Strategic Operations Lead, Tier 1 Banks

Responsibilities

Revenue & Customer Execution

• Own project management for QBRs, roadshows, renewals, proof-of-value readouts, and RFPs.
• Support renewal strategy through sensitivity modeling, pricing analysis, and risk identification.
• Conduct white-space analysis to identify account expansion opportunities.

Pipeline & Operating Cadence

• Maintain rigorous pipeline hygiene and reporting accuracy.
• Drive weekly team meetings, deal reviews, and internal QBRs.
• Track follow-ups and ensure accountability across the pod.

Cross-Functional Leadership

• Liaise with Marketing on campaign planning, execution, and performance tracking.
• Coordinate event targeting, invitations, and post-event follow-up.
• Partner with Sales, Solutions Consulting, Customer Success, Revenue Operations, and Finance to align execution.

Operational Excellence & Strategy

• Identify process gaps and drive continuous improvement initiatives.
• Support the development and implementation of AI tools and automation strategies.
• Handle ad hoc operational needs.

Pod Leadership Enablement

• Provide day-to-day leverage for pod leaders through scheduling, prioritization, and project tracking.
• Own ambiguous, high-impact initiatives and drive them to completion.

Requirements

• 2–4 years of experience, or 1–2 years of experience after an MBA, in consulting, investment banking, private equity, or another highly analytical role.
• Experience working in demanding, high-performance environments.
• Strong financial modeling and problem-solving skills.
• Exceptional communication and stakeholder management abilities.
• Strong organizational skills and the ability to manage multiple priorities.
• High attention to detail and a bias toward action.
• Ownership-oriented, customer-focused, adaptable, and comfortable operating in ambiguity.

Compensation

• Annual salary: $135,000–$155,000.