Client Operations Specialist Jobs
Client operations specialist jobs are open across fintech, healthcare, SaaS, and financial services, from entry-level associate to senior and team-lead roles, with specializations in client onboarding, account management support, and service delivery coordination. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 44+ Client Operations Specialist jobs
Join the People Helping People
Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.
The Opportunity:
The Client Delivery Analyst II supports the successful implementation of various complex financial institution debit and/or credit projects and initiatives. Incumbent will participate in client consultation on business and technical requirements. Incumbent will also assume technical leadership role for assigned implementations, and coordinate all phases of operational implementation of technical deliverables.
Day in the Life:
Meet with client to discuss specifications, work with client and vendors to determine project options, and facilitate meeting with key client personnel as needed.
Complete Gap Analysis, as needed, to define system set-up requirements.
Provide consulting and guidance to client on the best approach to meet their business requirements for assigned implementations.
Understand client business requirements; communicate between technical groups at client and vendor locations and data map technical files between systems.
Work with client staff and vendors to execute the project plan, ensuring technical tasks are completed accurately and on time.
Identify and report outstanding issues to the assigned project manager; assist with issue resolution.
Ensure quality in implementation process; Communicate technical aspects and requirements of Implementations with third-party vendors and internal Project Support Team.
Validates system parameters and conducts testing; modifying program parameters when necessary.
Provide technical support to clients during the design, development, and implementation phases of the project.
Provide extended hour post-implementation support for projects, and occasional on-site support as needed.
Follows change control and appropriate change management processes.
Develops working relationships with clients and internal business partners/ project team members to effectively communicate and successfully deliver complex project implementations.
Assist with identifying improvements to the defined processes within the department.
Understand and complete tasks associated with various types of department projects; perform other duties as assigned.
Provide after-hours on-call support for project installations as needed.
Perform other duties as assigned.
Qualifications:
Associates degree in related field and/or equivalent combination experience and education is required.
Bachelor’s degree preferred.
Three (3) years of related experience in the payment processing industry required.
Thorough understanding of payment card products, support services and processes required or current contractor resource in same or equivalent position performing all job requirements with Velera.
About Velera
At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera.
Pay Equity
$67,700.00 - $86,300.00 - $104,900.00 of salary rangeThe anticipated hiring range for this position is typically between the minimum and midpoint of the posted salary range; however, actual compensation may vary based on a variety of factors, including relevant experience, skills and qualifications, education, internal equity, and overall business and budget considerations. Velera is committed to providing competitive compensation that reflects both individual role and responsibilities, individual performance, and market.
Great Work/Life Benefits!
Competitive wages
Medical with telemedicine
Dental and Vision
Basic and Optional Life Insurance
Paid Time Off (PTO)
Maternity, Parental, Family Care
Community Volunteer Time Off
12 Paid Holidays
Company Paid Disability Insurance
401k (with employer match)
Health Savings Accounts (HSA) with company provided contributions
Flexible Spending Accounts (FSA)
Supplemental Insurance
Mental Health and Well-being: Employee Assistance Program (EAP)
Tuition Reimbursement
Wellness program
Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions
Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.
Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster . Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.
Velera is an E-Verify Employer. Review the E-Verify Poster here . For information regarding your Right To Work, please click here .
This role is currently not eligible for sponsorship.
As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at recruiters@velera.com for assistance.
Join the People Helping People
Velera is the nation’s premier payments credit union service organization (CUSO) and an integrated fintech solutions provider. The company serves more than 4,000 financial institutions throughout North America, operating with velocity to help our clients keep pace with the rapid momentum of change and fuel growth in the new era of financial services. Our purpose: We accelerate partners’ success through innovative financial technology solutions and inspired service.
The Opportunity:
The Client Delivery Analyst II supports the successful implementation of various complex financial institution debit and/or credit projects and initiatives. Incumbent will participate in client consultation on business and technical requirements. Incumbent will also assume technical leadership role for assigned implementations, and coordinate all phases of operational implementation of technical deliverables.
