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