Business Operations Lead
About the role
Build the operational infrastructure to scale a fintech startup. Own cross-team coordination, workload visibility, operational rhythm, staffing/coordination, and vendor/logistics. First business operations hire to establish scalable processes as the company grows.
Responsibilities
- Cross-team coordination. You'll maintain the picture of who's working on what across product, design, engineering, and implementations. When a new bank comes in, you're the person who looks at current allocation, identifies who has capacity, and presents staffing options, not the founder doing it from memory in a Slack DM.
- Workload visibility and risk tracking. You’ll build and run a lightweight system so leadership has a weekly view of team load, active work, and delivery risk. You surface early warning signs like stalled projects, overloaded teams, or unanswered customer concerns. The goal is to surface problems before they become emergencies.
- Operational rhythm. Leads syncs have agendas. Cycle kickoffs happen on schedule. Action items from meetings get tracked and followed up on. OOO plans are documented. 90-day reviews get scheduled. You own the cadence that keeps the company running smoothly.
- Staffing and project coordination. When projects need to be reassigned, when someone goes on PTO, when a customer escalation needs routing, you're the person who makes sure the handoff happens and nothing gets dropped. You maintain the map of who covers what, and you update it in real time.
- Vendor and logistics management. Office space coordination, software contracts, expense approvals, travel booking for offsites and team meetups in collaboration with People Operations.
Qualifications
- 3-6 years of experience at a startup that scaled through the 15-to-80 person range.
- You've held a role where you were responsible for cross-functional coordination. Titles you might have held include ops manager, business operations, chief of staff, program manager, or a senior role at a consulting firm.
- You're a strong writer and communicator. You'll create the operational documentation that doesn't exist yet, staffing plans, project trackers, meeting agendas, status reports, process docs.
- You're relentlessly organized without being bureaucratic. You add just enough structure that things don't fall through cracks, but you know the difference between useful process and process for its own sake.
- You're comfortable with ambiguity. In the first month, you might be updating a project board, chasing down a dropped support ticket, organizing travel for an offsite, and building a staffing spreadsheet, all in the same day.
- You're direct and unintimidated. You'll need to tell a team lead about overload and tell the founder when commitments exceed capacity.
Skills
Benefits
- equity
- sponsored 401K
- parential leave
- fully paid health, vision, and dental insurance
- unlimited PTO
- remote work stipend
- lifestyle stipend
- twice-yearly company retreats
- periodic team meetups in NYC and SF
About Prelim
Software for banks to open bank accounts
At Prelim, we are on a mission to revolutionize the way financial institutions onboard new customers. We believe that the customer onboarding process should be fast, efficient, and user-friendly. As a member of our team, you will have the opportunity to work with cutting-edge technology and make a real impact on the financial industry. Our platform allows banks and financial institutions to digitize their services, streamline account opening processes, and improve customer experience. By joining our team, you will be a part of a fast-paced, innovative, and dynamic work environment where you can learn and grow your skills. Our team is made up of a diverse group of individuals with a wide range of experience and expertise. We value collaboration, creativity, and a passion for problem-solving. As a member of our team, you will have the opportunity to work with experts in the field, and be challenged to think outside the box. In addition, we offer a comprehensive benefits package, flexible working hours, and a great work-life balance. We are constantly evolving and growing, and we are looking for talented individuals who share our vision and are excited to be a part of our journey. If you're passionate about fintech and want to be a part of a team that is making a real impact in the industry, then Prelim is the place for you.
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