Responsibilities

- Client Onboarding Support
- Support new client onboarding from application through activation, ensuring all required documentation and information is collected accurately and on time.
- Serve as a friendly, responsive point of contact for new clients during onboarding, answering questions and guiding them through next steps.
- Track onboarding status across clients and flag delays or blockers to the Customer Care and Ops Lead.

- Transaction Follow‑Up

- Monitor new transactions and proactively follow up with clients and internal teams to ensure timely completion.
- Identify and escal​ate transaction issues or delays before they become client‑facing problems.
- Maintain clear, up‑to‑date records of transaction status for reporting purposes.

- Operations Support (Mexico Team)

- Provide day‑to‑day support to the Mexico operations team on recurring administrative and coordination tasks.
- Help maintain and organize operational documentation, trackers, and SOPs.
- Assist in coordinating between local operations, customer service, and other cross‑functional teams as needed.

- Reporting and Presentations

- Prepare clear, well‑organized status updates and summaries for internal stakeholders.
- Build simple presentations to communicate onboarding progress, transaction status, or process updates.
- Support the Customer Care and Ops Lead with ad hoc reporting and data organization.





- Process and Client Relationship Support

- Help identify recurring bottlenecks or inefficiencies in onboarding and transaction workflows and suggest improvements.
- Build rapport with clients through consistent, professional follow‑up and communication.
- Support the broader customer service and operations team with additional tasks as priorities evolve.

Requirements

- Bachelor's degree in Business Administration, Finance, International Business, or a related field (recent graduates welcome — prior professional experience is not required).
- Strong time management and organizational skills, with the ability to juggle multiple onboarding and transaction follow‑ups at once.
- Comfortable and confident speaking directly with clients; not afraid to pick up the phone or lead a conversation.
- Solid presentation skills. Able to organize information clearly and communicate it to internal or external audiences.
- Fluent in Spanish and English, both required, given daily collaboration with general teams.
- Based in or willing to relocate to Monterrey, Mexico.

Core Competencies

Demonstrates strong client onboarding support capabilities, effective communication skills in both Spanish and English, and the ability to manage multiple tasks efficiently while maintaining organized records and reports.

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📌 Operations Analyst (Monterrey)
🏢 Jobtailor
📍 Monterrey