Client Service Team Assistant

AI Digital; Puerto Bogotá; Vor Ort; COP 44.640.000 - 78.120.000; Vollzeit

Zusammenfassung

AI Digital is seeking a detail-oriented administrator to manage NetSuite for our Latin America clients, coordinate onboarding calls, and ensure accurate client data and orders.

The role also covers organizing client paperwork in Google Drive, triaging billing issues with Finance, and supporting notarial and payment requests, while maintaining clear communication with stakeholders across departments.

Qualifikationen

• Central and South America-based
• Fluent in English – 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

Aufgaben

• 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.

Kenntnisse

Fluent English

Tools

Asana

Jira

Monday.com

Jobbeschreibung

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