Merchandising Operations Specialist
Operations specialist job in Braintree Town, MA
Here at OOFOS, we live to make people feel good. We are the leading brand in a category we pioneered over 14 years ago that is vastly growing - recovery footwear. We did this by launching a proprietary foam technology that is scientifically proven to make people feel good in our footwear. This technology is OOfoam™.
The Merchandising Operations Specialist supports and strengthens the merchandising function through precise product data management, operational excellence, and informed assortment building. This role ensures that every SKU is accurately built, tracked, and communicated cross-functionally while contributing to seasonal line architecture, product strategies, and channel assortments.
The ideal candidate brings 3-5 years of merchandising experience, strong knowledge of retail math and merchandising fundamentals, and a detail-driven, process-oriented work style well suited for a fast-paced brand.
Key Responsibilities
Product & Data Management
Own SKU creation, product hierarchy building, and attribute coding within merchandising, PLM-like tools, and ERP systems.
Maintain and audit product setup throughout the lifecycle to ensure 100% accuracy across internal tools and downstream systems.
Manage seasonal updates, item status changes, and data cleanup.
Sample management: ordering samples for our sales team, marketing team and international team on a seasonal basis. Manage sample product storage flow in HQ and offsite.
3rd party photography studio management - ordering, timing, and labeling of new products
Merchandising Operations
Support development of seasonal product line frameworks, including SKU efficiency planning, carryover logic, style/color architecture, and segmentation by channel.
Assist in building assortments for wholesale and DTC using sales data, productivity metrics, and merchandising principles.
Build and maintain merchandising tools including line plans, line sheets, sell-in assets, and seasonal internal documents.
Track and manage seasonal calendars, deliverables, and cross-functional milestones.
Utilize and maintain the New Item Status Tracker (serving as our PLM) to ensure product data is updated, consistent, and reliable.
Analysis & Insights
Apply retail math to assess SKU performance, margin, productivity, and assortment efficiency.
Strong command of key retail and digital metrics such as sell-through, margin, full price realization, weeks of supply, repeat rates, and productivity KPIs.
Partner with Planning to gather selling reads and seasonal insights that inform future assortment decisions.
Cross-Functional Collaboration
Serve as the merchandising point person for product data accuracy and line information.
Collaborate with Product, Planning, Sales Ops, Marketing, OSP (Label Production), and Operations to ensure smooth product setup through go-to-market.
Support communication of product information to external wholesale partners through tools such as Envoy B2B.
Requirements
Bachelor's degree in Business, Marketing, or related field (or equivalent experience).
3-5 years of experience in merchandising, merchandise operations, planning, or related consumer product categories (footwear/apparel preferred).
Strong understanding of merchandising fundamentals, including assortment development, retail math, seasonal planning, and SKU optimization.
High proficiency in Excel/Sheets (pivot tables, VLOOKUP/XLOOKUP, data validation, complex formulas).
Familiarity with NetSuite, New Item Status Tracker, OSP (Label Production), and Envoy B2B are strong pluses.
Exceptional attention to detail; comfortable owning and managing large volumes of product information.
Proactive self-starter with excellent organization and follow-through.
Clear communicator and effective collaborator across teams.
Leadership/Cultural Requirements
Cultural fit is crucial - Strong desire to make people feel good and live our brand ethos is a must.
A “team first” attitude, collaborative mindset and openness to feedback is a must.
Contribute to a positive, can-do attitude.
Enthusiasm for organization, clear structure, and impeccably maintained product data.
Energized by connecting product strategy, sales insights, and operational execution.
Demonstrates initiative, anticipates issues, and thrives in a dynamic, fast-moving environment.
Brings a strong balance of analytical rigor and merchandising intuition.
Job Type: Full Time - Exempt, Hybrid based in Braintree, MA
OOFOS is an Equal Opportunity Employer. We recruit, hire, train and promote without discrimination due to age, race, color, religion, sex, sexual orientation, national origin, citizenship, disability, military leave or veteran status, genetic information, or any other status protected by applicable federal, state or local law.
Insurance Operations Specialist
Operations specialist job in Worcester, MA
About the Role
We are seeking a highly organized and detail-oriented Operations Specialist to join our dynamic team. This is an excellent temporary-to-permanent opportunity for an individual who thrives in a structured environment and is committed to meeting quality and productivity standards.
The primary focus of this role is to support core service operations, handling a high volume of back-office tasks, outbound communication, and documentation processing.
Key Responsibilities
As a Core Service Representative, you will primarily focus on:
Certificate of Insurance (COI) Processing: Completing a large volume of Certificate of Insurance requests.
Documentation Management: Indexing documentation from multiple customer service Outlook mailboxes.
Outbound Communication: Making proactive outbound calls for New Business, Renewal, and Customer Satisfaction follow-ups.
Support Tasks: Handling occasional First Party Collections calls/emails, Returned Mail requests, and managing incoming Voice emails.
Inbound Support: Managing very few incoming calls, typically related to rush certificate requests.
Training & Expectations
Training Period: Approximately 2-4 weeks of comprehensive training covering multiple systems, basic commercial insurance concepts, Certificates of Insurance, and team workflows.
Productivity: After an initial acclimation period, Representatives are expected to meet a specific Productivity goal, which varies based on the assigned task focus.
Quality Assurance: All calls are recorded for quality purposes. Call and Certificate Quality is reviewed monthly to ensure excellent service delivery.
Schedule
Structured Scheduling: Due to the need to cover all incoming calls and email volumes, shift scheduling is highly structured.
Shift Bid Process: Work hours are determined by a seniority-based shift bid process. Shifts may be scheduled until 7:00 PM EST.
Qualifications
Strong attention to detail and organizational skills.
Excellent communication skills for professional outbound calls and email correspondence.
Ability to thrive in a structured, goal-oriented work environment.
Prior experience in a high-volume processing or call center environment is a plus.
Contracts and Legal Operations Specialist
Operations specialist job in Waltham, MA
Seeking a Legal Systems Specialist for a 1-year onsite contract in Waltham, MA (onsite 2 days/week).
Will triage contract requests, support lifecycle management, format/redline documents, and pull key info from agreements; contract systems experience preferred.
This role supports legal operations by managing high-volume agreement processing, maintaining the Agiloft contract system, preparing documents, and assisting with PO and expense workflows.
Requires 2-3 years of professional experience, strong Microsoft Office skills, familiarity with Agiloft or similar CMS, and excellent communication and organizational abilities.
Air Operations Group Specialist
Operations specialist job in Pawtucket, RI
Collette is seeking an Air Operations Group Specialist to join our Air Team. This is preferably a hybrid position based out of our Pawtucket, RI headquarters, three days required in office.
Let Us Show You the World
There has never been a better time to be in the travel industry. See the world, connect with others, and experience immersive benefits when you join the Collette team! As the longest-running tour operator in North America, our family-owned business leads the industry in innovation and expertise. Collette's passionate team works hard to fulfill travel dreams and is always looking for talent that will help to shape the company's future. Being part of the Collette team means having a willingness to grow, a desire to learn and ask questions, and a zest for seeing the world. From giving back to local communities to creating incredible experiences for a world of travelers and being part of a value-oriented team that cares for one another - Collette is all about people. So, what are you waiting for? Your journey starts here.
Job Summary:
Reporting to the Group Supervisor, Air Operations, this role is responsible for securing air for all group passengers and maintaining all air reservations for all passengers booked on their specified tour series assigned by the Manager of Air Operations. The primary goal of a Air Operations Group Specialist is to obtain the best possible air schedule for our clients while meeting the set profit margin for each program. The Specialist is expected to provide a timely turnaround of requests, with the objective of improving customer excellence.
Primary Functions:
Coordinate all air transportation for assigned tour series based on contracts and group pricing for all group passengers for assigned territories.
Request air group blocks for groups of 10 or more passengers using existing air contract or negotiating an Ad-Hoc Contract with a carrier with which we do not have contracts.
Some programs require an Air Series Block be requested once departure dates are set for that tour series. The Specialist will work with the Group Block Specialist and the Inventory Department to determine the number of seats and dates to request.
Groups of 10 or less must be booked live in a GDS using air contracts whenever possible.
Responsible for analyzing the air rate obtained and comparing the group pricing to ensure the expected profit margin, driven by the optimal air schedule pricing model. Offer alternatives when the best schedule does not meet this pricing model.
Maintain air schedules for all passengers booked with air on their tour series. This includes and not limited to ensuring all seat requests are confirmed and meet customer expectations/preferences, submit all special requests, and work all schedule changes to be sure connections are legal and still meet requirements of the tour series.
Handle any air emergencies while traveler is on tour whenever air needs to be altered.
Release all air group blocks by deadline set by each carrier. This includes tracking all air blocks for profitability and utilization purposes.
Proof air manifest 50 days prior to departure, to ensure that names, schedules, seat assignments, and special needs have been sent correctly to the airline carrier prior to ticketing for all passengers booked on their tour series.
Research all service issues and determine the best action for recovery resolution and report back to the Manager.
Responsible for covering emergencies on pre-scheduled Saturdays/Holidays throughout the year.
Knowledge and Skills:
Bachelor's degree preferred, but not necessary.
Two years' experience in air operations preferred.
Skill in customer service
Knowledge of air operations, quality control procedures and reporting documentation requirements.
Knowledge of a GDS system (Sabre, Amadeus) preferred, but not required.
