Manager, Business Operations Program

Citrin Cooperman

Business Operations Program Manager for Citrin Cooperman's Firm Operations team. Overseeing the engagement letter lifecycle and ensuring compliance and process efficiency at a dynamic firm.

Posted 6/30/2026full-timeNew York City • New York • 🇺🇸 United StatesSeniorLead💰 $100,000 - $150,000 per yearWebsite

About the role

Key responsibilities & impact

Oversee team responsible for firmwide engagement letter delivery.
Define, document, and continuously improve the engagement letter process.
Ensure engagement letters align with firm policies and regulatory requirements.
Maintain standard engagement letter templates and clause libraries.
Serve as the central point of coordination across various departments.
Establish intake standards and triage non-standard terms for review.
Own the configuration and adoption of AI enabled software for engagement letters.
Implement checkpoints to ensure accuracy of engagement documentation.
Develop training materials and deliver sessions for partners and teams.
Track and report key KPIs related to engagement letters.

Requirements

What you’ll need

Have a bachelor’s degree or equivalent experience.
Have 7+ years in professional services operations, legal operations, contracting, engagement management, or a related function.
Have demonstrated experience leading cross-functional process design and governance in a matrixed environment.
Possess strong working knowledge of engagement documentation concepts.
Have experience with workflow tools, document management systems, and e-signature platforms.
Possess excellent writing and editing skills with high attention to detail.
Have professional services industry experience (preferred).
Have a project management certification (preferred).

Benefits

Comp & perks

Competitive compensation
Health insurance
Professional development opportunities
Flexibility to manage personal and professional life

ATS Keywords

✓ Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools

Engagement Letter Process ImprovementDocument Management SystemsE-Signature PlatformsKPI Tracking and ReportingTemplate Management

Soft Skills

Excellent Writing SkillsAttention to DetailTraining Development and Delivery

Certifications

Project Management Certification