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Business Operations Associate

Cardless· Operations
Apply on company site
San Francisco$140k - $175kFull-timePosted 3mo ago

About the role

Role supporting day-to-day operations, preparing materials for external meetings, and ensuring cross-functional work progresses. Not a strategy role; focuses on execution, clear communication, and rigorous follow-through.

Responsibilities

  • 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 into clean, structured decks with a clear narrative arc.
  • Work 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.
  • 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; ensure commitments are documented and followed through.
  • Own the logistics and preparation behind key internal planning moments, including quarterly strategy reviews and annual planning.
  • Compile partner feedback, meeting notes, and cross-functional inputs into clear summaries for leadership.
  • Draft memos, one-pagers, and briefing documents; write with precision.
  • Distill complex business situations into two or three key points and present them to drive alignment.

Qualifications

  • 3–5 years of professional experience, preferably in management consulting or investment banking; operations/finance also relevant.
  • Track record of building presentation materials that are used in decision-making.
  • Experience supporting senior leaders in high-stakes settings: preparing for meetings, managing follow-through, and keeping complex work organized.
  • Exposure to financial services or fintech is a plus, but not required; intellectual curiosity about the space required.

Skills

Required:Deck-Building and Visual StorytellingWritten CommunicationStructured ExecutionAnalytical ThinkingDiscretion

Benefits

  • Meaningful Start-up equity
  • 100% health, vision & dental primary coverage
  • 75% health, vision & dental 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
Last updated Oct 21, 2026. Interested? Apply on the company site.

About Cardless

Build credit into your product experience.

Build credit into your product experience. Run it end to end with modular APIs, pre-built components, analytics, and full-service infrastructure.

Credit card platformAPIEmbedded finance
Company profileWebsite

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