Data entry Team Lead

On behalf of Pontera SD Solutions is seeking a Data Operator Team Lead to join the team for a long-term basis. In this role, you will be responsible for the efficient management and operation of financial data in our system, collaborating closely with our global customer support team, and our other global Operations Team.

SD Solutions is a staffing company operating globally. Contact us to get more details about the benefits we offer.

The Operations Team is primarily responsible for the efficient management and operation of financial data in our system, collaborating closely with our global customer support team, and our other global Operations Team.
The team’s tasks encompass data entry in various sources, basic and complex calculations, and priorities management.

Responsibilities:

• Developing and designing an adaptable and dynamic operational process that can swiftly respond to any changes within the operations.
• Efficiently managing matters and being the go-to person for complex technical issues around the clock and reporting back to the relevant management.
• Conducting analysis to identify trends, pain points, and opportunities within the operation and initiating appropriate interventions.
• Identifying knowledge and operational process gaps through analysis and implementing improvement and action plans.
• Collaborating with the product team to create tools that enhance efficiency by automating repetitive and inefficient processes.
• Supporting team members in resolving complex issues/questions that arise from the Customer Success Team.
• Analyzing data to gather information for management on efficiency, highlights, and lowlights.

Requirements:

• Exceptional proficiency in English communication.
• Prior experience in finance and data management.
• Practical experience working with SQL and Microsoft Excel.
• Great communication and interpersonal skills.
• Ability to work well under pressure.
• Curious, independent, and self-motivated.
• Exceptional attention to detail coupled with analytical thinking.
• A proactive "can-do" attitude.
• Experience leading a team - an big advantage.

About the company:

Pontera is a FinTech SaaS company on a mission to help millions of people retire better by enabling financial advisors to manage, trade and report on 401(k) and other retirement accounts. The customers range from Fortune 100 financial services firms and large independent broker dealers to small independent RIA’s and advisory firms.

Pontera, FinTech SaaS company is proud of its people-first mentality and culture. You will have the unique and exciting opportunity to be part of a team whose mission is to scale Pontera into one of the largest FinTech companies in the world.

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