Client Service Team Assistant

AI Digital; United States; Remote; USD 60,000 - 90,000; Full time

Job summary

AI Digital (United States) seeks a versatile role to manage NetSuite administration, support client onboarding calls as a scribe, and organize client paperwork in Google Drive. You will also triage billing issues between Clients and Finance, shielding CSMs from repetitive inquiries while collaborating with Growth, Ops, Legal, and Finance for timely resolutions.

Ideal candidates are highly organized with excellent English communication skills and experience with task management tools such as

Qualifications

• 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

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.

Skills

Fluent in English

Client-facing experience

Attention to detail

Organized

Communication with stakeholders

Tools

Asana

Jira

monday.com

Job description

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