Operations Specialist

Overview

This role is an Operations Specialist position that sits at the intersection of business operations and strategic finance. The person in this role will build the models, dashboards, and analyses used by leadership to make decisions and will own execution—taking projects from early ideas through to shipped outcomes.

This is a hands-on individual contributor role working closely with founders and cross-functional teams including Finance, RevOps, Sales, Customer Success, and Product.

Responsibilities

Business Operations

• Structure project roadmaps, scope, and milestones, and drive projects to completion
• Clean, combine, and model data across the business so insights hold up at scale
• Build and maintain leadership dashboards, ensuring data accuracy
• Build data models that surface opportunities and risks
• Benchmark best practices and translate them into recommendations
• Identify improvements, recommend next steps, and own execution through measurable results

Strategic Finance

• Maintain and evolve the company’s rolling forecast and growth model, including ARR, retention, and headcount drivers
• Support investor and board reporting, including KPI definitions, monthly updates, and underlying analysis
• Build pricing and packaging analyses, deal-desk and pricing calculators, and unit economics for new products
• Run cost and spend reviews across vendors, tooling, and payments to identify savings and cash allocation opportunities and implement them

Cross-Functional Projects

• Lead company-level initiatives that span multiple teams, from scoping through rollout
• Manage multiple stakeholders by gathering input and driving alignment on decisions and timelines
• Partner with RevOps, Sales, Customer Success, Product, People, and Legal on operational and commercial projects
• Document processes and build playbooks and tools that enable other teams to run initiatives without ongoing support

Requirements

• 3–5 years of experience in business operations, strategy and operations, strategic finance, consulting, investment banking, or a similar analytical role
• Hands-on experience across both operations and finance, including owning operational projects and building financial models used for real decisions
• Advanced spreadsheet skills (Google Sheets or Excel)
• Working SQL and experience with a BI tool (Looker, Metabase, Tableau, or similar) to build dashboards
• Solid understanding of SaaS metrics: ARR, NRR, churn, CAC, payback, gross margin
• Structured problem solving: break down ambiguous questions into a plan, use data to support decisions, and deliver clear recommendations
• Strong written and verbal communication in English; ability to present findings to founders and non-technical teams
• Ability to persuade through data and analysis
• Comfort managing multiple projects and stakeholders simultaneously with strong ownership and attention to detail

Preferred Qualifications

• Experience at a high-growth B2B SaaS startup
• Exposure to US and European operations
• Comfort using AI tools to automate analysis, reporting, and recurring workflows

Compensation & Benefits

• Competitive salary
• Health insurance
• Stock options
• Annual company trip to a secret location
• Additional benefits

Location

Not specified in the job description.