Source Job

$85,000–$100,000/yr

  • Serve as operational partner and right hand to the Head of Services, overseeing daily workflows and ensuring consistency across advisors and coaches.
  • Own the end-to-end billing process, including invoicing, reconciliation, audits, and revenue tracking, automating whenever possible.
  • Maintain and manage the compliance calendar, ensuring timely completion of filings, annual reviews, and required testing.

Operations Client Service Google Sheets Billing Compliance

20 jobs similar to RIA Operations Manager

Jobs ranked by similarity.

Global

  • Support client portfolios and ensure customer satisfaction.
  • Plan, track, and close client projects.
  • Support onboarding, scheduling, and communication with field employees.

Welo Data, a Welo Global brand, is the multilingual data and evaluation partner for foundation labs and enterprises deploying GenAI systems globally. They deliver the human judgment, data infrastructure, and evaluation systems that ensure AI models perform reliably across languages, cultures, and real-world contexts.

US

  • Own end-to-end billing operations across the full claims lifecycle.
  • Lead and manage a team of 4+ offshore support staff setting priorities, assigning workstreams, and reviewing output.
  • Manage a high volume of billing questions and escalations from vendors and internal teams.

Prosper Health aims to improve the lives of autistic and neurodivergent adults by delivering specialized mental health services covered by insurance. The company is experiencing rapid growth with a team of over 400 clinicians and a focus on high-ownership and mission-driven culture.

$75,000–$85,000/yr
US

  • Owns end-to-end billing, invoicing, and accounts receivable, including collections, cash flow tracking, and revenue recognition.
  • Manages the work order and billing process, ensures accuracy, and partners with operations and corporate accounting to improve workflows.
  • Supports forecasting, month-end close, reconciliations, and handles accounts payable for day-to-day financial operations.

Delta Digital builds a portfolio of media brands focused on informing and entertaining people in pursuit of their passions. It is a rapidly growing team in the digital media industry, offering a dynamic work environment with opportunities for professional advancement.

$65,000–$70,000/yr
US

  • Responsible for the timely submission of electronic invoices and accruals to clients on monthly basis.
  • Act as liaison between billing attorney/secretarial staff, and clients' staff assigned to electronic billing by providing expert level subject matter support.
  • Populate, maintain, and update data for assigned clients in the billing system and clients' external web applications.

Williams Lea is a global business support services company delivering world-class business solutions with over 200 years of experience. They specialize in skilled administrative support, document production, presentation design, and marketing and communications services. With a presence in North America, the UK, Europe, and Asia Pacific, they have thousands of employees globally, all working together to help their clients operate more efficiently and effectively.

$110,000–$300,000/yr
US 3w PTO 20w maternity 20w paternity

  • Lead and coach the US Operations team, aligning team goals with overall company objectives.
  • Own critical operational processes including trading, reconciliation, onboarding, risk assessment, account management, and money transfers.
  • Partner with internal and external teams to anticipate business needs, enhance processes, and navigate trade-offs between efficiency, complexity, controls, user experience, and compliance.

Arta is a financial technology company that makes sophisticated AI-driven investment tools, alternative assets, and private market access available to a global audience beyond the ultra-wealthy. It is a dynamic company with a talented team that values trust, teamwork, adaptability, innovation, and collaboration in a vibrant work environment.

US

  • Own a portfolio of jurisdictions and act as the operational lead for everything regulatory that happens in those geos.
  • Partner closely with engineering and product to drive requirements development and shape how registration and compliance products are customized per market.
  • Translate policy and legal direction into operational playbooks and translate field signal back into product priorities.

Breezy is a global, two-sided marketplace company.

Global

  • Oversee the client’s Skool community group, ensuring questions are answered and engagement is high
  • Schedule and manage program-related emails, including reminders, updates, and event notifications
  • Support billing inquiries, including payment tracking and coordination with the finance team

We are looking for a highly organized and people-focused Program Manager to support the day-to-day operations of one of our client communities. This role blends customer success, operations, and community engagement.

$79,200–$103,500/yr
US Unlimited PTO

  • Assist team on a smooth end-to-end billing process
  • Investigate, document, and follow up on denials and underpayments
  • Complete recurring work queues on a monthly basis

Omada Health is reverse engineering healthcare delivery, focusing on the space between doctor visits. They offer virtual-first models with human-led care teams, connected devices, and AI to support chronic conditions and have served over two million members across 2,000+ organizations.

US Unlimited PTO

  • Partner with accounting and revenue teams to ensure invoices are generated accurately.
  • Lead monthly ARR and revenue review processes across business units.
  • Oversee order administration processes related to customer expansion orders.

Cordance accelerates the growth of vertically focused B2B SaaS companies through acquisition and long-term tactical and financial guidance. They are experienced operators and subject-matter experts with a passion for software and building businesses.

US

  • Manage a high volume of patient-facing and internal billing questions.
  • Work claims end-to-end via our clearinghouse, partnering with stakeholders.
  • Support efforts to streamline existing RCM processes and ad-hoc RCM projects.

Nourish is on a mission to improve people’s health by making it easy to eat well. They are building an AI-native, patient-friendly healthcare system centered on nutrition. They have 100s of 1000s of patients and 1000s of dietitians on their platform and have raised $115M from top-tier VCs.

