Smartleaf

Operations

• Become an expert on the Smartleaf platform and its various models of use
• Oversee daily production support, ensuring urgent requests receive prompt attention and resources
• Triage, investigate, and respond to client inquiries
• Act as an escalation contact for complex issues
• Contribute to and maintain reference materials
• Provide ad hoc training to client firms
• Monitor each client relationship
• Uphold Smartleaf's reputation for responsive, thorough, and creative support
• Recommend internal process improvements using fresh perspective and prior experience
• Manage clients' daily use of Smartleaf software and advisory services
• Empower clients to use innovative functionality effectively
• Serve as an internal and external subject matter expert and trusted strategic advisor
• Maximize platform adoption and optimize portfolio operations
• Coordinate administrative tasks and perform hands-on technical troubleshooting
• Provide accurate, timely, white-glove support

Explore Client Operations Manager at Smartleaf. Review requirements and application details.

Client Operations Manager

Project Manager

• Onboard new client firms and serve as a subject matter expert and point of contact
• Lead enterprise onboarding and multi-million-dollar FinTech implementations from technical architecture through go-live
• Solve data integration, custodial API, and workflow automation challenges alongside financial engineers
• Balance Smartleaf and client objectives
• Collaborate with internal and external stakeholders
• Execute defined project plans
• Understand client requirements and objectives and translate them into actionable project plans
• Manage the project lifecycle from sales-to-service transition through planning, execution, monitoring, and closure
• Establish and maintain internal and external stakeholder relationships
• Partner with internal specialists to execute project plans
• Set expectations and hold teams accountable for deadlines and deliverables
• Report project status, progress against plan, and hours spent
• Identify issues, mitigate risks, and develop contingency plans
• Document lessons learned and recommend process improvements
• Adapt responsibilities based on team needs and contribute as an integral member of the organization

Explore Implementation Project Manager at Smartleaf. Review requirements and application details.