Trusteer Financial is a dynamic finance and accounting firm that partners with companies across industries such as technology, media, entertainment, life sciences, and blockchain. Our mission is to eliminate financial complexities for businesses by offering a comprehensive suite of services, including Technical Accounting, Advisory, Tax, and Analytics. We serve businesses at all stages of growth, from startups without in house financial teams to established companies seeking to optimize their financial operations. By reducing risks and enhancing scalability, we empower organizations to focus on innovation and sustainable growth.

Role Description

We are expanding our team and seeking a full time Business Operations & AI Enablement Manager to lead client onboarding, engagement coordination, and high-priority operational workflows across the firm.

This role combines core client operations responsibilities with selected Chief of Staff style functions and also ownership of process improvement, making it idóneo for a highly organized operator who can keep people, systems,



and deliverables moving while helping modernize how the firm works.

Reporting to firm leadership, this role serves as the connective tissue between clients, accountants, tax professionals, and internal stakeholders. The Business Operations & AI Enablement Manager is responsible for creating structure, maintaining visibility across active workstreams, supporting sales and onboarding operations, and helping implement scalable AI processes, controls, and infrastructure across the organization.

The Function
- Lead client onboarding workflows, including checklist management, document collection, engagement paperwork, folder setup, and coordination of system access across accounting, payroll, banking, and tax platforms.
- Serve as an operational point of contact for clients regarding deadlines, deliverables, missing items, status updates, and administrative process questions.
- Maintain internal project ma

📌 Business Operations (Ciudad de México)
🏢 Trusteer Financial
📍 Ciudad de México