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Job Description
The Operations specialist role focuses on data integrity, cross-functional coordination, CRM/fintech platform management, and handling backend logistics like onboarding, KYC, and commission tracking.
Key Responsibilities
Key Responsibilities
- Data & System Administration: Own the accuracy and maintenance of all sales, agent, and dealer data across CRM and proprietary fintech platforms.
- Onboarding & Compliance (KYC): Streamline the end-to-end onboarding workflow for new agents and dealers, executing rigid KYC (Know Your Customer) verifications to ensure total compliance.
- Cross-Functional Support: Partner closely with internal teams to optimize daily workflow efficiency.
- Incentive Tracking & Reconciliation: Audit, track, and reconcile sales commissions, performance tiers, and incentive payouts to guarantee precision and transparency.
- Reporting Precision & Timeliness: Consistently delivering accurate, audit-ready operational and performance reports on schedule.
- Onboarding Efficiency: Minimizing Turnaround Time (TAT) for agent and dealer verification and system activation without compromising KYC standards.
- Data Quality Index: Maintaining a near-zero error rate in CRM data management and incentive calculations
- Bachelor's degree in Business, Statistics, or related field.
- 1–3 years’ experience in Sales Operations, Fintech support, or a data-driven customer/partner operations role.
- Strong Excel skills; CRM or dash board experience is an advantage.
- High attention to detail, data accuracy and the agility to thrive in a fast-paced fintech environment.