$139,200–$208,800/yr
US Unlimited PTO

  • Lead, manage, and develop a team of operations professionals across CSM Ops, Renewals Ops, and PS Ops.
  • Partner with Revenue Technology to represent and prioritize CX operational requirements for Customer Success and Professional Services systems.
  • Drive improvement in PS and CSM bookings and revenue forecasting processes, reducing reliance on manual aggregation.

GitLab is the intelligent orchestration platform for DevSecOps. They enable organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. GitLab has over 50 million registered users and according to their data, more than 50% of the Fortune 100 trust GitLab.

$165,000–$185,000/yr
US Unlimited PTO

  • Lead core Revenue Operations functions across Sales Operations, Client Success Operations, and Deal Desk.
  • Lead the design, standardization, documentation, and continuous improvement of core go-to-market processes.
  • Deliver accurate, timely dashboards, executive reporting, and actionable insights across sales performance, customer retention, forecast risk, conversion trends, and productivity.

SugarAI is redefining CRM for the age of AI. They are delivering on the original promise of CRM—turning fragmented customer and revenue signals into clear, prioritized action. They are a global team united by a shared commitment to impact, ownership, and continuous growth.

$70,000–$132,000/yr
Global

  • Own the CEO's calendar end-to-end for scheduling, prioritizing, and protecting time for deep work and strategic thinking.
  • Triage the CEO's inbox and Slack daily, handling correspondence, drafting high-quality external communications, and serving as the primary contact point.
  • Book and manage complex, multi-city travel, logistics, and expense reconciliation while anticipating complications and maintaining follow-through on commitments.

WellTheory is a digital health company helping people with autoimmune conditions take control of their health through personalized care, nutrition guidance, and ongoing coaching. It is a mission-driven, remote-first startup that has grown 10x in membership and 5x in revenue in the past year, building an AI-forward team in a high-ownership, fast-moving environment.

$120,000–$120,000/yr
US

  • Spearhead financial operations and reporting functions.
  • Design complex month-end closing cycles & maintain internal controls.
  • Automate workflows, ensure audit readiness, & foster continuous improvement.

FEVO, Inc. focuses on providing services that handles personal information responsibly and in accordance with applicable law. They respect the privacy rights of individuals and are committed to handling personal information responsibly. Information on company size and culture was not included in the job description.

$800–$1,000/mo
US

  • Support business development efforts by researching potential clients and maintaining prospect lists.
  • Assist with client outreach, follow-ups, and proposal preparation.
  • Help manage and update company social media accounts and online presence.

We are a fast-growing U.S.-based facilities management company managing repair and maintenance operations for national clients. We work with a network of vendors across the U.S. and a remote operations team internationally.

$90,000–$130,000/yr
US

  • Manage accounts payable and accounts receivable processes
  • Prepare and route standard forms, contracts, and operational documents
  • Manage software subscriptions, renewals, and vendor accounts

IV.AI is the world's smartest AI platform with a focus on enterprise, building big ML models that outperform industry standards. The company has grown fast but aims to retain the scrappy nature, with an inclusive, hardworking, and collaborative culture valuing people regardless of their background.

Unlimited PTO

  • Onboard teams to train their entire RCM staff on billing best practices.
  • Provide reporting training, particularly in the areas of accrual accounting and AR.
  • Establish and nurture relationships with client stakeholders and billing personnel.

Prompt is revolutionizing healthcare by delivering highly automated and modern software to rehab therapy businesses, teams, and patients. As the fastest growing company in the therapy EMR space, they are looking to bring on a Senior Billing Success Manager.

$50,004–$62,431/yr
Canada

  • Serve as the primary point of contact for quoting and renewal support on the CS side, troubleshooting issues in Salesforce and our quoting tools.
  • Help shape the CS tech stack of the future, whether that means optimizing existing tools, sunsetting what isn't working, or experimenting with new approaches that combine AI and automation.
  • Build and maintain lifecycle processes, playbooks, and automation rules that support customer outcomes and business growth

Affinity's Relationship Intelligence platform empowers dealmakers to find, manage, and close more deals by using data exhaust from interactions. They have more than 3,000 customers worldwide and are backed by Silicon Valley firms, and have been Fortune Best Workplaces certified for 5 years.

US

  • Build the RevOps roadmap and run the initiatives that move strategy forward.
  • Build the models behind unit economics, LTV:CAC, payback periods, and the ROI of every GTM bet they make.
  • Own the HubSpot instance: pipeline configuration, custom properties, workflow automation, data governance.

INNERGY is transforming the woodworking industry with purpose built, cloud based ERP software designed exclusively for custom manufacturers. Founded in 2016, they are a globally distributed team of 200 plus professionals united by deep software expertise and a shared passion for solving meaningful, real world problems. They value collaboration, creativity, and ownership, and they are intentional about building not only powerful products, but also a culture where people feel supported, heard, and inspired to do their best work.

US

  • Serve as HubSpot administrator and internal subject matter expert, managing pipeline configuration, automation, permissions, and reporting.
  • Design scalable workflows that align Sales, Marketing, and Customer Success.
  • Translate CRM and marketing data into actionable insights for the Chief Growth Officer and leadership team.

Shine Early Learning aims to eliminate the gap between children’s inherent potential and their achievement in school and life. As part of the Strategy & Growth team, you’ll help build the systems and infrastructure that make mission-aligned growth possible.