Client Operations Specialist

Are you ready to take your career to the next level with a dynamic boutique wealth management firm? We are seeking a dedicated and enthusiastic Client Operations Specialist to join our remote team. In this pivotal role, you will be the first point of contact for client inquiries, managing account administration and custodial processes with esteemed partners like Charles Schwab and Fidelity. You will play a crucial role in supporting our advisors and ensuring an exceptional client experience in a collaborative, high-touch environment. If you have a background in financial planning or RIA experience, we want to hear from you!As a Client Operations Specialist, your primary responsibilities will include:Acting as the principal contact for client service and operational inquiries, addressing questions regarding accounts, paperwork, and custodial processes.Processing and managing account openings, transfers, maintenance requests, and cash movements for a seamless client experience.Assisting financial advisors with account administration and client follow-ups to enhance service delivery.Liaising with custodians to resolve issues efficiently while maintaining operational excellence.Ensuring compliance standards are met while providing polished, professional service.

Join SpotOn as a Client Operations Specialist, where you will play a crucial role in ensuring exceptional service delivery to our clients. You will manage client inquiries, streamline operations, and collaborate with various teams to enhance the client experience. This position is ideal for individuals who thrive in a fast-paced environment and are passionate about delivering solutions that meet client needs.

Join our dynamic team as a Client Support Specialist at Concord Servicing, where your expertise will enhance client satisfaction and operational efficiency. In this role, you will provide exceptional support to our clients, addressing their inquiries and ensuring their needs are met promptly and professionally.

Hello! We are Fever, the premier tech platform transforming culture and live entertainment.Our mission is to make culture and entertainment accessible to everyone. Leveraging our innovative technology and data-driven strategies, we are changing the way audiences engage with live experiences. Each month, our platform inspires over 300 million individuals across more than 40 countries to discover unforgettable events, while empowering creators with insightful data and tools to scale and innovate their offerings.Our achievements speak for themselves: we have collaborated with industry titans like Netflix, F.C. Barcelona, and Primavera Sound, and our award-winning events are supported by top-tier global investors. How impressive is that?To continue our growth, we are seeking proactive individuals with a hands-on approach who are excited to shape the future of entertainment!Are you ready to join the experience?Now, let’s delve into the specifics of this role and how you can contribute to Fever’s mission.ABOUT THE ROLEWe are searching for an Onsite Operations Specialist who thrives on enhancing efficiency and consistently finds solutions to challenges!As a critical member of the Operations team, you will ensure the seamless execution of our events from inception to conclusion, leading your team and meticulously managing every operational detail.Developing and overseeing the operational plan for events, ensuring comprehensive coverage of all requirements (access control, staff allocation, cashless systems, kiosks, etc.).Directing the onsite execution, ensuring that setup, live operations, and closure occur flawlessly and in compliance with our standards.Monitoring the event closure process, which includes reconciliations, incident reporting, and further evaluations.

Join Our Team: Marketing & Revenue Operations Specialist! We are on the lookout for a dynamic Marketing & Revenue Operations Specialist to become a key player in enhancing our operational efficiency in the Tech/IT sector.What You'll Do: CRM Management: You'll be responsible for maintaining data hygiene (Leads, Accounts, Opportunities) and generating insightful reports and dashboards for informed decision-making. Campaign Execution: You will coordinate the deployment of materials and campaigns across outbound channels and email. Lead Flow Optimization: Your role will involve identifying bottlenecks between marketing and sales, proposing effective process improvements. Sales Support: You'll ensure the sales team has all the necessary tools to manage the pipeline successfully.What We're Looking For: A minimum of 2 years’ experience in Marketing Operations, Sales Operations, or CRM Administration. Proficiency in English (B2+). Expert knowledge of CRMs (Salesforce, HubSpot, or Zoho). Previous experience in B2B Tech / IT Services is desirable, with a preference for candidates with experience in MSPs or Cybersecurity. An analytical mindset, strong attention to detail, and exceptional written communication skills.

Role Overview The Senior Specialist, Policy Operations at Lyft, Inc. helps guide the policies that impact Lyft’s operations in Mexico City. This role works closely with teams across the company to keep Lyft’s activities in line with local regulations and to support business goals through effective policy work. Key Responsibilities Work with colleagues from different departments to interpret and apply local regulatory requirements. Help shape and refine internal policies that affect Lyft’s presence in Mexico City. Advocate for policy positions that align with Lyft’s business objectives. Analyze policy issues and regulatory frameworks relevant to Lyft’s operations. What You Bring Experience with policy analysis and understanding of regulatory environments. Ability to connect operational needs with policy requirements. Strong collaboration skills when working with cross-functional teams.

