Technical Operations Specialist

Corelation Inc•San Diego, CA

About The Position

The Technical Operations Specialist is a hybrid technical and administrative support role that involves hands-on interaction with technical systems, data environments, and reporting tools while also supporting the division through metrics management, operational reporting, initiative tracking, and technical project coordination.

Requirements

Experience in fintech, financial services, or software development.
Familiarity with SLA management and technical environment readiness checks.
Proficiency with Atlassian tools (Jira, Confluence) and reporting platforms (Excel, Power BI, Tableau).
Skilled in system administration, reporting tools, and workflow automation.
Bachelor's degree in Business, Computer Science, Information Systems, or other technology-related field or equivalent number of years of experience.

Responsibilities

Administer and update technical tools and client-facing portals, ensuring system readiness and compatibility for upgrades and migrations.
Partner with IT and development teams to optimize reporting systems and integrate new tools.
Support leadership with special projects, operational data collection, and reporting.
Identify and research client environments to support inquiries, targeted solution adoption and revenue opportunities.
Perform environment checks and prerequisite reviews for projects (e.g., operating system upgrades, third-party software compatibility, disk space requirements) to ensure readiness and minimize implementation risks.
Create and run daily management reporting (e.g., time sheets, operational status).
Develop and maintain recurring metrics and reports (e.g., monthly, weekly, or daily) to monitor project completeness, progress toward goals, and overall team efficiency.
Develop, maintain, and publish dashboards, public filters, and custom reports for leadership and team visibility.
Produce periodic management reports as requested.
Support monthly goal tracking for the Transformation Development Services leadership team.
Collaborate with cross-department teams to define and track SLA performance, knowledgebase usage, and service metrics.
Ensure clear and frequent communication across internal teams to maintain alignment on priorities and objectives.
Work with leadership to collect, collate, and publish data in a clear, actionable format.
Collaborate with cross-functional teams on process improvements and service optimization.
Represent the division in meetings and other cross-team forums.
Coordinate and track internal technical initiatives including server migrations, KeyKlone Implementations, OS upgrades, patching, and other transformation projects.
Create project progress metrics and generate visualizations (e.g., burn-down charts) to track milestone completion.
Monitor and follow up on divisional projects, risks, and dependencies, ensuring timely updates and resolutions.
Enhance workflow and process efficiency through the effective use of Jira, Confluence, and other collaboration tools.
Monitor key client operational milestones and escalate when necessary.
Provide overall operational support to the division, helping manage priorities, track deliverables, and streamline workflows.
Assist in removing blockers and maintaining momentum on key initiatives.
Create, review, and update training materials, presentations, and related content (e.g., from meetings or recordings) to ensure accuracy and apply required redactions of personally identifiable information (PII).