Microsoft Office program experience
Ability to work as part of a Team environment.
Ability to communicate effectively, both orally and in writing.
Ability to organize, prioritize, and schedule work assignments.
Ability to foster a cooperative work environment.
Strong interpersonal and communication skills and the ability to work effectively with a wide range of constituencies in a diverse community.
Ability to create, compose and edit written materials.
Ability to plan and organize to optimize productivity.
Ability to analyze and solve problems.
Perform special projects and other related duties as assigned or directed by the VP of Operations, Manager of Air Operations, and Group Supervisor.
Maintain assigned work area in a safe and orderly condition in accordance with company standards. Comply with all company rules and regulations.
Pay range starting at $22.00/hr
Insurance Operations Coordinator
Operations specialist job in Boston, MA
EWC Insurance Solutions, in partnership with Chubb, specializes in providing custom insurance coverage for luxury watches, jewelry, handbags, and fine art. We offer policies that insure belongings at their true market value, along with proactive annual valuations, automatic coverage for new acquisitions, and discounts for clients with high-security measures. Known for our concierge-level service, expert claims management, and a focus on worldwide protection, we are a trusted choice for collectors globally. Our team is dedicated to delivering tailored solutions and seamless customer experiences.
Role Overview
European Watch Company is seeking an Insurance Operations Coordinator to support the in‑house insurance department with day‑to‑day administration and coordination among clients, agents, and carrier partners. The role is primarily focused on insurance operations and lead management.
Full-Time Position
In person @ our Boston Boutique
Key responsibilities
Prepare, review, and process insurance documentation; maintain organized digital records and assist with scheduling and calendar management.
Manage and track inbound leads; support lead qualification, routing, and follow‑up activities to drive new business opportunities.
Support growth, marketing, and client engagement initiatives within the insurance department.
Professional written and verbal communication skills for interacting with high‑net‑worth clients, underwriters, agents, and internal stakeholders via email, phone, and formal correspondence.
Skills and competencies
Demonstrated ability to learn workflows and operational processes quickly in a fast‑paced environment.
Attention to detail and accuracy in data entry, document review, and policy or schedule comparisons.
Professional written and verbal communication skills for interacting with high‑net‑worth clients, underwriters, agents, and internal stakeholders via email, phone, and formal correspondence.
Proficiency with Google Workspace and comfort working in insurance platforms, CRMs (such as HubSpot), and document management systems.
Strong organizational skills with the ability to prioritize in a deadline‑driven setting.
Operations Coordinator
Operations specialist job in Woburn, MA
About the Role:
A Chemtek is seeking a motivated and detail-oriented Operations Coordinator to support daily operations across production, procurement, inventory, and sales. Working closely with company leadership, you will help ensure efficient coordination between lab and business functions. . As the company grows, you'll have clear opportunities to expand your responsibilities and advance within a dynamic, fast-paced environment.
Responsibilities:
Sales Support
Prepare and issue customer quotations based on pricing and lead-time guidance.
Track inquiries, follow-ups, and order status through CRM or ERP systems.
Communicate with customers regarding quotations, documentation, and delivery updates.
Procurement
Request and compare vendor quotations for chemicals, packaging, and consumables.
Create and track purchase orders to ensure timely delivery of materials.
Maintain supplier records, certifications, and compliance documentation.
Inventory Management
Record and update material movements in the inventory system.
Perform regular stock checks and reconcile discrepancies.
Monitor inventory levels and coordinate reorders as needed.
Shipping and Receiving
Receive incoming materials, verify documentation, and ensure proper labeling and storage.
Prepare outgoing shipments, including packing lists, labels, and carrier coordination.
Follow applicable shipping regulations for chemical products (e.g., DOT/IATA).
Production Support
Assist in scheduling and coordinating production activities based on material availability and sales orders.
Maintain accurate batch records and product documentation for traceability.
Support general lab organization and workflow efficiency.
Qualifications:
Required:
Bachelor's degree in chemistry, operations, logistics or similar.
Proactive and open attitude to learn and take on new tasks.
Detail oriented personality and approach to work.
Excellent organizational and communication skills.
Ability to work independently and solve problems independently.
Work in-person 5 days a week at offices located in Woburn, MA
Proficient in Microsoft Suite (Word, Excel, etc...)
Preferred:
Experience in a laboratory, manufacturing, or logistics setting.
Experience working with ERP software
Experience working with ChemInventory or similar inventory tracking software
Compensation:
Salary is commensurate with qualifications and experience
Bonuses and incentive compensation
Benefits: 401k retirement program with company matching. paid holidays, paid sick leave, paid vacation, medical, vision, and dental insurance
About Us:
A Chemtek Inc. (ACT) is an ISO 9001 certified organic chemistry and analytical laboratory based in Woburn Massachusetts. ACT specializes in providing organic reference materials and custom synthesis services for our customers in the fields of pharmaceutical research, food, environmental analysis and more. Our mission is to provide scientists working in the analytical chemistry field that make life and the environment safer, healthier, and more sustainable.
For additional information, please visit our website *****************
Sales Operations Specialist
Operations specialist job in Salem, NH
We are a service and solution technology provider dedicated to forging quality relationships with our clients. Our clients gain access to our technical expertise, added-value services, demonstration labs, knowledge transfer centers, integration and imaging labs, proof of concept labs, and our unwavering commitment to quality. The Operations Team provides steadfast support throughout every stage of our projects, ranging from server and networking configurations to imaging and inventory management, and on-site implementations.
We are excited to offer an opportunity for a Sales Operations Specialist to join our dynamic Operations team.
Position Summary:
The Sales Operations Specialist is essential in supporting the internal sales activities daily to enhance the productivity of our sales organization. This pivotal role requires collaboration with Inside Sales, Sales Ops, and other team members to efficiently convert sales data into operational data and support the quote and order management processes throughout the order processing lifecycle. Acting as the workflow specialists between sales and operations teams, the Sales Operations Specialist will monitor for errors, identify efficiencies, ensure accurate data, and guarantee the proper routing and prioritizing of orders.
Responsibilities:
- Process customer transactions accurately, including orders, quotes, and returns (RMA's).
- Communicate effectively with customers, vendors, and internal teams.
- Facilitate expedite requests to meet customer expectations.
- Prepare and deliver daily, weekly, monthly, and quarterly reports to vendors, customers, and management.
- Exhibit advanced proficiency with internal tools, workflows, and processes.
- Drive continuous improvement of workflows and processes for optimal efficiency.
- Liaise with sales and operational teams to ensure prompt resolution of issues.
- Develop, implement, and optimize workflows, tools, reports, and processes.
- Review and interpret ongoing business report requirements and research necessary data.
- Adhere to company policies and procedures diligently.
- Perform additional duties as requested by management.
Requirements:
Knowledge, Skills, and Abilities:
- 2-5 years of experience in inside sales, sales operations, sales support, or order management.
- Proficient in MS Word, MS Excel; experience with CRM systems like Tigerpaw is a plus but not essential.
- Strong ability to work within a matrix organizational environment and collaborate seamlessly across all departments.
- Capacity to thrive in a demanding environment while managing shifting priorities and multitasking.
- Enthusiasm for technology and innovation, approaching work with passion and energy.
- Capable of adapting to evolving priorities and timelines through analytical and problem-solving skills.
- Exceptional verbal and written communication and presentation skills.
- Self-motivated with high energy and an engaging level of enthusiasm.
- Willingness to travel occasionally for sales events or exhibits, up to 0%-5%.
- Strong ability to adapt, evolve, and innovate in response to changing demands.
Automotive Operations Coordinator
Operations specialist job in Danvers, MA
*For a quick application text APPLY1 to 82174* *About Dent Wizard* Dent Wizard is the nation's undisputed leader in automotive reconditioning services and vehicle protection products - and our success is the result of the great people who serve our customers. We're stable, growing and have a strong business model, with opportunities in 43 states, 2.5 million vehicles repaired every year and more than 3,000 highly skilled employees. Help us reach new heights and receive the respect, rewards and recognition you deserve.
*Automotive Operations Coordinator* *Location:* Danvers, MA
*Pay:* $23 - $26 per hour
*Schedule:* Full-Time
*Job Summary*
The Automotive Operations Coordinator ensures all vehicles are completed within expected delivery times and that new and used vehicle reconditioning work is identified and routed promptly. This role is responsible for tracking all work using Smart Sheets and coordinating activities to maintain smooth shop operations.
*Essential Duties and Responsibilities*
* Log and track all workflow in priority order for use by shop employees; communicate any issues to the dealer.
* Coordinate repair activities with service drive staff.
* Order parts as required.
* Ensure final inspection meets desired standards.
* Manage all billing and invoicing between Dent Wizard and the dealer.
* Interact with dealer's customers as needed.
* Maintain a safe working environment and ensure tools are in good working condition.
* Follow company procedures and policies at all times.
* Communicate relevant feedback to supervisor/management regarding issues or solutions.
* Exhibit and promote a positive attitude through cooperation with employees and respectful interaction with management.
*Basic Qualifications*
* Strong communication and interpersonal skills.
* Excellent organizational skills and attention to detail.
* Ability to work with a digital camera and proficiency in Excel, Word, and Outlook.
* Professional appearance at all times.
* Valid Driver's License and good driving record required.
*Physical Requirements*
* Regularly required to stand and walk.