To learn more about the role, please visit this Medium article: GTM Strategy & Ops Role OverviewAbout Arkham Technologies:Arkham Technologies is a pioneering Data & AI platform dedicated to assisting large enterprises in:Consolidating disparate systems and dataCreating a singular source of reliable operational metricsAddressing intricate challenges using AI tailored to their specific operationsOur esteemed partners, including Circle K and Kimberly-Clark, collaborate with us to implement AI-driven solutions for sell-out forecasting, promotional analysis, and automated order allocation. With Arkham, they experience rapid, impactful results, laying a solid foundation for enduring AI transformation.Explore more about Arkham: YouTube ChannelMedium BlogThe RoleWe are in search of a GTM Strategy & Ops Specialist to manage and expand Arkham’s go-to-market engine from Mexico City. This role transcends traditional sales; it is centered around systems development, intelligence-driven strategies, and revenue accountability at the crossroads of:GTM LeadershipGTM EngineeringCommercial ExecutionYou will be responsible for transforming market and account intelligence into actionable revenue strategies. Your key decisions will determine:Our target marketsStrategies for account engagementOur competitive advantagesWhat You’ll Work OnAccount & Market Intelligence ManagementUtilize Arkham to gain in-depth insights into target markets and enterprise accountsIdentify key stakeholders, budget allocations, incentives, decision-making processes, and operational frameworksDevelop robust perspectives on where Arkham can exert the most influenceCustomized GTM Strategy DevelopmentConvert product capabilities into specific use cases for each accountAlign operational challenges with executive priorities and financial goals

Join our dynamic operations team at Scale AI as an Operations Specialist, where your primary responsibility will be to enhance revenue through timely and high-quality fulfillment of customer commitments. In this pivotal role, you'll oversee our supply operation funnel by developing and implementing innovative solutions, tools, and processes while collaborating with diverse teams including Customer Operations, Product Operations, and Product Managers.You'll face unique challenges, solving problems that have never been tackled before, and your determination will drive exceptional outcomes. Conducting pilots, tests, and experiments will be part of your daily routine as you devise creative solutions to operational bottlenecks. This role offers a unique blend of operational duties and accountability for critical outcomes, positioning you at the center of Scale’s daily operations.The ideal candidate is resourceful, analytical, empathetic, and results-driven, with the ability to motivate and inspire others.

Join us at Fever, the premier technology platform transforming the culture and live entertainment landscape!Our objective? To make culture and entertainment accessible to all. Leveraging our innovative technology and data analytics, we're changing how audiences interact with live events. Each month, over 300 million people across 40+ countries discover incredible experiences through our platform, while we empower event creators to innovate and reach new audiences.Our achievements include collaborations with industry giants like Netflix, F.C. Barcelona, and Primavera Sound, producing award-winning events with the support of top global investors. Exciting, right?We're on the lookout for proactive individuals ready to help us shape the future of entertainment!Let’s dive into this role and explore how you will contribute to Fever’s mission. About the Role:We seek a dedicated individual to join our Marketplace Operations Team. Your responsibilities will encompass:Management of Fever's Back Offices: Creating, configuring, monitoring, and maintaining experiences across both internal and external ticketing and distribution platforms.Operational Monitoring: Conducting daily checks on published experiences to ensure accurate setup, performance, and seamless operation.Cross-Team Coordination: Engaging daily with Project Management, Product, Quality Assurance, Marketing, Finance, and other stakeholders to support back-office planning, coordinate experience launches, and enhance internal operational processes.

Join Segula Technologies as an Operations Specialist focused on Propulsion Systems, where you will be an integral part of our innovative team. You will collaborate on cutting-edge projects that drive advancements in propulsion technology.

