Senior Client Service Operations Manager (Eastern)

🏢 Summary: Full-time Operations Manager role leading a client service delivery team in a legal-tech environment, focused on KPI ownership, team leadership, operational quality, and client experience. The position involves managing specialists, handling escalations, improving workflows, and using data-driven decision making in SLA-driven operations. The role includes health benefits, flexible time off, and an $80k–$100k salary range. 🗂️ Requirements: 4+ years of operations experience, 2+ years of direct team management experience, Experience in service-delivery, legal services, or SLA-driven environments, Experience managing team KPIs and operational improvements, Performance management experience, Excel proficiency, Experience with BI tools, Strong analytical skills, Strong written and verbal communication skills, Availability for full-time in-person work, Availability during business hours with flexibility for escalations 📃 Skills: Excel, Omni, Looker, Slack, Spreadsheets 🏢 Description: ABOUT PROOF Launched in 2018, Proof is a national platform for service of process supporting thousands of law firms across the United States. We connect law firms with process servers and enable electronic court filing through a modern, technology-driven platform — automating document ingestion, compliance, real-time job matching, and integrations with leading legal software. Today, Proof delivers over 60,000 documents per month through a network of ~2,000 contracted process servers. ROLE OVERVIEW The Operations Manager runs a service-delivery team end-to-end — directly managing Specialists, and accountable for the team's KPIs, client experience, and people development. The defining shift from Senior Specialist to Manager is people leadership; everything else in this role is downstream of doing that well. The role is evaluated against Proof's competency framework, organized into three areas: Execution & Quality, Technical Expertise, and Communication & Collaboration. COMPETENCY FRAMEWORK Execution & Quality - Critical Thinking & Problem Solving: Diagnose at the team and workflow level — distinguish one-off issues from systemic ones. Decide under uncertainty and document reasoning so calls are auditable. Own root-cause analysis through to verification. Escalations come with a recommendation. - Inquisitive: Ask why your team's metrics moved, not just whether they hit. Pull threads on weak signals before they become problems. - Proactive: Anticipate problems before they hit — capacity, volume spikes, client risk, talent gaps — and bring them up with proposed fixes, not just warnings. - Resourceful: Solve with what you have. Build team-level fixes that don't require new budget or new tools. Leverage peers and other teams effectively to unblock your team. - Owner Mindset: Held accountable for the team's KPIs, people, and escalations. Surface blockers with proposed solutions. - Customer-Service Focused: Accountable for the client experience your team delivers; hitting SLA is the floor, client outcomes are the bar. Operations point of contact for assigned strategic clients. Build operational empathy on the team. - Responsible / Reliable: Do what you say you're going to do; the team plans against your commitments. Own mistakes without deflection. Close loops without being chased. - Flexible / Adaptable: Translate organizational change into clear team direction within days, not weeks. Stay steady during incidents and reorganizations — the team's stress tracks below your own. - Attention to Detail: Held accountable for the team's escape rate. Own the QA program: what gets checked, how often, by whom. Spot quality drift in trend data before it shows up in client complaints. Technical Expertise - Computer Proficient: Fluent in the team's full tool stack — Proof platform, Omni, spreadsheets, Slack workflows. Set the standard for tool fluency on the team. - Data Acumen: Fluent in Omni and Excel; pull and act on team-level data without waiting for someone to build the report. Define and track KPIs that matter; push back on vanity metrics. Present data clearly to leadership and the team. - Legal Document Knowledge: Accountable for the team's compliance with service-of-process and affidavit requirements. Partner with Legal Operations on ambiguous interpretations. - Service Specialist Craft: Accountable for the team's research and craft quality — not personally executing the hard cases. Own the team's server-network relationships and the pricing/assignment framework. Coach Specialists through their hardest interactions. Communication & Collaboration - Mentorship & People Leadership: Directly manage Specialists; own hiring, onboarding, performance reviews, coaching, promotions, PIPs, and terminations. Run bi-weekly 1:1s with Senior Specialists and monthly 1:1s with team members. Develop at least one Senior Specialist toward the next level at all times. - Effective Communication: Set the communication standard for your team. Deliver hard feedback directly. Handle high-stakes client escalations end-to-end. Document decisions so the team can operate without you in the room. - Collaborative: Build strong relationships with peer Managers in CS, Sales, Product, and Marketplace. Resolve cross-team friction at your level. Treated as a thought partner, not just an executor. - Approachable: The team — and people from other teams — bring problems to you early because you're seen as steady and fair. Available without becoming a bottleneck. WHAT SUCCESS LOOKS LIKE (FIRST 12 MONTHS) - Team SLA attainment and quality metrics are stable or improving across 3+ consecutive quarters - At least one Senior Specialist is on a documented development plan toward the next level - Client escalations are trending down; root-cause patterns are being addressed systemically - Cross-functional partners describe you as a thought partner, not just an executor - The team operates predictably during your time off — the systems hold it together, not your direct involvement QUALIFICATIONS - 4+ years of operations experience with 2+ years directly managing a team; service-delivery, legal services, or regulated/SLA-driven environments preferred - Demonstrated track record of owning and improving team KPIs — you can talk concretely about what you changed and what moved - Direct performance management experience: hiring, coaching, PIPs, terminations - Strong analytical skills; comfortable in Excel and a BI tool (Omni, Looker, or similar) without analyst support for routine questions - Excellent written and verbal communication; comfortable representing Operations in front of clients and cross-functional leadership - Knowledge of service of process or legal services regulations a plus; NY rules a plus ROLE DETAILS - Full-time, in-person, Southfield office - Must be available during normal business hours, with flexibility for escalations and coverage needs outside of them - Health benefits including vision and dental; flexible time off - Salary Range $80-$100k E-Verify This company participates in E-Verify, for more information view the Participation and Right to Work Posters.