* Frequently required to stoop, kneel, crouch, bend, squat, and climb.
* Ability to lift up to 45 pounds (light hand tools, etc.).
* Manual dexterity and repetitive motion tasks.
* Moderate noise level.
The compensation offered for this position will depend on qualifications, experience, and geographic location.
The starting compensation is expected to be:
$23.00 - $26.00/ HourWe offer a competitive & comprehensive benefit package including: paid time off, medical, dental, vision, and 401k match (50% on the dollar up to 7% of employee contribution). For more information on our benefit offerings, please visit our Dealer Tire Family of Companies [Benefits Highlights Booklet](
*EOE Statement: *Dent Wizard is an Equal Employment Opportunity (EEO) employer and does not discriminate on the basis of race, color, national origin, religion, gender, age, veteran status, political affiliation, sexual orientation, marital status or disability (in compliance with the Americans with Disabilities Act*), or any other legally protected status, with respect to employment opportunities.
*ADA Disclosure: Any candidate who feels that they may need an accommodation to complete this application, or any portions of same, based on the impact of a disability should contact Dent Wizard's Human Resources Department to discuss your specific needs. Please feel free to contact us at ...@dentwizard.com.
Business Operations Associate
Operations specialist job in Stoughton, MA
Location: Stoughton, MA (Full-time, Onsite)
Employment Type: Full-Time
About Oberon Initiatives
Oberon Initiatives is a leading well-established energy-efficiency firm with operations on both the East and West Coasts. We have successfully completed more than 4,000 projects across industries, helping businesses lower costs and improve sustainability. Our reputation is backed by nearly 150 5-star Google reviews and long-term client relationships built on trust and proven results.
We are also direct partners with leading utility providers, giving us unique expertise in rebate programs, compliance, and incentive structures that deliver measurable financial benefits. From in-house design and manufacturing of LED fixtures to full turnkey project execution, Oberon provides end-to-end solutions that make a lasting impact on businesses and communities.
As a fast-growing, entrepreneurial organization, we pride ourselves on innovation, teamwork, and dedication. Joining Oberon means working in a dynamic environment where ambitious individuals can grow their careers while shaping the future of energy efficiency.
About the Role
We are now seeking a Business Operations Associate to join our Stoughton, MA team. This is a core operations role that sits at the center of the company's daily activity. You'll work directly with leadership to keep projects, finances, logistics, rebates, and internal processes running smoothly. One day you might be pushing a rebate through utility review, the next you're resolving an inventory issue or assisting with licensing filings, payroll questions, project documentation, or vendor follow-ups.
This is not a narrow job. It's a role for someone who likes variety, handles pressure well, and knows how to keep a business moving without constant oversight. You are someone with 3-7 years of real experience in a fast-paced business where you had to figure things out quickly, handle competing deadlines, and support leadership directly. You're not just an analyst. You're a doer with judgment, initiative, and a bias toward action.
This is not a standard 9-to-5 role. This role requires an entrepreneurial mindset, adaptability, and a willingness to take ownership of diverse responsibilities. It is well-suited for someone seeking to grow their career in a dynamic environment.
Key Responsibilities
Program & Rebate Management
Prepare and submit rebate applications with full accuracy.
Act as the primary liaison with utility companies on submissions, documentation, and program updates.
Track program performance and identify improvements or alternative pathways when issues arise.
Financial & Compliance Operations
Support payroll, bookkeeping, and quarterly filings.
Assist with tax preparation across multiple states and ensure compliance.
Manage POS inventory, reconcile discrepancies, and maintain clean financial records.
Use QuickBooks for day-to-day financial operations (experience preferred).
Project & Business Operations
Work across departments to support projects with tight timelines.
Assist with licensing, certifications, and operational filings.
Provide leadership with operational support, process improvements, and problem-solving.
Analysis & Reporting
Build and maintain operational and financial reports using Excel or Google Sheets.
Track KPIs tied to rebates, compliance, and operations.
Present insights clearly so leadership can make fast decisions.
Flexibility & Cross-Functional Support
Take ownership of tasks that fall outside traditional job boundaries.
Jump into urgent issues and drive them to resolution.
Work closely with teams across the business to maintain momentum.
Qualifications
Bachelor's or Master's degree in Finance, Business Analytics, Business Administration, or Engineering Management.
3-7 years of full-time professional work experience in operations, finance, analytics, or program management.
Strong analytical skills with proficiency in Excel/Google Sheets (INDEXMATCH, VLOOKUP, PivotTables required).
Demonstrated problem-solving and organizational skills with the ability to meet deadlines.
Strong organizational habits, sound judgment, and the ability to handle competing priorities.
Strong verbal, written, and presentation communication skills.
Collaborative, team-oriented approach with the ability to work independently when needed.
Experience with QuickBooks or similar financial software strongly preferred.
Key Traits We Value
• Commitment: Success in this role requires dedication, flexibility, and reliability, with the willingness to put in the effort required beyond traditional working hours when needed to meet evolving priorities and critical deadlines.
• Ownership: Self-starter who takes responsibility without constant oversight.
• Discretion: Ability to handle confidential and sensitive information with integrity.
• Flexibility: Willingness to step outside core duties and support wherever needed.
• Urgency: Ability to address business issues promptly, regardless of time or day.
• Excellence: You hold yourself and your work to the highest standards.
Work Environment & Culture
In-office presence is an essential part of our culture. Being on-site in Stoughton allows you to engage directly with senior leadership, share ideas, and collaborate closely with team members. This strengthens connections, enhances problem-solving, and fosters team synergy-all of which are critical to achieving our collective goals.
You will thrive in a fast-paced, entrepreneurial environment where adaptability is key. This is a hands-on learning environment that rewards initiative, resilience, and innovation.
Location Requirement
This is a fully in-person role based in Stoughton, MA. Candidates must be willing to relocate nearby to work closely with leadership and the operations team.
Diversity & Work Authorization
Oberon Initiatives welcomes applications from candidates of diverse backgrounds. Work authorization support is available for the right candidate, including recent graduates on OPT.
Why Join Oberon?
• Join a company with 4,000+ successful projects and a stellar 5-star reputation.
• Direct exposure to executive leadership and business-critical projects.
• Opportunity to expand into senior program management or strategic operations roles.
• Be part of a company directly partnered with utilities, redefining energy efficiency through rebate-driven solutions.
• A collaborative culture where dedication, adaptability, and initiative are valued.
Retail Account Operations Specialist
Operations specialist job in Littleton, MA
Job Title: Retail Account Operations Specialist
Department: Branch Administration
Department Location: Littleton, MA
Reports to: Director, Retail Operations & Optimization
Career Stream: Individual Contributor
Classification: Hybrid
Onsite Frequency: Primarily works on-site at a Branch or HQ
Pay Grade: 8
FLSA Status: Non-Exempt
Pay Grade Range: $23.84 - $29.80 - $35.76
Actual compensation offered may vary from the posted pay grade range based on factors such as relevant experience, time in role, base salary of internal peers, prior performance, business sector, licensure requirements and/or skill level, and will be finalized at the time of offer.
FUNCTION:
The Retail Account Operations Specialist is responsible for auditing all new accounts opened through retail branches and reviewing maintenance performed on existing accounts to ensure compliance with internal policies, regulatory requirements (KYC, AML, BSA), and operational standards. This role safeguards the credit union's reputation, ensures regulatory compliance, and protects members' financial interests by maintaining account integrity and mitigating risk. Success in this position requires a high level of diligence, attention to detail, and strong analytical skills to identify errors, missing documentation, and potential fraud. Daily responsibilities include monitoring new account reports, reviewing maintenance activities, and applying sound judgment and knowledge of credit and financial analysis principles. This role also oversees ACH audit reviews and debit card limit changes as part of maintenance change audit review processes, ensuring compliance and risk mitigation.
ESSENTIAL JOB DUTIES AND RESPONSIBILITIES:
Audit all new accounts opened across retail branches daily, ensuring accuracy, completeness, and compliance with internal policies and regulatory requirements (CIP/KYC, AML, BSA).
Review maintenance transactions on existing accounts (e.g., address changes, ownership updates, product conversions) for proper authorization and compliance.
Monitor daily new account reports to identify missing documentation, errors, or potential signs of fraud, report findings to appropriate parties for correction.
Prepare detailed audit logs, summaries, and monthly compliance reports, including identified risks and recommended actions.
Collaborate with branches, Retail Operations leadership, and the Risk Department to resolve exceptions and strengthen compliance processes.
Assist in developing and implementing policies, procedures, and strategies to enhance account review processes and mitigate risk.
Provide guidance and training to branch staff on account opening and maintenance standards, suspicious activity identification, and compliance requirements.
Conduct quarterly training sessions or workshops to raise awareness of account review procedures and promote compliance.
Collect documentation for external audits and respond to auditor inquiries during review processes.
Pull and manage ACH audit reviews to verify accuracy, authorization, and compliance with internal and regulatory standards.
Review and manage debit card limit changes under maintenance change audit review, ensuring proper documentation and adherence to policy.
Stay current with regulatory requirements and industry best practices related to account review and financial crime prevention.
Attend weekly on-site team meetings at Littleton HQ with the Retail Services team.
Demonstrate behaviors aligned with the credit union's Fundamentals as part of the Workers Way culture program.
Education
HS diploma or equivalent required.
