Client Operations Manager

Client Operations Manager

Virjee Consulting | Dental & Healthcare CPA Firm

Virjee Consulting is a fast-growing CPA and advisory firm serving dentists and healthcare business owners nationwide. As we continue to scale, we are investing heavily in automation, process excellence, and client experience.

We are hiring a Client Operations Manager to own the systems and workflows that sit at the center of onboarding, billing, and leadership execution.

This is not a clerical role. This is an accountability and operations role designed for someone who enjoys building processes, improving systems, and making sure nothing falls through the cracks.

About Us

Join the elite team at Virjee Consulting, a premier CPA firm specializing in accounting, payroll, and tax consulting for the medical field, serving doctors and dentists nationwide.

We are known for our efficiency, high-touch client experience, and forward-thinking approach to advisory services. Virjee Consulting has been recognized as one of the Top 3 CPA Firms in Houston and was named to the INC 5000, ranking among the fastest-growing private companies in the United States.

As we scale, we are building modern systems, leveraging automation, and creating meaningful roles for high-performing team members who want to grow with us.

What You'll Own

Client Onboarding & Offboarding

• Own the end-to-end onboarding and offboarding experience for new and departing clients
• Coordinate across tax, payroll, bookkeeping, and operations teams to ensure smooth transitions
• Ensure timelines, documentation, and expectations are clear and consistently executed
• Follow up with clients to ensure we have everything we need to successfully onboard a client

Billing & Invoicing Oversight

• Oversee client billing and invoicing with a strong emphasis on automation
• Help design, test, and improve automated billing workflows (QuickBooks Online, Zapier, etc.)
• Identify, troubleshoot, and resolve billing exceptions and edge cases
• Generate invoices in the system as needed for invoices that aren't automated

Process & Automation

• Document workflows and identify opportunities to automate or simplify processes
• Partner with leadership to test and roll out operational improvements
• Ensure processes are scalable, repeatable, and easy for teams to follow

Leadership & Administrative Support

• Support the leadership team by pulling reports, metrics, and data for meetings
• Track projects, follow-ups, and deadlines to ensure execution
• Serve as a central point of coordination for operational initiatives

What This Role Is (and Is Not)

This role is:

• Process-driven
• Detail-oriented
• Accountability-focused
• Systems and execution oriented

This role is NOT:

• A bookkeeping or accounting role
• A sales role
• A traditional administrative assistant position

What We're Looking For

• Strong operational and organizational skills
• Experience managing workflows, systems, or client-facing operations
• Comfort working with tools such as QuickBooks Online, ADP, Karbon, Zapier, or similar platforms
• Ability to think in processes, not just tasks
• Clear, professional written communication skills
• High ownership mentality — you follow things through to completion

Why Join Virjee Consulting

• Be part of an INC 5000–recognized, fast-growing firm
• Work closely with leadership on meaningful initiatives
• Help build scalable systems and automation
• High-trust, high-accountability environment
• Opportunity for role expansion as the firm continues to grow

Pay: $65, $75,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Health insurance
• Paid time off
• Referral program
• Retirement plan

Work Location: Hybrid remote in Houston, TX 77063