Jarvis

Client Operations Specialst

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: TYPE OF WORK

Full Time

: SALARY

TBD

: HOURS PER WEEK

40

: DATE UPDATED

Oct 9, 2026

JOB OVERVIEW

We are looking for a highly organized, client-facing Client Operations Specialist to support a solo professional or small U.S.-based professional services practice.

This role is ideal for someone who is comfortable managing client workflows, keeping records up to date, handling inbox triage, drafting client communications, and making sure follow-ups happen consistently and on schedule.

Required Experience
To manage client workflows, including flows, proposals, contracts, invoices, and related client processes a hands-on experience using at least one of the following client-management platforms is required:

Dubsado
HoneyBook
17hats
Bonsai

You must also have experience with:

Maintaining an Airtable base and keeping pipeline/client records accurate as work progresses.

Supporting a U.S. professional or small professional services business in a client-facing capacity.

Triaging a professional's inbox according to a written escalation rule and being able to clearly explain when an email should be escalated versus handled independently.

Drafting client-facing emails in another person's voice for their review and approval.

Running a structured follow-up cadence, following a defined schedule and logging every client touchpoint.

Managing multiple client-related tasks while maintaining accuracy, consistency, and confidentiality.

Key Responsibilities
Client & Workflow Management
Manage and update client workflows in Dubsado.

Monitor proposals, contracts, invoices, forms, and workflow stages.

Ensure client tasks move forward without unnecessary delays.

Maintain accurate client and pipeline information in Airtable.

Inbox & Communication
Monitor and triage the professional's inbox.

Follow established escalation rules and flag items requiring the professional's attention.

Draft polished client-facing emails in the professional's established voice and style.

Prepare communications for approval when required.

Maintain a professional, warm, and consistent client experience.

Follow-Up & Pipeline Management
Execute scheduled client follow-ups consistently.

Track every outreach attempt and response.

Update Airtable records as conversations and project stages change.

Identify overdue or stalled items and bring them to the appropriate person's attention.

What We're Looking For
Demonstrated experience supporting a solo professional or small U.S. professional services practice.

Strong hands-on Dubsado experience.

Excellent written English and professional communication skills.

Highly organized and detail-oriented.

Comfortable working independently from written processes and SOPs.

Reliable with deadlines and recurring follow-up tasks.

Able to exercise good judgment about what to handle independently and what to escalate.

Comfortable working in a client-facing environment.

Strong attention to detail when updating records and documenting client interactions.

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Job Post	Reporter	Rank	Reason	Date

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Jarvis

Client Operations Specialst

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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