Experience
Thorough working knowledge of Account Review Process, 3-5 years of experience in frontline operations and compliance in a financial services environment.
Knowledge/Skills/Abilities/Competencies
Skilled in Microsoft Office Outlook, Word, and Excel.
Strong understanding of core banking systems and compliance platforms.
Strong communication skills, interpersonal communication, problem solving, and critical thinking.
Very strong detail orientation and organizational skills.
Able to multi-task in an office environment.
Must possess self-initiative, motivation, and confidence in work abilities.
Team-oriented individual who works well with colleagues.
Ability to work independently.
Work Environment
This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopier/scanner, filing cabinets, and fax machines.
This role is currently classified as a Hybrid position. However, the classification is subject to change based on business needs.
Physical Demands
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
This is a largely sedentary role. While performing the duties of this job, the employee is regularly required to stand, talk, hear, and use hands and fingers to handle, feel or operate objects, tools, or controls and to reach with hands and arms.
Occasional travel to other work locations maybe be required.
About Workers Credit Union : Since 1914, Workers Credit Union has existed to Improve the Daily Lives of our Members. We deliver on our core purpose by partnering with our members to help them make their best financial choices and improve their financial wellness. We call this The Workers Way and this is at the center of everything we do. Through our specialized financial counseling, we are pioneering a new member experience through high-touch service and convenient technology. We have grown to over 2.6 Billion in assets and serve over 120,000 members. We are one of the top performing credit unions in Massachusetts with big plans for the future!
Benefits:
Comprehensive medical, dental and vision plans
Basic life and AD&D insurance, short-term disability and long-term disability
15+ days of paid time off (PTO) per year
Up to 16 hours of volunteer time off (VTO) per year
11+ paid holidays
401(k) that includes a Safe Harbor Match of up to 4%.
Tuition Reimbursement Program
Mental health resources including an Employee Assistance Program (EAP)
Individualized learning and development programs
EEO Statement: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.
Auto-ApplyMobile Operations Specialist
Operations specialist job in Boston, MA
Job Description
At Klaviyo, we value the unique backgrounds, experiences and perspectives each Klaviyo (we call ourselves Klaviyos) brings to our workplace each and every day. We believe everyone deserves a fair shot at success and appreciate the experiences each person brings beyond the traditional job requirements. If you're a close but not exact match with the description, we hope you'll still consider applying. Want to learn more about life at Klaviyo? Visit careers.klaviyo.com to see how we empower creators to own their own destiny.
The SMS Deliverability & Operations team ensures Klaviyo customers can confidently grow and scale their SMS programs worldwide. Our Mobile Operations specialists sit at the center of this mission, driving international and emerging-channel expansion, supporting our SMS Activations team by evolving SOPs and advocating for technology needs, and leading cross-functional efforts to operationalize industry changes.
By combining operational readiness with deliverability and compliance expertise, Mobile Operations builds the foundations that make every new market launch, customer onboarding, and industry shift successful. We partner closely with our SMS Deliverability specialists, who safeguard message performance across existing markets. Together, we balance building for the future and maintaining excellence today, so Klaviyo customers can trust their messages will always reach the right people, at the right time, anywhere in the world.
As a Mobile Operations Specialist, you'll play a critical role in making sure Klaviyo is always ready for what's next in the SMS ecosystem. You'll partner with vendors, internal teams, and industry groups to build scalable processes, operationalize new requirements, and ensure smooth launches of new countries, verticals, and messaging channels. You'll also serve as a go-to resource for our Activations team, building tools and SOPs, helping manage escalations, and ensuring stakeholders have what they need to deliver for customers.
How You'll Make a Difference:
Partner with vendors to scope functionality and processes for new or evolving countries, verticals, and messaging channels.
Create processes, training materials, and SOPs that enable successful launches and operational readiness across stakeholders.
Monitor post-launch performance to ensure new programs are successful, escalating issues to vendors or internal teams as needed.
Act as a project manager for Deliverability & Compliance elements of cross-functional projects, coordinating activities and driving accountability.
Collaborate as a subject matter expert with internal teams on process changes, industry updates, product launches, and customer activations.
Represent Klaviyo in industry working groups, track changes in messaging requirements, and translate them into actionable processes and resources.
Transform workflows by putting AI at the center, building smarter systems and ways of working from the ground up.
Who You Are:
2-3 years of experience (or equivalent) in an operations, product, or project management role within a technical or messaging-focused environment.
Experience driving projects from scoping through delivery with cross-functional stakeholders.
Strong vendor management skills, with the ability to advocate for internal needs and resolve escalations effectively.
Strong analytical and problem-solving skills, with comfort using spreadsheets and analysis tools to manage complex information.
Excellent written and verbal communication skills, with the ability to simplify complexity for diverse audiences.
A proactive, hands-on approach, you're comfortable rolling up your sleeves to build processes and resources from the ground up.
You've already experimented with AI in work or personal projects, and you're excited to dive in and learn fast. You're hungry to responsibly explore new AI tools and workflows, finding ways to make your work smarter and more efficient.
Nice to have:
Experience with SMS or messaging ecosystems (short codes, toll-free numbers, alphanumeric sender IDs).
Familiarity with additional messaging channels such as RCS and WhatsApp.
Experience collaborating with industry groups and applying evolving compliance guidelines.
Background supporting customer-facing teams with SOPs, process enablement, and training.
We use Covey as part of our hiring and / or promotional process. For jobs or candidates in NYC, certain features may qualify it as an AEDT. As part of the evaluation process we provide Covey with job requirements and candidate submitted applications. We began using Covey Scout for Inbound on April 3, 2025.
Please see the independent bias audit report covering our use of Covey here
Massachusetts Applicants:
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Our salary range reflects the cost of labor across various U.S. geographic markets. The range displayed below reflects the minimum and maximum target salaries for the position across all our US locations. The base salary offered for this position is determined by several factors, including the applicant's job-related skills, relevant experience, education or training, and work location.
In addition to base salary, our total compensation package may include participation in the company's annual cash bonus plan, variable compensation (OTE) for sales and customer success roles, equity, sign-on payments, and a comprehensive range of health, welfare, and wellbeing benefits based on eligibility.
Your recruiter can provide more details about the specific salary/OTE range for your preferred location during the hiring process.
Base Pay Range For US Locations:$84,000-$126,000 USD
Get to Know Klaviyo
We're Klaviyo (pronounced clay-vee-oh). We empower creators to own their destiny by making first-party data accessible and actionable like never before. We see limitless potential for the technology we're developing to nurture personalized experiences in ecommerce and beyond. To reach our goals, we need our own crew of remarkable creators-ambitious and collaborative teammates who stay focused on our north star: delighting our customers. If you're ready to do the best work of your career, where you'll be welcomed as your whole self from day one and supported with generous benefits, we hope you'll join us.
AI fluency at Klaviyo includes responsible use of AI (including privacy, security, bias awareness, and human-in-the-loop). We provide accommodations as needed.
By participating in Klaviyo's interview process, you acknowledge that you have read, understood, and will adhere to our Guidelines for using AI in the Klaviyo interview Process. For more information about how we process your personal data, see our Job Applicant Privacy Notice.
Klaviyo is committed to a policy of equal opportunity and non-discrimination. We do not discriminate on the basis of race, ethnicity, citizenship, national origin, color, religion or religious creed, age, sex (including pregnancy), gender identity, sexual orientation, physical or mental disability, veteran or active military status, marital status, criminal record, genetics, retaliation, sexual harassment or any other characteristic protected by applicable law.
IMPORTANT NOTICE: Our company takes the security and privacy of job applicants very seriously. We will never ask for payment, bank details, or personal financial information as part of the application process. All our legitimate job postings can be found on our official career site. Please be cautious of job offers that come from non-company email addresses (@klaviyo.com), instant messaging platforms, or unsolicited calls.
By clicking "Submit Application" you consent to Klaviyo processing your Personal Data in accordance with our Job Applicant Privacy Notice. If you do not wish for Klaviyo to process your Personal Data, please do not submit an application.
You can find our Job Applicant Privacy Notice
here
and here (FR).
Revenue Operations Specialist - Promotional Merchandising
Operations specialist job in Boston, MA
At DraftKings, AI is becoming an integral part of both our present and future, powering how work gets done today, guiding smarter decisions, and sparking bold ideas. It's transforming how we enhance customer experiences, streamline operations, and unlock new possibilities. Our teams are energized by innovation and readily embrace emerging technology. We're not waiting for the future to arrive. We're shaping it, one bold step at a time. To those who see AI as a driver of progress, come build the future together.
The Crown Is Yours
We're looking for a strategic and detail-oriented candidate to join our Revenue Operations team as a Promotional Merchandising Specialist. In this role, you'll be responsible for ensuring that the presentation of our promotions across surfaces like the promo carousel, strapline banners, and other customer touchpoints are optimized to drive engagement, clarity, and business impact. You'll combine your passion for customer experience and executional mindset to help maximize our customer engagement for our Sportsbook.
What you'll do as a Revenue Operations Specialist - Promotional Merchandising
Own the end-to-end merchandising of promotional campaigns across the DraftKings Online Sportsbook, including carousel, straplines, landing pages, and more.
Ensure timely and accurate execution of promotional content based on campaign calendars and business priorities.
Partner with Marketing, Creative, CRM, and Product to align messaging and promotional priorities across all customer-facing surfaces.
