Principal, Strategic Operations

About the Opportunity

This organization is a powerful, all-in-one personal finance platform designed to help make the complexity of finances feel simple again. Since launching, it has become a top-recommended personal finance app by users and experts. The goal is to take the stress out of finances so members can focus on what truly matters.

The team is comprised of do-ers led by experienced entrepreneurs who are passionate about helping members reach their financial goals. There is a hyper focus on building a product people love, and on finding every edge that helps do that better. AI is core to how the organization operates: every person on the team uses it as a partner to sharpen judgment, move faster, and expand what's possible. The organization is not looking for tool mastery, but for fluency and curiosity. What matters is that AI is part of how you work today and that you're actively raising your own bar on how to use it well.

As a fully remote organization (even before COVID!), applicants from almost anywhere are welcome. The team collaborates synchronously mostly from 9 AM – 2 PM PT and embraces asynchronous work to stay connected across time zones.

Join the mission to transform lives by simplifying money, together.

The Role

This organization is seeking a Principal, Strategic Operations to join the Ops team during a period of rapid growth. Reporting to the Head of Operations, this role will design, implement, and continuously improve the organization's operating system - ensuring company strategy translates into aligned decisions, effective planning, and reliable cross-functional execution. This role will partner closely with the founders and leadership team to build the operating mechanisms that help the organization scale with clarity rather than complexity.

Key Responsibilities

• Design and continuously improve the leadership operating system, including planning cadences, decision-making frameworks, and operating rhythms.
• Own the operating mechanics behind quarterly and annual planning, ensuring priorities, dependencies, and execution remain aligned across the organization.
• Drive execution of the company's highest-priority cross-functional initiatives by improving coordination, accountability, and follow-through.
• Build and evolve the operating mechanisms, documentation, and planning artifacts that enable teams to execute effectively at scale.
• Partner closely with founders and functional leaders to identify organizational friction, improve decision-making, and continuously strengthen how the organization operates.

Required Qualifications

• 7+ years of experience in Business Operations, Strategic Operations, Chief of Staff, Management Consulting, or a similar operational leadership role.
• Demonstrated experience designing or scaling operating systems, planning processes, or company-wide execution mechanisms in a high-growth environment.
• Experience partnering directly with founders and senior leaders on company-wide initiatives.
• Exceptional written communication skills and the ability to synthesize complexity into clear decisions, frameworks, and operating mechanisms.
• Strong systems thinking with the ability to identify root causes, simplify complexity, and design durable solutions.
• Outstanding judgment, executive presence, and the ability to influence senior leaders without formal authority.
• Proven ability to operate autonomously in ambiguous, fast-moving environments while maintaining an exceptionally high quality bar.
• Demonstrated AI Fluency: you use AI regularly in your work, have a clear point of view on where it helps and where it doesn't, and are continuously raising your own bar.

Preferred Qualifications

• Experience leading company planning (OKRs, annual planning, quarterly planning, etc.).
• Background in management consulting followed by an operating role.
• Experience supporting founder-led organizations through rapid scaling.
• Familiarity with tools such as Notion, Linear, Omni / Looker, Slack, and modern AI platforms (e.g., ChatGPT, Claude, Gemini).

Additional Information

• Work wherever you want! As a fully remote organization with no central office, the organization wants you to work wherever you are happiest and most productive. Whether that’s out of your home, a co-working space, or elsewhere.
• Competitive cash and equity compensation in a hyper growth, early stage company.
• Stipend to set-up your ideal working environment.
• Competitive Benefit Plans for employees based on your location (e.g. in the US, Medical, dental and vision benefits and the ability to contribute to a 401k plan are offered).
• Unlimited PTO.
• 3 day weekend every month! The "First Friday" every month is taken off to focus on rest, recuperation, or just having fun.

The hiring organization is an equal opportunity employer and values diversity. It does not discriminate on the basis of race, religion, color, national origin, sex (including pregnancy and gender identity), sexual orientation, age, marital status, veteran status, disability status, or genetic information.

Pursuant to applicable fair chance hiring laws, qualified applicants with arrest and conviction records will be considered for employment.