1mo ago
USD 130000–150000/yr

Senior Operations Specialist

United StatesUnited States·New YorkFull-Timemid
OperationsOperations AnalystOperations Specialist
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Quick Summary

Overview

Client Onboarding, Vendor Due Dilligence + Risk Management Serve as the primary subject matter expert for third-party onboarding, vendor due diligence, information security assessments,

Technical Tools
OperationsOperations AnalystOperations Specialist
Client Onboarding, Vendor Due Dilligence + Risk Management
  • Serve as the primary subject matter expert for third-party onboarding, vendor due diligence, information security assessments, procurement requests, and client risk management processes. 

  • Manage onboarding activities from initiation through completion, coordinating efforts across Information Security, Product, Engineering, Operations, Legal, Finance, and Executive Leadership.  

  • Partner directly with clients to ensure timely completion of onboarding requests, questionnaires, audits, and due diligence activities.  

  • Build and maintain deep knowledge of Versana's platform, security controls, policies, and operational processes.  

  • Maintain response libraries, supporting documentation, and process improvements that increase efficiency and consistency.  

  • Continuously identify opportunities to improve onboarding workflows and client experience. 

 

  • Own customer SLA reporting and monitoring, ensuring performance remains aligned with contractual obligations.  

  • Develop and deliver recurring customer and operational performance reporting.  

  • Analyze trends and identify opportunities to improve service delivery and operational effectiveness.  

  • Partner with Client Success, Product, and Engineering teams to enhance the client experience.  

  • Support operational readiness and execution for new clients, products, and strategic initiatives. 

 

  • Maintain the company's policy inventory and governance framework, including coordinating periodic reviews and updates.  

  • Support operational risk management, audit activities, and compliance initiatives.  

  • Partner with leadership to strengthen internal controls, governance processes, and operational maturity.  

  • Coordinate cross-functional activities related to audits, certifications, customer requests, and regulatory inquiries.  

  • Identify operational risks and recommend process improvements and mitigation strategies. 

 

  • Develop executive, board-level, and management reporting materials that provide meaningful insights into business performance.  

  • Prepare presentation materials for executive leadership, strategic initiatives, client meetings, and board discussions.  

  • Transform operational and business data into clear narratives and actionable recommendations.  

  • Build and maintain dashboards, KPIs, scorecards, and reporting frameworks that support data-driven decision making.  

  • Partner with leadership and internal teams to enhance reporting quality, consistency, and visibility.  

  • Deliver recurring management reporting on customer, operational, and business performance metrics. 

 

  • Analyze operational, customer, and business data to identify trends, opportunities, and risks.  

  • Develop meaningful metrics and performance indicators that provide visibility into organizational health and performance.  

  • Partner with data and technology teams to improve reporting capabilities and operational insights.  

  • Identify opportunities for automation, process optimization, and operational efficiencies.  

  • Use technology and AI-enabled tools responsibly to accelerate workflows while independently validating outputs and recommendations. 

 

  • Support strategic initiatives and special projects across the business.  

  • Partner with leadership to improve operational effectiveness and enable company growth.  

  • Assist with finance and operational reporting activities, including data validation and business analysis. The prior description specifically included finance operational support and invoice-related responsibilities.  

  • Contribute to the development of operational processes, success metrics, and management frameworks.  

  • Take ownership of initiatives outside of defined responsibilities when business needs require support. 

  • Bachelor’s degree in Business, Finance, Operations, Information Systems, or a related field.  

  • 5+ years of experience in Business Operations, Strategy & Operations, Consulting, Risk Management, Program Management, or related functions.  

  • Experience working in fintech, SaaS, technology, or other high-growth environments.  

  • Experience in working with enterprise grade customers in banking or investment management. 

  • Exceptional written and verbal communication skills with strong client-facing experience.  

  • Familiarity with third-party risk management, information security assessments, audit programs, and compliance frameworks.  

  • Advanced Microsoft PowerPoint skills, including the ability to create executive-ready presentations.  

Location & Eligibility

Where is the job
New York, United States
Hybrid — some on-site time required
Who can apply
US

Listing Details

Posted
August 21, 2026
First seen
August 21, 2026
Last seen
October 10, 2026

Posting Health

Days active
49
Repost count
0
Trust Level
37%
Scored at
October 10, 2026

Signal breakdown

freshnesssource trustcontent trustemployer trust
Employees
5
Founded
2019
View company profile
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Senior Operations SpecialistUSD 130000–150000