Operations Analyst (Client Account Management)

IntraFi; Virginia (MN); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Health insurance

Paid time off

Parental leave

Professional development assistance

Vision insurance

Job summary

IntraFi is seeking a hands-on Operations Specialist to provide high-quality support to financial institutions in the sweep-processing business. You will work with banks and broker-dealers, onboarding and supporting operational tasks within a Salesforce-based workflow, driving accuracy and timely execution.

The role requires experience in financial services, strong Excel and SQL skills, and excellent client communication.

Qualifications

• Experience with AI tools to optimize workflows.
• Financial services or banking industry experience preferred.
• Intermediate Excel and the ability to run or modify SQL queries.
• Strong written and verbal communication skills.
• Detail-oriented with analytical thinking.
• Familiarity with CRM tools (Salesforce a plus).

Responsibilities

• Onboard banks and broker-dealers within a Salesforce workflow.
• Analyze and prepare data for client presentations and operational reviews.
• Develop, document, and implement procedures focused on transactional processing, cash settlement and reconciliation.
• Manage pipeline for new customers with contractual term tracking for reporting.
• Collaborate with third-party vendors to resolve operational issues and communicate updates.

Skills

AI tools for workflows

Banking/financial services experience

Excel

SQL queries

Client communication

Task prioritization

Documentation of procedures

CRM (Salesforce)

Tools

Salesforce

Job description

At IntraFi, we do more than innovate—we empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here.

As the nation’s largest deposit allocation service provider and the inventor of reciprocal deposits, IntraFi has spent over two decades creating dynamic solutions that help financial institutions grow, manage liquidity, and serve their communities. Our impact extends across institutions of all sizes—from community banks to large financial organizations—which enables us to achieve aggressive business growth objectives while helping strengthen the broader financial system. Consistently recognized by American Banker, Washington Post, and Fortune as one of the best places to work, we offer a collaborative, flexible environment where innovation thrives. Join us and be part of a team making a meaningful impact on the industry, on financial institutions, and on the future of financial services.

Your Role

• You would be a key member of our team, responsible for providing financial institutions the highest quality operational support in the sweep-processing business.

Your Responsibilities

• Working with a collaborative team to onboard new banks and broker dealers. Working within a Salesforce based workflow process to manage and support various operational based tasks.
• Analyze and prepare data for client presentations and operational reviews.
• Developing, documenting, and implementing procedures that are focused on transactional processing, cash settlement and reconciliation
• Managing the pipeline for new customers that includes updating and maintaining a contractual term tracking system used to support various reporting and analytical downstream functions
• Working with third-party vendors and partners to resolve operational issues with the ability to communicate key information in a timely manner

Required Experience, Skills, and Qualifications

• Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
• Financial Services or Banking industry experience, preferably in a mid or back office role (i.e. reconciliation, settlement, custodial operations, or transaction processing). Experience with traditional back-office processes and functions specific to the brokerage or banking environment is a plus.
• Intermediate experience in Excel and the ability to run or modify SQL queries
• Comfortable interacting with clients and external partners, with strong written and verbal communication skills.
• Self‑starter with the ability to prioritize and manage multiple tasks in a fast‑paced environment while producing accurate, timely work.
• Experience documenting operational procedures or writing business requirements for system enhancements.
• Strong attention to detail, analytical thinking, and problem-solving skills.
• Familiarity with CRM tools (Salesforce experience is a plus).

$85,000 - $110,000 a year

Employee Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Vision insurance

IntraFi LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, veteran status, disability, or sexual orientation in employment of the provision of services.

IntraFi’s job application process may include online videoconference interviews, in-person interviews, presentations, and computer-based assessments. If you require reasonable accommodation to complete any part of the application process, please contact [e-mail].