# Business Operations Associate

**Company:** [Cardless](https://hotfix.jobs/companies/cardless)
**Location:** San Francisco, CA
**Role:** Business Operations
**Salary:** $140k – $175k/yr
**Experience:** 3+ years
**Skills:** Presentation Design, Deck Building, Written Communication, Meeting Facilitation, Action Item Tracking, Data Analysis, Executive Support, Narrative Development, Cross-Functional Coordination, Financial Services
**Posted:** 2026-06-25

> Support President with deck creation, meeting prep, and operational execution in a high-growth fintech. Requires 3-5 years experience from consulting or banking, strong deck-building and written communication skills.

## Job Description

## 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

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