Operations and Strategy Associate
$100k/y-$140k/y
Greenboard2 days ago
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OnsiteFull-timeEntry
Summary
Greenboard is seeking an Operations and Strategy Associate to join their team in New York, NY. The role involves scaling operations, managing RevOps and finance operations, and driving high-impact cross-functional projects.
About the Role
As an Operations & Strategy Associate, you will work directly with the Head of Operations & Strategy to enhance Greenboard's operational efficiency. Your responsibilities will include managing RevOps fundamentals, developing trusted reporting, researching and implementing systems, and creating financial and operational models to guide decision-making. You will also support day-to-day finance operations and collaborate with various teams to ensure smooth execution of projects.
About You
Required:
- 1-4 years of experience in consulting/investment banking and/or operating roles at a high-growth startup (BizOps, Strategy & Ops, RevOps, or Finance).
- Exceptional written and verbal communication skills.
- Ruthless prioritization with a strong bias to action.
- Extreme attention to detail with a high regard for precision.
- Strong organizational and project management skills; able to manage multiple workstreams and drive clarity from ambiguity.
- Proactive problem-solver who turns strategy into plans with owners, timelines, and measurable outcomes.
- Hustle, resourcefulness, and ownership suited to an early-stage startup.
- Excellent relationship-builder with ability to influence without authority.
- Demonstrated ability to design a simple process, implement it, measure it, and iterate.
Preferred:
- Familiarity with creating and enhancing operating cadences (OKRs/KPIs, reporting, cross-functional planning).
- Exposure to fintech, compliance, or financial operations products.
- Comfort operating with limited structure in early-stage environments.
- Proficiency in spreadsheet-based financial/operating models (budgeting, forecasting, scenario planning).
- Experience with HubSpot.
Benefits
- Salary range: $100k–$140k + meaningful equity.
- 401(k) with 5% company match.
- Medical, dental, and vision coverage.
- 15 days PTO + 11 company holidays + flexible sick time.
- 2 additional PTO days for each year of service (up to 10 additional days).
- 10 remote days per year plus additional around the holidays.
- Bi-annual off-sites and team retreats.
- Front-row seat to building the operating backbone of modern finance.
Greenboard
Fintechs, private funds, and wealth managers all use Greenboard to consolidate compliance software functionality onto a single modern platform that uses AI to detect risk and reduce tedium.
New York, NY