Strategy & Operations Associate

Job Description

Job Description

Strategy & Operations Associate

New York, NY (Hybrid) | $100,000 - $150,000

About Us:

• We're a profitable fintech platform powering lower middle market M&A. In 2025, we facilitated 12,500+ deals, 1M+ platform connections, and hundreds of millions in closed transactions for private equity firms, investment banks, M&A advisors, and business owners.
• We're a lean, high-conviction team of 60 — and we're building category-defining products for a market that moves fast and trusts carefully.

The Opportunity:

• This is not a support role. This is not a rotational program.
• This is an early-career operator seat where your work will be visible, your scope will grow fast, and your fingerprints will be on decisions that matter.
• You'll work directly with senior leadership to identify what's slowing us down, build better systems, and execute against our most important priorities.

What You'll Own:

• Strategic analysis and decision support for leadership
• Operational workflow mapping and process improvement
• GTM and revenue operations — pipeline, territory, forecasting
• Dashboards, reporting, and data infrastructure
• High-priority special projects across the business

You Are:

• 2+ years in consulting, banking, or PE — and ready to trade the deliverable treadmill for real ownership.
• Analytically sharp
• A first-principles thinker
• Operationally curious
• A clear, concise communicator
• Comfortable with ambiguity
• Energized by private markets
• Excel and PowerPoint required. SQL, Python, Tableau, or CRM experience (Salesforce, HubSpot) is a strong plus.