Operations Specialist managing operational delivery for partner practices in healthcare. Ensuring workflows run smoothly and collaborating with cross - functional teams for operational insights.
About the role
- Junior Operations Analyst in fintech supporting the Institutional Sales team. Involves operational execution, reporting, and process improvement focusing on client support and data integrity.
Responsibilities
- Handle client account requests, reporting, and data integrity checks.
- Build Salesforce reports, Tableau dashboards, and process automations.
- Conduct regular Salesforce data integrity checks.
- Maintain trackers and operational records.
- Prepare and distribute recurring institutional reports.
- Build and maintain Salesforce reports/dashboards to track client trading performance.
- Support Tableau dashboard development for client activity.
- Monitor and analyze client trading volumes and account performance.
- Deliver ad-hoc reporting and insights to sales and account managers.
- Maintain and optimize Slack workflows and other automation tools.
- Identify workflow inefficiencies and propose solutions for automation.
- Document updated processes and contribute to team knowledge sharing.
- Partner with account managers, compliance, data, and finance teams.
Requirements
- 1–3 years of experience in operations, business analysis, or sales support (fintech/finance background preferred).
- Strong organizational skills, with ability to handle multiple tasks under tight deadlines.
- Proficiency in Excel/Google Sheets; experience with Salesforce reporting required.
- Familiarity with Tableau (or other BI tools) strongly preferred.
- Interest or experience with workflow automation (Slack workflows, macros, scripts).
- Analytical mindset with strong attention to detail.
- Excellent communication skills and ability to collaborate across teams.
Benefits
- Opportunity to grow at the intersection of operations and analytics in the crypto industry.
- Exposure to institutional trading operations, client support, and data-driven decision making.
- A clear career development path toward mid-level operations management or business analytics.
- A collaborative, fast-paced team environment where your work has immediate impact.
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Tech skills
Location requirements
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