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Business Operations Associate

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.

140k – 175kSan Francisco, CABusiness OperationsOnsite3+ YOE

About the role

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

Skills

Presentation DesignDeck BuildingWritten CommunicationMeeting FacilitationAction Item TrackingData AnalysisExecutive SupportNarrative DevelopmentCross-Functional CoordinationFinancial Services

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