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 organizatio

📌 Operations Analyst (Monterrey)
🏢 Jobtailor
📍 Monterrey