Role OverviewWe are seeking a dedicated Experiential Marketing Operations Specialist to enhance our budgeting, invoicing, and payment processes within the Experiential Marketing team. This pivotal role will collaborate closely with Capital Studios, Events, Event Technology, Design, and various vendors and clients.Key Responsibilities:Assist in the ongoing management of invoices, budgets, and vendor relationships.Oversee systems for tracking budgetary data efficiently.Address both internal and external inquiries regarding expenses.Monitor Statements of Work (SOWs), contracts, and invoices for accuracy throughout the payment process.Document best practices in alignment with Global Finance policies, while adapting to new tools and partner payout rules.Keep track of partner payment policies for advisor reimbursement requests.Train team members on navigating new applications and propose enhancements based on their feedback.Fulfill additional responsibilities as assigned.

Role overview AECOM seeks a Senior Engineer / Specialist in Operational Security and Cybersecurity based in Mexico City. The main focus is safeguarding infrastructure and digital assets throughout the organization. Key responsibilities Create and refine security strategies that align with AECOM’s goals. Apply operational and cybersecurity measures to protect critical systems and sensitive data. Maintain compliance with industry standards and regulatory requirements in all security practices. Location This position is located at AECOM’s Mexico City office.

Position Objective The Regional Head of Business Operations will spearhead the launch, development, and scaling of field operations in their region, focusing on onboarding and activating new solutions for clients. This role will lead the end-to-end execution of the onboarding process, including the delivery and implementation of devices and operational tools, ensuring reliable service, high operational performance, and a quality experience for clients. In the initial phase, this position will have a strong operational and hands-on focus, directly managing field ambassadors, resolving operational incidents, and establishing the necessary processes to scale regional operations. As the operation grows, the role will evolve towards structuring leadership, operational discipline based on KPIs, and coordination with Product and Analytics teams. Main Responsibilities • Launch field operations in the region, establishing processes, operational structure, and execution standards. • Directly manage the B2B Ambassador team during the initial phase of operations, ensuring productivity, operational discipline, and consistency in the field. • Design and build the necessary structure to scale regional operations, defining roles and future layers of supervision. • Oversee the implementation of devices, tools, and solutions for clients, ensuring a professional and reliable experience. • Monitor and manage key indicators such as activation, field productivity, execution quality, and operational goal compliance. • Implement corrective actions when performance indicators require it. • Ensure the correct implementation of processes defined by the Product team in the field. • Collaborate closely with Product, Analytics, and other teams to identify opportunities for improvement in processes, tools, and operational flows. • Analyze operational metrics and generate visibility on regional performance to drive data-driven decision-making.

Customer Care Team:The Lead Customer Care Specialist – Business Operations will play a pivotal role in developing, managing, and expanding a specialized customer support operation that caters to complex financial products for professional clients. Initially, this hands-on leadership position will oversee a team of agents while laying down the essential operational frameworks, processes, and performance standards needed to provide exceptional service.This role will evolve to encompass the leadership of a comprehensive operational structure, including coordinators, supervisors, and agents, ensuring superior performance across critical service metrics such as SLAs, CSAT, AHT, and resolution quality. Acting as a vital link between frontline support, product teams, and internal stakeholders, you will drive continuous improvements in customer experience and operational efficacy.Key Responsibilities:Oversee the daily performance of the Customer Care operation, ensuring adherence to crucial support metrics including SLAs, CSAT, AHT, and resolution quality.Directly manage an initial team of agents, addressing escalations, monitoring performance, and upholding operational discipline during the outset of the operation.Offer coaching, feedback, and performance management while helping to establish a leadership framework (coordinators and supervisors) as the operation scales.Design operational processes such as shift structures, escalation flows, and workload distribution to ensure efficient service delivery.Monitor on-floor service quality, identify recurring operational challenges, and collaborate with internal teams to bridge knowledge or process gaps.Ensure the support model meets the expectations of professional clients requiring clear, accurate, and efficient resolutions.Translate feedback from customers and agents into actionable insights for product teams, including tool enhancements, bug reports, and workflow improvements.Collaborate closely with Product, Analytics, and cross-functional teams to address systemic issues affecting customer experience.Establish the operational structure, processes, and governance needed to scale the support organization.Analyze operational data and dashboards to uncover trends, root causes, and opportunities for service delivery enhancements.

