Strategic AI Enablement & Operations Lead

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

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.