🏢 Summary: Full-time Server Acquisition Specialist role focused on owning contractor supply acquisition within a geographic territory, expanding and activating a network of independent process servers. The position combines outbound recruiting, contractor relationship management, rate negotiation, and data-driven performance tracking. It requires strong pipeline ownership and use of business intelligence tools to optimize marketplace coverage and efficiency. 🗂️ Requirements: 2+ years in customer-facing role (sales, operations, recruiting, or acquisition), Experience in fast-paced, high-growth environment, Ability to manage outbound pipeline and meet weekly targets, Experience handling high-volume phone communication, Data analysis and metric tracking capability, Ability to negotiate rates with contractors, Territory ownership and independent work management 📃 Skills: Omni, Dashboards, DataAnalysis, Reporting, OutboundRecruiting, PipelineManagement, RateNegotiation, BusinessIntelligence 🏢 Description: About Proof Launched in 2018, Proof is a national platform for service of process supporting thousands of law firms across the United States. The platform connects law firms with process servers and enables electronic court filing through a technology-driven system that automates document ingestion, compliance, real-time job matching, and integrations with leading legal software. Proof delivers over 60,000 documents per month through a network of approximately 2,000 contracted process servers. Position Overview We're looking for a motivated Server Acquisition Specialist with a bias for action to join our Marketplace Supply team. This role sits at the intersection of supply strategy and marketplace efficiency. You will own supply acquisition for an assigned geographic territory, ensuring coverage keeps pace with customer demand, expanding the network of independent contractor process servers, and helping newly activated contractors get up and running successfully on the platform. Key Responsibilities Territory Ownership — Sourcing and Qualification - Own the end-to-end acquisition process for your assigned territory. - Build and maintain a steady pipeline of qualified independent contractors. - Identify, target, and engage prospective contractors through direct outreach, industry networks and associations, online platforms, and social media. - Qualify and vet candidates based on experience level, regional knowledge, and industry standards. - Negotiate and set custom rates with contractors. - Stay current on regional market dynamics, competitor activity, and operating nuances. - Re-engage contractors who have left the platform. Cross-Territory Recruiting Support - Support other Server Acquisition Specialists in high-need markets. - Help close urgent territory gaps affecting customer experience. Inbound & Relationship Management - Manage high volume of inbound calls and messages from contractors and prospects. - Serve as a responsive and professional point of contact. New-to-Proof Activation - Conduct structured outreach to newly activated contractors. - Gather and organize feedback on barriers to early engagement. - Help contractors overcome obstacles to successfully use the platform. Data Analysis and Reporting - Use business intelligence tools (such as Omni) to monitor acquisition metrics and build dashboards. - Track territory metrics including Server Acquisition Cost and job conversion to assigned work. - Monitor coverage, take rate, and time-to-assign. - Report regularly to management with actionable insights. Qualifications - 2+ years of experience in a customer-facing role such as sales, operations, recruiting, or acquisition, ideally in a fast-paced, high-growth environment. - Comfortable spending much of the day making and taking calls. - Excellent communication and interpersonal skills. - Ability to make firm decisions when necessary. - Analytical mindset with ability to interpret data and make data-driven decisions. - Ability to independently manage pipeline and meet outbound and qualification targets. Role & Benefit Details - Full-time, salaried position. - Compensation: $55,000–$65,000 based on experience, eligible for company bonus plan. - Medical, dental, vision, disability, and 401k available. - Flexible time off and paid holidays. - Two work-from-home days per month. - Equipment provided. - On-site, in-office position located in the Detroit, MI area. E-Verify This company participates in E-Verify.

