Operations Specialist - Payment & Risk jobs in United States
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BillGO · 1 day ago

Operations Specialist - Payment & Risk

BillGO, Inc. is focused on building business foundations, and they are seeking an Operations Specialist in Payment & Risk to automate dashboards and reports. This role involves designing systems, tools, and processes to enhance organizational efficiency and analyzing pre-sales performance data to inform product development.

Financial ServicesFinTechPayments
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H1B Sponsor Likelynote

Responsibilities

Triage, prioritize and answer system, processes and data queries from various teams across the organization
Assist with data reporting process for weekly, monthly and quarterly business reviews
Build reports and dashboards using Tableau, Salesforce and other internally developed systems for key reporting needs
Ensure quality of data and accuracy of downstream reporting through precise attention to detail
Design and operationalize systems, tools and processes improvements
Work cross-functionally to investigate and conduct analysis on system and operational issues
Document business requirements and user stories
Creating user-friendly documentation and enablement materials
Ensure compliance with industry regulations and internal standards, conducting regular audits and assessments to maintain operational excellence
Lead and participate in projects aimed at improving operational processes, from initial planning through execution and post-implementation review

Qualification

SalesforceTableauData analysisAdvanced Excel modelingBusiness operationsCommunication skillsProblem-solvingAdaptability

Required

3+ years of work experience in sales/business operations, data science, banking, or business analytics
Bachelor's degree in Business Administration, Computer Science, Information Systems, or a related field
Strong analytical skills and a structured approach to solving unique business problems
Experience working with large data sets, especially in analyzing large imperfect data sets to solve problems and creating scalable reports and dashboards or ad-hoc analysis
Advanced Excel Sheets modeling skills
Knowledge of sales data such as customer accounts, opportunities and revenue
Proficiency in Salesforce and Tableau as a user and report developer
Communicate clearly, proactively, and concisely
An enthusiastic 'roll up your sleeves' mentality, with a bias to action and enjoys 'getting things done', and if questions are unanswered can push forward to find the answers
Works well under pressure, with a high degree of adaptability and flexibility in a fast-paced and frequently changing environment

Preferred

Fintech or payments industry related experience

Company

BillGO

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BillGO is changing the status quo with a modern bill managements and payments platform.

H1B Sponsorship

BillGO has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
2024 (2)
2023 (3)
2022 (9)
2021 (8)
2020 (5)

Funding

Current Stage
Growth Stage
Total Funding
$118.67M
Key Investors
BankTech VenturesUSAA
2023-10-18Series B· $5M
2020-08-05Series Unknown· $60M
2020-07-01Series Unknown· $12.17M

Leadership Team

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Dan Holt
CEO, Co-Founder
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Company data provided by crunchbase