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Strategy & Operations Manager

United StatesUnited States
Full-time
Not Disclosed
Mid-Level

Job Description

Key Skills Required

Master these to land this role

StrategyOperationsFinancial PlanningFinanceForecastingBusiness Operations

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About the Role:

We're looking for a Strategy & Operations Manager to join our Business Operations team, partnering closely with our Head of Finance and cross-functional leaders across Sales, Product, and Engineering.

You'll drive financial planning and forecasting, lead high-visibility strategic analyses (pricing, GTM ROI, new product launches), and support the operational backbone of our growing embedded finance platform.

As you grow in the role, you'll also get exposure to our Corporate Development efforts and investor reporting.

About you:

  • You have 5-7 years of experience, including 2-3 years in a high-growth SaaS (or broader tech) startup following a foundation in investment banking, private equity, or management consulting.

  • You have strong financial modeling skills and are comfortable building and iterating on forecasts (revenue, expense, cash flow) from the ground up.

  • You're analytical by default: you let data lead your conclusions, and you're comfortable pulling and manipulating your own data (Excel/Sheets, SQL, or BI tools like Looker).

  • You're experienced with and excited by new AI tools, and you actively invest time in learning and applying them to your own workflow rather than waiting to be told to.

  • You can translate ambiguous, open-ended questions (e.g., "should we change our enterprise pricing?") into structured analyses with clear, actionable recommendations.

  • You communicate with a point of view. You don't just present data, you tell people what you think it means and what you think we should do about it.

  • You're comfortable operating cross-functionally and can build credibility with stakeholders in Sales, Product, and Engineering.

  • You're excited by ambiguity and enjoy standing up new processes and frameworks rather than just running an existing playbook.

  • You have a bias toward action and ownership. If something needs to get done and no one owns it, you're comfortable making it yours.

Responsibilities:

  • Drive financial planning and forecasting.

  • Lead high-visibility strategic analyses (pricing, GTM ROI, new product launches).

  • Support the operational backbone of our growing embedded finance platform.

  • Partner closely with our Head of Finance and cross-functional leaders across Sales, Product, and Engineering.

What we offer:

  • Competitive equity in a fast-growing, Series C startup backed by top-tier investors, including Y Combinator.

  • 10-year window to exercise vested equity options.

  • Fully remote and flexible work environment.

  • 4-5 weeks of suggested time off annually for mental, physical, and emotional recharge.

  • $2,000 USD for workspace setup and $1,000 USD annual stipend for continuous learning.

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