Unlock Technologies

Business Operations

• Lead high-impact, cross-functional initiatives that drive measurable improvements in conversion, productivity, and revenue while balancing constraints with legal, regulatory, and operational reality.
• Partner with Sales leadership to define and optimize core sales motions including lead assignment, routing, capacity planning, enablement (touch patterns, scripting, and skill development), pipeline hygiene and management, and performance management.
• Own the identification, design and execution of process and system improvements across Fulfillment that increase operational efficiency, reduce friction and materially improve the homeowner experience.
• Define the business requirements and guide the implementation of Sales technology and tooling, including CRM, telephony, and enablement platforms, in close collaboration with Product and Technology.
• Develop and maintain a deep, data-driven understanding of customer, sales, and operational experiences, translating insights into concrete recommendations that influence strategy, process design, and product direction.
• Educate and influence stakeholders with data-driven evidence, including Operations leadership with respect to organization-wide metrics, processes, or product direction.
• Work with other departments (Marketing, Product, Legal, Operations etc.) to ensure alignment and effective collaboration.

Business Operations Manager

Financial Planning and Analysis

• Process daily funding requests for assets.
• Manage asset verification for funding, initiate requests to facility partners, and partner with the Treasury team to ensure timely release of funds to the title company.
• Monitor and validate all asset related cash transactions and asset transactions
• Run daily settlements for assets that have been repaid and process settlements to investors
• Monitor processes that manage and monitor weekly valuations and notable credit changes in our assets
• Monitoring and reporting on collateral custody status with our collateral agents
• Run finance related daily operations for Unlock’s originations and secondary transactions with investors including Trade Ticketing & Settlement, Collateral Review & Movement, Daily asset fundings, Investor Reporting, Ad-hoc investor data and analysis requests
• Partner with developers regarding requirements, discuss proposals, and implement new solutions that improve our process and capabilities
• Maintain tools and dashboards used to streamline Investment Ops functions and analyses
• Provide feedback to senior technical developers to continuously iterate on and improve existing workflows

Business Operations Manager

Investment Operations Analyst