Allocate-posted 3 months ago
$120,000 - $150,000/Yr
Full-time • Senior
Palo Alto, CA
11-50 employees

We're looking for a highly driven Senior Product Operations to strengthen our platform operations and internal workflows as we scale. This role will focus on ensuring smooth onboarding, data accuracy, and client delivery - while building the systems and accountability we need to handle rapid growth. You'll work closely with the operations team to own outcomes, coach team members, and continuously improve how we deliver value to clients. This role is ideal for someone who thrives in fast-moving environments, combines hands-on execution with leadership, and demonstrates accountability, ownership, and a strong bias for action - consistently delivering results with commitment.

  • Ensure client onboarding workflows run end-to-end smoothly, with implementation milestones delivered on time and to a high standard.
  • Track and maintain performance against SLAs, SLOs, and KPIs - proactively identifying risks and driving improvements where needed.
  • Act as a central point of accountability for client-facing operations, supporting a seamless, consistent client experience.
  • Partner with Product and Engineering to shape requirements, collaborate on solutions, and resolve operational or technical issues that impact clients and internal operations.
  • Provide day-to-day direction to Implementation Specialists, helping them deliver onboarding effectively while building stronger ownership and communication skills.
  • Support offshore data processing teammates through training, reinforcement of best practices, and ongoing improvements in quality.
  • Partner with the Data Quality Analyst to monitor outputs, resolve issues, and strengthen data integrity through effective feedback loops.
  • Identify operational bottlenecks and inefficiencies, designing workflows that improve both quality and scalability.
  • Continuously refine systems, processes, and playbooks to enable growth from dozens to hundreds of clients.
  • Bring a proactive, action-oriented mindset - ensuring operations remain efficient, reliable, and client-focused.
  • 7+ years of experience in operations, client delivery, or related functions in fast-paced, high-growth environments (fintech, SaaS, or professional services preferred).
  • Proven ability to drive outcomes end-to-end - identifying issues, implementing solutions, and ensuring successful execution with accountability and initiative.
  • Strong bias to action: thrives in ambiguity, moves quickly, and balances speed with quality.
  • Exceptional problem-solving and analytical skills; able to identify root causes of complex operational challenges and implement effective solutions.
  • Excellent communication and influence skills across all levels - from coaching teammates, to collaborating cross-functionally, to engaging directly with executives and clients.
  • Hands-on experience with establishing and tracking KPIs, SLAs, and other operational metrics, including building and using dashboards to measure performance and inform decisions.
  • Detail-oriented, highly organized, and able to juggle multiple priorities while keeping long-term objectives in focus.
  • Familiarity with alternative investments (e.g., Venture Capital, Private Equity, Real Estate, Hedge Funds) and how data flows in those environments.
  • Experience with Salesforce or similar workflow/CRM platforms, with the ability to design or optimize processes within these systems.
  • Proficiency in SQL and/or advanced Excel for data validation, reconciliation, and analysis - ensuring accuracy and identifying issues quickly.
  • Exposure to dashboards, analytics platforms, or business intelligence tools to track KPIs and operational performance.
  • Medical
  • Dental
  • Vision
  • Responsible time off (RTO)
  • 401k
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