Top Operations & Support Jobs

Leads the revenue technology function, including Gong rollout and adoption, Salesforce governance, GTM integrations, workflow automation, data alignment, vendor management, security, and roadmap prioritization. Manages a Salesforce Admin and GTM Engineer while partnering with sales, marketing, customer success, enablement, finance, procurement, legal, and information security teams. Drives change management, reporting, AI-enabled workflows, documentation, training, and commercial technology optimization.

Provide timely customer support for private platform offerings through email and phone. Manage account permission requests, complaints, technical issues, audits, and customer data maintenance. Diagnose complex client problems, recommend workarounds, meet tight deadlines, and collaborate with Technology, Product Operations, Customer Success, Account Management, and Data teams. The role requires strong communication, multitasking, financial reporting knowledge, and adherence to data security and information barriers.

Supports the Global Covenants team by handling client covenant-analysis queries, tracking workflows, maintaining reporting documentation, monitoring fixed-income deal flow, and coordinating with global teams. The role also supports compliance processes, client service, legal and credit analyst collaboration, editorial and data projects, and administrative operations initiatives. It requires strong organization, communication, attention to detail, adaptability, and interest in financial services, legal documentation, or financial data.

The Operations Associate will support Octus' Deal Term Analytics team by tracking loan and bond markets, reviewing documentation, and managing data records.

Supports FinDox’s daily operations by maintaining data, processing high-volume time-sensitive emails, ensuring data quality and workflow consistency, organizing virtual files, managing documentation and notifications, handling support inquiries, and covering weekend operations for continuous service.

Support Customer Operations by handling client requests via email and ticketing systems, process user permissioning, maintain user records, assist with reporting and data maintenance, collaborate with Tech/Product/Customer Success, and escalate issues to ensure high client satisfaction during a 6–9 month paid internship.

Support financial analysts by monitoring data alerts, retrieving and validating financial documents, resolving model update queries, maintaining data quality and coverage, onboarding issuers, and improving operational workflows using AI tools.