Strategic Operations Lead, Tier 1 Banks

We are hiring a Strategic Operations Lead, Tier 1 Banks to serve as a force multiplier for our Tier 1 Banks segment. This role sits at the intersection of GTM execution and strategy—supporting leadership by driving operational rigor, enabling customer-facing deliverables, developing AI tooling, and identifying opportunities to accelerate growth. This is an ideal role for someone looking to transition from finance or consulting into a high-impact operating role in a pre-IPO environment, with significant exposure to senior leadership, customers, and cross-functional teams. You will be a generalist wearing a lot of hats, essentially operating as the chief of staff for the GM of the Tier 1 Banks segment.

Responsibilities

Own project management of key deliverables including QBRs, roadshows, renewals, POV readouts, and RFPs; Support renewal strategy through sensitivity modeling, pricing analysis, and risk identification; Partner on white space analysis to identify expansion opportunities across accounts; Lead efforts to maintain rigorous pipeline hygiene and reporting accuracy; Drive operating cadence (weekly team meetings, deal reviews, internal QBRs); Track follow-ups and ensure accountability across the pod; Act as liaison with Marketing on campaign planning, execution, and performance tracking; Coordinate event targeting, invites, and post-event follow-up; Partner with Sales, Solutions Consulting, Customer Success, RevOps, and Finance to ensure aligned execution; Identify process gaps and drive continuous improvement initiatives; Support development and implementation of AI tools and automation strategies; Handle ad-hoc operational needs; Provide day-to-day leverage for pod leaders through scheduling, prioritization, and project tracking; Take ownership of ambiguous, high-impact initiatives and drive them to completion

Requirements

2–4 years of experience (or 1–2 years post-MBA) in consulting, investment banking, private equity, or other highly analytical role; Experience working in demanding, high-performance environments; Highly analytical with strong financial modeling and problem-solving skills; Exceptional communication and stakeholder management abilities; Strong organizational skills with the ability to manage multiple priorities; High attention to detail with a bias toward action; Take ownership and operate with a founder mentality; Are deeply customer-focused and connect their work to revenue outcomes; Thrive in ambiguity and move quickly to solve problems; Continuously learn, iterate, and improve; Understand how the full business (Product, GTM, Data Science) connects to drive results

Benefits

High visibility and direct exposure to GTM leadership; Opportunity to transition into revenue, strategy, or operational roles; Build deep expertise in banking, identity, and fraud; Play a critical role in scaling a high-growth business