
Client Operations Executive, Spanish
Collinson
full-time
Posted on:
Location Type: Hybrid
Location: Dallas • Texas • United States
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About the role
- Execute daily operational activities for assigned clients in accordance with contractual terms and standard service agreements.
- Set up, maintain, and update client programs and system configurations.
- Manage operational tasks including Cardholder updates, whitelist/blacklist maintenance, renewals, and program data accuracy.
- Investigate, process, and document disputes, complaints, ensuring timely and satisfactory resolution.
- Run monthly client reports, billing information, and operational data, ensuring delivery within established SLAs.
- Provide operational administrative support to the Client Operations Manager and Client Account Managers as required.
- Respond to basic client queries and requests promptly and professionally.
- Maintain positive working relationships with internal teams, global partners, clients, and third-party suppliers.
- Participate in weekly, monthly, and quarterly stakeholder meetings as needed to understand priorities, workloads, and client requirements.
- Support the handover of new clients from Commercial into Operations, ensuring all requirements are clearly understood and documented.
- Coordinate onboarding of new associate and wholesale programs, ensuring client requirements are captured and implemented accurately.
- Set up program details in the back-office system following standard processes and operational best practice.
- Conduct end-to-end operational testing for new deals, implementations, or system developments prior to launch.
- Prepare and distribute internal client information sheets and supporting documentation.
- Create, maintain, and update operational procedures, ensuring accuracy and alignment with business standards.
- Ensure internal documentation contains up-to-date client and program information accessible across the organization.
- Participate in revisions of globally shared processes, utilizing data to identify gaps and opportunities for operational excellence.
- Adhere to business processes and compliance standards across all operational activities.
- Contribute to operational projects and initiatives aimed at improving efficiency, quality, and scalability.
- Support the creation of new operational solutions that meet evolving commercial and client needs.
- Raise operational issues, system bugs, and improvement opportunities on behalf of the team.
- Assist in documenting processes and supporting materials for training, education, and business awareness.
Requirements
- Fluent Spanish essential (Spoken and Written), with Portuguese as a plus
- Detail oriented and quality focused with project coordinator skills.
- Excellent attention to detail and good administrative skills.
- Strong mastery of MS Office tools including Word, Excel and PowerPoint.
- Self-motivated with ability to prioritize, manage multiple requests simultaneously, and meet deadlines with an understanding of service level standards.
- Excellent listening, verbal, interpersonal, written and communication skills.
- Candidate must be able to demonstrate problem solving skills in combination with a methodical & structured approach to work.
- High School Diploma or equivalent.
Benefits
- 100% employer paid medical, dental, life & LTD insurance for employees
- 100% match to your 401k deferrals (limited) with 100% vesting at 6 months
- Supplemental Insurance including STD, additional Life
- Priority Pass Membership
- Global Mentoring Program
- Wellness Programs
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
operational testingprogram data accuracydispute resolutionbilling information managementclient onboardingprocess documentationoperational proceduresdata analysisproject coordinationservice level standards
Soft Skills
detail orientedquality focusedself-motivatedprioritizationtime managementexcellent communicationproblem solvinginterpersonal skillslistening skillsadministrative skills
Certifications
High School Diploma