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Client Operations Coordinator

  • Remote
    • Latin America
  • Client Service

Job description

Process & Systems Management

  • Maintain and update client records, sales orders, and operational data in NetSuite, ensuring accuracy and consistency.

  • Perform regular data quality checks and handle administrative updates that cannot be automated.

  • Organize and maintain client agreements, signed paperwork, and supporting documentation in Google Drive, following standardized documentation practices.

  • Coordinate the collection, processing, and submission of client-related documentation, including Insertion Orders, Purchase Orders, and notarization requests.

  • Identify and suggest improvements to administrative workflows and documentation processes.

Client & Financial Operations Support

  • Coordinate billing-related inquiries between clients, Client Services, and Finance, including invoice disputes, prepayments, and outstanding payments.

  • Track open requests, follow up with relevant stakeholders, and ensure timely communication and resolution.

  • Maintain accurate records of billing statuses and provide operational updates to Client Services leadership.

  • Support departmental expense and budget tracking, including software subscriptions, bonuses, and other operational expenditures.

  • Maintain client tier information in NetSuite and coordinate related notifications across teams.

Job requirements

  • Previous experience in operations, administrative coordination, project coordination, or business support roles.

  • Proven ability to manage multiple operational workflows and high volumes of requests while maintaining accuracy and meeting deadlines.

  • Excellent attention to detail, organizational skills, and ability to work independently.

  • Fluent English, with strong written and verbal communication skills.

  • Experience working with business systems, operational databases, or tools used to manage client records and documentation.

  • Proficiency in Google Workspace and experience with task management platforms such as Asana, Jira, Monday.com, or similar tools.

  • Strong communication and cross-functional coordination skills.

  • Comfortable working with invoices, financial documentation, and operational reporting.

  • Previous experience with CRM/ERP systems, particularly NetSuite, is a plus.

  • Experience in digital advertising, marketing agencies, or other client-service environments is a plus.

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