Senior Data Operations Specialist
Are you an enthusiastic extrovert with a high passion for performance? Do you enjoy working in teams to achieve a common goal together? Are you a detail-oriented person who enjoys going through datasets to identify unique patterns and catch outliers? Is multitasking one of your strengths? If so, then join Forage AI as a Senior Data Operations Specialist!
Responsibilities
- Develop, QC, audit, and deliver completed and approved datasets meeting predetermined deadlines with a goal of complete accuracy.
- Work with stakeholders at all levels to identify and address process gaps with process improvement ideas that bring efficiency and structure to workflows.
- Assist our AI and RPA models by manually parsing data to help derive insights for automation.
- Interpret and understand client requirements for every project and execute it per the defined rules.
- Perform annotations to help train our ML models.
- Direct and monitor progress and performance of the team.
- Act as a culture carrier and live by all our core values of ownership, commitment, collaboration, agility and innovation, and a growth-oriented mindset.
- Respond to client inquiries related to ongoing projects.
- Research and troubleshoot issues associated with data and/or tools provided.
- Assess project proposals, provide time estimates then document time and accuracy for evaluation purposes.
- Assist in documentation and continual improvements of SOP’s for internal workflows.
- Prepare tools and reports that measure and evaluate team accuracy and productivity.
- Assist in planning and allocation of daily work queues.
- Ensure that complex concepts shared by our stakeholders are accurately documented in a straightforward manner.
- Manage ETAs and deliverables by coordinating with different teams working remotely.
- Display excellent change management and risk management skills at an individual level, during the execution of all tasks.
- Conduct process training sessions for new members of a team or project.
Requirements
- Must at least have a bachelor’s degree in any stream.
- 3–5 years of professional experience, including minimum 1–2 years of hands-on experience in the Credit Loans and Bonds domain (Leveraged Loans, High-Yield Bonds, Term Loan B, Covenants, Indentures, Credit Agreements, etc.).
- Strong exposure to reading, interpreting, and validating financial/legal documents such as credit agreements, indentures, offering memorandums, facility agreements, and covenant sections.
- Demonstrated experience in building and QA’ing high-quality financial datasets, including validation of complex fields, cross-referencing terms, reconciling data points, and ensuring end-to-end data integrity.
- Experience in operations or data-intensive roles, involving:
● Data audits and quality checks
● Process documentation and SOP creation
● Root cause analysis and issue resolution - Experience gathering client or stakeholder requirements and translating them into structured datasets or process workflows.
- Excellent communication skills – able to simplify complex financial concepts for internal and external stakeholders.
- Advanced Excel skills (lookups, nested formulas, pivot tables, data cleaning, error tracing).
- Working knowledge of SQL for data extraction, transformations, and QC workflows.
- Hands-on experience with prompt engineering and strategically writing prompts for QA, automations, or data workflows.
- Experience in building automations or assisted QA workflows using AI, RPA, macros, or rule-based systems (preferred).
- Strong attention to detail, especially when reviewing complex financial terms, definitions, and cross-references.
- Ability to work with changing requirements, shifting client priorities, and evolving datasets – strong change management skills required.
- Must be a team player, proactive collaborator, and someone comfortable guiding junior team members.
- A quick learner who is tech-savvy, enjoys working with structured/unstructured data, and adapts quickly to new tools.
- Ability to work in flexible or variable shifts based on project deadlines and client requirements.
- Strong problem-solving and decision-making skills, with a solution-oriented mindset.
- An active listener who can absorb complex requirements and convert them into actionable, high-quality work.
Infrastructure Requirements
Since this is a completely work-from-home position, you will also require the following –
- High-speed internet connectivity for video calls and efficient work.
- Capable business-grade computer (e.g., modern processor, 8GB + of RAM, and no other obstacles to interrupted, efficient work).
- Headphones with clear audio quality
- Stable power connection and backups in case of internet/power failure.