Business Operations Lead

This is a fully remote position, open to applicants in United States, +1 more state.

📋 Description

• Design and implement automation-driven systems to enhance structured product workflows and support Business Execution diligence initiatives.

• Recognize repetitive tasks in deal assessment, due diligence, internal transitions, and compliance, and substitute them with scalable automation solutions.

• Create a dependable service-delivery framework utilizing GTM tools such as HubSpot, Omni, and internal systems.

• Empower commercial, marketing, and PDE teams to function with greater accuracy and reduced manual intervention.

• Develop scoped MVPs leveraging off-the-shelf tools and refine them towards operational excellence.

• Utilize AI-driven tools and workflows to expedite internal processes and enhance customer-facing systems.

• Partner with Commercial, Growth, Product, and Engineering teams to ensure systems are resilient, cohesive, and widely adopted.

• Set up analytics and reporting systems to monitor performance, uncover opportunities, and foster improvement.

⛳️ Requirements

• Profound understanding of financial and diligence operations.

• Familiarity with the operational dynamics of investment banking teams.

• Capability to identify challenges in assessing investment opportunities, compliance, and due diligence.

• Ability to establish trust with Business Execution banking teams.

• Experience in identifying innovative service-delivery solutions.

• Proficiency in conveying complex concepts clearly and evaluating both short- and long-term implications.

• Capacity to thrive in a fast-paced startup environment and take charge of commercial process design and scaling.

• Skill in scoping ambiguous challenges, pinpointing core issues, prioritizing high-impact opportunities, and driving execution.

• Experience or strong interest in automation-centric systems and AI-driven tools.

• Familiarity with tools such as HubSpot, Claude Code, and n8n.

• Ability to collaborate across various functions, including commercial, growth, product, engineering, marketing, and PDE teams.

🏝️ Benefits

• Remote-first operating model allowing work from anywhere in the US and Canada.

• Optional office locations in DC and NYC.

• Opportunities for co-working with colleagues in the Bay Area, Seattle, Denver, Boston, LA, and other locations.

• Regular team offsites held three times a year.

• Comprehensive coverage of 100% of employee healthcare premiums through Aetna nationwide and Kaiser in Washington and California.

• 70% subsidy on dependent healthcare premiums.

• Full coverage of 100% of employee dental and vision premiums.

• 50% coverage of dependent dental and vision premiums.

• Ten company holidays annually.

• Twenty days of paid time off each year.

• Availability of a 401k account without matching.

• Sixteen weeks of parental leave for birthing parents.

• Twelve weeks of parental leave for non-birthing parents.

• Company-wide bonus linked to revenue targets.

• Stock options available.

• High-growth, high-ownership culture.

• Professional exposure to clean energy finance, technology, AI, and automation.