Lead Customer Care Specialist – Business Operations

Join our dynamic team at spoton as a Client Operations Specialist, where you will play a vital role in ensuring exceptional service and support for our clients. You will be responsible for managing client inquiries, resolving issues, and enhancing the overall client experience. If you are passionate about customer service and thrive in a fast-paced environment, we want to hear from you!

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 is hiring a Senior Engineer / Specialist in Operational Security and Cybersecurity for its Mexico City office. This role focuses on protecting both infrastructure and digital assets across the organization. What You Will Do Develop security strategies that support AECOM’s objectives. Implement operational and cybersecurity measures to protect systems and data. Ensure all practices meet relevant industry standards and regulatory requirements.

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.

About Doctoralia Doctoralia leads the Mexican healthcare technology market, connecting millions of patients with specialists through a digital platform. The company focuses on making clinical practice more efficient and patient-centered using SaaS solutions for the medical sector. Role Overview: Operations Support Specialist The Operations Support Specialist helps coordinate and improve daily operations at Doctoralia. This role supports both internal teams and external clients, handling administrative tasks, resolving incidents, and suggesting ways to streamline processes. The position is based in Mexico City. What You Will Do Support internal teams with daily operations, ensuring processes run smoothly and incidents are addressed promptly. Maintain and update databases, reports, and documentation, keeping information accurate and confidential. Spot opportunities to improve operational procedures and recommend solutions to boost efficiency. Coordinate with suppliers and internal departments to meet deadlines and uphold service quality. Monitor key operational metrics and provide insights to support decision-making. What We Look For Experience: 1 to 2 years in operations, administration, or support roles, with a background in administrative work and incident management. Work Environment: Comfortable in startup, marketing, or advertising settings. Technical Skills: Familiar with Jira, Salesforce, CRMs, and operational management platforms. Soft Skills: Strong organizational ability, proactive approach, and a knack for solving problems.

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.

About Us SharkNinja is a globally recognized product design and technology firm that offers a diverse range of highly-rated lifestyle solutions, enhancing the everyday lives of consumers across the globe. With two leading brands, Shark and Ninja, we have established a remarkable history of launching disruptive innovations in the market, continuously developing consumer products that have expanded our presence across various categories, leading to substantial growth and increased market share. Based in Needham, Massachusetts, our dedicated team of over 4,100 associates ensures that our products are accessible through major retail channels, both online and offline, as well as through distributors worldwide.  About the RoleThe Sales Operations Specialist plays a crucial role in supporting the daily operational functions that drive sales performance for designated retail accounts. This position encompasses demand planning, inventory management, purchase order execution, point-of-sale (POS) trend analysis, trade spend management, and the continual assessment of business trends and operational performance. The Specialist collaborates closely with internal teams at SharkNinja to monitor business performance, maintain accurate forecasts, and facilitate the execution of essential operational processes.Key ResponsibilitiesAssist with operational tasks related to demand planning, inventory tracking, purchase orders, and sales performance reporting.Generate and maintain weekly business reports that outline trends, risks, and opportunities.Monitor promotional performance in relation to expectations, aiding in future shipment and forecasting strategies.Collaborate with Sales, Demand Planning, and Supply Chain teams to enhance forecasting, inventory planning, and order management.Update and maintain forecasts, pricing, and new product information in internal systems (training provided).Engage in weekly discussions with customer replenishment or planning teams to review recent results and updates.Coordinate order timing and availability with internal supply chain partners.Assist in tracking trade spend and ensure promotional plans are accurately represented in forecasting tools.