Business Operations Associate

About the role

Cardless is a fast-moving consumer fintech that makes it easy for the world's largest brands to build credit cards into their ecosystems. This role exists to ensure that high-stakes conversations land well. You will support the execution of day-to-day operations, prepare materials for key external meetings, and keep cross-functional work moving.

What You Will Do

• Build Decks and Meeting Materials
• Own the production of presentation materials for partner meetings, quarterly business reviews, board meetings, and investor updates — from first draft to final polish.
• Translate rough inputs into clean, structured decks with a clear narrative arc.
• Work directly with the go-to-market team to prepare for high-visibility external conversations.
• Understand the audience, anticipate the questions, and make sure the materials are airtight before anyone walks in the room.
• Maintain and iterate on recurring materials such as partner-facing templates, internal scorecards, and QBR frameworks so they stay current and consistent.
• Support Operating Cadence
• Prepare agendas, pre-reads, and follow-up materials for recurring meetings: leadership syncs, cross-functional reviews, and partner QBRs.
• Track action items, decisions, and open questions across workstreams.
• Close the loop by ensuring commitments are documented and followed through.
• Own the logistics and preparation behind key internal planning moments, including quarterly strategy reviews and annual planning.
• Synthesize and Communicate
• Compile partner feedback, meeting notes, and cross-functional inputs into clear written summaries that help leadership make faster, better-informed decisions.
• Draft memos, one-pagers, and briefing documents for internal and external use.
• Write with precision: no buried lede, no filler, no ambiguity. Distill complex business situations into the two or three things that actually matter, and present them in a form that drives alignment rather than debate.

What We Are Looking For

• Experience: 3–5 years of professional experience, with a strong preference for backgrounds in management consulting or investment banking. Operations, finance are also relevant.
• Skills and Competencies:
• Deck-Building and Visual Storytelling: You know how to structure a narrative, make a slide scannable, and build a deck that moves an audience through a decision. You have strong instincts for what belongs and what doesn’t.
• Written Communication: You write with clarity and economy. Your memos and summaries don’t need editing. You can take a complex situation and reduce it to its essential elements without losing nuance.
• Structured Execution: You bring order to ambiguity. You can take a meeting that ends without resolution and convert it into a clear next step. You are organized, dependable, and accountable.
• Analytical Thinking: You are comfortable pulling numbers together, identifying what matters, and presenting data in a way that makes the takeaway obvious. You don’t need to be a data scientist, but you can’t be afraid of a spreadsheet.
• Low Ego, High Output: You care about the work, not the credit. You are happy to be the person behind the scenes making things run. You don’t need to own the strategy; you need to make sure it gets executed.
• Discretion: You handle sensitive information with maturity. You work closely with leadership and will have visibility into things that are not for broader circulation.

Why This Role

• The company has found product-market fit, raised the capital to scale, and is now executing against a clear roadmap to profitability.
• This role offers direct exposure to the founders at a moment when the decisions being made will shape the next chapter of the company.

Compensation

This role has an annual starting salary range of $140,000–$175,000 + equity + benefits. Actual compensation is influenced by a wide array of factors including but not limited to skills, experience, and specific work location.

Benefits

• Meaningful start-up equity
• 100% health, vision & dental primary coverage ➕ 75% health, vision & dental dependent coverage
• Catered lunches
• $250/month Commuter benefit
• Team building events & happy hours
• Flexible PTO with a minimum of 15 days off per year
• Apple equipment
• 401k plan

Location

We are headquartered in San Francisco, CA, with a beautiful office in Jackson Square. This role is in-office 5 days a week.