Fund Administrator Team Lead

Fund Administrator Team Lead

About Infinit-O: As a top Business Process Optimization solutions provider, we partner with the world's fastest-growing companies in Financial Services, Healthcare, and Technology, offering data-driven solutions and providing strategic advantage.

Our company specializes in business process optimization for 18 years now, with a world-class Net Promoter Score of 71, delivering powerful technology and high-performance teams within our highly engaged and agile culture.

Key Responsibilities:

• Lead, coach, and develop a team of 6 LP Data Specialists to uphold gold-standard data quality, thoroughness, and client responsiveness.
  
• Foster a high-trust, high-performing team culture focused on accuracy, accountability, and pride in work—even when tasks are repetitive or manual.
  
• Own performance management end-to-end: hiring, onboarding, coaching, real-time feedback, and performance improvement (as needed).
  
• Allocate resources, manage workloads, and reassign tasks as needed to maintain business continuity and service quality.
  
• Serve as the subject matter expert and process owner for LP data entry, including best practices, documentation, and Standard Operating Procedure creation.
  
• Perform ongoing quality review and root cause analysis of errors; proactively implement corrective and preventative actions.
  
• Identify operational inefficiencies, workflow uncertainties, and pain points—and drive structured improvements through streamlined processes or tooling.
  
• Manage the team's daily operations including monitoring throughput, turnaround time, and incident rates using clear KPIs.
  
• Partner with Engineering, Product, Fund Admin, and Special Projects to improve internal tooling, introduce automation, and reduce manual entry risks.
  
• Advocate for user needs based on observed business problems, error trends, or CSAT feedback to influence cross-functional priorities.
  
• Scope and lead complex, custom onboarding flows—including interpreting unstructured data and translating into structured, client-ready systems.
  
• Ensure seamless handoffs and transitions during client escalations or account reassignments.
  
• Maintain a zero-tolerance policy for sensitive data errors and implement checks to avoid data disclosure incidents.
  
• Guide your team through escalation scenarios and support de-escalation strategies that drive customer satisfaction and trust.
  
• Drive metrics immaculately—e.g., CSAT above 4.5, onboarding completion time, error rate reduction—and report regularly to senior stakeholders.
  

​

Job Requirements and Credentials:

• 3+ years of experience in a data operations, process ownership, client onboarding, or similar role
  
• 1–3 years of experience managing people; proven success in performance development and coaching
  
• Deep understanding of LP or investor data workflows and the risks inherent in inaccurate or mishandled data
  
• Highly detail-oriented and quality-driven in environments with repeatable, high-stakes workstreams
  
• Experienced in mapping inefficiencies and implementing sustainable process improvements
  
• Clear communicator with excellent written and verbal English—able to advocate interdepartmentally and train effectively
  
• Proficient in tools like GSuite, Excel, PDF management, and internal operations platforms
  
• Customer-first mindset with a bias for action, ownership, and continuous improvement
  
• Able to multitask and manage competing priorities in a fast-paced and evolving environment
  
• Calm under pressure, adept at managing escalations and supporting team wellbeing
  
• Bonus: Experience with fund administration platforms, subscription document workflows, or onboarding automation