Strategic Operations Lead

Who you are

• 2–4 years of experience (or 1–2 years post-MBA) in consulting, investment banking, private equity, or other a highly analytical role
• Experience working in demanding, high-performance environments
• Highly analytical with strong financial modeling and problem-solving skills
• Exceptional communication and stakeholder management abilities
• Strong organizational skills with the ability to manage multiple priorities
• High attention to detail with a bias toward action
• Take ownership and operate with a “founder mentality”
• Are deeply customer-focused and connect their work to revenue outcomes
• Thrive in ambiguity and move quickly to solve problems
• Continuously learn, iterate, and improve
• Understand how the full business (Product, GTM, Data Science) connects to drive results

What the job involves

• We are hiring a Strategic Operations Lead, Tier 1 Banks to serve as a force multiplier for our Tier 1 Banks segment. This role sits at the intersection of GTM execution and strategy—supporting leadership by driving operational rigor, enabling customer-facing deliverables, developing AI tooling, and identifying opportunities to accelerate growth
• This is an ideal role for someone looking to transition from finance or consulting into a high-impact operating role in a pre-IPO environment, with significant exposure to senior leadership, customers, and cross-functional teams
• You will be a generalist wearing a lot of hats, essentially operating as the chief of staff for the GM of the Tier 1 Banks segment
• Revenue & Customer Execution
• Own project management of key deliverables including QBRs, roadshows, renewals, POV readouts, and RFPs
• Support renewal strategy through sensitivity modeling, pricing analysis, and risk identification
• Partner on white space analysis to identify expansion opportunities across accounts
• Pipeline & Operating Cadence
• Lead efforts to maintain rigorous pipeline hygiene and reporting accuracy
• Drive operating cadence (weekly team meetings, deal reviews, internal QBRs)
• Track follow-ups and ensure accountability across the pod
• Cross-Functional Leadership
• Act as liaison with Marketing on campaign planning, execution, and performance tracking
• Coordinate event targeting, invites, and post-event follow-up
• Partner with Sales, Solutions Consulting, Customer Success, RevOps, and Finance to ensure aligned execution
• Operational Excellence & Strategy
• Identify process gaps and drive continuous improvement initiatives
• Support 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
• Take ownership of ambiguous, high-impact initiatives and drive them to completion
• High visibility and direct exposure to GTM leadership
• Opportunity to transition into revenue, strategy, or operational roles
• Build deep expertise in banking, identity, and fraud
• Play a critical role in scaling a high-growth business

Benefits

• Health: Comprehensive medical coverage, including vision, dental, and FSA
• Parental Leave: Generous leave allowance for parents-to-be
• 401k: Pre-tax savings for retirement
• Life Insurance: Protect your family in case of emergency
• PTO: Take as much time as you need, when you need it
• 100% Remote: Work from anywhere anytime, whatever suits your lifestyle
• WFH Allowance: Generous reimbursement program to maximize your WFH setup
• Deskpass: Work in an office environment whenever you feel the need
• Mental Health Provider: Connect with clinicians when you need it
• Learning & Development: Self-education allowance & free career coaching
• Employee Assistance Program "EAP": Lifestyle resources available as well as additional mental health resources
• Fertility Provider: Family planning solutions for those interested
• Personal Legal Support: Significant discounts with RocketLawyer