Strategic Operations Lead, Fintech

Socure Socure · Vertical AI · United States · Remote · Commercial

This role is for a Strategic Operations Lead in the Fintech segment, focusing on GTM execution and strategy. The responsibilities include project management, pipeline hygiene, cross-functional coordination, and identifying process gaps. A key aspect is supporting the development and implementation of AI tools and automation strategies, but the core function is operational and strategic support, not direct AI/ML development.

What you'd actually do

  1. Own project management of key deliverables including QBRs, roadshows, renewals, POV readouts, and RFPs
  2. Lead efforts to maintain rigorous pipeline hygiene and reporting accuracy
  3. Identify process gaps and drive continuous improvement initiatives
  4. Support development and implementation of AI tools and automation strategies
  5. Provide day-to-day leverage for pod leaders through scheduling, prioritization, and project tracking

Skills

Required

  • consulting
  • investment banking
  • private equity
  • highly analytical role
  • financial modeling
  • problem-solving skills
  • communication skills
  • stakeholder management abilities
  • organizational skills
  • manage multiple priorities
  • attention to detail
  • bias toward action

Nice to have

  • pre-IPO environment experience
  • chief of staff experience

What the JD emphasized

  • AI tools
  • automation strategies