Senior Funding Operations Specialist

Posted 15 Days Ago
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Portugal
Senior level
Agency • Big Data • Healthtech • Machine Learning • Software
A remote software consultancy based in Silicon Valley that helps ambitious startups bring innovations to market faster.
The Role
The Senior Funding Operations Specialist manages AWS funding programs, ensuring compliance, optimizing approvals, auditing requests, and improving processes while facilitating communication among teams.
Summary Generated by Built In

In the last year at Loka, our teams have helped clients advance the world’s #1 AI reading tutor, eliminate $1B in food waste and develop novel drugs for fighting cancer. To cap it off, at the end of 2024 Loka was recognized by AWS as Innovation Partner of the Year, outshining 150,000 partners for the title. And we did it all while working remotely and enjoying every other Friday off 😎

The Senior Funding Operations Specialist is Loka’s central orchestrator for all AWS funding programs, ensuring meticulous management from request to reconciliation. This role is crucial for optimizing funding approvals, mitigating financial risk and fostering seamless communication across internal teams and AWS. Success entails highly organized processes, strict compliance and strategic improvements that enhance our funding efficiency.

Key Responsibilities
  1. Funding Request Management
    1. Serve as the primary coordinator for all AWS funding programs ensuring proper submission and timely follow-up.
    2. Maintain a centralized tracking system for all open funding requests, capturing details such as request owner, AWS program, submission date, approval status and expiration.
    3. Regularly review program guidelines to ensure funding requests meet AWS eligibility criteria and internal policies.
    4. Ensure timely customer review and sign-off, escalating as necessary to prevent bottlenecks and expedite funding approvals.
  2. Information Sharing & Communication
    1. Act as the liaison between AWS account teams, internal Sales, Finance, PM and Engineering teams to distribute updates on funding availability, program changes, approval status and next steps.
    2. Prepare and distribute weekly/monthly dashboards or reports summarizing active, approved and closed funding requests.
    3. Notify stakeholders of missing documentation, incomplete applications or discrepancies requiring action to avoid delays or denials.
  3. Verification & Compliance
    1. Audit submitted funding requests to verify accuracy of claims, project scopes, budget alignment and compliance with AWS program requirements.
    2. Collect and validate supporting materials prior to funding approval.
    3. Ensure timely completion of post-approval tasks, including acquiring agreed-upon deliverables and submitting required proofs of performance to AWS.
  4. Tracking & Reconciliation
    1. Update funding request statuses in real time.
    2. Collaborate with Finance to ensure proper invoicing.
    3. Identify and remediate any gaps between committed activities and actual deliverables to mitigate clawback risk.
  5. Process Improvement & Documentation
    1. Continuously refine funding request workflows and templates (funding request forms, approval matrices, closeout checklists) to streamline the process and reduce cycle time.
    2. Document processes, best practices and lessons learned to build a knowledge base for new team members.
    3. Lead funding-program training sessions for all teams on an ad hoc basis.
Required Qualifications
  • Experience
    • 5+ years in program coordination and administration, specifically managing funding programs, tracking requests and ensuring guideline adherence, preferably within a technology services or consulting environment.
    • Record of adherence to program guidelines and data validation, meticulously reviewing documentation, ensuring program rule compliance and validating submitted data.
    • Familiarity with AWS services and AWS funding mechanisms is a significant plus.
  • Soft Skills
    • Meticulous attention to detail
    • Exceptional organization
    • Strong written and verbal communication
Benefits
  • Every other Friday off (26 extra days off a year)
  • Remote and flexible
  • Explore and Relocation programs (three months work abroad or full international relo)
  • Paid sick days and local holidays
  • Mental wellness and physical fitness programs
  • Defined career path
  • Business English classes
  • Continuous Learning Support

Your achievements matter to us! Ensure your CV and LinkedIn profile are up to date and accurately reflect your experience. Please submit your CV in English.


Top Skills

AWS
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The Company
HQ: San Francisco, CA
160 Employees
Year Founded: 2004

What We Do

Last year at Loka, our remote team of engineers, developers, and designers helped route out hate speech on Twitter, eliminate $1 billion in food waste, launch 4 projects in LokaLabs™ (our own incubator), accelerate 3 startups to acquisition, and still enjoyed every other Friday off.

We are using modern technologies to support an incredible variety of meaningful projects, while proving work/life balance isn’t a catchphrase, it’s our culture. Launch with us. Grow with us. See our new openings at loka.com/careers -->

Why Work With Us

In addition to launching a radical variety of projects for mission-driven companies, our teams enjoy every other Friday off (that's 24 extra days off/year), Relo & Explore Program (visit another country for 3 months or move permanently), Winter Houses, Upskill allowances, and much more. We have a lot to offer. All we ask is the best you've got.

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