Client Operations Specialist

Client Operations SpecialistAt TruePoint, our product is our people. We're a seven-time Inc. 5000 fastest-growing company and a four-time Top 100 PR firm in the U.S, known for our commitment to top-tier talent and meaningful results.TruePoint operates in a hybrid work environment (3 days in office, 2 days remote) and offers competitive health benefits, a profit-sharing bonus plan, 401(k) with competitive matching, and ongoing professional development.As the Client Operations Specialist, you will own client delivery operations and growth enablement, ensuring that all logistical, financial, and operational components are executed with precision to support client satisfaction and revenue performance. This role requires strong attention to detail, analytical thinking, and the ability to manage multiple workflows in a fast-paced environment while aligning account teams, operations, and leadership. You will play a critical role in optimizing resource deployment, maintaining scope and billing integrity, and translating operational data into actionable strategies that improve client retention and margin health.Core Responsibilities:Support company & client budgeting and financial reporting:Create client-ready scopes of work, ensuring scope accuracy and alignment with billing logicOwn scope changes, PSA governance, and provide final invoice approvalCompile biweekly, monthly, quarterly, and annual reports in support of operations leadershipMonitor client absorption, utilization, and margin health, providing insights and recommendations to account leadsBuild and maintain reporting that supports forecasting, revenue tracking, and performance optimizationOwn client operations and systems management:Manage and maintain core client operations platforms, including Ruddr, HubSpot, and SharePointEnsure data integrity and process adherence across all client operations systemsSupport account staffing inputs and develop resourcing plans in partnership with leadershipContribute to agency business development:Own project management of new business pipeline and related deliverablesIdentify and pursue ideal clients, providing strategic and operational recommendationsLead and/or participate in presentations and discovery workDevelop scopes of work and contribute case studies to support agency growthProactively identify opportunities to retain and grow existing clientsClient Lifecycle:Facilitate client onboarding, including account setup, staffing alignment, and team introductionsEnsure onboarding processes are followed and documented accuratelyAct as liaison between client, operations, and account teams to ensure alignment and resolve issuesConduct periodic check-ins to support client satisfaction and performanceExecute client retention and recognition initiativesOversee the client off-boarding processQualifications:High attention to detail and accuracy, proactive communicator, and technically proficientStrong experience in financial reporting, scoping, and operational analysisAbility to interpret utilization and financial data into actionable recommendationsExperience managing systems such as Microsoft Excel, Outlook, Teams, and PSA or CRM tools4 to 6 years of agency or professional services experience strongly preferred.Bachelor's degree or equivalent experienceProfessional communication skills, both verbal and writtenTruePoint Communications is committed to a diverse and inclusive workplace. Additionally, we provide equal employment opportunities to all and prohibit discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.All offers of employment are conditioned upon the candidate's legal authorization to work in the United States. Candidates will be subject to a background screening as part of the application process.