About this role
- 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.