Services Operations Specialist

1. Key Responsibilities/What to Expect

• Service Offering Enablement: Own the operational enablement of global services offerings end‑to‑end, ensuring services are structured, priced, risk‑assessed, approved, and available through e‑ordering and quotation tools.
• Operational Infrastructure & Tooling: Oversee the services operational backbone (e.g., Conga Configure, Price, Quote (CPQ), Contract Lifecycle Management (CLM), e‑order forms, proposal libraries, Confluence), ensuring tools, templates, and processes are efficient, compliant, and easy to use.
• Portfolio, Marketing & Communications: Maintain and optimize the services portfolio and related content, including Confluence offering pages and proposal templates. Coordinate internal communications and marketing enablement to drive visibility and adoption of services.
• Training Operations Coordination: Lead and coordinate end‑to‑end training operations across virtual, onsite, and private formats, ensuring training offerings are published, scheduled, governed, and delivered effectively.
• Data Operations: Own or coordinate services by ensuring reliable reporting and insights, strong master‑data governance, and well‑designed templates that support accurate decision‑making and operational scalability.
• Cross‑Functional Coordination: Act as a central point of coordination across Business Development, Services Engineering, Delivery, Product, Finance, Legal, Procurement, Marketing, and Customer Engagement teams to ensure seamless service execution.
• Continuous Improvement & Sustainability: Drive simplification, standardization, and cross‑coverage across services operations to improve scalability and resiliency.

2. What You Need to Be Successful:

• Education: Bachelor’s degree in Business, Operations, Finance, Data or related field.
• Experience:
  • 3-5 years in service operations, process management, or Professional Services roles.
  • Proven experience managing complex operational processes and tools.
• Skills:
  • Strong organizational and coordination skills with ability to manage multiple priorities.
  • Deep understanding of service pricing models, risk frameworks, and operational governance.
  • Proficiency with Salesforce, CPQ, CLM, Confluence, Cvent, and Excel/Power BI (or equivalent) for reporting and insights.
  • Excellent communication and stakeholder management skills.
  • Ability to identify process gaps and implement improvements.

3. Success Metrics

• Accurate and timely availability and communication of service offerings, reporting/insights support.
• Improved efficiency and accuracy of processes and tools.
• Positive feedback from stakeholders on coordination and support.
• Compliance with pricing and risk models across all service offerings.

What we offer

We give you a competitive package

We help you perform at your best

We help you make a difference

We give you the freedom to be yourself

We give you the freedom to be yourself. We are creating an environment of unique individuals – like you – with different perspectives on the financial industry and the world. A diverse and inclusive environment in which everyone’s voice counts and where you can reach your full potential.

We are committed to an inclusive and accessible recruitment process. If you require a reasonable accommodation related to accessibility during your application or interview, please contact [email protected] or indicate this in your application.

Please note that this mailbox is not monitored for general recruitment enquiries and should only be used for accessibility or accommodation-related requests (for example related to vision, hearing or neurodiversity).

All requests are confidential and will not affect your candidacy.

Don’t meet every single requirement? At Swift, we are dedicated to building a workplace where people can bring their full selves and ideas to the team, so if you are excited about this role, we encourage you to apply even if you do not meet every single qualification.