About the Role

• Architect scalable operations systems: Identify and automate manual workflows across customer onboarding, support, and lifecycle management using AI, internal tools, and integrations.
• Diagnose and solve customer bottlenecks: Analyze customer journeys, funnel data, and support interactions to find friction points that limit activation, funding, or retention.
• Build AI-powered agents and workflows: Use tools like OpenAI, LangChain, Zapier, or n8n to prototype and deploy automations that replace repetitive human work.
• Bridge product and operations: Partner with Product Managers and Engineers to translate operational pain points into product features or backend improvements.
• Own data instrumentation and insights: Work across Snowflake, DBT, or Fivetran to design data models and dashboards that inform business decisions.
• Implement scalable feedback loops: Turn customer data and agent feedback into automated alerts and experiments that improve satisfaction and efficiency.
• Continuously iterate: Ship fast, test hypotheses, measure impact, and refine — applying product thinking to operations and customer experience.

Why This Role Matters

• This role is pivotal in shaping how internal operations evolve from human-heavy to AI-augmented, ensuring delivery of world-class experiences at scale without adding friction or headcount.

What You'll Bring

• 5–8+ years of experience in Product Operations, BizOps, or Technical Program Management at a tech company or startup.
• Proven ability to build or automate workflows using AI tools, APIs, or low-code platforms.
• Hands-on experience with SQL, data modeling, Snowflake, DBT, Fivetran, or similar analytics stacks.
• Comfort with Python, JavaScript, or automation platforms for prototyping.
• Familiarity with LLMs and agent architectures — experience building or deploying internal AI tools, chatbots, or automations.
• Experience collaborating with Product and Engineering teams, writing technical specs, and driving projects from problem to solution.
• Leadership skills and stakeholder management, comfortable driving consensus and prioritization.
• A systems thinker who loves to simplify, automate, and measure.
• High empathy for users and operators; low ego; bias toward action.

Bonus Points

• Experience in fintech, payments, or regulated environments.
• Knowledge of customer journey analytics and lifecycle automation.
• Understanding of compliance workflows or customer verification processes.
• Exposure to platforms like Supabase, Retool, or Airflow for internal tooling.
• Comfort designing or integrating AI copilots to assist internal teams.

Requirements

• College degree in a quantitative field such as economics, statistics, management or related, or any other field coupled with training and qualifications of data analytics.
• 6+ years of experience in roles such as Business Operations, Product Operations, Product Manager or Strategy role.
• Experience leading technical projects including AI-driven projects and working directly with technical teams.
• Experience in a fast-growing startup.
• Experience leading strategic projects that require cross-functional collaboration.
• Experience in FinTech preferred.
• Living in or willing to relocate to New York.
• Spanish-speaking preferred.
• An interest in serving an underserved community.