Senior Operations Specialist
Versana · New York, NY · $130K to $150K
$130K to $150K
Found in last night's run on Versana's Lever board.
About the role
Key Responsibilities Client Onboarding, Vendor Due Dilligence + Risk Management
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Serve as the primary subject matter expert for third-party onboarding, vendor due diligence, information security assessments, procurement requests, and client risk management processes.
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Manage onboarding activities from initiation through completion, coordinating efforts across Information Security, Product, Engineering, Operations, Legal, Finance, and Executive Leadership.
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Partner directly with clients to ensure timely completion of onboarding requests, questionnaires, audits, and due diligence activities.
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Build and maintain deep knowledge of Versana's platform, security controls, policies, and operational processes.
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Maintain response libraries, supporting documentation, and process improvements that increase efficiency and consistency.
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Continuously identify opportunities to improve onboarding workflows and client experience.
Client Operations + Service Delivery
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Own customer SLA reporting and monitoring, ensuring performance remains aligned with contractual obligations.
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Develop and deliver recurring customer and operational performance reporting.
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Analyze trends and identify opportunities to improve service delivery and operational effectiveness.
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Partner with Client Success, Product, and Engineering teams to enhance the client experience.
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Support operational readiness and execution for new clients, products, and strategic initiatives.
Operational Governance, Polices + Internal Controls
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Maintain the company's policy inventory and governance framework, including coordinating periodic reviews and updates.
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Support operational risk management, audit activities, and compliance initiatives.
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Partner with leadership to strengthen internal controls, governance processes, and operational maturity.
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Coordinate cross-functional activities related to audits, certifications, customer requests, and regulatory inquiries.
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Identify operational risks and recommend process improvements and mitigation strategies.
Executive Reporting + Business Intelligence
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Develop executive, board-level, and management reporting materials that provide meaningful insights into business performance.
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Prepare presentation materials for executive leadership, strategic initiatives, client meetings, and board discussions.
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Transform operational and business data into clear narratives and actionable recommendations.
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Build and maintain dashboards, KPIs, scorecards, and reporting frameworks that support data-driven decision making.
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Partner with leadership and internal teams to enhance reporting quality, consistency, and visibility.
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Deliver recurring management reporting on customer, operational, and business performance metrics.
Data Analysis + Operational Excellence
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Analyze operational, customer, and business data to identify trends, opportunities, and risks.
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Develop meaningful metrics and performance indicators that provide visibility into organizational health and performance.
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Partner with data and technology teams to improve reporting capabilities and operational insights.
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Identify opportunities for automation, process optimization, and operational efficiencies.
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Use technology and AI-enabled tools responsibly to accelerate workflows while independently validating outputs and recommendations.
Business Operations + Strategic Initiatives
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Support strategic initiatives and special projects across the business.
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Partner with leadership to improve operational effectiveness and enable company growth.
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Assist with finance and operational reporting activities, including data validation and business analysis. The prior description specifically included finance operational support and invoice-related responsibilities.
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Contribute to the development of operational processes, success metrics, and management frameworks.
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Take ownership of initiatives outside of defined responsibilities when business needs require support.
Must Have: •
Bachelor’s degree in Business, Finance, Operations, Information Systems, or a related field.
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5+ years of experience in Business Operations, Strategy & Operations, Consulting, Risk Management, Program Management, or related functions.
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Experience working in fintech, SaaS, technology, or other high-growth environments.
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Experience in working with enterprise grade customers in banking or investment management.
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Exceptional written and verbal communication skills with strong client-facing experience.
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Familiarity with third-party risk management, information security assessments, audit programs, and compliance frameworks.
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Advanced Microsoft PowerPoint skills, including the ability to create executive-ready presentations.
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