🏢 Summary: Business Operations Manager role focused on leading and improving the SIOP process, cross-functional operational planning, and data-driven decision-making in a high-growth advanced manufacturing environment. The position partners across engineering, operations, supply chain, finance, and data teams to optimize planning systems, analytics, governance, and operational performance. This onsite role in Torrance, CA emphasizes operational excellence, process improvement, and scalable business operations. 🗂️ Requirements: Bachelor's degree in Supply Chain, Operations Management, Engineering, Business, Finance, or related field, 5–8+ years of experience in business operations, S&OP/SIOP, program management, supply chain, production planning, or engineering operations, Experience in advanced manufacturing, electronics, aerospace, medical devices, or related technology-intensive sectors, Ability to lawfully access information and technology subject to US export controls, Experience leading cross-functional projects involving data and business processes, Proficiency with ERP/MRP systems and planning or analytics tools, Strong understanding of forecasting, capacity planning, inventory optimization, lead time management, and product lifecycle management, Excellent communication and cross-functional facilitation skills 📃 Skills: SAP, Oracle, Kinaxis, o9, PowerBI, ERP, MRP, SIOP, S&OP, Analytics, Forecasting, Planning, Inventory, SupplyChain, KPIs, Automation 🏢 Description: Purpose The Business Operations Manager is a cross-functional leader responsible for enabling high-quality, data-driven decision-making, operational alignment, and communication across the organization. This role establishes and facilitates the business processes, operation rhythms, and governance that enable Engineering, Programs, Operations, Supply Chain, Finance and other functional teams to make informed decisions, manage risk, and execute against company priorities. This role will own and facilitate the Sales, Inventory, and Operations Planning (SIOP) process, using it as the cross-functional forum to align demand, supply, capacity, inventory, and financial objectives. As the organization matures, the role will expand beyond SIOP to strengthen broader business operating mechanisms, improve cross-functional communication, enhance organizational visibility, and build scalable decision-making processes. Success in this role requires navigating ambiguity, translating complex data into actionable insights, aligning stakeholders with competing priorities, and continually improving the systems, analytics, and governance that support operational excellence in a fast-paced, high-growth environment. The Role • Lead and continually improve the company's monthly SIOP process, ensuring timely inputs, scenario analysis, and clear decisions at each step. • Facilitate structured business reviews that align Sales, Programs, Engineering, Operations, Supply Chain, Finance and other functional teams around priorities, risks, dependencies, and execution plans. • Develop and maintain trusted reporting dashboards, KPIs, and data governance processes that provide leadership with accurate, actionable insights. • Partner closely with data science and digital teams to improve planning systems, reporting capabilities, automation, and analytics that support scalable business operations. • Identify cross-functional risks, constraints, and opportunities, driving mitigation plans and ensuring decisions are documented, communicated, and executed. • Partner with Finance and functional leaders to ensure operational plans support strategic and financial objectives. • Lead continuous improvement initiatives by evaluating existing processes, identifying inefficiencies and opportunities, partnering with functional leaders to design improved ways of working, and driving measurable improvements to operational performance. • Lead implementation of process improvements through excellent project management, stakeholder coordination and buy-in, defining business requirements, supporting software system development, driving change management, and ensuring successful adoption of new processes and tools. Basic Qualifications • Ability to lawfully access information and technology that is subject to US export controls • Bachelor's degree in Supply Chain, Operations Management, Engineering, Business, Finance, or related field • 5 – 8+ years of progressive experience in business operations, S&OP/SIOP, program management, supply chain, production planning, engineering operations, or other cross-functional operational leadership roles within advanced manufacturing, electronics, aerospace, medical devices, or related technology-intensive sectors • Excellent communication and facilitation skills, with a proven ability to influence and drive decisions cross-functionally and at all levels of an organization • Experience leading impactful cross-functional projects involving data and business processes • Strong analytical skills with proficiency in ERP/MRP systems and advanced planning or analytics tools (e.g. SAP, Oracle, Kinaxis, o9, Power BI, or similar) • Solid understanding of key supply chain concepts: forecasting, capacity planning, inventory optimization, lead time management, and product lifecycle management Behavioral Competencies • Growth mindset with a track record of building or maturing processes • Comfort operating in fast-changing, ambiguous environments with imperfect data and time-constrained decisions • Systems thinker who can simplify complex data and business planning processes into high-level visuals and discussions for decision-making • Data-driven and highly analytical • Strong collaborator who breaks down functional silos and creates shared ownership of the plan • Bias for action with a focus on execution and measurable results • Highly organized and detail-oriented • Strong influencer and facilitator who can align senior leaders and technical teams around difficult tradeoff decisions Work Environment • This role is based onsite in the Torrance, CA office. Compensation • SIOP Manager (Lead) / S06: $133,580 - $183,680 • SIOP Manager (Principal) / S07: $154,300 - $212,160 What We Offer • Competitive salary, equity plan, and discretionary incentive bonus opportunities • Paid vacation, sick time, company holidays, year-end shutdown, and paid parental leave • Comprehensive health and wellness benefits including HMO and PPO options • Company-sponsored life insurance and disability coverage • Learning and development reimbursement opportunities • Collaborative and high-performing work environment Equal Employment Opportunity Divergent is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to protected characteristics. Additional Information The company participates in E-Verify to confirm employment eligibility in the United States. Pursuant to the Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO), qualified applicants with arrest and conviction records will be considered for employment.

