Operations Support Analyst

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