West Coast - Senior Product Operations, Insights

West Coast - Senior Product Operations, Insights

We’re looking for a highly driven Senior Product Operations to strengthen our platform operations and internal workflows as we scale. This role will focus on ensuring smooth onboarding, data accuracy, and client delivery — while building the systems and accountability we need to handle rapid growth.

This role is ideal for someone who thrives in fast-moving environments, combines hands-on execution with leadership, and demonstrates accountability, ownership, and a strong bias for action — consistently delivering results with commitment.

Why Join Us

• Shape the future of investing:
  Be part of a team that’s transforming how investors access and manage alternative investments — bringing transparency, efficiency, and innovation to a historically complex space.
• Scale with impact:
  Play a key role in building operations that can support growth from dozens to hundreds of clients, directly influencing how our platform scales and succeeds.
• Real ownership and visibility:
  You’ll have true accountability, high visibility with leadership, and the chance to take initiative that drives measurable results.
• Path to senior leadership:
  As the company expands, you’ll have the opportunity to step into broader leadership responsibilities and shape the long-term strategy of operations.
• Collaborative, high-velocity culture:
  Join a team that moves quickly, values accountability, and thrives on solving complex challenges together.

What You’ll Be Doing

Client Delivery & Experience

• Ensure client onboarding workflows run end-to-end smoothly, with implementation milestones delivered on time and to a high standard.
• Track and maintain performance against SLAs, SLOs, and KPIs — proactively identifying risks and driving improvements where needed.
• Act as a central point of accountability for client-facing operations, supporting a seamless, consistent client experience.
• Partner with Product and Engineering to shape requirements, collaborate on solutions, and resolve operational or technical issues that impact clients and internal operations.

Team Enablement & Leadership

• Provide day-to-day direction to Implementation Specialists, helping them deliver onboarding effectively while building stronger ownership and communication skills.
• Support offshore data processing teammates through training, reinforcement of best practices, and ongoing improvements in quality.
• Partner with the Data Quality Analyst to monitor outputs, resolve issues, and strengthen data integrity through effective feedback loops.

Operational Excellence & Process Improvement

• Identify operational bottlenecks and inefficiencies, designing workflows that improve both quality and scalability.
• Continuously refine systems, processes, and playbooks to enable growth from dozens to hundreds of clients.
• Bring a proactive, action-oriented mindset — ensuring operations remain efficient, reliable, and client-focused.

Qualifications & Skills

• 7+ years of experience in operations, client delivery, or related functions in fast-paced, high-growth environments (fintech, SaaS, or professional services preferred).
• Proven ability to drive outcomes end-to-end — identifying issues, implementing solutions, and ensuring successful execution with accountability and initiative.
• Strong bias to action: thrives in ambiguity, moves quickly, and balances speed with quality.
• Exceptional problem-solving and analytical skills; able to identify root causes of complex operational challenges and implement effective solutions.
• Excellent communication and influence skills across all levels — from coaching teammates, to collaborating cross-functionally, to engaging directly with executives and clients.
• Hands-on experience with establishing and tracking KPIs, SLAs, and other operational metrics, including building and using dashboards to measure performance and inform decisions.
• Detail-oriented, highly organized, and able to juggle multiple priorities while keeping long-term objectives in focus.

Plus if

• Industry knowledge:
  Familiarity with alternative investments (e.g., Venture Capital, Private Equity, Real Estate, Hedge Funds) and how data flows in those environments.
• Workflow & CRM tools:
  Experience with Salesforce or similar workflow/CRM platforms, with the ability to design or optimize processes within these systems.
• Data skills:
  Proficiency in SQL and/or advanced Excel for data validation, reconciliation, and analysis — ensuring accuracy and identifying issues quickly.
• Operational tooling:
  Exposure to dashboards, analytics platforms, or business intelligence tools to track KPIs and operational performance.

Location: Palo Alto, CA. Must be able to work in-office 4 days a week.

Salary Range: $120,000 - $150,000 base + equity + benefits

Benefits: Medical, dental, vision, responsible time off (RTO), 401k.

Employment: Full-time.

We are an equal opportunities employer and welcome applications from all qualified candidates.