Document Collection Operations Lead
- Addepar
- 10 years
- Pune
- 28 days ago
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Job Description
The RolePart of the broader Data organization, the Document Collections team is responsible for ensuring that all of our clients fund documentation is collected from various sources within SLAs and uploaded into Addepar to allow the various Data Ops teams to process these documents. This roles primary responsibility is to extract documents from various sources and upload them into Addepar. In addition this team will be responsible for monitoring data connections and ensuring that any connections failing are addressed quickly and efficiently. The Document Collections team plays a critical role in the success of Addepars Data offerings and requires daily communications with various Product Teams, Machine Learning Operations, clients, data providers (Custodians,GPs and Fund Admins), and additional personnel across the organization.
What Youll Do- Serve as a "player/mentor" who will contribute to and supervise a successful team of Alternatives Document Collection Operations Analysts.
- Oversee daily operational workflows for the Alternative Document Collection team.
- Lead all aspects of the onboarding, mentorship, and career development of individuals on the team through timely and constructive performance feedback, and by providing learning and growth opportunities.
- Help to oversee and manage the 3rd party/contracting team supporting the Alternatives Document Collection work.
- Collaborate with Product and Engineering to design, test, and implement new processes and tooling features that improve collection efficiency as well as increase operational efficiency.
- Manage the Alternatives Document Collection pipeline for Addepar clients, which includes but is not limited to:
- Accessing various Fund Admin and GP portals and retrieving all relevant documents needing to be processed.
- Ensuring that the documents are uploaded to the correct Addepar client.
- Engaging clients, GPs, or Fund Admins if a portal connection fails.
- Help maintain Document Collection workflow procedures and play-books.
- Partner with Product and Engineering to implement new processes and tooling features that improve Alternatives Document Collection UX and increase operational workflow efficiency.
- Minimum 7+ years of work experience in the financial advisory, FinTech, or banking industries.
- Experienced with managing teams, cross-functional projects and/or learning and development initiatives.
- Forward-looking and pragmatic on finding efficacious solutions to complex issues.
- Outstanding communication and interpersonal skills for engaging with internal partners, fund admins, GPs,, as well as clients.
- Ability to think critically and effectively balance multiple projects and processes simultaneously.
- Demonstrates effective problem solving abilities, self-motivation to take on responsibility, and a strong team-player mentality.
- Detailed in documenting information and standard processes and exhibits good follow through techniques.
- Highly self-motivated to take on responsibility, forward thinking and pragmatic, and possess a collaborative team-player mentality.
- Familiarity with using Salesforce, Jira, Google Suite, and Microsoft Excel preferable.
Important Note - This role requires working from our Pune office.
Job Classification
Industry: Software ProductFunctional Area / Department: Customer Success, Service & OperationsRole Category: Non VoiceRole: Customer Onboarding - Non VoiceEmployement Type: Full timeContact Details:
Company: AddeparLocation(s): Pune
Keyskills: lead operations workflow interpersonal skills sla problem solving mentoring monitoring career development fintech financial advisory sales and operations planning google suite excel salesforce feedback operations ops s team leading onboarding communication skills jira
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