Supervises assigned team members’ daily activities.
Assist management by evaluating, assigning, and monitoring workflow to ensure work completion and teamwork of the Service Operations team.
Track the teams' production progress towards daily, weekly, and monthly goals and deadlines, and take pro-active steps, maintain thorough and current working knowledge of procedures, methods and regulatory requirements, and partner with other leaders to develop, pilot and execute improvements.
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Provide support to the sales and distribution teams in relation to activities for which Sales Operations is responsible.
Ensure the business areas have accurate data on which to monitor and improve sales performance, meet compliance and governance requirements, execute the liaison between field and internal areas in order to deliver high levels of customer service and ensure effective sales performance.
Develop, improve, produce and distribute management information including the production of ad hoc requests ensuring accuracy at all times.
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