TruePoint Communications
Client Operations Specialist
Dallas, TX
Sponsorship not specifiedDetected 43 days ago
Project ManagementHubSpotCRMBusiness DevelopmentFinancial AnalysisForecastingBudgetingExcelLeadershipProblem SolvingPublic SpeakingMicrosoft OfficeSharePointFinancial Reporting
About the role
- At TruePoint, our product is our people.
- 5000 fastest-growing company and a four-time Top 100 PR firm in the U.S, known for our commitment to top-tier talent and meaningful results.
- You will play a critical role in optimizing resource deployment, maintaining scope and billing integrity, and translating operational data into actionable strategies that improve client retention and margin health.
Responsibilities
- Manage and maintain core client operations platforms, including Ruddr, HubSpot, ChatGPT, and SharePoint Ensure data integrity and process adherence across all client operations systems Support account staffing inputs and develop resourcing plans in partnership with leadership
- Own project management of new business pipeline and related deliverables Identify and pursue ideal clients, providing strategic and operational recommendations Lead and/or participate in presentations and discovery work Develop scopes of work and contribute case studies to support agency growth Proactively identify opportunities to retain and grow existing clients
- Facilitate client onboarding, including account setup, staffing alignment, and team introductions Ensure onboarding processes are followed and documented accurately Act as liaison between client, operations, and account teams to ensure alignment and resolve issues Conduct periodic check-ins to support client satisfaction and performance Execute client retention and recognition initiatives
- This role requires strong attention to detail, analytical thinking, and the ability to manage multiple workflows in a fast-paced environment while aligning account teams, operations, and leadership.
Requirements
- Bachelor's degree or equivalent experience Professional communication skills, both verbal and written TruePoint Communications is committed to a diverse and inclusive workplace.
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