Doctoralia connects patients and healthcare specialists across Mexico through its digital platform. The company’s SaaS tools aim to make clinical practice more efficient and patient-focused for medical professionals and their teams. Role overview The Operations Support Specialist coordinates and improves daily operations at Doctoralia’s Mexico City office. This position works with both internal teams and external clients, handling a mix of administrative tasks, incident resolution, and process improvement initiatives. What you will do Assist internal teams with daily operations, ensuring workflows remain efficient and incidents are resolved quickly. Update and maintain databases, reports, and documentation, keeping all information accurate and confidential. Identify areas where operational procedures can be improved and suggest practical solutions to increase efficiency. Coordinate with suppliers and various internal departments to meet deadlines and maintain service quality. Track key operational metrics and share insights to support business decisions. Requirements 1 to 2 years of experience in operations, administration, or support roles, including administrative work and incident management. Comfort working in startup, marketing, or advertising environments. Familiarity with Jira, Salesforce, CRMs, or similar operational management platforms. Strong organizational skills, a proactive mindset, and effective problem-solving abilities.

About Nubank Nubank was founded in 2013 with a mission to simplify financial services and empower individuals in their everyday lives. As one of the largest digital financial platforms globally, we cater to over 100 million customers across Brazil, Mexico, and Colombia. We harness cutting-edge technologies and innovative business practices to deliver new financial solutions that are straightforward, user-friendly, affordable, and empowering. Our commitment is to enhance access to financial services throughout Latin America. Role Overview As a Senior Product Operations Specialist focused on Fraud, you will play a critical role in developing banking integrations with third-party partners. Your responsibilities will include: Utilizing real-time data to pinpoint inefficiencies and refine processes for enhanced effectiveness. Leading the enhancement of our operational protocols and creating fraud training materials for our teams. Designing and establishing investigation processes centered on fraud detection. Managing the end-to-end roadmap, prioritizing tasks, and navigating complex decisions in a dynamic environment. Overseeing the transition from "confirmed" to "released" stages, optimizing due diligence processes to improve efficiency and compliance, and consistently monitoring this funnel. Regulatory Management: Acting as the primary contact for regulatory inquiries and overseeing the implementation of engineering and operational solutions for remediation.

About Truelogic Truelogic delivers nearshore staff augmentation services and is headquartered in New York. With over two decades of experience, the company supports a wide range of clients, from startups to established industry leaders, on their digital transformation journeys. More than 600 technology professionals across Latin America collaborate with U.S. organizations on key projects. Truelogic partners with Fortune 500 companies as well as growing startups, focusing on results that drive impact. Role Overview: GTM Operations Specialist Based in Mexico City, the GTM Operations Specialist manages and advances the commercial pipeline for Truelogic. This position plays a central role in making sure each opportunity progresses smoothly from first contact through proposal and closing. As part of the Growth team, responsibilities include monitoring pipeline velocity, maintaining CRM data accuracy, and ensuring operational standards are met across all active deals. The role requires strong organizational skills and the ability to coordinate across teams so that every deal receives proper attention.

About the CompanyAt Doctoralia, our mission is to humanize the healthcare experience through technology. As the leading platform in the Mexican market and a global reference in SaaS solutions for the medical sector, we connect millions of patients with specialists, transforming clinical practice into an efficient, patient-centered digital experience.We are in search of a passionate, strategic, and growth-oriented Retention Specialist to be a key ally to our specialists.Role DescriptionBeing a Retention Specialist at Doctoralia goes beyond managing cancellation requests; it's about transforming critical moments into opportunities for real impact within the healthcare sector.You will be the human voice behind a SaaS platform that digitizes healthcare and makes it more personable. You will support specialists when they need it most, understanding their context, analyzing their profiles, and proposing tailored solutions that align their goals with those of Doctoralia, fostering long-term relationships built on data, empathy, and trust.We retain not out of obligation, but for value:We reduce churn with intelligent and personalized strategies.We recover clients by understanding their business and real needs.We turn payment issues and friction into positive experiences.We ensure that every specialist maximizes the platform's potential.This role is ideal for individuals who enjoy negotiating, analyzing, and problem-solving, who are comfortable in dynamic environments, and who seek to have a meaningful and measurable impact on the lives of thousands of patients and specialists.

Join our dynamic team as a Product Implementation Specialist at spoton. In this pivotal role, you will be responsible for ensuring the successful implementation of our innovative products, facilitating seamless integration, and providing top-notch support to our clients. Your expertise will help clients maximize the value of our solutions and enhance their operational efficiency.As a key member of our team, you will collaborate closely with cross-functional teams to deliver tailored implementation solutions. You will also play a crucial role in training clients and providing ongoing support to ensure they achieve their desired outcomes.