🏢 Summary: Full-time, in-office Legal Document/Intake Specialist role supporting law firms with process serving and document delivery operations. The position focuses on reviewing and processing legal documents, data entry, digital record management, and client communication in a fast-paced environment. Offers hourly pay, benefits, and the opportunity to contribute to efficient legal service operations. 🗂️ Requirements: High school diploma or GED, Ability to work on-site 5 days a week, Experience in general office or administrative work, Proficiency with basic computer systems, Familiarity with Microsoft Office (Word, Excel), Strong typing and accurate data entry skills, Ability to manage multiple tasks in a fast-paced environment, Strong organizational and time-management skills, Clear written and verbal communication skills, Professional demeanor with clients and legal professionals 📃 Skills: Microsoft, Word, Excel, DataEntry, DocumentManagement, Scanning, Imaging, OfficeSoftware 🏢 Description: Location: San Antonio, TX. Full-time in officeSchedule: Monday - Friday | 9:30 AM - 5:00 PM Company Overview We're Proof, a high growth company in the legal tech industry founded in 2017. Our best-in-class legal services platform is trusted by over 3,000 law firms across the U.S. and serves countless pro se parties. Our core offerings, Service of Process and E-Filing, are designed to make legal services more accessible, efficient, and transparent. We are on track to double our business again this year and are looking for dedicated, detail-oriented professionals to join our team as we continue to scale. If you are passionate about transforming the legal industry and believe in making legal services more affordable and accessible to all, we invite you to join our mission-driven team. Position Overview We are a busy and growing legal services company supporting law firms with process serving and document delivery. We are looking for a reliable and detail-oriented Legal Document/Intake Specialist to help keep daily operations running smoothly. This role is ideal for someone who enjoys organization, working with legal documents, and supporting a fast-paced office environment. You will work closely with our internal team to ensure that they are supported. What You'll Do Review and process legal documents for accuracy and completeness Perform data entry to initiate, update, and close case files Prepare, scan, image, and upload legal documents for law firm clients Maintain organized digital records and case documentation Communicate with law firms, customers, and contract process servers regarding case updates Perform collection calls for past due balances when necessary Provide professional and courteous customer service Assist with general administrative and clerical duties to support office operations What You'll Bring High school diploma or GED required 2+ years of general office or administrative experience preferred Comfortable using basic computer systems and office software Familiarity with Microsoft Office (Word, Excel) Strong typing and data entry accuracy Ability to manage multiple tasks in a fast-paced environment Strong organizational and time-management skills Clear written and verbal communication skills Professional demeanor when working with clients and legal professionals Work Environment This is an in-office position in a professional office setting. Employees in this role: Work primarily at a computer workstation Frequently use office equipment such as scanners, printers, and imaging systems May occasionally move items weighing up to 10–25 pounds Must be able to remain seated or stationary for extended periods while working on a computer Must be located in the San Antonio metropolitan area with the ability to work from the office 5 days a week. Compensation and Benefits Full-time, hourly position $17 per hour, plus overtime Medical, dental, vision, disability insurance, and 401K available. Flexible time off (paid planned and sick time, and paid holidays). Equipment provided. E-Verify This company participates in E-Verify, for more information view the Participation and Right to Work Posters.

🏢 Summary: Product Manager for a Biometric Platform responsible for building and scaling new biometric capabilities from concept to production within a digital identity platform. The role leads product roadmap, specifications, and scrum collaboration while ensuring compliance, security, and privacy standards. It requires strong technical expertise in biometrics, identity management, and privacy-preserving technologies. 🗂️ Requirements: 5+ years in product management or product marketing in technology, 3+ years as Product Owner in Scrum environment, Experience creating and deploying biometric solutions, Experience with privacy-preserving cryptographic techniques, Experience with identity management platforms, Strong technical background in engineering or product development, Experience working with cross-functional technical teams, Experience growing and scaling technology products 📃 Skills: Biometrics, Cryptography, Identity, Okta, Entra, Scrum, Agile, Roadmapping, Backlog, Compliance, InfoSec, Documentation 🏢 Description: About Prove As the world moves to a mobile-first economy, businesses need to modernize how they acquire, engage with and enable consumers. Prove’s phone-centric identity tokenization and passive cryptographic authentication solutions reduce friction, enhance security and privacy across all digital channels, and accelerate revenues while reducing operating expenses and fraud losses. Over 1,000 enterprise customers use Prove’s platform to process 20 billion customer requests annually across industries, including banking, lending, healthcare, gaming, crypto, e-commerce, marketplaces, and payments. For the latest updates from Prove, follow us on LinkedIn. Prove is driving the future of digital identity. We are looking for Provers who know how to make an impact. We’re talking self-starting professionals who thrive in a fast-paced environment, process information quickly, and make intelligent decisions. The work is challenging and requires not only smart but natural curiosity and tenacity. Teamwork is also important to us – we work together and play together. Prove has big plans, and we’re excited about the future. If this sounds like the place for you – come join our team! Title: Product Manager Product Manager, Biometric Platform FLSA Status: Exempt Location: Remote USA, UK & Ireland As the Product Manager, Biometric Platform you will be responsible for creating a new set of capabilities in Prove’s platform, from 0 to 1. This role will initiate all product planning activities, including developing product roadmap as well as authoring product specifications and attending scrum meetings with your engineering partners, basically being the expert in Prove’s biometric stack across the organization. This individual works with cross functional teams including Finance, Technology, Data Engineering, Support, Compliance, Info Sec, Implementations, Operations and other Product Managers to ensure that Prove consistently delivers excellence to the identity market. Prove’s capabilities help users identify themselves to our customers with a high level of confidence while minimizing user experience friction. Biometrics supplement Prove’s overall goal of increasing trust across the internet, and our vision is to do so in a way that preserves user privacy. Key Responsibilities Manage & prioritize roadmap, partnering with leadership, technology, solutions, marketing, & sales/customer success Manage enhancements & partner with engineering to review backlog, story requirements, and