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The Client Operations Executive is responsible for delivering the day‑to‑day operational activities required to support client programs and ensure service excellence. This role plays a key part in maintaining client satisfaction by executing operational processes accurately, supporting internal teams, coordinating client onboarding, and ensuring all activities meet contractual obligations, internal standards, and established service levels. The position works collaboratively with Client Operations Managers, Account Managers, internal regional/global teams, and third‑party partners to deliver seamless operational service and continuous process improvement.
Job Responsibility:
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)
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
Nice to have:
Portuguese as a plus
What we offer:
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
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