Operations Support Analyst
You will manage strategic merchant deals from initial conversation through launch, coordinate referral-partner onboarding, create workflows and documentation, improve CRM processes, maintain accurate data, track pipeline and onboarding status, and surface risks and bottlenecks to leadership.
Responsibilities
- Manage the end-to-end deal lifecycle for strategic merchants
- Manage referral-partner relationships
- Guide merchants through successful go-live
- Respond to referral partners' ad-hoc requests
- Operationalize new partners and merchant onboarding
- Translate partnership agreements into onboarding workflows
- Create onboarding processes and documentation
- Drive process improvements and CRM enhancements
- Maintain CRM integrity
- Track deal pipeline and onboarding status
- Surface risks, bottlenecks, and stalled deals to leadership
Requirements
- 2–4 years of experience in fintech, operations, sales, customer success, or a startup environment
- Strong communication skills for customer relationships
- Exceptional organizational skills
- Process-first mindset
- Ability to define processes where none exist
- Curiosity and resourcefulness
- Ability to manage competing priorities across departments
- Prior client relationship or sales experience is preferred
- Experience with Google Apps Script, Make, Zapier, Salesforce, or Attio is preferred
- Experience with agent-based workflows is preferred
Benefits
- Equity grant
- Health and wellness benefits
- 401(k) savings plan
- Flexible time off