Monitor in-app and web promotional real estate to ensure the most impactful offers are prominently and effectively displayed.
Analyze performance data to iterate on design, placement, and messaging strategies.
Design and run experiments to maximize customer engagement.
Maintain documentation and processes to ensure consistency and scalability of merchandising execution.
Serve as a point of contact for surfacing merchandising opportunities and resolving creative or logistical challenges.
What you'll bring
2-4 years of experience in digital merchandising, marketing operations, or similar fields. Experience in gaming, ecommerce, or digital media environments is a plus
Strong attention to detail and organizational skills, with the ability to manage multiple campaigns and deadlines simultaneously.
Experience evaluating A/B tests, campaign lift, or other experiment methodologies.
Proven ability to turn ambiguous data into clear, concise narratives for non-technical stakeholders.
Strong problem-solving and critical thinking skills; comfortable challenging assumptions and asking “why”.
Familiarity with CMS tools, marketing asset management, or merchandising platforms.
Excellent communication and stakeholder management skills, particularly in cross-functional environments.
#LI-AW1
Join Our Team
We're a publicly traded (NASDAQ: DKNG) technology company headquartered in Boston. As a regulated gaming company, you may be required to obtain a gaming license issued by the appropriate state agency as a condition of employment. Don't worry, we'll guide you through the process if this is relevant to your role.
The US base salary range for this full-time position is 85,600.00 USD - 107,000.00 USD, plus bonus, equity, and benefits as applicable. Our ranges are determined by role, level, and location. The compensation information displayed on each job posting reflects the range for new hire pay rates for the position across all US locations. Within the range, individual pay is determined by work location and additional factors, including job-related skills, experience, and relevant education or training. Your recruiter can share more about the specific pay range and how that was determined during the hiring process. It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Auto-ApplySales Operations Specialist
Operations specialist job in Wakefield, MA
Sales Operations Specialist - C-4 Analytics
C-4 Analytics is a fast-growing, private, full-service digital marketing company that excels at helping automotive dealerships increase sales, increase market share, and lower cost per acquisition. C-4 Analytics is committed to developing innovative solutions for every dealer in every market, and to providing the highest levels of accountability and customer service. We are currently hiring for a Sales Operations Specialist - Wakefield, MA as we look to expand our team and support our growing roster of local and national clients.
If you are unable to complete this application due to a disability, contact this employer to ask for accommodation or an alternative application process.
Who We're Looking For: Sales Operations Specialist - Wakefield, MA
We are seeking a hands-on Sales Operations Specialist to improve the effectiveness and discipline of our sales team. This role will lead and guide Digital Consultants (DCs) on how they execute daily: how they prospect, follow up, run sequences, write emails, and advance opportunities. The Sales Operations Specialist will act as the quality-control layer of the sales organization, ensuring that activity is not only high but also effective.
A day in the life of a Sales Operations Specialist: Wakefield, MA
Review sales activity (calls, emails, sequences, HubSpot tasks) and provide actionable leading.
Maintain a rep scorecard to track activity, pipeline health, messaging quality, and conversion metrics.
Develop and enforce best practices for:
Call follow-up and sequencing discipline
Writing effective, value-driven emails
ICP targeting and prospect selection
Correct use of CRM sequences and task management
Conduct regular “call reviews” and “email reviews” with reps, similar to a lead reviewing game tape.
Standardize email templates, call scripts, and prospecting sequences across the team.
Partner with Sales Ops to ensure data hygiene and accurate activity tracking in the CRM.
Collaborate with sales leadership to identify underperformance trends and implement targeted leading plans.
Drive adoption of sales messaging and positioning (ensuring reps are telling the C-4 story consistently).
Support onboarding and ramping of new hires with structured training and ongoing leading.
What you'll need to succeed:
3-7 years in sales enablement, inside sales management, or a sales training/leading role.
Strong understanding of prospecting best practices (email, phone, social, sequences).
Experience with CRM systems required.
Ability to listen to calls, review emails, and provide detailed leading on both content and process.
Excellent communication skills - able to lead with candor while earning rep trust.
Data-driven mindset; able to translate activity and pipeline reports into leading action plans.
Automotive industry knowledge is a plus, but not required.
Compensation:
Compensation: We offer a competitive compensation commensurate with experience and qualifications. The final salary will be determined based on factors such as skills, knowledge, and demonstrated expertise.
Please note that the salary range is flexible and negotiable based on individual qualifications and fit for the role. We encourage candidates to discuss their salary expectations during the interview process.
Working at C-4 Analytics
We provide our employees with a range of benefits, including career development programs, unlimited paid time off, and additional perks. All are welcome to visit our careers and culture page for more details.
More About C-4 Analytics
C-4 Analytics takes the guesswork out of advertising. We don't over-promise: we over-deliver. We provide real value to our clients because we really value them as partners. We love Google and Facebook, but also love Instagram and Bing. We innovate, educate and instigate. We are forward-thinking, but we learn from the past. We are results-driven and our strategies drive results. We love the practical applications of psychology to marketing, but we aren't above a good practical joke. We are team players, but we love to crush our competitors. We create an environment of respect and we respect the environment. We are the brains and the good looks. We are very humble. We are nerds, but cool, likable nerds. We are never gonna give you up. Never gonna let you down. We are all work and all play. We calculated that only 15.8% of visitors who started this paragraph would actually read this far down. We are C-4 Analytics.
Auto-ApplyBuilding Maintenance & Operations Specialist
Operations specialist job in Westwood, MA
Full-time Description
At MEDITECH, we take a lot of pride in our beautiful offices. The primary role of this position is to assist with many various and critical facility management duties. Building Maintenance & Operations Specialists are responsible for the upkeep, maintenance, and security of MEDITECH buildings and grounds.
As a member of the General and Administrative team, your job would involve:
Performing preventative maintenance, utilizing hand tools, power tools, ladders, chemicals, motorized equipment, lifts, etc.
Repairing and troubleshooting a variety of facility systems including; mechanical systems, plumbing and electrical systems, energy management/card access, fire alarm systems, and other general facility systems, acknowledging and following the proper use and safety procedures of all equipment (including chemicals) that are owned by MEDITECH
Day to day project work
Electrical and plumbing
Housekeeping
General facility maintenance
Conference/training room setup
General facility security
Phone, data, PC and network troubleshooting
Purchasing, shipping and receiving activities
Snow removal
Providing and maintaining building security
Providing assistance to Corporate Solutions as needed
Ability to work overtime and holidays
Shifts available:
Weekdays, Monday - Friday 6:00 AM to 2:30 PM
Weekdays, Monday - Friday 2:00 PM to 10 PM
Weekdays, Monday - Friday 10:00 AM to 6:30 PM
Weekend Nights, Friday, Saturday and Sunday 7:00 PM to 7:00 AM
Weekend Days, 7:00 AM to 7:00 PM
Requirements
Possession of a trade license(s) preferred, high school degree, associate degree, or applicable work experience (5+ years preferred)
Handy person experience preferred
Ability to effectively communicate
Ability to troubleshoot in many different areas
Exceptional project management and organizational skills
Strong analytical skills and mechanical aptitude
Ability to work independently
Ability to provide on-call support
Ability to frequently move various pieces of equipment weighing anywhere from 50 pounds up to a couple of hundred pounds
Ability to constantly work in outdoor weather conditions
Ability to reach with hands and arms; climb or balance; stoop; kneel; crouch; or crawl
General knowledge of PC and e-mail functions.
Hiring salary range: $47,700- $60,000 per year.
Actual salary will be determined based on an individual's skills, experience, education, and other job-related factors permitted by law.
MEDITECH offers competitive employee benefits including but not limited to health, dental, & vision insurance; profit sharing trust and 401(k); tuition reimbursement, generous paid time off, sick days, personal time, and paid holidays.
In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire. MEDITECH will not sponsor applicants for work visas.
Sales Operations Specialist
Operations specialist job in Needham, MA
The Sales Operations Specialist will be responsible for supporting Sales, spanning all business segments in our International and Domestic Sales group, by assisting to effectively service current and potential customers. This role is responsible for being a Subject Matter Expert in relationship management, and continued management of the daily needs of both the customer and sales team related to the order-to-cash process. The candidate will also have ad-hoc responsibilities for improving processes and metrics across the company to drive business line results. The Sales Operations Specialist will work closely with sales, operations, legal, and finance. This position is an in-office position in Needham, MA. (Flex schedule)
Responsibilities:
Support throughout sales processes; pre-order, order processing, and post-order documents
Issue quotations for hardware and software
Send out shipping information and delegate onboarding tasks
Generate sales reports
Process hardware and software orders
Complete shipping damage claims
Responsible for sales requests
CRM (Salesforce.com) administration. Provide end-user support for CRM - incumbent will provide day-to-day support for end-user questions on sales force automation, and training
Work to improve the data quality in CRM continually
Assist in arranging international shipping (custom documentation & manufacturer pick up)
Other duties as assigned
Requirements
Prospective candidates should have demonstrated commitment to customer satisfaction through a track record of respecting and caring for customers
Ability to communicate clearly and professionally, both verbally and in writing
Able to communicate technical information to non-technical people
Strong decision-making and analytical abilities
A technical aptitude and willingness to learn and understand various software programs and how Bigbelly hardware and software works
Excellent organizational skills with the ability to work independently and on multiple tasks
Proficient with Microsoft Office applications
Flexible; willing and able to change directions, priorities, and processes as needed
Able to work independently and as a team
2+ years experience in a customer support role
Bachelor's degree
Sales Operations Specialist
Operations specialist job in Waltham, MA
Estimated Salary Range $65k-$100k per year
How to Apply Provide the following required materials:
Resume
Cover Letter - In your application, you must submit a cover letter that specifically addresses the following:
Give a specific example of work you have done that required high level numeric calculations, attention to detail, and fact-checking.
