Ascensus is the leading independent technology and service platform powering
savings plans across America, providing products and expertise that help nearly
16 million people save for a better today and tomorrow.

Section 1: Position Summary

The Team Lead is responsible for managing, optimizing, and overseeing offshore
operational workflows and administration processes related to SFRP plan
servicing. The role ensures efficiency, compliance, and excellence in service
delivery by leveraging Kofax workflow automation and ASTRO administration tools.
The Process Lead acts as a subject matter expert, guiding a team of analysts,
driving standardization, leading process improvement, and supporting escalations
across cross-border operations

Section 2: Job Functions, Essential Duties and Responsibilities

* Lead and oversee daily offshore transaction workflows and administrative
processes for SFRP plans using Kofax and ASTRO, ensuring operational
effectiveness and compliance with all SLAs and regulatory requirements.
* Supervise, train,



and mentor a team of financial analysts and operations
staff, promoting a culture of continuous improvement and operational
excellence.
* Develop, implement, and continually enhance process documentation, SOPs, and
control frameworks to ensure error-free administration and robust compliance.
* Act as principal escalation point for workflow exceptions, risk events, and
system/process bottlenecks, coordinate with technology, compliance, and
business partners for rapid resolution.
* Identify automation opportunities, optimize Kofax workflows, and recommend
enhancements to ASTRO workplace for increased efficiency and data
integrity.
* Analyze operational and performance data, create actionable dashboards, and
communicate key metrics, risks, and insights to senior management.
* Lead process improvement projects, manage change initiatives, and ensure
smooth communication between offshore and onshore teams.
* Support audits, control certification

📌 Team Lead, SFRP Back Office – India (Hyderabad)
🏢 Ascensus
📍 Hyderabad