Senior Operations Specialist

Key Responsibilities

Client Onboarding, VendorDue 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.

Client Operations + Service Delivery

• 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.

Operational Governance, Polices + Internal Controls

• 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.

Executive Reporting + Business Intelligence

• 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.

Data Analysis + Operational Excellence

• 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.

Business Operations + Strategic Initiatives

• 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.

Must Have:

• 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.