Senior Client Success & Operations Liaison (Remote)

PlanITROI; Colombia; Remote; COP 197,316,000 - 295,975,000; Part time

Job summary

PlanITROI is seeking a Senior Client Services Specialist to own day-to-day client account management, onboarding, and cross-functional coordination across Operations, Logistics, Sales, and Finance. You will drive proactive communication, data accuracy, and issue resolution to elevate the client experience.

The role requires exceptional written/verbal English, strong organizational skills, and the ability to manage multiple accounts remotely with stakeholders in Latin America and EST time zones.

Qualifications

• 3–7+ years in Client Services, Customer Success, or Account Management in an operational setting.
• Experience coordinating between client-facing and internal operations (logistics, finance, etc.).
• Proven ability to manage high-volume client communications and deliverables.

Responsibilities

• Serve as the primary point of contact for client emails and inquiries across accounts.
• Guide new clients through onboarding, system access, and process walkthroughs.
• Conduct client portal demonstrations and provide ongoing training as features evolve.
• Coordinate client logistics pickups and act as liaison between clients and Logistics.
• Lead recurring operational calls, prepare agendas, and document action items.
• Prepare and deliver quarterly business reviews and reports with insights.

Skills

Client Services

Customer Success

Account Management

Operations Support

Service Delivery

Business Operations

Tools

Salesforce CRM

Power BI

Google Workspace

SharePoint

Microsoft Teams

Job description

PlanITROI is seeking a Senior Client Services Specialist to own day-to-day client account management, onboarding, and cross-functional coordination across Operations, Logistics, Sales, and Finance. You will drive proactive communication, data accuracy, and issue resolution to elevate the client experience.

The role requires exceptional written/verbal English, strong organizational skills, and the ability to manage multiple accounts remotely with stakeholders in Latin America and EST time zones.