OPERATIONS SPEC

Desperes MO

8 months Contract

an Operations Specialist, your role is to oversee and optimize day-to-day operational processes within an organization, ensuring efficiency, compliance, and smooth workflow across various departments.

Responsibilities: • Manage and execute operational needs of the firm in a fast-paced environment • Demonstrate strong analytical and problem-solving skills

• Take a proactive approach to problem solving

• Handle multiple tasks simultaneously and stay organized

• Provide high-quality customer service

• Identify opportunities for process improvement

• Stay up-to-date on industry best practices and regulations

• Develop and implement operational procedures and policies

• Prepare and present operational reports to management

Qualifications:

• The ideal candidate for this role should have a passion for problem solving and a drive for finding solutions to complex challenges • We are looking for an individual with a strong analytical background, excellent communication skills, and a proactive approach to problem solving • This position requires an individual with the ability to handle multiple tasks simultaneously and stay organized in a fast-paced environment

This Operations Spec. resource will provide pricing strategy support services to the Firm Strategy organisation and assist with the execution of pricing-related initiatives, projects, enhancements, and process improvement efforts.

The individual will collaborate with branch teams and key stakeholders to support the implementation of pricing initiatives, including pricing exception activities, pricing test-and-learn programs, market tests, and other pricing-related changes. The resource will leverage pricing expertise, analytical skills, and industry knowledge to support business objectives, identify opportunities for improvement, and assist stakeholders in a timely and professional manner.

Responsibilities

Provide support for the execution of pricing-related projects, enhancements, process improvement efforts, test-and-learn initiatives, market tests, and implementation of pricing solutions.
Partner with branch teams and stakeholders, including Firm Analytics, WMAS, Operations, and other business groups, to gather requirements, analyze information, and support pricing initiatives.
Support adherence to established risk controls, policies, and procedures by documenting actions, tracking issues, and maintaining appropriate records associated with assigned initiatives.
Provide subject matter expertise and recommendations related to pricing initiatives, processes, and operational activities.
Respond to stakeholder inquiries regarding pricing-related initiatives, processes, and activities by researching issues, providing information, and facilitating resolution as appropriate.
Identify opportunities to improve efficiency, effectiveness, and scalability of pricing-related processes, systems, and workflows.
Analyze data and business requirements to support decision-making and implementation activities related to pricing strategies.
Participate in project meetings, working sessions, and stakeholder discussions to support successful delivery of pricing initiatives.

The consultant supports the Firm Strategy organization's pricing operations—reviewing and processing pricing exception requests from branch teams, validating them against pricing guidelines, and supporting broader pricing initiatives.

A typical day includes:

Reviewing and prioritizing pricing exception cases from Salesforce and shared team queues
Researching account information and validating eligibility for family pricing structures and related pricing programs
Communicating with branch teams to clarify requests, answer questions, and gather required documentation
Managing multiple open cases simultaneously against a significant backlog
Collaborating with pricing strategists and business partners on complex/edge cases
Documenting decisions and outcomes per established procedures
Joining team discussions on process improvements and workload management

Core responsibilities

Review, research, and process pricing exception requests
Validate branch-submitted info against pricing guidelines/eligibility rules
Coordinate with branches and stakeholders to resolve requests in a timely manner
Support pricing projects, process improvements, and operational workflows
Document actions/decisions per compliance controls
Analyze data to inform pricing decisions
Field inquiries on pricing processes and request status
Flag opportunities to improve workflow efficiency and scalability
Attend stakeholder meetings on pricing initiatives
Maintain high accuracy given the financial impact of pricing decisions

How success is measured

Timely case/request completion
Quality and accuracy of work
Effective management of workload/case volume
Minimal processing errors
Positive feedback from team members and branch stakeholders
Speed of ramping up on pricing processes

Ideal candidate profile
Detail-oriented, self-directed, and comfortable in a fast-paced environment with heavy caseloads. Strong judgment and analytical skills, a continuous-improvement mindset, a professional communicator, adaptable to non-routine/ambiguous situations, and able to work well within a high-performing team.

Training—2 weeks

Tools: MS Office (must) and Salesforce prefered

Operation Specialist - Financial

Key skills

About this role