In your past employment, have you worked with products similar to Starfish, or in the data protection, file management, object storage, or related spaces?
Describe the most complicated feature you have used in Excel or Google Sheets, and what you used it for.
What unique skills would you bring to our team?
About Starfish Storage
Starfish Storage is a fast-growing software company helping customers organize, manage, and move tens of billions of files. Data is ever-growing and key to nearly every modern organization's success. Starfish plays a vital role in managing data at scale.
We serve clients in a wide range of industries-from artificial intelligence and life sciences to research institutions and beyond. Starfish Storage is an established company with a fast-moving, startup-like environment.
We are seeking a Sales Support Specialist to assist our sales and operations teams in managing and maintaining our growing customer base. At Starfish, you'll work alongside some of the best talent in the industry. As a result, we are highly selective in the people we bring on board. If you are self-motivated, disciplined, come with a track record of excellence, and can thrive in a fast-moving, ever-changing environment, read on.
Qualifications
University undergraduate degree required
Exceptional mathematical aptitude and Excel skills required
Minimum of 3 years experience in a sales support role
Strong communication skills
Detail-oriented and organized
Ability to work independently with instruction
Current authorization (or soon to be authorized) to work in the United States on a full-time basis
Familiarity with information technology, storage systems, and high-performance computing is a plus
Job Overview
As a Sales Operations Specialist at Starfish, you will play a crucial role in ensuring the smooth operation of our team. You will support our sales team by contributing to prompt and attentive client service.
Responsibilities and Duties include:
Create highly detailed quotes requiring extreme attention to technical detail, mathematical calculations, and precise written comments
Draft accurate written instructions to initiate the issuance and delivery of software licenses
Manage the software support renewal process by tracking dates and executing multi-touch engagements throughout the year
Monitor license utilization
Maintain CRM records for prospects, clients, and partners
Proactively update systems based on meeting notes
Review automated reports and ensure timely follow-up by the team
Detailed writing and editing of documentation for sales, sales support, and sales operations
Enable the sales team and drive efficiencies accross the company
Benefits
We recognize that satisfaction and well-being are essential to long-term sustainability and business success. Full-time employees are eligible for the following benefits:
Salary with potential for future commissions
Multiple health insurance options
Medical FSA and Dependent Care FSA
Dental insurance
Vision insurance
401(k) savings plan with employer matching
Employer-sponsored long-term disability insurance
Paid holidays and PTO (increasing with tenure)
Discounted health club membership
Many opportunities for growth
Equal Opportunity Employer
Starfish Storage provides equal employment opportunities (EEO) to all employees and applicants without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, genetic information, marital status, amnesty, military service, or veteran status, in accordance with applicable federal, state, and local laws.
Sales Operations Specialist
Operations specialist job in Newton, MA
Do you want to develop your career and make an impact in the fast-growth, fast-moving B2B technology space?
At Informa TechTarget, you'll collaborate and grow alongside some of the industry's most respected experts. You'll work with leading brands and be exposed to world-shaping innovations. You'll apply your energy and intellect to helping clients be faster to market and faster to revenue.
We're a vibrant community of world-class practitioners - over 2000 colleagues strong - with offices in 19 locations around the world. We're traded on Nasdaq and also part of Informa PLC, a global leader in business-to-business events, digital services, and academic research in the FTSE 100.
About Informa TechTarget
Informa TechTarget (Nasdaq: TTGT) informs, influences and connects the world's technology buyers and sellers, to accelerate growth from R&D to ROI.
With an unparalleled reach of over 220 highly targeted technology-specific websites and more than 50 million permissioned first-party audience members, Informa TechTarget has a unique understanding of and insight into technology markets.
Underpinned by those audiences and their data, we offer expert-led, data-driven, and digitally enabled services that deliver significant impact and measurable outcomes to our clients. We provide our customers with:
Trusted information that shapes the industry and informs investment
Intelligence and advice that guides and influences strategy
Advertising that grows reputation and establishes thought leadership
Custom content that engages and prompts action
Intent and demand generation that more precisely targets and converts
Our organization is committed to sustainability, diversity, wellbeing, and ethical working practices. Visit informatechtarget.com and follow us on LinkedIn.
For more information, visit informatechtarget.com and follow us on LinkedIn
Job Description
This role is based in our Newton office
We are seeking a Sales Operations Specialist to join our Revenue Operations department. In this role, you'll bring the sales team's vision to life by optimizing processes, providing frontline support to sales reps, and driving data-driven insights that improve productivity and pipeline performance.
You'll sit at the intersection of sales, operations, and finance, ensuring our sales organization operates efficiently, effectively, and with data-driven precision. This is a hands-on, high-impact position that blends strategic problem solving with tactical execution and is ideal for someone who thrives in fast-paced, scaling environments.
Day-to-day would include
Sales Support & Execution: Act as an operational partner to the sales team, providing structured guidance, process clarity, and day-to-day support that accelerates deal velocity and accuracy.
Performance Insights: Analyze sales data to identify trends, opportunities, and potential process gaps; translate insights into actionable recommendations for leadership.
Product & GTM Alignment: Collaborate cross-functionally to operationalize new products, campaigns, and go-to-market initiatives. Ensure seamless execution from launch through revenue recognition
Systems & Tools Enablement: Administer and optimize sales enablement platforms (Outreach, LinkedIn Sales Navigator, ZoomInfo, etc) to streamline rep workflows and ensure high adoption
Change Management & Training: Support rollout and adoption of new processes, tools, and reporting frameworks through clear documentation, training, and continuous enablement.
Account & Renewal Operations: Oversee account transitions, renewal workflows, and inventory-related reporting to ensure accuracy, continuity, and visibility across the sales cycle.
Project Ownership & Execution: Lead Sales Operations initiatives from concept to completion, driving planning, risk management, stakeholder communication, and flawless execution
Qualifications
3-5 years of experience in Sales Operations, Revenue Operations, or related roles.
Strong understanding of sales processes, pipeline management, and forecasting methodologies.
Working knowledge of Salesforce; familiarity with automation or integration concepts preferred.
Hands-on experience with sales productivity tools (Gong, Outreach, Sales Navigator, ZoomInfo, PandaDoc, etc) or similar platforms.
Exceptional organizational and project management skills; able to balance multiple priorities in a fast-moving environment.
Strong analytical and problem-solving skills; able to distill complex data into actionable insights.
Excellent verbal and written communication skills; able to engage with both technical and non-technical teams.
A proactive, solution-oriented mindset with a passion for continuous process improvement and operational excellence.
Additional Information
We believe that great things happen when people connect face-to-face. That's why we work in-person with each other, or with customers and partners, three days a week or more. When you're not spending time together in one of our offices or other workplaces - like at an Informa event - you get the flexibility and support to work from home or remotely.
TechTarget, Inc., doing business as Informa TechTarget, including its subsidiaries is an equal opportunity employer and complies with all applicable federal, state, and local fair employment practices laws. We strictly prohibit and do not tolerate discrimination against employees, applicants, or any other covered persons because of race, color, sex (including pregnancy), age, national origin or ancestry, ethnicity, religion, creed, sexual orientation, gender identity or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. This policy applies to all terms and conditions of employment, including, but not limited to, hiring, training, promotion, discipline, compensation, benefits, and termination of employment. If you would like to request reasonable adjustments or accommodations to assist your participation in the hiring process and, or in the advertised position, please inform the appropriate Talent Acquisition Partner for the role once they have been in touch. Your request will be reviewed and considered in confidence.
Informa TechTarget complies with the Americans with Disabilities Act (ADA), as amended by the ADA Amendments Act, and all applicable federal, state or local law.
Our benefits include:
Great community: a welcoming culture with in-person and online social events, our fantastic Walk the World charity day and active colleague groups and networks promoting a positive, supportive, and collaborative work environment
Broader impact: take up to four days per year to volunteer, with charity match funding available too
Career opportunity: the opportunity to develop your career with bespoke training and learning, mentoring platforms and on-demand access to thousands of courses on LinkedIn Learning. When it's time for the next step, we encourage and support internal job moves
Time out: 15 days PTO rising to 20 after three years and 25 after six years, plus 10 national holidays, a birthday leave day and the chance to work from (almost!) anywhere for up to four weeks a year
Competitive benefits, including a 401k match, health, vision and dental insurance, parental leave and an ESPP offering company shares at a minimum 15% discount
Strong wellbeing support through EAP assistance, mental health first aiders, free access to a wellness app and more
Recognition for great work, with global awards and kudos programs
As an international company, the chance to collaborate with teams around the world
The salary range for this role is $68,000- $78,000 based on experience.
