West Coast - Senior Product Operations, Insights

About the Role

We’re looking for a highly driven Senior Product Operations to strengthen our platform operations and internal workflows as we scale. This role will focus on ensuring smooth onboarding, data accuracy, and client delivery — while building the systems and accountability we need to handle rapid growth.

You’ll work closely with the operations team to own outcomes, coach team members, and continuously improve how we deliver value to clients.

This role is ideal for someone who thrives in fast-moving environments, combines hands-on execution with leadership, and demonstrates accountability, ownership, and a strong bias for action — consistently delivering results with commitment.

Why Join Us

• Shape the future of investing: Be part of a team that’s transforming how investors access and manage alternative investments — bringing transparency, efficiency, and innovation to a historically complex space.

• Scale with impact: Play a key role in building operations that can support growth from dozens to hundreds of clients, directly influencing how our platform scales and succeeds.

• Real ownership and visibility: You’ll have true accountability, high visibility with leadership, and the chance to take initiative that drives measurable results.

• Path to senior leadership: As the company expands, you’ll have the opportunity to step into broader leadership responsibilities and shape the long-term strategy of operations.

• Collaborative, high-velocity culture: Join a team that moves quickly, values accountability, and thrives on solving complex challenges together.

What You’ll Be Doing

Client Delivery & Experience

• Ensure client onboarding workflows run end-to-end smoothly, with implementation milestones delivered on time and to a high standard.

• Track and maintain performance against SLAs, SLOs, and KPIs — proactively identifying risks and driving improvements where needed.

• Act as a central point of accountability for client-facing operations, supporting a seamless, consistent client experience.

• Partner with Product and Engineering to shape requirements, collaborate on solutions, and resolve operational or technical issues that impact clients and internal operations.

Team Enablement & Leadership

• Provide day-to-day direction to Implementation Specialists, helping them deliver onboarding effectively while building stronger ownership and communication skills.

• Support offshore data processing teammates through training, reinforcement of best practices, and ongoing improvements in quality.

• Partner with the Data Quality Analyst to monitor outputs, resolve issues, and strengthen data integrity through effective feedback loops.

Operational Excellence & Process Improvement

• Identify operational bottlenecks and inefficiencies, designing workflows that improve both quality and scalability.

• Continuously refine systems, processes, and playbooks to enable growth from dozens to hundreds of clients.

• Bring a proactive, action-oriented mindset — ensuring operations remain efficient, reliable, and client-focused.

Qualifications & Skills

• 7+ years of experience in operations, client delivery, or related functions in fast-paced, high-growth environments (fintech, SaaS, or professional services preferred).

• Proven ability to drive outcomes end-to-end — identifying issues, implementing solutions, and ensuring successful execution with accountability and initiative.

• Strong bias to action: thrives in ambiguity, moves quickly, and balances speed with quality.

• Exceptional problem-solving and analytical skills; able to identify root causes of complex operational challenges and implement effective solutions.

• Excellent communication and influence skills across all levels — from coaching teammates, to collaborating cross-functionally, to engaging directly with executives and clients.

• Hands-on experience with establishing and tracking KPIs, SLAs, and other operational metrics, including building and using dashboards to measure performance and inform decisions.

• Detail-oriented, highly organized, and able to juggle multiple priorities while keeping long-term objectives in focus.

Plus if

• Industry knowledge: Familiarity with alternative investments