Business Operations Analyst - AI Banking Platform

Our staffing agency represents a cutting-edge AI banking platform that's building AGI for financial institutions. Having recently secured a $25M Series A round, they're experiencing tremendous customer traction and are in the enviable position of turning down banks as customers while they build their product.

This 6-employee company, founded in 2023 by banking industry and machine learning experts from Stanford University, is backed by prestigious investors including Peterson Ventures, Y Combinator, The Sarah Smith Fund, and Clocktower Technology Ventures. They're seeking a Business Operations Analyst to help scale operations and contribute to strategy. This in-office role is based in San Francisco.

Solution

Our client has developed an AI-native banking platform that:

• Replaces decades-old legacy systems with cutting-edge technology
• Automates 90% of the manual work humans once had to do
• Helps FDIC-insured banks and fintechs process business loan applications with 90% less manual effort
• Drives 300% higher conversion rates for financial institutions
• Features an AI Loan Assistant that communicates with applicants via email and SMS, reactivating up to 50% of customers

Role

• Individual contributor role working in-person in San Francisco
• $90K to $120K base salary
• 0-3 years of experience in strategy & operations-adjacent roles
• Experience path options: 1-2 years at top-tier consulting firms (MBB only) or 1-2 years at a fast-growing early-stage startup
• Top 10 university education required (elite schools like Stanford)
• Business, finance, engineering, or technical degree preferred
• High-intensity role with significant growth potential

Culture

• Fast-paced, high-growth environment following a substantial Series A round
• Leadership team with world-class expertise from Stanford, MIT, and Y Combinator
• Competitive culture focused on continuous improvement
• High expectations with tremendous growth opportunities
• Ambitious team looking to disrupt traditional banking systems

Official Job Description

As a Business Operations Analyst, you'll take on a wide range of operational functions, helping scale through strategic projects, day-to-day operations, and financial oversight in a high-growth startup environment.

You will...

• Oversee day-to-day operational workflows, ensuring smooth internal processes and rapid issue resolution
• Collaborate with the leadership team on business operations initiatives across PEO, HR, finance, compliance, and legal domains
• Manage business operations logistics, including customer onsite visits and internal events
• Develop standard operating procedures (SOPs) to improve efficiency and scalability
• Partner with cross-functional teams to design and deploy AI solutions for internal workflows
• Execute third-party contracts, including negotiating terms and managing renewals
• Support monthly budgeting, expense tracking, and financial forecasting
• Assist with onboarding processes, culture-building initiatives, and employee engagement
• Ensure operations compliance with relevant regulations and industry standards

You...

• Have 0-3 years of experience in strategy & operations roles
• Graduated from a top 10 university with a business, finance, engineering, or technical degree
• Have experience at prestigious consulting firms (MBB) or fast-growing startups
• Demonstrate a proven track record of excellence in competitive pursuits
• Thrive in ambiguous environments and can bring structure to chaos
• Can balance multiple workstreams across finance, operations, and strategy
• Are comfortable in an intense environment requiring significant hours beyond 9-6
• Have a passion for transforming the banking industry through AI technology