Key Responsibilities
This is a high-impact role working directly with our clients to:
- Implement rigorous problem-solving to help solve clients' most challenging operational issues on how to scale their businesses and manage their back-office operations
- Lead complex operational engagements often with multiple junior team members to deliver exceptional results
- Own communication with clients regularly to provide recommendations, anticipate their needs, and manage expectations
- Utilize operational best practices plus a deep understanding of back-office systems to help clients implement payroll workflows, AP/AR processes, equity administration, and compliance frameworks
- Research the latest developments and formulate insights into operational tools and best practices to become a strategic partner in their business growth
- Be part of the world's leading tech-enabled firm's operational services, acting as a trusted partner to our clients on critical operational decisions
- Build long-term client relationships and drive superior operational outcomes based on unique business insights
- Partner with clients to help them deliver measurable and sustainable improvements in operational and business KPIs
- Keep operational projects on track with ongoing monitoring, escalation management, and proactive problem-solving
- Support successful compliance requirements, investor discussions, and board meetings by ensuring operational excellence and providing actionable insights
In partnership with the team and cross-functional partners, you will also:
- Track and evaluate key Financial Operations business initiatives, including new experiments, offerings, and process improvements
- Run ad-hoc analyses to help uncover growth opportunities or ways to scale the Financial Operations offering further
- Support new product development, new strategies, and explore new partnerships to expand the Financial Operations service line
- Mentor and guide junior team members, helping them navigate complex operational engagements and build their skills
About You
We are looking for people who demonstrate these qualities:
- 4-6+ years of relevant work experience in back-office operations, startup operations, and/or operational finance at a high-growth company
- Technical expertise in payroll, benefits administration, AP/AR, equity administration, or compliance is a plus
- Exposure to technology or other sectors or experience leading internal functions at startups or small/medium-sized businesses
- Experience working on complex operational engagements with junior team members, leading them to deliver high-quality outcomes
- Advanced Excel skills, with the ability to own operational workflows end-to-end, as well as ensure their quality, timeliness, and accuracy (Notion experience a plus)
- Highly analytical with the ability to consume, process, and prioritize large amounts of unstructured information
- Exceptional attention to detail and ability to work independently to deliver accurate, high-quality outputs with minimal oversight
- Excellent verbal and written communication skills with the ability to distill into structured frameworks and concrete action plans
- Maintain a high level of integrity in your work
- Highly entrepreneurial, proactive, and able to thrive in ambiguous and fast-paced environments
- A demonstrated ability to build strong collaborative working relationships with the immediate team, junior members, cross-functional partners, and function leads
This position is only available for remote employment in the United States in the following states: CA, GA, NY, NC, TN, TX, and WA
Compensation & Benefits
- The base pay range target for the role seniority described in this job description is $80,000 - $136,000 in most remote locations, and between $100,000 - $136,000 in San Francisco, CA and New York City, NY
- Final offer amounts depend on multiple factors such as candidate experience and expertise, geographic location, total compensation, and market data
- In addition to cash pay, full-time regular positions are eligible for equity, 401(k), health benefits, and other benefits
- Flexible vacation/time-off policy
- All federal holidays are observed
- Competitive benefits package including wellness benefits such as Spring Health, Headscape, One Medical, Aaptiv and Rightway
- Parental leave for birthing or non-birthing parents – 100% pay for 12 weeks
- 401(k) plan
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