The Sr. Specialist – Cl team serves as the primary point of contact for assigned client accounts, ensuring accurate
onboarding, timely resolution of client queries, and coordinated delivery across CX, and Operations teams. The role
safeguards data accuracy and confidentiality across all client-facing touchpoints, in line with Supply Wisdom's TPRM
standards for clients.
Key Responsibility Areas
1. Client Onboarding & Subscription Management
- Manage target onboarding updates for new and existing client accounts.
- Validate active subscriptions and proactively inform CS team of status, coverage, and changes.
- Maintain accuracy of the contract sheet and reconcile it against HubSpot entitlements.
2. Client Coordination & Query Resolution
- Act as the coordination point between CS and Operations Team
- Log, track, and respond to client queries within agreed turnaround times.
- Handle ad-hoc client requests, routing to the right internal team where needed.
3. Reporting & Portfolio Oversight
- Generate trend reports and other adhoc reports summarizing risk signals and portfolio movement.
- Conduct periodic client portfolio checks to confirm data currency and completeness.
5. Capability Building
- Undergo refresher trainings on product updates, processes, and compliance requirements.
Key Skills & Competencies
- Must have completed at least one year as a Research Analyst in the Operations team
- Should have a thorough understanding of operations processes, especially alerts, data, and data updates.
- Strong client communication and relationship management skills.
- Self-driven and able to work independently with minimal handholding or supervision.
- Attention to detail and analytical ability to interpret risk trends and prepare client-ready reports.
- Ability to handle ad-hoc tasks and shifting priorities with ease.
- Strong multi-tasking ability across concurrent client accounts and deliverables.
- Sharpanalytical mindset with sound, independent judgment.
- Cross-functional coordination skills across CX, Tech, and intra-Operations team.
- Preferable: Proficiency with HubSpot and contract/entitlement reconciliation.
Skills Required
- At least one year of experience as a Research Analyst in the Operations team
- Thorough understanding of operations processes, especially alerts, data, and data updates
- Strong client communication and relationship management skills
- Ability to work independently with minimal supervision
- Attention to detail and analytical ability to interpret risk trends and prepare client-ready reports
- Ability to handle ad hoc tasks and shifting priorities
- Strong multitasking ability across concurrent client accounts and deliverables
- Analytical mindset and sound independent judgment
- Cross-functional coordination skills across CX, Technology, and Operations teams
- Proficiency with HubSpot and contract or entitlement reconciliation
What We Do
Supply Wisdom transforms global business with comprehensive, predictive, real-time risk intelligence. Through continuous monitoring, comprehensive intelligence reports, and real-time alerts, Supply Wisdom speeds business growth, lowers costs, increases security and compliance, and unlocks revenue opportunities. Supply Wisdom’s full-stack AI-based SaaS products turn open-source data into risk intelligence and are the market’s only software to cover all risk domains in real-time: financial, cyber, operational, ESG, compliance, Nth party, and location-based risk. Supply Wisdom clients include Fortune 100 and Global 2000 firms in the financial services, insurance, healthcare, and technology sectors, including United Healthcare, BNY Mellon, and Bank of Ireland. Supply Wisdom values diversity with a global workforce that is currently 57% female. Contact us today for a quick demo so you can see how our actionable approach can achieve great results for your company.
