Operations Generalist

About The Team/Role

We’re looking for an Operations Generalist to support our Operations team in managing the end-to-end lifecycle of user agreements and signature validation.

This role will focus on reviewing user-submitted agreements and signatures, validating them against internal Standard Operating Procedures (SOPs), managing approval and rejection decisions, and executing the operational steps required post-review.

This is a detail-oriented operational role that plays a critical part in maintaining documentation accuracy and process integrity.

WHAT YOU’LL DO

- Review user agreements and validate signatures against internal (Standard Operating Procedures) SOPs.

- Execute post-approval and post-rejection operational steps

- Maintain and manage tracking sheets related to agreement status and signature validation

- Coordinate with relevant teams to ensure a seamless user experience

- Monitor and maintain the overall health of the signature process and escalate inconsistencies

WHAT YOU’LL NEED

- Strong attention to detail

- High level of ownership and accountability

- Clear written communication skills

- Efficiency and consistency

- Uncompromising integrity and strong dedication to professionalism

- Ability to meet given targets

- Adhere to company policies, data privacy regulations, and confidentiality standards while handling sensitive information

NICE TO HAVE

- Knowledge of Know Your Customer (KYC) and User Agreement Processes: Familiarity with KYC procedures, including reviewing user agreements, signatures, and onboarding documentation, is a plus.

- Experience with Cloud Platforms or Remote Tools: Familiarity with cloud-based tools (e.g., Google Drive, Dropbox) and remote collaboration tools (e.g., Slack, Trello)

- Adaptability: Willingness and ability to quickly learn new software or tools as required by the organization.

- Communication Skills: Strong verbal and written communication skills to interact with team mem...