Job details

Job Role

Operations Manager - Finance & Accounting - US


Work Location

Houston, TX


State / Region / Province

Texas


Country

USA


Domain

Operations


Interest Group

IBPO USA


Company

IBPO USA


Requisition ID

151684BR


Senior Operations Manager - Finance Services Engagement Manager
Location: Houston, TX
On-Site
As a senior Operations Manager in an Engagement Manager role, the responsibilities are as below:

  • Identify, evaluate, and pursue new business opportunities within existing and prospective client accounts.
  • Provide strategic account intelligence and recommendations to support proactive client engagement and revenue growth.
  • Develop proposals, Statements of Work (SOWs), and business solutions in partnership with Procurement, Legal, Finance, and Delivery teams.
  • Assess customer business requirements and align organizational capabilities to deliver value-driven solutions.
  • Conduct competitive analysis and market assessments for assigned client portfolios.
Client Relationship Management
  • Build and maintain relationships with senior client executives and key stakeholders across multiple business functions.
  • Lead executive meetings, customer visits, governance reviews, and engagement activities.
  • Serve as the primary point of contact for portfolio performance reviews, escalation management, and risk mitigation activities.
  • Monitor customer satisfaction metrics and implement service improvement initiatives based on customer feedback.
  • Coordinate participation in industry events, conferences, and client engagement activities that strengthen strategic partnerships.
  • Collaborate with Delivery Management, Finance, Legal, and Service Line leadership to resolve customer concerns and improve account performance.
Leadership & People Management
  • Manage and oversee teams supporting assigned accounts, programs, and operational initiatives.
  • Assign work, establish goals, monitor performance, and ensure successful execution of client commitments.
  • Provide technical and managerial guidance to solution development and delivery teams.
  • Support employee development through coaching, mentoring, training programs, and performance management processes.
  • Participate in recruiting activities, including leading interview panels for senior-level positions.
  • Provide recommendations regarding promotions, transfers, developmental opportunities, and performance improvement actions.
  • Facilitate executive-level meetings to identify and develop new business opportunities.
  • Provides leadership and direction to Senior Project Managers, Technology Architects, Principal Consultants, Technology Leads, and delivery teams supporting customer programs.
  • Acts as a strategic advisor to internal and external stakeholders.
  • Drives customer growth, operational excellence, and long-term account success through effective governance and relationship management.
  • Works closely with senior organizational leadership to align operational strategies with business goals
  • Expand organizational presence across client business units and departments through strategic account planning.
  • Understand customer challenges and collaborate with internal teams to develop solutions that address business objectives.
  • Evaluate business opportunities based on customer needs, organizational capabilities, and delivery readiness.
  • Direct teams in solution definition, business case development, and strategic customer engagement.
Operational Management & Governance
  • Exercise decision-making authority over day-to-day finance operations, account management, and program execution.
  • Establish project objectives, schedules, budgets, quality standards, and performance targets.
  • Develop and execute operational action plans to support customer and business objectives.
  • Monitor team performance and ensure deliverables meet customer requirements and contractual obligations.
  • Conduct weekly and bi-weekly status reviews, performance assessments, and progress meetings.
  • Provide feedback on assignments and deliverables to maintain alignment with customer expectations.
  • Oversee contract administration activities, including contract maintenance, scope changes, governance requirements, and legal documentation.
  • Lead risk management, compliance monitoring, and escalation resolution activities.

Basic Qualifications
  • Bachelor’s degree or foreign equivalent required from an accredited institution. Will also consider three years of progressive experience in the specialty in lieu of every year of education.
  • At least 9 years of experience in job description.
Preferred skills and experience
  • Strategic account management and client relationship management
  • Proposal development and contract management
  • Customer success and stakeholder engagement
  • Risk management and escalation management
  • Team leadership and people management
  • Supply chain and procurement domain knowledge
  • Cross-functional collaboration