Day in the Life:
Meet with client to discuss specifications, work with client and vendors to determine project options, and facilitate meeting with key client personnel as needed.
Complete Gap Analysis, as needed, to define system set-up requirements.
Provide consulting and guidance to client on the best approach to meet their business requirements for assigned implementations.
Understand client business requirements; communicate between technical groups at client and vendor locations and data map technical files between systems.
Work with client staff and vendors to execute the project plan, ensuring technical tasks are completed accurately and on time.
Identify and report outstanding issues to the assigned project manager; assist with issue resolution.
Ensure quality in implementation process; Communicate technical aspects and requirements of Implementations with third-party vendors and internal Project Support Team.
Validates system parameters and conducts testing; modifying program parameters when necessary.
Provide technical support to clients during the design, development, and implementation phases of the project.
Provide extended hour post-implementation support for projects, and occasional on-site support as needed.
Follows change control and appropriate change management processes.
Develops working relationships with clients and internal business partners/ project team members to effectively communicate and successfully deliver complex project implementations.
Assist with identifying improvements to the defined processes within the department.
Understand and complete tasks associated with various types of department projects; perform other duties as assigned.
Provide after-hours on-call support for project installations as needed.
Perform other duties as assigned.
Qualifications:
Associates degree in related field and/or equivalent combination experience and education is required.
Bachelor’s degree preferred.
Three (3) years of related experience in the payment processing industry required.
Thorough understanding of payment card products, support services and processes required or current contractor resource in same or equivalent position performing all job requirements with Velera.
About Velera
At Velera, inclusion isn’t an initiative – it’s how we work. Guided by a people‑helping‑people philosophy, we cultivate a culture where every employee feels valued, respected and empowered to do their best work. We’re committed to building a diverse workforce and fostering meaningful connection across our teams. Through a remote‑first, flexible environment, we prioritize psychological safety, wellbeing and belonging so individuals and teams can collaborate to thrive. Together, we’re shaping a new era of secure, innovative solutions for the clients and communities we serve. Learn more about what it’s like to work at Velera.
Pay Equity
$67,700.00 - $86,300.00 - $104,900.00 of salary rangeThe anticipated hiring range for this position is typically between the minimum and midpoint of the posted salary range; however, actual compensation may vary based on a variety of factors, including relevant experience, skills and qualifications, education, internal equity, and overall business and budget considerations. Velera is committed to providing competitive compensation that reflects both individual role and responsibilities, individual performance, and market.
Great Work/Life Benefits!
Competitive wages
Medical with telemedicine
Dental and Vision
Basic and Optional Life Insurance
Paid Time Off (PTO)
Maternity, Parental, Family Care
Community Volunteer Time Off
12 Paid Holidays
Company Paid Disability Insurance
401k (with employer match)
Health Savings Accounts (HSA) with company provided contributions
Flexible Spending Accounts (FSA)
Supplemental Insurance
Mental Health and Well-being: Employee Assistance Program (EAP)
Tuition Reimbursement
Wellness program
Benefits are subject to generally applicable eligibility, waiting period, contribution, and other requirements and conditions
Velera is an Equal Opportunity Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, citizenship status, or membership in any other group protected by federal, state or local law.
Velera is an Equal Opportunity Employer that complies with the laws and regulations set forth in the following "EEO is the Law" Poster . Velera will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the legal duty to furnish information.
Velera is an E-Verify Employer. Review the E-Verify Poster here . For information regarding your Right To Work, please click here .
This role is currently not eligible for sponsorship.
As an ongoing commitment to reasonably accommodate individuals with disabilities please contact a recruiter at recruiters@velera.com for assistance.
See All 44 Client Operations Specialist Jobs
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Find JobsClient Operations Specialist Job Market
Who's Hiring
Top Industries Hiring
- Accounting & Auditing
- Technology & Software
What Employers Look For
The qualifications that appear most often in client operations specialist jobs.
