Member Services Associate – Member Success Team

About Sahamati Foundation:

Sahamati is a collective that enables collaboration and governance within India's Account Aggregator (AA) ecosystem. As a not-for-profit industry alliance, we work closely with regulated entities, technology providers, and ecosystem participants to promote secure and consent-driven data sharing under the RBI's AA framework.

Role Overview

We are looking for a proactive Operations Analyst to join our Member Success team. This role is central to ensuring a smooth experience for our ecosystem participants by driving operational excellence, due diligence, and data-driven insights. The ideal candidate will combine analytical thinking, problem-solving, and strong coordination skills to strengthen Sahamati's operational backbone.

Key Responsibilities

• Member Due Diligence

• Coordinate due diligence reviews for prospective and existing members (FIPs, FIUs, AAs, etc.) in line with defined membership criteria.

• Verify documentation related to regulatory registration, onboarding readiness, and participation eligibility.
• Maintain up-to-date member profiles and supporting documents in the CRM.
• Liaise with Legal, Governance, Tech, and Member success teams to close open queries or document clarifications.

• Product Due Diligence

• Support review of new product submissions (e.g., Demos, Tech documents, JSONs, etc) for compliance with Sahamati's products, frameworks and standards.

• Document technical and operational readiness of Members for Sahamati products, based on evaluation checklists.
• Coordinate review inputs from internal experts and ensure timely CRM updates on status and outcomes.

• CRM and Workflow Management

• Maintain accurate records of all due diligence activities in the CRM (e.g., Zoho).

• Set up and automate workflows for review stages, follow-ups, and status tracking.
• Ensure consistency of member and product data across related modules.
• Generate summary dashboards and reports for management and governance review.

• Coordination & Communication

• Act as the operational point of contact for due diligence queries from members.

• Track review progress and communicate next steps clearly to internal teams and members.
• Maintain documentation repositories, version control, and internal reference notes.

Key Expectations

• Strong problem-solving mindset with an ownership-driven approach.
• Comfortable working in a 0 1 environment where processes are evolving and require structure and automation.
• Focused on member success with the ability to anticipate needs and act proactively.
• Passionate about open networks, open finance, and building scalable public digital infrastructure.

Qualifications & Experience

• Bachelor's degree in Business, Commerce, or related field (Master's preferred).
• 2–4 years of experience in due diligence, partner onboarding, compliance operations, or CRM management.
• Familiarity with financial sector participants (banks, NBFCs, RTAs, fintechs, AAs, etc.) preferred.
• Working knowledge of CRM tools such as Zoho CRM or Salesforce.
• Strong documentation, coordination, and communication skills.

Good to Have

• Prior experience with KYC / due diligence processes in financial or regulatory contexts.
• Working knowledge of Zoho tools (CRM, Desk, Analytics, etc.).

What We Offer

• Opportunity to work at the intersection of technology, finance, and policy in one of India's most transformative digital ecosystems.
• Exposure to leading financial institutions, regulators, and innovators shaping the future of consent-based data sharing.
• A collaborative and purpose-driven work environment that values initiative and learning.

Key Attributes Required in the Candidate

• Structured, detail-oriented, and reliable in maintaining data accuracy.
• Able to interpret procedural guidelines and apply them consistently.
• Tech-comfortable and willing to automate repetitive workflows.
• Clear communicator who can balance diligence with a helpful, solution-oriented approach.
• Curious to learn about the AA ecosystem and its stakeholder landscape.

Success Indicators

• 100% accurate due diligence records maintained in CRM.
• Timely completion of member and product due diligence reviews.
• Positive feedback from members on clarity and responsiveness.
• Improved visibility of due diligence stages through CRM dashboards and automation.

How To Apply

Join us in our mission to promote financial inclusion and empower individuals across India through the Account Aggregator ecosystem. Apply now to become a part of our dedicated team

Please submit your resume and cover letter to . Please indicate "Member Services Associate" in the subject line. Applications will be accepted on a rolling basis, till an appropriate candidate is finalized.

Location: Bengaluru (On-site)

Reporting to: Manager – Member Success

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