ensure accurate and timely delivery Coordinate amongst the cross-functional pod that is responsible for creating, supporting and improving the Biometric Platform capabilities Identify and maintain full list of product configurations, including third party components and implementation details as well as publishing internal documentation Validating and reporting on the status and health of each capability Partner with Risk, Legal, Compliance, Information Security to ensure platform capabilities meet all necessary risk & regulatory requirements Partner with Technical writers as appropriate to ensure customer-facing documentation is up-to-date and clear Partner with Client Success to resolve client issues surrounding implementation, billing and, reporting Communicate effectively with internal stakeholders and set realistic expectations Performing other duties as assigned Qualifications and Experience 5+ years experience product management, product marketing, or equivalent experience in a technology context 3+ years of experience as a product owner in a scrum team in a fast-paced scaling environment Strong technical background, either from academic, engineering, or hands-on product development experience Experience with creating and deploying biometric capabilities Experience with privacy-preserving cryptographic techniques Experience with identity management platforms (Okta, Entra, etc.) Demonstrated track record crafting technical product positioning, messaging, content and programs Strong consensus and relationship-building skills, with experience marshaling resources across different functions of an organization Excellent time management skills, ability to multitask, prioritize, and detail-oriented Exceptional verbal and written communication skills Demonstrated experience growing an existing product and building new, valuable features Experience in a high growth startup with quickly expanding teams and aggressive revenue growth plans Experience in high growth /pre-IPO Technology companies is a plus. Promoting, maintaining and enhancing our cultural values of humility, passion, inclusion, and leadership Exhibiting a strong passion for learning our products and markets through in-house and external training The anticipated salary range for this role based on location is $165,000- $190,000 plus company bonus. Offered salary will be determined by the applicant’s education, experience, knowledge, skills, geo-location and abilities, as well as internal equity and alignment with market data. Benefits & Perks for FTE Provers: Competitive salaries & Bonus Plan (for eligible roles) and Equity Plan Modern Health for financial, mental, and physical wellness 401(k) Retirement Plan & Match (US Offices) and Local Country Pension (International Offices) Unlimited Vacation and Flexible hours Comprehensive medical benefits for you and your family ❤️ Emotional & Physical Wellness – Access to wellness services (EAP & Prove Well-Being Reimbursement) Bottomless snacks & beverages for certain office locations Daily GrubHub stipend for lunch if coming into the office (US Offices) A great place to work and connect with other talented Provers like yourself! Don’t meet every single requirement? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. At Prove we are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyways. You may be just the right candidate for this or other roles. Equal Opportunity Employment:Prove is an equal opportunity employer committed to providing equal employment opportunity for all people regardless of race, color, religion, gender or sexual orientation, age, marital status, national origin, citizenship status, disability, veteran status or other personal characteristics Privacy & Data Protection:When you are applying for a job at Prove, we collect and use your personal information in the job application process. To understand more about how Prove uses your personal information, please see our Recruitment Privacy Policy on our website.

🏢 Summary: Operational support role in the financial services industry focused on processing client transactions, maintaining custodial and CRM records, and supporting service delivery operations. The position involves handling money movement requests, coordinating with custodians, and ensuring compliance and operational accuracy in a fast-paced environment. Offers career progression within the service operations team and a comprehensive benefits package. 🗂️ Requirements: High School diploma, Bachelor's degree preferred, 2–4 years of related experience, Financial services industry experience, Experience in office environment, Customer service experience, Strong MS Word skills, Strong Excel skills, Strong Outlook skills, CRM experience, Ability to prioritize in fast-paced environment, Attention to detail, Strong verbal communication skills, Strong written communication skills 📃 Skills: Word, Excel, Outlook, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills a must - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus - Strong desire for continuous self-learning and professional growth Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Base Pay Range: $28—$34 USD Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental Life & AD&D, Short-Term Disability, Accident, Critical Illness, and Hospital Indemnity Insurance - Three Cigna medical plan offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan - Kaiser Medical plans available in California - Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan - Two comprehensive Dental Plans - Vision Insurance Plan - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.

🏢 Summary: Document Scanning Operator role focused on document digitization, mail operations, records management, and office support in a fast-paced environment. The position includes scanning, indexing, shipping/receiving, equipment support, and cross-functional reception coverage. Offers training, career growth opportunities, and a comprehensive benefits package. 🗂️ Requirements: High School Diploma or equivalent, Basic Microsoft Office proficiency, Ability to perform repetitive work in a fast-paced environment, Strong attention to detail and accuracy, Strong organizational and time management skills, Ability to work independently, Ability to adapt to changing priorities, Ability to learn document management systems and site procedures, Compliance with onsite security policies, Ability to lift and move boxes/packages up to 40–60 lbs., Manual dexterity to operate scanners and office equipment 📃 Skills: Microsoft, Office, Scanning, Indexing, Records, Mailroom, Shipping, Receiving, MFDs, Printing 🏢 Description: Reports To: Client Services Supervisor, Client Services Manager, or equivalent leadership Typical Work Schedule: Monday–Friday | 9:00AM - 6:00PM Power the Transition from Paper to Digital If you enjoy structured work, repetitive tasks, and working behind the scenes to keep operations moving, this role is for you. As a Document Scanning Operator, you'll support document preparation, scanning, indexing, and records management activities while helping preserve important business records. This role also serves as a cross-trained team member, providing reception/concierge coverage and light facilities support as operational needs require. Why This Role Matters Your work ensures physical records are accurately converted into organized digital files that support business continuity and accessibility. What You'll Do Mail & Document Operations - Receive, sort, and track incoming mail and packages using chain-of-custody systems - Process outgoing mail and shipments - Notify employees of deliveries and respond to mail and package