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.

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