Operations Analyst

Jobtailor; Monterrey; Presencial; MXN 200.880 - 290.160; Jornada completa

Descripción de la vacante

Jobtailor in Monterrey, Mexico is seeking a proactive onboarding and operations support specialist. You will guide new clients from application through activation, coordinate transactions, and assist the Mexico team with day-to-day tasks, documentation, and cross-functional collaboration.

You will communicate effectively in Spanish and English, manage multiple tasks, and help improve onboarding efficiency while maintaining clear client records and timely updates.

Formación

• Bachelor's degree in Business Administration, Finance, International Business or related field.
• Strong time management and organizational skills; juggle multiple onboarding and follow-ups.
• Comfortable speaking with clients; proactive, confident phone communication.
• Solid presentation skills; ability to organize information for internal/external audiences.
• Fluent in Spanish and English; daily collaboration with global teams.
• Based in Monterrey, or willing to relocate to Monterrey, Mexico.

Responsabilidades

• Onboard new clients from application through activation; collect documentation accurately and on time.
• Serve as onboarding point of contact; answer questions and guide clients through next steps.
• Track onboarding status and flag delays to the Customer Care and Ops Lead.
• Monitor new transactions and proactively follow up with clients and internal teams for timely completion.
• Identify and escalate transaction issues before they affect clients; maintain clear records.
• Support Mexico operations with day-to-day administrative and coordination tasks; maintain documentation and SOPs.
• Prepare clear status updates and summaries for internal stakeholders; create simple presentations on onboarding progress.
• Support reporting and data organization for the Customer Care and Ops Lead.
• Identify bottlenecks in onboarding and transaction workflows and suggest improvements.
• Build rapport with clients through consistent, professional follow-up.
• Assist cross-functional teams as priorities evolve.

Conocimientos

Time management

Organizational skills

Bilingual Spanish/English

Presentation skills

Client communication

Educación

Bachelor's degree

Descripción del empleo

Responsibilities

• Client Onboarding Support
  • Support new client onboarding from application through activation, ensuring all required documentation and information is collected accurately and on time.
  • Serve as a friendly, responsive point of contact for new clients during onboarding, answering questions and guiding them through next steps.
  • Track onboarding status across clients and flag delays or blockers to the Customer Care and Ops Lead.
• Transaction Follow‑Up
  • Monitor new transactions and proactively follow up with clients and internal teams to ensure timely completion.
  • Identify and escal​ate transaction issues or delays before they become client‑facing problems.
  • Maintain clear, up‑to‑date records of transaction status for reporting purposes.
• Operations Support (Mexico Team)
  • Provide day‑to‑day support to the Mexico operations team on recurring administrative and coordination tasks.
  • Help maintain and organize operational documentation, trackers, and SOPs.
  • Assist in coordinating between local operations, customer service, and other cross‑functional teams as needed.
• Reporting and Presentations
  • Prepare clear, well‑organized status updates and summaries for internal stakeholders.
  • Build simple presentations to communicate onboarding progress, transaction status, or process updates.
  • Support the Customer Care and Ops Lead with ad hoc reporting and data organization.
• Process and Client Relationship Support
  • Help identify recurring bottlenecks or inefficiencies in onboarding and transaction workflows and suggest improvements.
  • Build rapport with clients through consistent, professional follow‑up and communication.
  • Support the broader customer service and operations team with additional tasks as priorities evolve.

Requirements

• Bachelor's degree in Business Administration, Finance, International Business, or a related field (recent graduates welcome — prior professional experience is not required).
• Strong time management and organizational skills, with the ability to juggle multiple onboarding and transaction follow‑ups at once.
• Comfortable and confident speaking directly with clients; not afraid to pick up the phone or lead a conversation.
• Solid presentation skills. Able to organize information clearly and communicate it to internal or external audiences.
• Fluent in Spanish and English, both required, given daily collaboration with global teams.
• Based in or willing to relocate to Monterrey, Mexico.

Core Competencies

Demonstrates strong client onboarding support capabilities, effective communication skills in both Spanish and English, and the ability to manage multiple tasks efficiently while maintaining organized records and reports.