Client Operations Specialist executing account operations for independent restaurants. Ensuring accuracy, timeliness, and compliance in a hybrid role in Mexico City.
Responsibilities
Manage end-to-end account updates, including RMAs, swaps, add-on orders and cancellations.
Ensure all client account activities meet accuracy, compliance, and service standards.
Maintain precise records across systems such as Salesforce and internal databases.
Validate Work Orders and account details to prevent downstream issues.
Coordinate with Implementation, Finance, Growth, Success, and Product teams to resolve account discrepancies.
Support quality control by reviewing records and identifying data anomalies.
Recommend process enhancements to improve workflow speed or data integrity.
Uphold departmental SOPs, SLAs, and compliance standards.
Deliver high-quality, accurate work and outcomes by consistently adhering to documented processes, including Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and checklists.
Requirements
2–3 years of professional experience in customer success or related roles.
Proven knowledge of client account management and operational workflows.
Hands-on experience with Salesforce or comparable CRM platforms, Dealhub or comparable quoting software, and Netsuite.
Strong organizational, problem-solving, and data validation skills.
Familiarity with SaaS or fintech environments preferred.
Ability to manage multiple requests in a deadline-driven setting.
Knowledge of shipping logistics and the hardware lifecycle a plus.
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