inquiries - Distribute mail, packages, and office materials to company personnel Business Service Center & Equipment Support - Operate and maintain multifunction devices (MFDs), including replenishing toner and paper - Support copy/print requests and submit service tickets when needed - Maintain an organized and professional Business Service Center Office & Hospitality Support - Monitor, replenish, and order office supplies - Restock pantry, kitchen, conference, and meeting areas - Assist with meeting room setups and office moves - Perform light maintenance and cleaning duties as needed Client Service & Cross-Functional Support - Deliver exceptional customer service and build positive relationships with employees and internal teams - Handle sensitive matters with professionalism and discretion - Provide reception or concierge coverage as needed - Cross train backup personnel on procedures and support additional operational needs during downtime What You Bring - Strong attention to detail and accuracy - Ability to perform repetitive work in a fast-paced environment - Strong organizational and time management skills - Basic computer proficiency, including Microsoft Office - Ability to work independently and adapt to changing priorities - Experience with document imaging, records management, or shipping/receiving is a plus Qualifications - High School Diploma or equivalent required - 1+ years of related experience preferred - Ability to learn document management systems and site procedures - Must follow onsite security policies, including restrictions on phones and imaging devices on active work floors Physical Requirements - Ability to lift and move boxes/packages up to 40–60 lbs. using appropriate equipment - Ability to stand, walk, bend, kneel, and sit for extended periods - Manual dexterity required for operating scanners and office equipment Travel: None or Negligible Other Duties: Responsibilities may change based on operational needs. What We Offer - Career growth opportunities and skill development - Learning and development programs - Employee recognition programs - Benefits including medical, dental, vision, HSA, 401(k) matching, life insurance, paid time off, and employee assistance programs

🏢 Summary: Senior Product Operations Analyst role focused on building and scaling processes, frameworks, and cross-functional workflows to ensure operational excellence and successful product launches across a multi-product SaaS platform. 🗂️ Requirements: 4+ years of experience in product operations, program management, or related operational role, Experience collaborating across Product, Engineering, Marketing, and Sales teams, Experience designing and implementing scalable, repeatable operational processes, Experience presenting and communicating with senior leadership (Director+ level), Hands-on experience with product management tools such as Jira and Confluence, Experience working in ambiguous, fast-paced environments and defining operational approaches 📃 Skills: Jira, Confluence, SaaS, ProductOperations, ProgramManagement, ProcessDesign, WorkflowManagement, ProductManagementTools 🏢 Description: The product operations team enables product excellence at scale at Datadog. With over thirty standalone products on a single platform, product operations drives consistency, efficiency, and quality across the organization. As a Senior Product Operations Analyst, you will help the product organization do its best work. You'll build and scale the processes, frameworks, and cross-functional workflows that enable PMs and their partners to ship effectively. This includes touchpoints with inbound, delivery, outbound workstreams in product development. This is a role for someone who thrives in the space between teams: driving alignment, removing friction, and ensuring that the operational foundations of the product org can keep pace with Datadog's growth. At Datadog, we place value in our office culture, the relationships and collaboration it builds, and the creativity it brings to the table. We operate as a hybrid workplace to ensure our Datadogs can create a work-life harmony that best fits them. What You'll Do: Drive launch readiness and execution. Own and drive operational excellence for product launches. This includes coordinating across Product, Engineering, Marketing, Sales, Customer Success, and Support to ensure we are ready to bring quality products and support to our customers. Build and maintain a single source of truth for launches giving cross-functional partners real-time visibility into what's shipping, when, and what's needed from each team. Lead product-wide communications and operational support for major moments including major conferences, all-hands meetings, and cross-functional forums. You'll also need to be comfortable representing Product Operations to leadership. Drive centralized product knowledge and enablement, ensuring PMs and stakeholders have the tools, resources, templates, and context they need to succeed and making it easily discoverable. Incorporate customer voice into the product development process by mining our customer feedback tools for high signal insights. Then partnering with PMs to drive inclusion in their product planning. Build, refine, and scale core product operations processes. At its core this is meeting with stakeholders, identifying shared pain points and solving them for a distributed product org. You'll create the repeatable frameworks that let Datadog operate consistently across 30+ products. Who You Are: 4+ years of experience in product operations, program management, or a related operational role. Experience collaborating across multiple departments (Product, Engineering, Marketing, Sales, etc.) and aligning stakeholders with different priorities toward shared outcomes. Track record of designing and implementing scalable, repeatable processes that drive adoption, not just documentation that sits on a shelf. Experience communicating with and presenting to senior leadership at the Director+ level, both in writing and live settings. Hands-on experience with product management tools and workflows (Jira, Confluence, or similar), with a willingness to build and improve tooling as needs evolve. Experience working in ambiguous environments where you've had to define the approach, prove out value quickly, and iterate, not just maintain an existing playbook. Demonstrated ability to lead through influence rather than authority, building trust and driving outcomes across teams you don't directly manage. Bonus Points: Experience in a B2B SaaS or high-growth technology company. Experience in multiple functions (sales, engineering, product, operations, etc.) Datadog values people from all walks of life. We know not everyone will meet all the above qualifications on day one. That's okay. If you're passionate about technology and want to grow your experience, we encourage you to apply. Benefits and Growth: New hire stock equity (RSUs) and employee stock purchase plan (ESPP) Continuous professional development, product training, and career pathing Intra-departmental mentor and buddy program for in-house networking An inclusive company culture, ability to join our Community Guilds Access to Inclusion Talks, our internal panel discussions Free, global Spring Health benefits for employees and dependents age 6+ Competitive global benefits Benefits and Growth listed above may vary based on the country of your employment and the nature of your employment with Datadog. #LI-HybridDatadog offers a competitive salary and equity package, and may include variable compensation. Actual compensation is based on factors such as the candidate's skills, qualifications, and