an Operations Specialist, your role is to oversee and optimize day-to-day operational processes within an organization, ensuring efficiency, compliance, and smooth workflow across various departments.
Responsibilities: • Manage and execute operational needs of the firm in a fast-paced environment • Demonstrate strong analytical and problem-solving skills
• Take a proactive approach to problem solving
• Handle multiple tasks simultaneously and stay organized
• Provide high-quality customer service
• Identify opportunities for process improvement
• Stay up-to-date on industry best practices and regulations
• Develop and implement operational procedures and policies
• Prepare and present operational reports to management
Qualifications:
• The ideal candidate for this role should have a passion for problem solving and a drive for finding solutions to complex challenges • We are looking for an individual with a strong analytical background, excellent communication skills, and a proactive approach to problem solving • This position requires an individual with the ability to handle multiple tasks simultaneously and stay organized in a fast-paced environment
This Operations Spec. resource will provide pricing strategy support services to the Firm Strategy organisation and assist with the execution of pricing-related initiatives, projects, enhancements, and process improvement efforts.
The individual will collaborate with branch teams and key stakeholders to support the implementation of pricing initiatives, including pricing exception activities, pricing test-and-learn programs, market tests, and other pricing-related changes. The resource will leverage pricing expertise, analytical skills, and industry knowledge to support business objectives, identify opportunities for improvement, and assist stakeholders in a timely and professional manner.
Responsibilities
The consultant supports the Firm Strategy organization's pricing operations—reviewing and processing pricing exception requests from branch teams, validating them against pricing guidelines, and supporting broader pricing initiatives.
A typical day includes:
- Reviewing and prioritizing pricing exception cases from Salesforce and shared team queues
- Researching account information and validating eligibility for family pricing structures and related pricing programs
- Communicating with branch teams to clarify requests, answer questions, and gather required documentation
- Managing multiple open cases simultaneously against a significant backlog
- Collaborating with pricing strategists and business partners on complex/edge cases
- Documenting decisions and outcomes per established procedures
- Joining team discussions on process improvements and workload management
Core responsibilities
- Review, research, and process pricing exception requests
- Validate branch-submitted info against pricing guidelines/eligibility rules
- Coordinate with branches and stakeholders to resolve requests in a timely manner
- Support pricing projects, process improvements, and operational workflows
- Document actions/decisions per compliance controls
- Analyze data to inform pricing decisions
- Field inquiries on pricing processes and request status
- Flag opportunities to improve workflow efficiency and scalability
- Attend stakeholder meetings on pricing initiatives
- Maintain high accuracy given the financial impact of pricing decisions
How success is measured
- Timely case/request completion
- Quality and accuracy of work
- Effective management of workload/case volume
- Minimal processing errors
- Positive feedback from team members and branch stakeholders
- Speed of ramping up on pricing processes
Ideal candidate profile
Detail-oriented, self-directed, and comfortable in a fast-paced environment with heavy caseloads. Strong judgment and analytical skills, a continuous-improvement mindset, a professional communicator, adaptable to non-routine/ambiguous situations, and able to work well within a high-performing team.
Training—2 weeks
Tools: MS Office (must) and Salesforce prefered