This posting will automatically expire on 12/15
eGRC Business Analysis Specialist (US) Laws, Rules and Regulations
Operations specialist job in Boston, MA
New York, New York, United States of America **Hours:** 40 **Pay Details:** $86,840 - $139,360 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
**Line of Business:**
Enterprise Enabling Functions
**Job Description:**
**The eGRC Business Analysis Specialist- Laws, Rules, and Regulations** is responsible to ensure that a development team (pod) or multiple development teams (pods) are creating value for the organization through the delivery of customer-focused product increments. This entails aligning with other Business Analysts, Product Owners and Senior Management to follow a product vision, creating and maintaining a prioritized product backlog, managing delivery blockers, continuously assessing customer feedback. The Business Analyst II should always be considering how to maximize value, assessing how the product or the delivery process can be continuously improved, contributes to a positive work environment and ensures that work embodies the Agile principles of transparency, collaboration and engagement.
The Business Analysis Specialist provides support and delivery of requirements and work packages on low complexity projects/initiatives in alignment with business strategies. This role may also support team with project/program delivery.
**Depth & Scope:**
+ Leads Requirements Management/work packages for Tier 5 low to moderate risk and regulatory projects or initiatives and may contribute to Tier 3-4 projects
+ Sound to advanced knowledge of business analysis, project delivery practices and standards across the project life-cycle
+ Gain/acquire sound understanding of business and user interaction with technology throughout project delivery
+ Work performed under minimal management guidance and supervision
+ Identify and lead problem resolution
+ Supports and may contribute to communication and change management activities
**Education & Experience:**
+ Undergraduate degree
+ 3+ years related experience
**Preferred Qualifications:**
The preferred candidate would have extensive experience developing and owning tooling and producing reporting for one or more of the following Global Compliance programs at a large FI or G-SIB:
+ Experience building logical data models to integrate LRR's into the broader risk management framework for enabling holistic Non-Financial Risk Reporting and Insights.Laws, Rules, Regulations Management / Regulatory Change Management
+ Experience working with LRR content vendors
+ Experience establishing a Reg Change Management lifecycle
+ Policy Management: experience establishing a policy inventory inclusive of workflows to maintain lifecycle management, linkages to LRR's and Controls, clear roles to drive proper governance and accountability
+ Monitoring and Testing: Experience establishing a monitoring inventory with testing integration. Automated testing methodology
+ Issue Management: Integrations of enterprise Issue Management into the broader Compliance Management System: Testing, Risk Assessment, LRR's
**Customer Accountabilities:**
+ Leads a diverse range of stakeholders; communicates effectively by adapting style and technique to a diverse audience
+ Analyzes impacts to customers, stakeholders, employees, process, technology solutions to achieve business results
+ Understands and clarifies work packages of each assigned initiative/project inclusive of constraints (time, cost, people resources) and maintains a customer-centric approach
+ Provides recommendations and direction based on the end to end customer experience when making decisions
+ Leads and owns the project deliverables related to business requirements to meet the needs of the customer, employee, and business
+ Assesses and ensures that customer and employee experience/stakeholder impacts are appropriately managed
+ Engages appropriate stakeholders to identify and manage required outcomes of projects for the business
+ Provides on-going communication to key stakeholders, including the project sponsor, business project owner, project/program/portfolio manager to ensure they are aware of significant changes which impact requirements delivery against the overall project
+ Responds to inquiries and escalates concerns from stakeholders and partners at all levels in the organization
+ Identifies and leads problem resolution to ensure customer needs are met
+ Contributes to the application of change management best practices (e.g. stakeholder analysis, gap analysis, change planning, etc.)
+ Collaborates with the project manager and business sponsor to identify and ensure required resources are assigned to the project for successful delivery of requirements
+ Ensures timely notification and escalation of possible issues/problems while assessing options and recommendations for prompt resolution
**Shareholder Accountabilities:**
+ Leads requirements management on project(s) which are based on complexity, size and budget as defined by the project governance levels
+ Provides leadership/guidance and supports in defining the business need or problem statement based on strategic drivers and identifies potential solutions
+ Identifies scope changes and completes analysis to determine impact to project benefits and risks
+ Facilitates and follows a structured approach to plan, elicit, analyze, document, communicate, and manage business requirements with stakeholders by applying a variety of elicitation techniques to probe, challenge and understand requirements according to the requirements management discipline
+ Identifies, documents and validates current state processes and works with the business and stakeholders to design the desired future state
+ Establishes and maintains full requirements traceability and works with the business to prioritize requirements and scope changes to ensure business needs are met
+ Collaborates with technology partners and provides recommendations to support development of: system requirements and design, testing plans, artifacts/deliverables to ensure business needs are met
+ Ensures project issues and concerns are addressed for clear articulation of business requirements (eg. Business Systems Analyst)
+ Proactively identifies and tracks requirements risks, issues, assumptions, dependencies, constraints and anticipates and effectively manages risks related to requirements. Aligns decisions to TD's risk appetite
+ Develops mitigation plans or leads/contributes to the completion of necessary compliance/new process assessment templates
+ Contributes to Quality Assurance activities by supporting the development of test scripts and testing of developed solutions, including communication of issues and resolution
+ Adheres to Enterprise project governance controls to ensure projects meet all performance, quality and compliance standards and conforms to appropriate disciplines
+ Contributes to the development of the project plan and high-level work breakout session (WBS), identifies and manages key risks and decisions
+ Owns and completes relevant work packages through collaboration with multiple stakeholders to prepare for operational readiness, managing deadlines and adjusting to changing work priorities
+ Takes ownership and communicates progress on work packages, including requirements management, in a concise and timely manner, escalating issues to project manager, partners and manager where appropriate
+ Assesses project change requests and their impacts on requirements, checking for alignment to project benefits at all phases
+ Develops efficient and effective solutions through analytical problem solving
+ Supports implementation/post implementation activities as defined in the project plan
**Employee/Team Accountabilities:**
+ Contributes to team development of skills and capability through mentorship of junior/peer Business Analysts by sharing knowledge and experiences, leveraging best practices
+ Continuously enhances knowledge/expertise in business analysis to provide advice and guidance to business partners and project team regarding best practices
+ Leads, motivates and develops relationships with the business, stakeholders, and technology partners to develop productive working relationships
+ Engages, enables and leads stakeholders to agreement/consensus on the business requirements
+ Prioritizes and manages work load and capacity to deliver on project milestone dates
+ Participates in regular coaching and performance review sessions, employee surveys and action plans
+ Owns development plan including activities related to training, relationship building and on-the-job experiences that continually enhance individual business analysis capabilities to achieve career goals
+ Fosters a collaborative team environment by participating in team meetings and reward & recognition programs
+ Supports, mentors and provides guidance to junior level Business Analysts and peers
+ Contributes to a positive work environment by embracing diversity in the workplace and supporting and proudly representing TD in the community
**Physical Requirements:**
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
+ Domestic Travel - Occasional
+ International Travel - Never
+ Performing sedentary work - Continuous
+ Performing multiple tasks - Continuous
+ Operating standard office equipment - Continuous
+ Responding quickly to sounds - Occasional
+ Sitting - Continuous
+ Standing - Occasional
+ Walking - Occasional
+ Moving safely in confined spaces - Occasional
+ Lifting/Carrying (under 25 lbs.) - Occasional
+ Lifting/Carrying (over 25 lbs.) - Never
+ Squatting - Occasional
+ Bending - Occasional
+ Kneeling - Never
+ Crawling - Never
+ Climbing - Never
+ Reaching overhead - Never
+ Reaching forward - Occasional
+ Pushing - Never
+ Pulling - Never
+ Twisting - Never
+ Concentrating for long periods of time - Continuous
+ Applying common sense to deal with problems involving standardized situations - Continuous
+ Reading, writing and comprehending instructions - Continuous
+ Adding, subtracting, multiplying and dividing - Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
**Who We Are:**
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
**Our Total Rewards Package**
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (***************************************
**Additional Information:**
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
**Colleague Development**
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
**Training & Onboarding**
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
**Interview Process**
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
**Accommodation**
TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Career & Business Relations Specialist - Plymouth/Cape & Islands
Operations specialist job in Plymouth, MA
MassAbility is actively recruiting for a Career & Business Relations Specialist. The Business Relations Services team and the Career Services Division focus on increasing competitive integrated employment opportunities, job placements, and successful employment outcomes for individuals with disabilities.
The role of a Career & Business Relations Specialist is to focus on building and maintaining relationships with employers through various strategies. These include identifying job openings that suit both employers and job seekers, educating businesses about hiring individuals with disabilities, organizing hiring events and employer recruitment sessions, and updating a database of local and regional employer markets. Additionally, the Career & Business Relations Specialist supports agency staff by collecting and sharing labor market data, providing technical assistance to recruiting agency job seekers, and seeking employment opportunities for individuals with disabilities. Moreover, they develop employment options that align with the Area Office(s)' Employment Plans and the agency's statewide Employment Plan. In some cases, they work directly with Job Placement Specialists and job seekers to help them find and retain employment with employers.
At MassAbility, we are driven by a fundamental belief that we are all different but connected - individuals who share a common purpose and who bring our own talents, ingenuity, and perspective to achieve our vision. That belief puts diversity, equity, and inclusion at the center of everything we do. We are keenly aware of the barriers that many of us face as we strive to live life on our own terms. That's why, as a community, we are committed to always being part of the solution. This work is essential to who we are as an organization. Together, we are making a better state possible for everyone. As a team member, you'll join an agency that values a learning and participatory performance culture with an emphasis on high-performance teams, individual contribution/impact, and engagement in activities to promote and support programs, divisions, and the overall agency vision and mission.