experience. In addition, Datadog offers a wide range of best in class, comprehensive and inclusive employee benefits for this role including healthcare, dental, parental planning, and mental health benefits, a 401(k) plan and match, paid time off, fitness reimbursements, and a discounted employee stock purchase plan.The reasonably estimated yearly salary for this role at Datadog is:$145,000—$175,000 USD About Datadog: Datadog (NASDAQ: DDOG) is a global SaaS business, delivering a rare combination of growth and profitability. We are on a mission to break down silos and solve complexity in the cloud age by enabling digital transformation, cloud migration, and infrastructure monitoring of our customers’ entire technology stacks. Built by engineers, for engineers, Datadog is used by organizations of all sizes across a wide range of industries. Together, we champion professional development, diversity of thought, innovation, and work excellence to empower continuous growth. Join the pack and become part of a collaborative, pragmatic, and thoughtful people-first community where we solve tough problems, take smart risks, and celebrate one another. Learn more about #DatadogLife on Instagram, LinkedIn, and Datadog Learning Center. Equal Opportunity at Datadog: Datadog is proud to offer equal employment opportunity to everyone regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity, veteran status, and other characteristics protected by law. We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Here are our Candidate Legal Notices for your reference. Datadog endeavors to make our Careers Page accessible to all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please complete this form. This form is for accommodation requests only and cannot be used to inquire about the status of applications. Privacy and AI Guidelines: Any information you submit to Datadog as part of your application will be processed in accordance with Datadog’s Applicant and Candidate Privacy Notice. For information on our AI policy, please visit Interviewing at Datadog AI Guidelines.

🏢 Summary: Leadership role responsible for end-to-end delivery and operational excellence of Managed Services, ensuring stable IT operations and full SLA compliance. The position oversees service teams, manages incidents and escalations, and acts as the main operational contact for customers. Focus is on ITIL-based process governance, performance management, and continuous service improvement. 🗂️ Requirements: 4+ years in Service Management or IT Operations Management, Experience leading IT operational teams, Strong knowledge of ITIL processes (Incident, Problem, Change, Request), Experience managing SLAs, OLAs and KPIs, Experience with incident and major incident management, Solid understanding of IT infrastructure, workplace, network or cloud environments, Ability to coordinate with technical and project teams, Professional communication in Polish, German and English 📃 Skills: ITIL, SLA, KPI, IncidentManagement, ProblemManagement, ChangeManagement, ServiceManagement, ITOperations, Infrastructure, Workplace, Network, Cloud, Reporting, Governance 🏢 Description: Purpose of the Role As the Service & Operations Manager, you are responsible for ensuring the end-to-end delivery and operational excellence of our Managed Services. You lead the operational teams, secure stable day-to-day IT operations, ensure that SLAs and contractual obligations are met, and act as the primary operational interface to our customers and internal stakeholders. Your mission: Guarantee service stability, performance, customer satisfaction and continuous improvement across all assigned services. Your Responsibilities 1. Operational Leadership & Team Management Lead and oversee day-to-day operations across multiple managed service teams (Service Desk, Workplace and L3 Infrastructure specialists) Ensure structured workflows, prioritisation and efficient task allocation. Monitor team performance, productivity and SLA compliance. Conduct regular coaching, feedback and development sessions. 2. Service Delivery Ownership Own the delivery of all contracted services for your customer accounts. Ensure all SLAs, OLAs, KPIs and service commitments are met end-to-end. Conduct service reviews, operational meetings and governance sessions. Translate contract requirements into operational execution for the teams. Align with Account Management on service performance, customer expectations and improvements. 3. Incident, Escalation & Major Incident Management Oversee and control critical incidents, escalations and service disruptions. Ensure timely communication and transparent status updates to stakeholders and customers. Act as escalation point for team leads, supervisors and customers. Drive root cause analysis and post-incident reviews. 4. Process & Compliance Management Ensure adherence to ITIL-based processes (Incident, Request, Problem, Change, Knowledge). Drive process discipline, documentation quality and operational governance. Monitor compliance with internal controls, security requirements and customer guidelines. Promote continuous improvement in processes, workflows and service structure. 5. Customer Communication & Stakeholder Management Act as the operational contact for customers and internal management. Conduct regular service review meetings (monthly/quarterly). Ensure customer satisfaction through proactive communication and performance transparency. Build trust and long-term relationships with customer stakeholders. Manage expectations and negotiate operational agreements (SLAs, priorities, changes). 6. Performance, Reporting & SLA Governance Monitor and analyse KPIs and SLA achievement. Create operational and service reports and present them in governance rounds. Identify performance risks early and initiate corrective measures. Maintain transparency over workloads, capacity and resource planning. 7. Coordination with Technology & Projects Work closely with technical experts for escalations or complex topics. Ensure smooth coordination with Project Management during transitions, onboarding or changes. Support implementation of new services or extensions and ensure seamless handover into operations. Coordinate dependencies across Infrastructure, Workplace, Network, Cloud, Security and Support teams. 8. Continuous Improvement & Service Optimisation Identify optimisation potential across operations, tools, processes and team structure. Drive initiatives to improve efficiency, quality, automation and customer satisfaction. Collaborate with Service Delivery, Technology Leads and Management to evolve the service portfolio. Your Profile 4+ years experience in Service Management, IT Operations Management, or similar leadership role. Strong understanding of ITIL (Incident, Problem, Change, Request, SLAs). Experience leading operational IT teams (Service Desk, Onsite, Workplace, or similar). Ability to manage customers and stakeholders confidently and professionally. Strong organisational skills, structured working style and high reliability. Excellent communication skills in Polish, German and English. Solid technical understanding of IT infrastructure, workplace, networks or cloud. High sense of ownership and motivation to continuously improve services. What We Offer A key leadership role with direct impact on service quality and customer satisfaction. A modern, structured Managed Services environment with clear processes. Attractive development opportunities (ITIL certifications, leadership training, technical upskilling). Hybrid working model and flexible hours after onboarding. Employee benefits such as staff discounts and regular team events.

