Customer Planning Advisor - Monterrey - BSI

Descripción

Job Title: Client Onboarding & Audit Scheduling Coordinator

Location: Mexico- Remote

Employment Type: Full-time

About the Role

BSI Mexico is seeking a detail-oriented and proactive Client Onboarding & Audit Scheduling Coordinator to ensure the seamless delivery of our certification services. In this role, you will be the crucial link between Sales, Operations, Auditors, and Clients—managing client onboarding, contract verification, and end-to-end audit scheduling.

You will oversee client data management in SAP and Point Global, verify contract accuracy, and coordinate audit scheduling aligned with certification requirements. Your work will directly influence client satisfaction, auditor utilization, compliance, and operational excellence.

In your day to day, you will be responsible for:

• Reviewing and verifying client contracts in Salesforce in collaboration with Sales teams.
• Managing complete client onboarding processes including data entry, certificate creation, and client portal access.
• Scheduling initial, surveillance, and re-certification audits, ensuring auditor availability and certification compliance.
• Acting as the main point of contact for clients throughout onboarding and scheduling, responding promptly to inquiries.
• Coordinating with cross-functional teams—Sales, Operations, Legal, Technical Review, and Scheme Managers—to resolve issues.
• Maintaining detailed records and tracking progress from audit assignment to completion.
• Identifying and escalating risks or compliance issues and contributing to continuous process improvements.

To be successful in the role, you will have:

• Bachelor's degree in Business Administration, Operations Management, or related field (or equivalent experience).
• 3–5 years experience in client coordination, scheduling, or operations in a client-facing environment.
• Proven ability to manage multiple priorities and collaborate across teams to meet deadlines.
• Experience with contract management, client onboarding, and scheduling workflows.
• Familiarity with certification processes, management systems, and ISO standards (ISO 9001, 14001, is preferred.
• Strong technical proficiency in MS Office (Excel, Outlook, Word), Salesforce (SFDC), SAP, and ERP/CRM systems.
• Excellent verbal and written communication skills in both Spanish and English.
• Strong problem-solving, customer service orientation, and relationship management skills.

Career opportunities are vast with around 5,000 employees working with over 82,000 clients in 182 countries. BSI challenges mediocrity and complacency to help embed excellence into the way people and products work. That means showing businesses how to improve performance, reduce risk, and achieve sustainable growth.

What we offer:

BSI offers a competitive total reward package, an independent and varied job in an international environment, flexible working hours, ongoing training and development with the inclusion of 20-days annual leave, savings fund, bank holidays, medical, dental, vision, and life insurance, short-term and long-term disability, maternal leave, paid parental leave, paid bereavement leave, learning and development opportunities, and a wide range of flexible benefits that you can tailor to suit your lifestyle.

Do you believe the world deserves excellence?

We are proud to be the business improvement company for other organisations to become more sustainable and resilient and finally to inspire trust in their products, systems, services, and the world we live in.

Headquartered in London, BSI is the world's first national standards organization with more than 100 years of experience. We are a global partner for 86,000 companies and organizations in over 193 countries, offering development, auditing, certification, and training services, including innovative software solutions and cyber security expertise for all industries: from aerospace and automotive to food, construction, energy, healthcare, IT and trade sectors. Incorporated by Royal Charter, we're truly impartial and home to the ultimate mark of trust, the Kitemark.

Through our unique combination of consulting, training, assurance, and regulatory services, we bring solid and broad knowledge to every company.

D&I Policy

BSI is committed to ensuring the diversity of our workforce reflects that of our clients and the communities in which we operate. Our goal is to create a sense of belonging for all employees by providing opportunities to develop, grow, and engage with our global organization, all while having fun doing great work. BSI is a community where everyone can thrive.

If you require any reasonable accommodations to be made on account of a disability or impairment throughout our recruiting process, please inform your Talent Acquisition Partner.