Business Operations & Enablement Manager

Trusteer Financial; Ciudad de México; On-site; MXN 446,400 - 725,400; Full time

Job summary

A finance and accounting firm in Mexico City seeks a Business Operations & AI Enablement Manager to lead client onboarding and operational workflows. The role requires strong project management and process design skills, alongside experience in financial services. The ideal candidate will foster effective communication across teams and support the implementation of AI initiatives. Salary range: MXN 40,000 – 65,000 gross per month.

Qualifications

• 4+ years of experience in business operations or client services.
• Experience in managing onboarding or operational workflows in financial services.
• Excellent verbal and written communication with a professional demeanor.

Responsibilities

• Lead client onboarding workflows and ensure timely communication.
• Maintain project management systems and track deliverables.
• Support systems administration across various financial tools.

Skills

Project management

Process design

Client services

Communication skills

Education

Bachelor’s degree

Tools

CRM systems

Project management tools

QuickBooks Online

Job description

Trusteer Financial is a dynamic finance and accounting firm that partners with companies across industries such as technology, media, entertainment, life sciences, and blockchain. Our mission is to eliminate financial complexities for businesses by offering a comprehensive suite of services, including Technical Accounting, Advisory, Tax, and Analytics. We serve businesses at all stages of growth, from startups without in house financial teams to established companies seeking to optimize their financial operations. By reducing risks and enhancing scalability, we empower organizations to focus on innovation and sustainable growth.

Role Description

We are expanding our team and seeking a full time Business Operations & AI Enablement Manager to lead client onboarding, engagement coordination, and high-priority operational workflows across the firm.

This role combines core client operations responsibilities with selected Chief of Staff style functions and also ownership of process improvement, making it ideal for a highly organized operator who can keep people, systems, and deliverables moving while helping modernize how the firm works.

Reporting to firm leadership, this role serves as the connective tissue between clients, accountants, tax professionals, and internal stakeholders. The Business Operations & AI Enablement Manager is responsible for creating structure, maintaining visibility across active workstreams, supporting sales and onboarding operations, and helping implement scalable AI processes, controls, and infrastructure across the organization.

The Function

• Lead client onboarding workflows, including checklist management, document collection, engagement paperwork, folder setup, and coordination of system access across accounting, payroll, banking, and tax platforms.
• Serve as an operational point of contact for clients regarding deadlines, deliverables, missing items, status updates, and administrative process questions.
• Maintain internal project management systems by creating and updating recurring projects, tracking deliverables, and following up with team members and clients on outstanding tasks.
• Coordinate cross-functional workflows across accounting, tax, payroll, and leadership teams to help ensure client work progresses on schedule.
• Own AI-enabled workflow initiatives across onboarding, internal operations, document handling, CRM hygiene, billing administration, and knowledge management, including identifying use cases, piloting tools, and driving implementation.
• Design and maintain controls around AI assisted processes, including approval checkpoints, quality assurance reviews, access protocols, data-handling standards, template governance, and escalation paths to help ensure accuracy, confidentiality, and repeatability.
• Support systems and access administration across QuickBooks Online, payroll platforms, banking portals, state tax portals, CRM tools, AI tools, and document-sharing environments.
• Own online folder organization, file hygiene, and operating infrastructure across client engagements, ensuring digital records are logically structured, accessible, complete, and usable within evolving AI-enabled workflows.
• Coordinate with Internal team members on processes for CRM and related business development trackers, including pipeline updates, connector tracking, and event or outreach lists.
• Coordinate internal and external meetings, conference calls, leadership follow-ups, and select firm events, including scheduling logistics, materials support, notes, and action-item tracking.
• Prepare, edit, and organize internal and external documents such as onboarding materials, process memos, SOPs, client-facing communications, sales collateral, and AI workflow documentation.
• Assist with billing administration tasks such as invoice maintenance, narrative edits, time transfer coordination, invoice uploads, and status monitoring, while continuously identifying process gaps and opportunities to improve visibility, accountability, efficiency, and automation across the firm.

Requirements

• Bachelor’s degree and 4+ years of experience in business operations, client services, project management, professional services coordination, or operational systems implementation.
• Experience managing onboarding, administrative operations, or client delivery workflows in an accounting firm, financial services environment, consulting firm, or similar setting and exposure or interest in automation or AI tool implementation is a plus.
• Strong project management and process design instincts, with the ability to keep multiple workstreams organized while translating messy workflows into scalable operating procedures.
• Excellent written and verbal communication skills, with a polished and professional presence in client and leadership interactions.
• Comfort working across CRM systems, project management tools, document platforms, modern finance or payroll systems, and emerging AI tools or workflow automation platforms.
• Strong judgment, discretion, and confidentiality when handling sensitive client or firm information, especially in environments that involve AI-assisted workflows and shared operational systems.
• Ability to draft, edit, and improve internal and client-facing materials with a high level of organization and care, and to build documentation that supports operational consistency and AI adoption.
• A self-starter mindset with strong follow-through, anticipation skills, and the ability to solve problems proactively while helping the firm implement modern tools, controls, and infrastructure.

Salary range: MXN 40,000 – 65,000 gross per month