- Own the full order lifecycle including order creation, payment link setup, document tracking, and delivery confirmation.
- Coordinate with Risk, Capital Markets, and GTM teams to gather and validate deal requirements.
- Execute proactive outreach to clients and sales teams to resolve bottlenecks and secure pending documents.
- Document and diagnose recurring process friction to recommend fixes and product improvements.
- Maintain operational playbooks and documentation for team scaling and AI agent context.
- Track funnel health metrics such as time-to-fund and document turnaround to surface blockers.