Business Operations Associate

What You Will Do

Build Decks and Meeting Materials

• Own the production of presentation materials for partner meetings, quarterly business reviews, board meetings, and investor updates — from first draft to final polish
• Translate rough inputs — notes from a call, a verbal briefing, a half-finished slide — into clean, structured decks with a clear narrative arc
• Work directly with go to market team to prepare for high-visibility external conversations
• Maintain and iterate on recurring materials — partner-facing templates, internal scorecards, QBR frameworks

Support Operating Cadence

• Prepare agendas, pre-reads, and follow-up materials for recurring meetings: leadership syncs, cross-functional reviews, and partner QBRs
• Track action items, decisions, and open questions across workstreams
• Own the logistics and preparation behind key internal planning moments, including quarterly strategy reviews and annual planning

Synthesize and Communicate

• Compile partner feedback, meeting notes, and cross-functional inputs into clear written summaries
• Draft memos, one-pagers, and briefing documents for internal and external use
• Distill complex business situations into the two or three things that actually matter

What We Are Looking For

Experience

• 3–5 years of professional experience, with a strong preference for backgrounds in management consulting or investment banking
• Track record of building presentation materials that get used
• Experience supporting senior leaders in high-stakes settings
• Exposure to financial services or fintech is a plus

Skills and Competencies

• Deck-Building and Visual Storytelling
• Written Communication
• Structured Execution
• Analytical Thinking
• Low Ego, High Output
• Discretion

Compensation

• Annual starting salary range of $140,000–$175,000 + equity + benefits

Benefits

• Meaningful start-up equity
• 100% health, vision & dental primary coverage; 75% dependent coverage
• Catered lunches
• $250/month commuter benefit
• Parental leave
• Team building events & happy hours
• Flexible PTO with a minimum of 15 days off per year
• Apple equipment
• 401k plan

Location

• Headquartered in San Francisco, CA, with a beautiful office in Jackson Square
• This role is in-office 5 days a week