This positon covers Plymuth and the Cape and the Islands area
Duties and Responsibilities (these duties are a general summary and not all-inclusive):
* Develop employment opportunities (that meet jobseeker employment needs) as identified in Area Office(s) Employment Plans and agency statewide Employment Plan.
* Educate and partner with Area Office(s) staff on labor market trends, employer needs, and opportunities.
* Partner with Career & Business Relations staff to ensure alignment and outcome accountability with Area Office(s) needs as aligned to Area Office Employment Plans and agency statewide Employment Plan.
* Collaborate with the financial wellness director as needed to educate and market available incentives to employers (e.g., employer tax credits) and the value of hiring skilled individuals with disabilities.
* Engage with local, regional, and statewide employer boards, on-the-job training, job-driven training, internship initiatives, hiring events, employer training conferences, and other business relations initiatives.
* Participate in the design of and recruitment for local and state-wide employer-focused events, in collaboration with the JPS team.
* Assist with the design and rollout of training (both regional and statewide) to meet the hiring needs of employers (to support skilling up potential job seekers).
* Educate business partners, community-based organizations, community leaders, job seekers, and others to clearly understand the MassAbility mission and services and the role of Business Relations.
* Document activities and production in relevant systems, including case management systems and the Employer Account Management System.
* Conduct presentations to explain programs and services to employers, training vendors, community organizations, job seekers, MassAbility staff, and the public to assist them in understanding and using such programs and services.
* Participate in statewide initiatives, workgroups, team meetings, and trainings to enhance functional skills and promote professional growth.
* Provide timely follow-up support services to employers, MassAbility staff, community organizations, and other relevant stakeholders to ensure successful employment outcomes and employer satisfaction.
* Ensure Business Relations, division, and agency-level policies and procedures are adhered to and consistent with best practices.
Preferred Qualifications:
* Understanding of a wide variety of occupations common to the local area labor market.
* Knowledge of the principles, practices, & techniques of marketing & sales knowledge of interviewing techniques,
* Capacity to market and promote agency services and job seekers.
* Adept at communicating effectively both orally and in writing to document case activities properly, represent the agency professionally, conduct presentations, and give instructions clearly and precisely.
* Aptitude to interact effectively and establish rapport with diverse teams and groups of people
* Capacity to understand, explain, and implement policies and procedures, standards, guidelines, laws, and regulations that govern agency activities
* Proficient in working collaboratively within a team and building and sustaining positive working relationships with peers, supervisors, other agency representatives, employers, and customers.
* Proficiency in utilizing information technology resources to accurately and concisely record information and maintain the integrity of the computerized database
* Experienced in gathering information in conjunction with QVRCs through questioning and observing individuals and by examining records and documents to assess client needs
* Aptitude to appropriately interact with others and maintain a calm manner in emotionally charged or stressful situations
* Experienced in analyzing labor market data and determining the applicability of data, drawing conclusions, and making appropriate recommendations
* Ability to exercise discretion in handling confidential disability information
* Knowledge of the characteristics and trends of the local, regional/district, and statewide labor market
* Knowledge of the principles and practices of sales and marketing
* Experience with agency rules, regulations, policies, procedures, and guidelines governing assigned responsibilities
* Capacity to act as a mentor and provide guidance and training to others.
Required Qualifications:
* Knowledge of labor market tools and applications.
* Knowledge of the organization, goals, objectives, and programs of the agency.
* Improve ability in public speaking.
* Knowledge of the types and availability of public and private organizations providing employment opportunities.
* Knowledge of the factors, trends, problems, and characteristics of the area labor market
* Knowledge of the types and uses of reference sources for occupational interest.
* Ability to learn and utilize current technology platforms relevant to a modern workplace, including, but not limited to, Zoom, Teams, MS Office Suite, OneDrive, and case management software.
* General knowledge of the ADA.
About MassAbility
MassAbility provides services that break down barriers and empower people with disabilities to live life on their own terms. Our programs focus on vocational rehabilitation, community living, and disability determination for federal benefit programs. We are change agents and community builders. And we put the people we serve at the heart of everything we do. We envision a Commonwealth that is open to all, where everyone can seize their true potential and contribute fully to our communities and the world. Together with stakeholders, partners, and allies, MassAbility collaborates, problem-solves, and innovates to bring about a better Massachusetts for everyone-one that is truly equitable, accessible, and inclusive.
For more information about our agency and programs, visit: MassAbility | Mass.gov
Pre-Offer Process:
A criminal background check (CORI) will be completed on the recommended candidate as required by the regulations set forth by the Executive Office of Health and Human Services prior to the candidate being hired. For more information, please visit: *****************************
Education, licensure, and certifications will be verified in accordance with the Human Resources Division's Hiring Guidelines.
Education and license/certification information provided by the selected candidate(s) is subject to the Massachusetts Public Records Law and may be published on the Commonwealth's website.
If you require assistance with the application/interview process and would like to request an ADA accommodation, please click on the link and complete the ADA Reasonable Accommodation Online Request Form.
For questions regarding this requisition, please contact the Executive Office of Health and Human Services Human Resources at ****************, Ext. #4.
Please upload both a Resume and Cover Letter for this position when applying for the Career & Business Relations Specialist.
First consideration will be given to those applicants that apply within the first 14 days.
Applicants must have (A) a Bachelor's degree in marketing, business management, business administration, public relations, vocational rehabilitation, counseling, psychology, public administration, human resources or related field and (B) at least two (2) years of full-time or equivalent part-time professional experience in: business management, business administration, public relations, marketing, personnel interviewing, recruitment or job placement; employment, vocational counseling, psychology, sociology, education or rehabilitation counseling or guidance; job analysis or position classification work, of which (C) at least one (1) year must have been working with individuals with disabilities, or (D)any equivalent combination of the required experience and the substitutions below.
Extensive travel is required; incumbents who elect to use a motor vehicle for travel must possess a current and valid motor vehicle driver's license at a class level specific to assignment.
Substitutions:
I. A Master's degree or higher in marketing, business management, business administration, vocational rehabilitation, public relations or public administration, counseling, psychology, human resources or related field may be substituted for one (1) year of the required (B) experience.
Comprehensive Benefits
When you embark on a career with the Commonwealth, you are offered an outstanding suite of employee benefits that add to the overall value of your compensation package. We take pride in providing a work experience that supports you, your loved ones, and your future.
Want the specifics? Explore our Employee Benefits and Rewards!
Salary placement is determined by a combination of factors, including the candidate's years of directly related experience and education, and alignment with our internal compensation structure as set forth by the Human Resources Division's Hiring Guidelines. For all bargaining unit positions (non-management), compensation is subject to the salary provisions outlined in the applicable collective bargaining agreement and will apply to placement within the appropriate salary range.
An Equal Opportunity / Affirmative Action Employer. Females, minorities, veterans, and persons with disabilities are strongly encouraged to apply.
The Commonwealth is an Equal Opportunity Employer and does not discriminate on the basis of race, religion, color, sex, gender identity or expression, sexual orientation, age, disability, national origin, veteran status, or any other basis covered by appropriate law. Research suggests that qualified women, Black, Indigenous, and Persons of Color (BIPOC) may self-select out of opportunities if they don't meet 100% of the job requirements. We encourage individuals who believe they have the skills necessary to thrive to apply for this role.
Investment Operations Specialist
Operations specialist job in Wellesley, MA
Job Details:
Employment Type: Long term Contract assignment (12 months)
Work Schedule: Standard working hours, Eastern Time Zone
Pay Rate Range: $33.65-$37.25/hr
We are seeking a highly critical, detail-oriented Specialist to join our client's team servicing institutional insurance clients and private wealth accounts. This individual contributor role requires strong analytical skills and the ability to operate effectively within a deadline-driven environment.
Key Responsibilities
Accurately process and report on trade, cash, and corporate action lifecycle activities in a timely manner.
Troubleshoot basic trade, cash, and corporate action issues and identify data discrepancies.
Ensure the integrity and timeliness of financial data and safeguard assets through proper control applications.
Partner with custodian banks, front office, brokers, and external managers to resolve trade and/or cash issues.
Maintain full accountability for all operational processes, including cash forecasting, trade processing & settlement, reconciliations, and corporate actions.
Provide trade and security information for external client reporting.
Meet individual performance targets and contribute to team performance metrics.
Communicate issues to immediate team members and explain complex trade issues clearly.
Qualifications and Experience
Must-Haves:
Undergraduate education in Business.
3-5 years of experience in an Operations, Custodian, Insurance, Investment Firm, or Corporate Banking environment performing processing, settlements, pricing, and/or reconciliation tasks.
Proficiency in Microsoft Office suite, particularly Excel.
Knowledge of financial markets and investment products.
Strong analytical and problem-solving skills.
Excellent attention to detail when reconciling and identifying variances.
Ability to work effectively in a fast-paced, team-oriented environment.
A solid understanding of trade, cash, and corporate action lifecycle basics.
Excellent verbal and written communication skills.
Ability to work US and CAD holidays (rotating schedule).
Nice-to-Haves/Assets:
Prior experience with Blackrock or Aladdin applications.
Bloomberg, IDC/ICE, or Reuters research experience.
Working knowledge of fixed income investment products is preferred.
Excel experience with pivot tables and VLOOKUP.