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Remote Ria Operation Manager Jobs in Ohio (NOW HIRING)

... operational recommendations that enable proactive maintenance, repair, and application management ... remote monitoring or troubleshooting electrical and mechanical faults, preferably in a heavy ...

... communication, and operational control. • Facilitate communications, project planning ... Managed fixed-fee and variable priced engagements within contractional constraints. • Manage ...

Remote Data Entry Clerk

Cincinnati, OH · Remote

$16.25 - $21.75/hr

Previous experience in data entry, administrative support, or office operations preferred. * Strong ... Excellent organizational, time management, and communication skills. * Ability to work ...

Xstore Developer (Remote)

Akron, OH · On-site +1

$74K - $125K/yr

Dallas, TX or Akron, OH (Hybrid) Preferred Open to remote POSITION SUMMARY : The Developer is ... Operational Management * Enhance existing applications on an as-needed basis. * Assist in the ...

Xstore Developer (Remote)

Akron, OH · On-site +1

$74K - $125K/yr

Dallas, TX or Akron, OH (Hybrid) Preferred Open to remote POSITION SUMMARY : The Developer is ... Operational Management * Enhance existing applications on an as-needed basis. * Assist in the ...

Manager of Reimbursement

Columbus, OH · Remote

$65K - $80K/yr

... manage day-to-day reimbursement operations, including oversight of a team of three Lead ... This is a fully remote, desk-based role with frequent phone and computer use. Key Responsibilities

Showing results 41-60

Remote Ria Operation Manager information

What are the key skills and qualifications needed to thrive as a remote Ria operation manager, and why are they important?

To thrive as a Remote Ria Operation Manager, you need expertise in operations management, financial services regulations, and risk assessment, often supported by a bachelor's degree in finance, business, or a related field. Familiarity with regulatory compliance tools, CRM platforms, and financial management systems such as Salesforce or Envestnet is typically required. Strong leadership, problem-solving abilities, and excellent communication skills help you coordinate remote teams and ensure smooth operations. These competencies are vital for maintaining compliance, optimizing workflow, and delivering high-quality service in a remote Registered Investment Advisor (RIA) environment.

What are the most common challenges faced by a remote Ria operation manager and how can they be addressed?

Remote Ria Operation Managers often face challenges related to coordinating teams across different time zones, maintaining regulatory compliance, and ensuring smooth transaction processing. Effective communication tools and clear protocols are essential to keep remote teams aligned and responsive. Regular training on compliance standards and implementing automated monitoring can help mitigate risks. Proactively fostering a collaborative culture and setting clear expectations also contribute to overcoming obstacles and achieving operational efficiency.

What is a remote Ria operation manager?

Remote Ria Operation Managers oversee the operations of money transfer services, typically for Ria Money Transfer, from a remote location. They are responsible for managing teams, ensuring compliance with regulations, optimizing transaction processes, and improving customer service standards. Their role includes monitoring daily activities, coordinating with different departments, and implementing best practices for efficiency and security. Working remotely, they use digital tools to supervise staff, analyze performance metrics, and address any operational challenges. This position requires strong organizational, communication, and problem-solving skills.
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What job categories do people searching Remote Ria Operation Manager jobs in Ohio look for? The top searched job categories for Remote Ria Operation Manager jobs in Ohio are:
What cities in Ohio are hiring for Remote Ria Operation Manager jobs? Cities in Ohio with the most Remote Ria Operation Manager job openings:

Customer Success Operations Manager, Onboarding & Professional Services

Clio

Toronto, OH • On-site, Remote

Full-time

Medical, Dental, Vision

Re-posted 6 days ago


Job description

Clio is the global leader in legal AI technology, empowering legal professionals and law firms of every size to work smarter, faster, and more securely.

We are transforming the legal experience for all by bettering the lives of legal professionals while increasing access to justice.

Summary:

We are currently seeking a Customer Success Operations Manager to join our Revenue Operations Team. This role is available to candidates in Vancouver, Toronto hub offices or remote Canada locations (excluding Quebec).

What your team does:

Revenue Operations has one job-to drive growth by accelerating our revenue-generating and revenue-retaining teams. We directly support Sales, Marketing, Channel, Customer Enablement and Customer Support by providing insights, reducing friction, and enabling teams to be innovative and self-sufficient.

You will be working on the Customer Success Operations team in the Revenue Operations department. Your team is responsible for designing strategies, programs, and insights that empower the Customer Success organization to do their best work and exceed Net Revenue Retention goals. Within that, your specific role is to ensure our SMB Customer Launch teams (Onboarding, Data Migrations, and Professional Services) can deliver effectively, efficiently, and hit GRR and early product adoption goals.

Who you are:

To succeed, you must be a builder, someone who can create structure out of ambiguity, translate high-level strategy into concrete workflows, and partner with Customer Success and technical teams to make them happen.

You're naturally curious, up to date on the latest customer onboarding and professional services technology industry best practices, and actively find ways to iterate and apply these learnings to drive outcomes. You balance a systems engineer mindset with a sharp operational instinct, comfortable crafting overarching strategies, managing operational projects, and going deep on the technical side when needed. Databases, workflow automation, and building AI agents are familiar to you. Agile and adaptable, you thrive in a rapidly evolving environment, expertly managing shifting priorities and driving results in a fast-moving, growth-focused organization.

You will partner directly with Professional Services and Launch Leadership to proactively identify friction points and remove them. You will also work collaboratively with the Customer Success Operations team and cross-functional partners in Revenue Operations. You will report directly to the Manager of Customer Success Operations.

