Account Operations Manager
Toptal
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇧🇷 Brazil
Visit company websiteJob Level
Mid-LevelSenior
Tech Stack
Tableau
About the role
- Oversee the day-to-day operational processes that keep client accounts running smoothly, from the first open opportunity through active engagements.
- Lead internal cadence meetings, track and update opportunities in Salesforce, maintain mastersheet and platform data accuracy, and coordinate closely with Sales and Matching to remove blockers and keep hiring pipelines moving.
- Work directly with client counterparts to align on operational details, follow up on open positions, negotiate timelines, confirm purchase orders and budgets, and address process changes or special requirements.
- Collaborate with Legal to ensure contracts, NDAs, and background checks are completed accurately, and with Finance to resolve billing issues, process payments, and manage budget compliance.
- Handle EOR-specific requirements, oversee onboarding workflows, manage equipment logistics, and ensure timesheet and payment compliance for talent.
- Bring structure, attention to detail, proactive communication, and a client-first mindset to deliver a seamless experience for both clients and talent.
- In the first week, onboard and integrate into Toptal, learn about Toptal’s operations, tools, and client engagement workflows, and meet key stakeholders across Sales, Matching, Legal, and Finance.
- In the first month, take ownership of assigned accounts’ operational trackers and cadence meetings, familiarize yourself with Salesforce, Tableau, and other internal tools, and get proficient in client tools that your accounts may require (e.g. Fieldglass, timesheets).
- In the first three months, effectively and independently handle communication with clients, Toptal, and our talents and drive growth, manage talent’s onboarding/offboarding within each account while satisfying client-specific processes, and understand and represent the voice of the Talent and support their journey within the account.
- In the first six months, build upon existing client relationships and support expansion of Toptal’s partnership with existing accounts, while exercising discretion and independent judgment, establish a strong history of supporting increased business across the portfolio of accounts, and demonstrate measurable impact on account efficiency, reporting accuracy, billing accuracy and client satisfaction.
- In the first year, be recognized as a trusted operational partner by Sales and Client teams, own operational excellence for your portfolio of enterprise accounts, and support the journey of successful delivery, satisfied clients, and happy team members.
Requirements
- Bachelor’s degree or equivalent experience.
- 3–5+ years in account operations, project coordination, or client services within fast-paced, client-facing environments.
- Proven ability to manage complex workflows and stakeholders, including direct collaboration with clients.
- Strong relationship-building skills with a deep commitment to client success and satisfaction—across delivery quality, communication, and long-term outcomes.
- Advanced Excel/Google Sheets skills, including data analysis, reporting, and tracker development; confident working with numbers and building useful outputs for client teams.
- Strong experience with Salesforce, Tableau, Excel/Sheets, Word/Docs, and operational tracking tools or Vendor Management Systems.
- Solid ability to read, interpret, and work with legal documents in a sales or delivery environment, including NDAs and SOWs.
- Able to identify risks, understand client requirements, and propose accurate edits.
- Strong critical thinking and problem-solving skills, with the ability to proactively identify issues, anticipate roadblocks, and think several steps ahead.
- Highly organized, with excellent prioritization and time management skills to handle shifting timelines and multiple client demands.
- Resourceful and entrepreneurial mindset: takes ownership of account success, seeks improvement opportunities, and thrives in a high-autonomy, high-accountability environment.
- Strong communication skills, both written and verbal, with the ability to work independently while collaborating effectively across internal and external teams.
- You must be a world-class individual contributor to thrive at Toptal. You will not be here just to tell other people what to do.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisreportingtracker developmentworkflow managementclient onboardingbilling compliancecontract managementrisk identificationproblem-solvingtime management
Soft skills
relationship-buildingclient successcommunicationcritical thinkingorganizational skillsproactive communicationentrepreneurial mindsetindependent workcollaborationattention to detail
Certifications
Bachelor’s degree