What are the responsibilities and job description for the Operations Specialist position at TLO INC?
We are a rapidly growing payments processor and fintech innovator, combining the stability of an established financial institution with the agility of a tech-forward startup. Our proprietary merchant onboarding and management platform, Stratus, is at the heart of our operations — powering everything from merchant approvals to transaction monitoring, settlements, and compliance. We’re looking for a driven Operations Specialist to help optimize our systems, streamline workflows, and bridge the gap between technology and business operations.
Why This Role Matters
This isn’t just another operations role. You’ll be the engine behind platform optimization and automation, working closely with developers, sales, and underwriting teams to identify bottlenecks, design solutions, and implement changes that directly improve revenue and operational efficiency. You’ll also get hands-on exposure to cutting-edge fintech tools and embedded finance capabilities — all while helping shape how merchants are onboarded, monitored, and managed at scale.
What You’ll Do
- Manage and optimize our proprietary Stratus platform, along with supporting tools such as Zoho CRM, Front, Gmail, and Skype.
- Partner daily with developers to scope, test, and deploy platform enhancements and automations.
- Analyze processes across merchant onboarding, transaction monitoring, settlements, integrations, chargeback handling, and compliance to identify efficiencies.
- Balance 50% project work (system upgrades, new feature rollouts, automation initiatives) with 50% operational support (troubleshooting, sales ops coordination, workflow management).
- Work cross-functionally with sales, underwriting, compliance, and tech teams to ensure smooth operations across the merchant lifecycle.
- Track and report on KPIs such as project completion timelines and time savings delivered to internal teams.
- Stay ahead of industry trends in payments and fintech, including embedded finance, AI-driven fraud detection, and compliance tools.
What We’re Looking For
- Strong project management skills with proven success in process improvement.
- Experience with CRMs (Zoho preferred) and operational platforms.
- Solid understanding of workflow analysis and automation opportunities.
- Exceptional problem-solving and communication skills — you can bridge technical and business needs effectively.
- Adaptability in a fast-paced, dynamic environment with shifting priorities.
- Payments or fintech experience is a plus, but we’ll train the right candidate.
Perks & Growth Opportunities
- Hybrid schedule: work from home 1 day per week
- Potential for performance-based bonuses
- Career paths into Project Management, Product Management, or Operations Management
- Hands-on experience with cutting-edge fintech tools and integrations
- Collaborative team culture with exposure to multiple departments and technologies
Minimum Qualifications
- Bachelor’s degree in Business, Communications, Finance, or equivalent experience
- Experience launching and driving adoption for operational process changes
Salary : $65,000 - $75,000