Senior Operations Specialist

Key Responsibilities: 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.
• 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.