Head of client operations

You own the client experience after the sale — onboarding, delivery, renewals. Every one of those processes involves people your clients never see.
Client operations
Head of client operations

What you own

A Head of Client Operations owns the processes that shape the client experience after the deal closes. Onboarding, service delivery, renewals, escalations — every one of these involves internal teams, external partners, and the client themselves, all coordinating across different systems and timelines. When any of it breaks down, the client feels it.

What slows you down

Client-facing processes are inherently multi-party. Your team coordinates with Sales for context, with Product for configuration, with Legal for contracts, and with the client for information and approvals. Each handoff is a potential delay, and every delay erodes the client experience. The coordination work is invisible to the client but consumes your team’s capacity.

Why it compounds

As client volume grows, the coordination overhead per engagement doesn’t shrink — it compounds. More clients mean more parallel onboardings, more exception handling, and more follow-ups. Your team spends more time managing the process than delivering the work, and client satisfaction suffers from delays they can’t see the cause of.

How Moxo changes the equation

Moxo gives Heads of Client Operations a single orchestration layer for every client-facing process. AI agents handle preparation, routing, follow-ups, and status tracking across internal teams and clients. Humans stay in control of exceptions, escalations, and client-facing decisions. The result is faster onboarding, smoother delivery, and a client experience that scales without adding headcount.

Processes that cross your desk

Contractor timesheet approval
Vendor management
Finance
Approvals
Client approval
Customer ops
Approvals
Attestation approval
Compliance
Approvals
Audit
Partner marketing approval
Approvals
Marketing ops
Revenue ops
Cross-sell escalation
Exception management
Sales ops
Customer escalation process
Customer ops
Exception management
Capex approval
Finance
Procurement
Approvals
Invoice approval
Approvals
Finance
Order to cash
Budget transfer approval
Finance
Approvals