🏢 Summary: Senior Engineer role focused on building and optimizing a high-performance fraud detection platform processing tens of millions of devices and thousands of events per second. The position involves designing scalable, reliable data pipelines and distributed systems to deliver real-time decisions within milliseconds. The engineer owns system performance, scalability, and architecture in a large-scale production environment. 🗂️ Requirements: 5+ years experience in high-tech or startup environments, Experience with event-driven architecture, Experience designing and operating large-scale production systems (TB or PB scale), Strong background in distributed systems and fault-tolerant architectures, Proficiency in Rust or comparable systems languages (C++ or Go), Experience with data processing pipelines (stream and batch), Experience with message queues or buses, Experience with observability practices, Experience with container orchestration platforms, Understanding of distributed systems algorithms (consensus, MapReduce, fault tolerance), Education equivalent to Bachelor’s degree in Computer Science 📃 Skills: Rust, C++, Go, Kafka, NATS, Kubernetes, AWS, MapReduce, Consensus, Sharding, Autoscaling, Observability, Telemetry, Tracing, DistributedSystems, StreamProcessing, BatchProcessing 🏢 Description: The Mission Your mission as Senior Engineer is to drive the improvement of the platform, making the product extremely fast, scalable, reliable and easy to operate. The results will be directly reflected in the fraud prevention metrics, dependent business variables (revenue, margin) as well as valuation of the company and your personal stock option pool. Your code will be used to process data from more than 50M devices, creating decisions within milliseconds on top of thousands of events per second. You will collaborate with other engineers, founders, product managers, research team (building the ML/AI models), platform team and other fraud-fighters in the company. General Seniority: 5+ years experience in a high-tech/startup universe Employment Type: Employee or Contractor (just technicality, the spirit is that it’s “Engineer, Fraud-Figher & Shareholder“ anyway) Schedule: Full-time Work Arrangement: Full remote possible, with availability for in-person gatherings, collaboration sessions as well as team-buildings Responsibilities Design, implement, optimize, monitor Data retrieval and storage Data processing pipeline (stream processing, batch processing) … any other relevant code to catch fraudsters Collaborate with product managers, research, and other engineers to understand requirements and translate them into well-defined technical specification. Ownership of ensure the scalability, reliability, and performance of the product Mentor and guide other engineers Ensure compliance with relevant data protection regulations and standards Preferred experience Experience Experience with event-driven architecture (asynchronous, message passing, …) Experience designing, building and operating large-scale production systems (Peta or at least TB scale) (data storage with fault-tolerance, sharding, auto-scaling) Experience with both high-level and low-level programming languages Experience in Rust or comparable systems languages (C/C++, Go); willingness to become a Rust expert if not already.​ Experience with building and operating distributed architecture (observability, ….) Foundational algorithms/papers used in this space (map reduce, consensus, fault tolerance, synchronization, leader election, gossip …) Message queues/buses (Kafka/NATS/….) Observability (logs, telemetry, tracing, …) Orchestration (kubernetes) Attitude Passion for building great software, that solves real problem of real people Skills (to be verified) Education/skills/understanding equivalent to Bachelor's degree in Computer Science (acquired by any means) Excellent communication and presentation skills (expressing clearly, maximizing information to data ratio) Strong problem-solving skills and the ability to think critically System of values compatible with ThreatMark (applies for all positions): Extreme Ownership: Taking initiative, driving results, and passionately owning project outcomes Deep Understanding: Preference of deeply understanding topics and systems from first-principles over opinions, guesses and superficial Integrity: Consistently adhering to strong moral and ethical principles, acting with honesty, accountability and transparency Collaboration: Building positive, efficient relationships, expressing in precise and efficient way Innovation and Adaptability: Continuously seeking improvement, being open to new ideas, and making data-driven decisions Nice to Have: Experience in the US fintech environment Experience with cloud platforms such as AWS Experience with programming in Rust Knowledge of statistical analysis and ML Experience in the Cybersecurity domain Previous experience in a startup environment Leadership skills and passion to help other people perform at their best