SpotOn

Client Operations Specialist

SpotOn

full-time

Posted on:

Location Type: Hybrid

Location: Mexico City • Mexico

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About the role

  • Manage end-to-end account updates, including RMAs, swaps, add-on orders and cancellations.
  • Ensure all client account activities meet accuracy, compliance, and service standards.
  • Maintain precise records across systems such as Salesforce and internal databases.
  • Validate Work Orders and account details to prevent downstream issues.
  • Coordinate with Implementation, Finance, Growth, Success, and Product teams to resolve account discrepancies.
  • Support quality control by reviewing records and identifying data anomalies.
  • Recommend process enhancements to improve workflow speed or data integrity.
  • Uphold departmental SOPs, SLAs, and compliance standards.
  • Deliver high-quality, accurate work and outcomes by consistently adhering to documented processes, including Standard Operating Procedures (SOPs), Service Level Agreements (SLAs), and checklists.

Requirements

  • 2–3 years of professional experience in customer success or related roles.
  • Proven knowledge of client account management and operational workflows.
  • Hands-on experience with Salesforce or comparable CRM platforms, Dealhub or comparable quoting software, and Netsuite.
  • Strong organizational, problem-solving, and data validation skills.
  • Familiarity with SaaS or fintech environments preferred.
  • Ability to manage multiple requests in a deadline-driven setting.
  • Knowledge of shipping logistics and the hardware lifecycle a plus.
Benefits
  • Health insurance
  • Paid time off
  • Flexible work arrangements
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
account managementoperational workflowsdata validationshipping logisticshardware lifecycle
Soft Skills
organizational skillsproblem-solving skillsattention to detailtime management