- Two or more years of experience in client services, account management, or customer success roles
- Proficiency with CRM platforms and ticketing or project management tools
- Strong written and verbal communication skills for client-facing correspondence
- Ability to manage multiple client accounts or onboarding projects simultaneously
- Bachelor's degree in business, communications, or a related field
- Experience with data reporting and creating client-facing performance summaries
Tips for Your Client Operations Specialist Job Search
Tailor your resume to onboarding metrics
Client operations roles live and die by onboarding speed and client retention. Rewrite your bullet points to show time-to-activation, client satisfaction scores, or escalation resolution rates rather than vague responsibilities. Hiring managers notice specific operational outcomes immediately.
Apply early to roles that fit
Migrate Mate lists client operations specialist openings from across the United States in one place, so you can find roles that match and apply directly to each listing.
Target postings by client tier or segment
Many postings specify enterprise, mid-market, or SMB clients. Apply to roles that match the client segment you have the most experience managing, since interviewers will probe deeply on how you handle escalations, renewals, and communication cadences for that specific tier.
Prepare a client scenario for interviews
Expect at least one behavioral question about a difficult client situation. Have a structured example ready that covers what triggered the issue, the steps you took to resolve it, and the measurable outcome. Generic answers about being a team player won't land as well as a specific client story.
Highlight cross-functional coordination experience
Client operations specialists often sit between sales, product, and support teams. On your resume and in interviews, name the internal teams you partnered with and describe how you moved information or resolved blockers between them. That cross-functional fluency is frequently what separates finalists.
Negotiate on scope, not just salary
When you receive an offer, ask about the client-to-specialist ratio and whether you'll own onboarding end-to-end or hand off mid-process. These structural factors directly affect your workload and growth potential, and they're often negotiable before you sign.
Client Operations Specialist Jobs: Frequently Asked Questions
Which companies are hiring the most client operations specialists?
The most active employers for client operations specialists right now are BNY, Paylocity, and JPMorganChase, and the most openings are in New York, Illinois, and Pennsylvania, based on current listings on Migrate Mate as of November 2026. Financial services, SaaS, and healthcare technology companies consistently post the highest volume of these roles.
How many client operations specialist jobs are remote?
About 42% of client operations specialist openings are fully remote or hybrid as of November 2026, reflecting the role's heavy reliance on digital communication tools rather than in-person client interaction. Onboarding coordination and account support sub-functions tend to have the highest share of remote-eligible postings, while roles tied to enterprise client visits or on-site implementation work are more likely to require a physical presence.
How do you become a client operations specialist?
Start by building experience in a customer-facing role such as customer support, inside sales coordination, or account management assistance, where you handle client communication and learn to resolve service issues. From there, move toward roles that involve onboarding workflows or cross-functional coordination. Strengthen your proficiency with CRM systems and reporting tools, then apply to client operations specialist positions that match the industry and client segment where your experience is deepest.
Can I get a client operations specialist job with little experience?
Yes, many employers hire candidates with one to two years in adjacent roles such as customer support, sales operations, or administrative coordination. Focus your application on transferable skills like client communication, issue tracking, and process documentation. Smaller companies and startups are often more open to candidates who show strong organizational instincts and a willingness to own client relationships from day one, even without a formal operations title on their resume.
What does the client operations specialist interview process look like?
Most processes run three to four stages. The first is a recruiter screen covering your background and interest in the role. The second is a hiring manager interview focused on your client management experience and how you handle difficult situations. A third round often includes a case study or scenario exercise where you walk through how you would onboard a new client or resolve a service escalation. Final rounds may bring in a cross-functional team member from sales or product.
Where can I find and apply to client operations specialist jobs?
You can find and apply to client operations specialist jobs on Migrate Mate, which lists current openings from companies across the United States. Search for roles that match your experience level and industry focus, then apply directly to each listing that fits your background.
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