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Special Projects Lead

150k – 175kSan Francisco, CAOnsite2+ YOE
Summary

Works directly with CEO on high-impact strategic projects including building AI-driven systems, running analyses, bridging engineering/ops/growth, and managing cross-functional initiatives in a fast-scaling insurtech. Requires 2-5 years in analytical roles like banking/consulting with strong execution under pressure.

About the role

What You’ll Do

  • Tackle the CEO’s hardest problems — Direct access to everything substantive; scope shifts week to week based on what’s most critical
  • Build 0→1 systems — Across underwriting operations, customer experience, and risk evaluation; leverage AI to replace historically manual brokerage workflows
  • Run deep analysis — Customer interactions, underwriting requirements, operational workflows; uncover patterns, improve conversion, increase throughput
  • Bridge engineering, operations, and growth — Translate customer needs and market realities into product requirements and iterative improvements
  • Own mission-critical problems end-to-end — Gather data, map the system, identify constraints, propose solutions, run experiments, drive to completion
  • Manage cross-functional initiatives — Coordinate across engineering, carriers, underwriters, and customers with speed, clarity, and high quality
  • Build the intelligence layer — Dashboards, metrics, and reporting structures that surface truth and drive clarity on throughput and efficiency

Requirements

  • 2-5 years in high-intensity analytical or operational roles (investment banking, private equity, management consulting, or equivalent startup experience)
  • Exceptional analytical skills—comfortable with complex data, financial modeling, and ambiguous problem sets
  • Strong written and verbal communication
  • Ability to operate autonomously and context-switch rapidly
  • Track record of delivering under pressure with high standards

Nice to Have

  • Experience in insurance, fintech, or regulated industries
  • Background working directly with founders or C-suite
  • Familiarity with AI/automation tools and workflows
  • Prior startup or 0→1 experience

Compensation

  • Salary: $140,000 - $160,000 + performance bonuses & equity
  • Health, dental, and vision insurance
  • Commuter benefits
  • Team meals and snacks
Skills
Financial ModelingData AnalysisAI/Automation ToolsDashboardsMetricsReportingSQLExcelPythonTableau
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