What you'll work on:
  • Scaling the Onboarding motion: Identifying friction points in our established customer onboarding process, for each segment, and deploying solutions to handle higher volumes without sacrificing quality. You will be designing and implementing agentic human-in-the-loop experiences and tech-touch digital programs powered by data, telemetry, automation, and AI to remove manual administrative work from Onboarding team members' plate. You will also be partnering with Product and Customer Marketing to close the gap between our internal onboarding operations and the customer-facing experience.

  • Building the end-to-end Professional Services engine: Designing operating models and systems to enable predictable delivery, efficient resource utilization, and clear margin visibility of this nascent function from project scoping through to delivery and payment collection. This includes standardizing project scoping & creation, designing best-in-class delivery workflows, introducing project governance, implementing a Professional Services Automation tool (ex: Certinia, RocketLane) and reporting infrastructure to track key KPIs and performance.

  • Initiative Designing & Executing: Partnering closely with Onboarding and Professional Services leadership teams to translate high-level strategy and goals into concrete, executable projects. You will be owning specific strategic initiatives, programs, and projects in support of their annual goals and quarterly OKRs.

  • Engineering the CS Tech Stack: Partnering with the GTM Systems team to translate business requirements into technical realities in key GTM and Post Sales systems (ex: Salesforce, Agentforce, Databricks AI Apps, ChurnZero, Gainsight, Certinia, RocketLane). You won't just be making recommendations; you will be defining the logic, testing the solution, and driving the rollout. You will be building directly where required.

  • Connecting the Dots between Cross-Functional Teams: Leading and executing highly visible, "connective tissue" projects that span teams. You will be partnering with CS Ops, Sales Ops, GTM Systems, IT, Analytics Teams, Product, Finance, customer facing teams, and BI to fix "leaky buckets" in the customer lifecycle (e.g., improving the Sales-to-CS handoff or building early warning signals that flag at-risk customers for proactive outreach).

  • Being an AI Champion and Elevating RevOps Maturity: Contributing to the continuous improvement of the Revenue Operations team itself. You will be championing better ways of working, from refining project intake to standardizing documentation ensuring we build scalable, low-debt solutions with the future in mind.

What you bring:
  • Relevant Experience: 8+ years experience in Customer Success Operations, GTM Systems, or Revenue Operations at B2B software companies, with specific experience supporting Professional Services and/or high-volume Customer Onboarding teams.

  • Onboarding & Professional Services Tooling Experience: Experience as either a power user, business admin, or technical admin of a Professional Services Automation platforms (ex: Certinia, Rocketlane), Customer onboarding platforms (ex: OnRamp), or Customer Success platforms (ex: ChurnZero, Gainsight)

  • Post-Sale Services Context: Strong business acumen and understanding of key metrics for Customer Success (Post-Sales) organizations, specifically Onboarding and Professional Services teams.

  • Scale first mindset: You are process-curious and efficiency-obsessed. You have experience redesigning processes and leveraging AI tools (LLMs, agents, automation) to reduce administrative burden. You don't just solve a problem once; you build a system to solve it forever.

  • Excellent organization and time management skills; experience creating and maintaining detailed project plans, meeting tight deadlines, and proactively surfacing risks and issues.

  • Data-driven approach able to use data to guide and measure the business impact of your work

  • Excellent verbal and written communication skills. Ability to communicate with stakeholders at all levels including cross-functionally

  • Independence and Conscious Collaboration: Strong ability to work both independently but also also work with other teams to deliver successful outcomes

This role is a backfill for an existing position.

What you will find here:

Compensation is one of the main components of Clio's Total Rewards Program. We have developed a series of programs and processes to ensure we are creating fair and competitive pay practices that form the foundation of our human and high-performing culture.

Some highlights of our Total Rewards program include:

  • Competitive, equitable salary with top-tier health benefits, dental, and vision insurance

  • Hybrid work environment, with expectation for local Clions (Vancouver, Calgary, Toronto, Dublin, London, New York City and Sydney) to be in office min. twice per week.

  • Flexible time off policy, with an encouraged 20 days off per year.

  • $2000 annual counseling benefit

  • RRSP matching and RESP contribution

  • Clioversary recognition program with special acknowledgement at 3, 5, 7, and 10 years

The expected salary range* for this role is $128,100 to $160,100 to $192,100 USD. There are a separate set of salary bands for other regions based on local currency.


*Our salary bands are designed to reflect the range of skills and experience needed for the position and to allow room for growth at Clio. For experienced individuals, we typically hire at or around the midpoint of the band. The top portion of the salary band is reserved for employees who demonstrate sustained high performance and impact at Clio. Those who are new to the role may join below the midpoint and develop their skills over time. The final offer amount for this role will be dependent on geographical region, applicable experience, and skillset of the candidate.

Diversity, Inclusion, Belonging and Equity (DIBE) & Accessibility

Our team shows up as their authentic selves, and are united by our mission. We are dedicated todiversity, equity and inclusion. We pride ourselves in building and fostering an environment where our teams feel included, valued, and enabled to do the best work of their careers, wherever they choose to log in from. We believe that different perspectives, skills, backgrounds, and experiences result in higher-performing teams and better innovation. We are committed to equal employment and we encourage candidates from all backgrounds to apply.

Clio provides accessibility accommodations during the recruitment process. Should you require any accommodation, please let us know and we will work with you to meet your needs.

Learn more about our culture atclio.com/careers

We're a Human and High Performing AI company, meaning we use artificial intelligence to improve all of our operations. In recruitment, AI helps us streamline the process for greater efficiency. However, we've built our systems to ensure that a human always reviews AI-generated output, and we never make automated hiring decisions.

Disclaimer: We only communicate with candidates through official @clio.com email addresses.