Client Operations Coordinator
AI Digital
- Remote · Latin America
- Remote
- Mid Level
- Posted
Responsibilities
- NetSuite (ERP/CRM) Administration: Serve as the primary admin for NetSuite (client data and categorization, sales orders).
- Overall QA for NetSuite client info, handling all NetSuite pieces that cannot be automated based on media plans.
- Participate in customer onboarding calls and other client-facing meetings in a “scribe” capacity.
- Triage client requests (payment, paperwork, notary needs) to Finance, Ops, Legal and other teams.
- Keep all signed client paperwork and materials organized in Google Drive with a consistent taxonomy across all pods.
- Act as the primary liaison between Clients and Finance for resolving invoice disputes, prepay invoices and delayed payments, shielding CSMs from back-and-forth collection emails and constant inquiries from Growth team around invoices sent/paid.
Requirements
- Central and South America-based Fluent in English — must be comfortable communicating with internal and external stakeholders
- Organized with extreme attention to detail Experience with Asana, Jira, monday.com or other task management software Experience in client-facing or project manager/coordinator roles is a huge advantage