Client Strategist & Operations Advisor
100% remote | LATAM | Contractor
About Near
Near is a recruitment agency that specializes in providing top-tier talent for dynamic and fast-growing businesses. We connect companies with skilled professionals who are ready to make a significant impact and help our clients succeed in their unique challenges.
About the Client
Our client is a growing company that helps small businesses make smarter pricing decisions by combining software and consulting. As the business expands, the founder is looking for someone who can take on more responsibility in managing client relationships and operational processes. The company has a highly collaborative and hands-on work culture, where feedback is valued and autonomy is encouraged. This role offers the chance to be a key player in shaping the company's future growth.
About the Role
The Lead Client Strategist & Operations Advisor will play a crucial role in both client-facing consulting and internal operational strategy. This role involves guiding small businesses in making strategic decisions, iterating on internal processes, and ensuring smooth client interactions. The ideal candidate will have a data-driven background, strong strategic thinking, excellent communication skills, and the ability to adapt to a fast-changing environment.
Mission:
Own the recurring client relationship, make the data trustworthy and legible, advise the owner on pricing and adjacent business questions, and execute the process in the existing tooling.
The role in one sentence: Help small businesses make big decisions as a trusted advisor and figure out patterns across clients
Responsibilities
- Shadow the founder’s client calls for the first 1–2 months, then transition to being the primary client contact.
- Identify patterns from real client conversations to help refine the product and service offerings, using these insights to improve the company's overall approach.
- Contribute to and refine the playbook for client interactions, documenting processes and iterating strategies based on client feedback.
- Collaborate with the founder to update and maintain the playbook as the company grows.
- Help hire and train a second client lead, ensuring knowledge transfer and consistency in playbook execution.
- Assist in refining and optimizing internal operations to improve service delivery and client satisfaction.
- Be a trusted advisor to clients, helping them make data-driven decisions in pricing and operational strategies.
Requirements
Must-Haves
- 4–6 years of experience in a client-facing role with a strategic consulting or business analysis focus.
- Strong analytical skills and comfort with numbers to make data-driven decisions, including pricing, margins, and trade-offs.
- Proven ability to improve and iterate operational processes, especially through documenting and refining workflows.
- Advanced English and ability to communicate clearly with US-based clients.
- Comfortable working independently in a dynamic environment with changing priorities.
- Experience building and maintaining client relationships, offering actionable insights and recommendations.
- Strong problem-solving and data-driven skills, with the ability to adapt quickly to new challenges.
Nice-to-Haves
- Bachelor’s or advanced degree in Business Administration, Finance, Economics, or related fields.
- Experience in management consulting, business strategy, or financial consulting.
- Familiarity with pricing analysis, business analytics, or operational strategy.
- Previous experience in startups or small business environments.
- Interest or experience with AI tools or technology to improve operational processes.
What This Role is NOT
- Not a sales role; focus is on strategic advising and client operations, not closing deals.
- Not solely an operational manager; while you will improve processes, your primary responsibility is advising clients.
- Not just a customer success role; the position requires strategic thinking and process improvement.
- Not a corporate role; the candidate should enjoy making a significant impact in a small business environment.
Why This Role
- Impactful work: Directly shape client growth and operational excellence.
- Autonomy: Flexibility to shape client relationships and internal processes.
- Growth potential: Role can evolve to lead client services or help launch new products.
Benefits & Working Conditions
- Salary: $2,500–$3,500 base (depending on seniority) + performance bonus.
- Remote: 100% remote (LATAM).
- Contractor: The role is structured as a contractor engagement.
- PTO: 10 days paid + US holidays + 4 local holidays.
- Work hours: Flexible, but must overlap with US business hours (10 AM–3 PM ET).
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