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Process & Systems Management
Maintain and update client records, sales orders, and operational data in NetSuite, ensuring accuracy and consistency.
Perform regular data quality checks and handle administrative updates that cannot be automated.
Organize and maintain client agreements, signed paperwork, and supporting documentation in Google Drive, following standardized documentation practices.
Coordinate the collection, processing, and submission of client-related documentation, including Insertion Orders, Purchase Orders, and notarization requests.
Identify and suggest improvements to administrative workflows and documentation processes.
Client & Financial Operations Support
Coordinate billing-related inquiries between clients, Client Services, and Finance, including invoice disputes, prepayments, and outstanding payments.
Track open requests, follow up with relevant stakeholders, and ensure timely communication and resolution.
Maintain accurate records of billing statuses and provide operational updates to Client Services leadership.
Support departmental expense and budget tracking, including software subscriptions, bonuses, and other operational expenditures.
Maintain client tier information in NetSuite and coordinate related notifications across teams.
Previous experience in operations, administrative coordination, project coordination, or business support roles.
Proven ability to manage multiple operational workflows and high volumes of requests while maintaining accuracy and meeting deadlines.
Excellent attention to detail, organizational skills, and ability to work independently.
Fluent English, with strong written and verbal communication skills.
Experience working with business systems, operational databases, or tools used to manage client records and documentation.
Proficiency in Google Workspace and experience with task management platforms such as Asana, Jira, Monday.com, or similar tools.
Strong communication and cross-functional coordination skills.
Comfortable working with invoices, financial documentation, and operational reporting.
Previous experience with CRM/ERP systems, particularly NetSuite, is a plus.
Experience in digital advertising, marketing agencies, or other client-service environments is a plus.