Sr Specialist, Sales Operations/Support
Core
Project manager for client-initiated due diligence, coordinating preparation, execution, and delivery of formal responses while maintaining open communication and tracking action items.
Role type
Senior Sales Operations Specialist (Due Diligence & Risk)
Builds
Formal due diligence responses, risk assessment documentation, and centralized database content for sales and account management teams.
Domain
Financial Services / Risk Management / Cyber Security
Deliverable
client delivery
Required skills
Due diligence management, Risk management, Information security, Third-party risk assessment, Project coordination, Stakeholder communication, Process optimization, Data analytics, Documentation management, Internal controls knowledge
Preferred skills
Automation tools, Cloud security, Incident response, BIA/BCP
Technologies
Salesforce, Cloud Security platforms, Data analytics tools
Responsibilities
Coordinate preparation, execution, and delivery of formal due diligence responses; Foster positive relationships with customers and maintain transparent communication; Develop deep understanding of product solutions and platforms; Ensure responses are accurate, timely, and compliant; Track completion of action items raised during assessments; Maintain thorough documentation of the due diligence process; Coordinate with internal stakeholders (sales, product, legal, security); Assist with centralized database processes and content updates; Identify opportunities to optimize processes using automation and data analytics.