Customer Planning Advisor

Client Onboarding & Audit Scheduling Coordinator

BSI Mexico | Remote (Mexico) | Full-time

Responsibilities

• Review and verify client contracts in Salesforce in collaboration with Sales teams.
• Manage complete client onboarding processes, including data entry, certificate creation, and client portal access.
• Schedule initial, surveillance, and re-certification audits, ensuring auditor availability and certification compliance.
• Act as the main point of contact for clients throughout onboarding and scheduling, responding promptly to inquiries.
• Coordinate with cross-functional teams—Sales, Operations, Legal, Technical Review, and Scheme Managers—to resolve issues.
• Maintain detailed records and track progress from audit assignment to completion.
• Identify and elevate risks or compliance issues and contribute to continuous process improvements.

Qualifications

• Bachel...