional service while balancing competing priorities

This role is best suited for someone who enjoys both strategic client interaction and hands-on operational execution.

Compensation & Benefits

• Salary Range: $90,000 – $100,000 annually + 15% bonus opportunity
• Hybrid work schedule (4 days onsite in Plano)
• Comprehensive benefits package
• Career growth opportunities within a growing organization
• Collaborative and team-oriented environment

Why Join ODS?

At ODS, you’ll have the opportunity to work alongside experienced leaders supporting enterprise-level clients in highly visible environments. We value collaboration, innovation, accountability, and strong client partnerships. This role offers significant exposure, career development potential, and the ability to make a direct impact on client success and operational excellence.

Equal Opportunity Employer

O’Neil Digital Solutions is an Equal Opportunity Employer committed to fostering a diverse and inclusive workplace. All employment decisions are based on qualifications, merit, and business needs without regard to race, color, religion, sex, age, disability, veteran status, sexual orientation, gender identity, or any other protected status under applicable law.

Founded in 1973, O’Neil Digital Solutions (ODS) is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for a multitude of business verticals including Financial Services, Digital Media, Healthcare, and Transportation industries. ODS provides high-touch bespoke software engineering, systems integration, and infrastructure management services to clients of all sizes and industries. From large scale mass communication projects to highly secure and confidential data analytics using Big Data frameworks like Hadoop and AWS Redshift, ODS has a broad set of proven technical capabilities that help companies make complex digital transformations. ODS offers state of the art publishing solutions through our customer-centric applications and services include electronic document delivery, web applications, high-speed digital printing (color and black & white), automated composition, offset printing, warehousing and fulfillment services. ODS is headquartered in Los Angeles, CA and also has offices/plants in Texas and North Carolina centrally located to serve clients across the country.

Company Description

Founded in 1973, O’Neil Digital Solutions (ODS) is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for a multitude of business verticals including Financial Services, Digital Media, Healthcare, and Transportation industries. ODS provides high-touch bespoke software engineering, systems integration, and infrastructure management services to clients of all sizes and industries. From large scale mass communication projects to highly secure and confidential data analytics using Big Data frameworks like Hadoop and AWS Redshift, ODS has a broad set of proven technical capabilities that help companies make complex digital transformations. ODS offers state of the art publishing solutions through our customer-centric applications and services include electronic document delivery, web applications, high-speed digital printing (color and black & white), automated composition, offset printing, warehousing and fulfillment services. ODS is headquartered in Los Angeles, CA and also has offices/plants in Texas and North Carolina centrally located to serve clients across the country.