35 client operations director jobs at 25 companies in Berkeley, CA
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Director, Client Accounting Operations
San Francisco or United States
RemoteFull Time
Alta Advisors: Provides strategic finance and accounting for technology startups.
10+ YOE10+ years progressive accounting experience with multi-client delivery; proven people-management; systems fluency (QuickBooks Online, Excel, Google Sheets); experience with startup accounting, AI/automation, and process improvement.
AgileOne: Provides global workforce management and recruitment process outsourcing solutions.
7+ MgmtBachelor's degree or equivalent; minimum 7 years supervisory/management experience in workforce solutions; P&L and program management experience; proficiency with Microsoft Office (Excel, Word, PowerPoint, Outlook, Project, Visio); strong communication and labor law knowledge.
Windows, Email, Internet, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Microsoft Project, Microsoft Visio
City Wide Facility Solutions: Manages commercial building maintenance and professional janitorial services.
5+ YOE5+ MgmtBachelor's or equivalent; 5+ years in operations/account management; MS Office; CRM knowledge; budgeting; client and team leadership; strong communication and problem-solving.
Playbook: Transforms office buildings into hospitality-led workplace destinations.
5+ YOE5+ Mgmt5+ years managing fitness/wellness center operations, 2+ years planning tenant engagement, group fitness certification required, experience leading teams, driving revenue, and preparing client communications.
Senior Director, Business Strategy & Operations – North America Client Services (NACS)
San Francisco, California, United States
$211k-$369k/yrHybridFull Time
VisaNYSE: V: Global payment technology facilitating electronic funds transfers.
12+ YOESenior leader with extensive experience in strategy, transformation, and operations; accountable for operating models, capacity planning, P&L, process automation, AI-enabled workflows, and cross-functional governance.
San Francisco or Oakland or Washington or Maryland or New York or Florida
$155k-$165k/yrFieldFull Time
Compass GroupLondon Stock Exchange: CPG: Provides contract food and support services globally.
Multi-unit foodservice leadership with P&L responsibility, team development and client relationship skills; degree in hospitality/business or equivalent; proficiency with Microsoft Office; willingness to travel regularly within the region.
GreenWaste: Provides waste collection, recycling, and material recovery services.
Bachelor's degree or equivalent experience, strong analytical and problem-solving skills, expertise with Salesforce/HubSpot, project and process improvement experience, valid driver’s license, ability to travel for client/site visits.
Associate Director, Strategic Partnerships & Client Development (4638U), Berkeley Law - #86522
Berkeley, California, United States
$105k-$120k/yrHybridFull Time
University of California, Berkeley: Public research university offering undergraduate and graduate education.
Experience in strategic account management, client retention, contract renewals, and related revenue models; strong analytical, communication, and relationship-building skills; CRM experience; ability to lead cross-functional teams.
Asana, Salesforce, Microsoft Office, Google Workspace
Cresset: Cresset provides personalized wealth management and family office services.
10+ YOE5+ MgmtBachelor's degree or equivalent,10+ years in financial services,5+ years leading client service teams,strong operational, risk oversight,advisor partnership,analytical and communication skills,10–20% travel.
Fidelity, Pershing, Schwab, Salesforce, Addepar, Power BI
Morgan StanleyNYSE: MS: Global financial services firm providing investment and wealth management.
10+ YOE10+ years relevant experience, advanced degree or professional certification, active Series 7 and Series 66 or Series 63 and Series 65 required, strong leadership, client service, MS Office/Excel proficiency.
Alvarez & Marsal: Provides management consulting, restructuring, and business advisory services.
10+ YOEMinimum 10 years healthcare or consulting experience, strong financial modeling and client engagement skills, BA/BS (required) and MBA/MS (preferred), CPA/CFA a plus, advanced Excel and presentation abilities.
Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, Tableau, Power BI, SQL, SPSS
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
10+ YOE10+ years experience in financial services; advanced degree or professional certification; Series 7/66 or 63/65 licenses; leadership and client-service skills.
Frisco or New York City or San Francisco or Los Angeles or Chicago or Boston or London or United States
$182k-$345k/yrOnsiteFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
12+ YOE12+ years in managed/professional services with experience in client delivery, governance, onboarding, KPIs/SLAs, escalation management, and stakeholder influence; executive presence and operational discipline required; experience with workflow/automation/AI preferred.
IEQ Capital: Provides wealth management and investment services for high-net-worth clients.
6+ YOEBachelor's degree required, 6+ years wealth management experience, strong organizational and communication skills, familiarity with account operations, client relationship management; Salesforce/Fidelity experience and CFA/CFP/CAIA designations are a plus.
Applied MaterialsNASDAQ: AMAT: Produces equipment and services for chip and display manufacturing.
10+ YOE5+ MgmtSenior leadership with strategic direction, cross-functional collaboration, and strong client engagement; travel ~25%; proven track record in managing large programs and budgets.
Austin or New York City or San Francisco or Arlington or Washington or London or Amsterdam
HybridFull Time
BetterUp: Digital platform for professional coaching and employee mental fitness.
7+ YOE7+ years in client-facing delivery, operations, or strategy; experience building operational infrastructure, leading cross-functional initiatives, and managing a small team; commercial and data fluency; AI/automation experience.
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
10+ YOE10+ years in financial services underwriting and operations for high-net-worth clients; expertise in complex credit structures; team leadership; program-level negotiation; bachelor’s required, advanced preferred.