Client Service Team Assistant

AI Digital; Bogotá; On-site; COP 24,000,000 - 42,000,000; Full time

Job summary

AI Digital is seeking a detail-oriented coordinator to manage client onboarding, documentation, and cross-team communication across the Americas. The role emphasizes meticulous data handling, organized records in Google Drive, and efficient triage of client requests to Finance, Ops, Legal, and Growth teams.

The successful candidate will fluent English, based in Central or South America, with experience in project coordination tools such as Asana, Jira, or monday.com, and a track record of

Qualifications

• Fluent English communication with internal and external stakeholders.
• Extremely organized with high attention to detail.
• Experience with task management tools (Asana, Jira, Monday.com).

Responsibilities

• NetSuite (ERP/CRM) Administration: Serve as the primary admin for NetSuite (client data and categorization, sales orders). QA for NetSuite client info not automatable.
• Client Support & Comms: Participate in customer onboarding calls and client-facing meetings as a scribe; triage requests to Finance, Ops, Legal and other teams.
• Client Paperwork Organization: Maintain signed client paperwork in Google Drive with consistent taxonomy across pods.
• Billing & Accounts Receivable Triage: Liaise between Clients and Finance to resolve invoice disputes and manage prepay/delayed payments.

Skills

Communication with stakeholders

Attention to detail

Organization

Tools

Asana

Jira

monday.com

Job description

Role responsibilities :

• NetSuite (ERP/CRM) Administration: Serve as the primary admin for NetSuite (client data and categorization, sales orders). Overall QA for NetSuite client info, handling all NetSuite pieces that cannot be automated based on media plans.
• Client Support & Comms : Participate in customer onboarding calls and other client-facing meetings in a “scribe” capacity. Triage client requests (payment, paperwork, notary needs) to Finance, Ops, Legal and other teams.
• Client Paperwork Organization: Keep all signed client paperwork and materials organized in Google Drive with a consistent taxonomy across all pods.
• Billing & Accounts Receivable Triage: Act as the primary liaison between Clients and Finance for resolving invoice disputes, prepay invoices and delayed payments, shielding CSMs from back-and-forth collection emails and constant inquiries from Growth team around invoices sent/paid.

Role requirements :

• Central and South America-based
• Fluent in English — must be comfortable communicating with internal and external stakeholders
• Organized with extreme attention to detail
• Experience with Asana, Jira, monday.com or other task management software
• Experience in client-facing or project manager/coordinator roles is a huge advantage