BizOps Strategist, Debt & Investments
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Job Description
BizOps Strategist designing and deploying automation-driven systems for investment products. Working in a fast-paced startup to eliminate friction and enhance customer satisfaction.
Responsibilities:
- Design and deploy GTM systems: Build automation-driven systems that support structured product workflows and eliminate friction across the Investments team and their go-to-market efforts.
- Eliminate manual work: Identify high-leverage repetitive tasks – deal evaluation, due diligence, internal handoffs, and compliance – and design scrappy, scalable automation to replace them.
- Own cross-functional service delivery infra: Build reliable service infrastructure across GTM tools (e.g., HubSpot, Omni, internal systems) that enable commercial, marketing, and PDE teams to operate with higher precision and less manual intervention.
- Experiment and implement quickly: Move fast on scoped MVPs, leverage off-the-shelf tooling creatively, and iterate toward operational excellence.
- Use AI to accelerate process design: Champion use of AI-powered tools and workflows to accelerate internal processes and enhance customer-facing systems.
- Collaborate with technical & commercial teams: Partner closely with Commercial, Growth, Product, and Engineering to ensure systems are robust, business-aligned, and adopted.
- Instrument systems with data & insights: Stand up analytics and reporting systems to track performance, surface opportunities, and drive iterative improvement.
Requirements:
- Investments Fluency: You know the in’s and out’s of how investment banking teams work and the challenges that they face; you’re quick to grok the pain points in evaluating new investment opportunities, scaling compliance, and completing due diligence.
- Cross-functional Coordinator: You thrive in cross-functional collaboration, helping to build strong connections across departments.
- Strategic Rigor: You are a strategic thinker with a track record of identifying innovative service delivery solutions.
- Startup Minded: You are excited to work in a fast-paced startup environment, where you’ll wear multiple hats, experiment frequently, and take ownership of designing, refining, and scaling commercial processes.
- Execution-First Systems Thinker: You ship MVPs quickly and iterate to high-quality outcomes.
- Problem Scoper & Prioritizer: You break down ambiguous challenges, identify the core issues, and focus on the highest-leverage opportunities for improvement.
- AI-Forward Thinker: You bring a creative mindset to using AI tools for system design, internal automation, and smarter decision-making.
Benefits:
- Fully covered Employee Healthcare benefits, including partial dependent coverage
- Remote-first company with quarterly onsite meetings.
- Competitive equity in the form of stock options
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