高级资金运营专员
Senior Funding Operations Specialist
在 Loka，我们使用现代技术栈来支持跨多个行业的有意义项目。在过去一年中，我们的团队帮助客户推进全球排名第一的生成式人工智能阅读辅导工具，消除10亿美元的食品浪费，并开发新型抗癌药物，同时享受每星期五的假期。加入我们，与一支你引以为豪的团队一起，满足你对成长和交付你所相信项目的渴望。
高级资金运营专员是 Loka 所有 AWS 资金计划的中心协调者，确保从申请到对账的细致管理。此职位对于优化资金审批、降低财务风险以及在内部团队和 AWS 之间建立顺畅沟通至关重要。成功需要高度组织化的流程、严格的合规性以及能提升我们资金效率的战略改进。
#### **主要职责**
1. **资金申请管理**
1. 作为所有 AWS 资金计划的主要协调人，确保正确提交并及时跟进。
2. 维护一个集中跟踪系统，记录所有开放的资金申请，包括申请负责人、AWS 计划、提交日期、审批状态和过期时间等信息。
3. 定期审查计划指南，确保资金申请符合 AWS 的资格标准和公司内部政策。
4. 确保及时完成客户审核和签字，必要时进行升级以防止瓶颈并加快资金审批。
2. **信息共享与沟通**
1. 作为 AWS 账户团队、内部销售、财务、产品管理和工程团队之间的联络人，分发关于资金可用性、计划变更、审批状态和下一步行动的更新信息。
2. 准备并分发每周/每月仪表盘或报告，总结当前、已批准和已关闭的资金申请。
3. 通知相关方缺失的文件、未完成的申请或需要处理的差异，以避免延误或被拒绝。
3. **验证与合规**
1. 审核提交的资金申请，验证声明的准确性、项目范围、预算一致性以及是否符合 AWS 计划要求。
2. 在资金审批前收集并验证支持材料。
3. 确保及时完成审批后的任务，包括获取约定的交付成果并向 AWS 提交所需的绩效证明。
4. **跟踪与对账**
1. 实时更新资金申请的状态。
2. 与财务部门合作，
查看英文原文
At Loka we use a modern tech stack to support meaningful projects across a huge range of industries. In the last year our teams have helped clients advance the world’s #1 GenAI reading tutor, eliminate $1B in food waste and develop novel drugs for fighting cancer, all while enjoying every other Friday off. Join us, feed your need to grow and ship projects you believe in with a team you’re proud to be a part of.
The Senior Funding Operations Specialist is Loka’s central orchestrator for all AWS funding programs, ensuring meticulous management from request to reconciliation. This role is crucial for optimizing funding approvals, mitigating financial risk and fostering seamless communication across internal teams and AWS. Success entails highly organized processes, strict compliance and strategic improvements that enhance our funding efficiency.
#### **Key Responsibilities**
1. **Funding Request Management**
1. Serve as the primary coordinator for all AWS funding programs ensuring proper submission and timely follow-up.
2. Maintain a centralized tracking system for all open funding requests, capturing details such as request owner, AWS program, submission date, approval status and expiration.
3. Regularly review program guidelines to ensure funding requests meet AWS eligibility criteria and internal policies.
4. Ensure timely customer review and sign-off, escalating as necessary to prevent bottlenecks and expedite funding approvals.
2. **Information Sharing & Communication**
1. Act as the liaison between AWS account teams, internal Sales, Finance, PM and Engineering teams to distribute updates on funding availability, program changes, approval status and next steps.
2. Prepare and distribute weekly/monthly dashboards or reports summarizing active, approved and closed funding requests.
3. Notify stakeholders of missing documentation, incomplete applications or discrepancies requiring action to avoid delays or denials.
3. **Verification & Compliance**
1. Audit submitted funding requests to verify accuracy of claims, project scopes, budget alignment and compliance with AWS program requirements.
2. Collect and validate supporting materials prior to funding approval.
3. Ensure timely completion of post-approval tasks, including acquiring agreed-upon deliverables and submitting required proofs of performance to AWS.
4. **Tracking & Reconciliation**
1. Update funding request statuses in real time.
2. Collaborate with Finance to ensure proper invoicing.
3. Identify and remediate any gaps between committed activities and actual deliverables to mitigate clawback risk.
5. **Process Improvement & Documentation**
1. Continuously refine funding request workflows and templates (funding request forms, approval matrices, closeout checklists) to streamline the process and reduce cycle time.
2. Document processes, best practices and lessons learned to build a knowledge base for new team members.
3. Lead funding-program training sessions for all teams on an ad hoc basis.
#### **Required Qualifications**
- **Experience**
- 5+ years in program coordination and administration, specifically managing funding programs, tracking requests and ensuring guideline adherence, preferably within a technology services or consulting environment.
- Record of adherence to program guidelines and data validation, meticulously reviewing documentation, ensuring program rule compliance and validating submitted data.
- Familiarity with AWS services and AWS funding mechanisms is a significant plus.
- **Soft Skills**
- Meticulous attention to detail
- Exceptional organization
- Strong written and verbal communication
#### Benefits
- Every other Friday off (26 extra days off a year)
- Remote-first culture
- Explore and Relocation programs (three months work abroad or full international relo)
- Paid sick days and local holidays
- Business English classes program
- Continuous Learning Support
- Fitness and/or Mental Health Subscriptions
- Access to LokaLabs™, our internal research and development program
- Defined career path
_Your achievements matter to us! Ensure your CV and LinkedIn profile are up to date and accurately reflect your experience. Please submit your CV in English._