Commercial Operations Manager

Our client, a well-known Financial Services firm in New York, is looking for a Commercial Operations Manager to join its team.

Responsibilities:

• Manage the process from won opportunity through executed contract and project setup, confirming client and commercial requirements before work begins.
• Draft and coordinate engagement letters, MSAs, SOWs, amendments, and NDAs in partnership with senior leadership and Legal.
• Ensure contracts accurately reflect project scope, fees, timing, billing terms, and expenses.
• Manage client procurement requirements, including purchase orders, vendor registration, billing portals, and invoicing instructions.
• Oversee consultant expenses, including approvals and receipt collection, to improve efficiency.
• Establish new clients and projects in Salesforce, ensuring information aligns with executed agreements.
• Maintain the contract management system as the system of record for client agreements, key dates, renewals, and amendments.
• Partner with Finance and project teams to ensure accurate, timely invoicing and resolve client billing questions.
• Develop consistent processes across contracting, project setup, billing, and collections.

Qualifications:

• 5–8 years of experience in client finance, commercial operations, contract management, or professional services operations.
• Experience drafting and coordinating engagement letters and other commercial agreements.
• Working knowledge of Salesforce or a similar CRM, Excel, and financial processes involving billing, purchase orders, or revenue recognition.
• Hands-on experience managing a contract management system.
• Bachelor's degree or equivalent experience.