Own the operational delivery of managed data services for assigned client accounts, ensuring accuracy, timeliness, and adherence to agreed service levels.
Act as the primary client liaison for data operations, coordinating intake, prioritization, and processing with offshore delivery teams.
Manage the inflow of client documents, including tracking volumes, prioritization, and handoff to processing queues.
Define, monitor, and manage document SLAs, including turnaround times, escalation paths, and coverage expectations.
Ensure document processing coverage during client business hours as required, coordinating workflows to meet client deadlines.
Oversee platform operations, including queue management, workflow configuration, issue triage, and operational troubleshooting.
Monitor operational performance metrics and proactively identify risks, bottlenecks, or service degradation.
Partner with internal product and engineering teams to resolve platform issues and provide operational feedback to improve workflows and reliability.
Maintain clear documentation, operational processes, and client-specific runbooks to support scalable service delivery.
Provide regular operational updates to clients, including service status, SLA performance, and issue resolution.
Requirements
5+ years of experience in data operations, managed services, platform operations, or client delivery within financial services, fintech, SaaS, or a related environment.
Proven experience managing document driven workflows, service levels, and operational commitments for enterprise clients.
Experience working with offshore or distributed delivery teams.
Strong operational discipline with the ability to manage competing priorities and time sensitive client requirements.
Comfort working within data platforms, operational tools, and workflow systems; advanced Excel proficiency preferred.
Clear, professional communication skills with the ability to explain operational detail to client stakeholders.
Highly organized, detail oriented, and proactive, with a strong sense of ownership and accountability.