Platform Lead, Operations & Workflow Excellence

Lockton Companies; Plano (TX); On-site; USD 52,000 - 76,000; Full time

Job summary

Lockton Companies in Plano, Texas is seeking a capable operations professional to support administrative functions and coordinate workflows across multiple practices. You will own intake management, data integrity, platform support, vendor coordination, and day-to-day operational execution, ensuring timely processing, quality, and scalable service delivery.

The role emphasizes cross-team collaboration, documentation, and continuous improvement to enhance efficiency and client outcomes.

Qualifications

• Bachelor’s degree or equivalent experience in a related field.
• Experience in vendor management, project coordination, workflow administration, operations or similar roles.
• Strong knowledge of Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
• Experience with workflow management, data tracking, project coordination, and operational platforms.
• Strong attention to detail with data integrity across multiple systems.
• Ability to work independently while collaborating across teams and external partners.

Responsibilities

• Serves as the day-to-day business owner for operational platforms and vendor-supported workflows.
• Monitors intake mailboxes, triage and route requests, ensuring timely responses.
• Coordinates intake workflow, tracks requests, and ensures delivery per service standards.
• Identifies opportunities to improve efficiency, workflow, and data quality.
• Maintains documentation of communications, issues, and resolutions.
• Ensures accurate data capture and supports reporting needs across platforms.
• Inputs client information into data management systems with accuracy.
• Maintains platform administration and data hygiene, updating records and statuses.
• Provides user support for RFP software including updates and troubleshooting.
• Coordinates with external partners to support workflows and deliverables.
• Maintains regular vendor and stakeholder meetings with action-item tracking.
• Acts as central communication point between internal teams and external partners.
• Tracks project status, dependencies, and deliverables with regular updates.
• Reviews workflows and vendor deliverables for accuracy and compliance.
• Executes SOPs, workflows, and training materials to ensure consistency.
• Supports operational metrics and process improvement opportunities.
• Escalates risks and bottlenecks to maintain performance.
• Produces or supports management of dashboards and reports for leadership visibility.
• Identifies opportunities to leverage technology and automation.

Skills

Vendor management

Project coordination

Workflow administration

Data quality

Communication

Education

Bachelor’s Degree in Business Administration or related field

Tools

RFP software

Workflow management system

Data management system

Job description

Lockton Companies in Plano, Texas is seeking a capable operations professional to support administrative functions and coordinate workflows across multiple practices. You will own intake management, data integrity, platform support, vendor coordination, and day-to-day operational execution, ensuring timely processing, quality, and scalable service delivery.

The role emphasizes cross-team collaboration, documentation, and continuous improvement to enhance efficiency and client outcomes.