Business Operations Lead

About the role

Prelim is growing 2-3x annually and our platform powers account opening and onboarding for banks across the country. Our team is at a turning point: the informal systems that got us here won’t scale with where we’re headed next. Right now, the work of coordinating across teams, tracking projects, and keeping the company’s operational rhythm running falls on engineers, designers, and product leads. That’s not sustainable, and we know it.

Responsibilities

• Cross-team coordination. Maintain the picture of who's working on what across product, design, engineering, and implementations. Present staffing options when a new bank comes in.
• Workload visibility and risk tracking. Build and run a lightweight system for leadership to have a weekly view of team load, active work, and delivery risk. Surface early warning signs like stalled projects, overloaded teams, or unanswered customer concerns.
• Operational rhythm. Ensure leads syncs have agendas, cycle kickoffs happen on schedule, action items from meetings get tracked and followed up on, OOO plans are documented, and 90-day reviews get scheduled.
• Staffing and project coordination. Make sure projects are reassigned, employees go on PTO, and customer escalations are routed. Maintain the map of who covers what and update it in real time.
• Vendor and logistics management. Coordinate office space, software contracts, expense approvals, and travel bookings for offsites and team meetups in collaboration with People Operations.

Requirements

• 3-6 years of experience at a startup that scaled through the 15-to-80 person range.
• You've lived through the transition from "everyone does everything" to "we need real structure," and you know what works and what's overkill at each stage.
• You've held a role where you were responsible for cross-functional coordination.
• You're a strong writer and communicator. You'll create the operational documentation that doesn't exist yet, staffing plans, project trackers, meeting agendas, status reports, process docs.
• You're relentlessly organized without being bureaucratic. You add just enough structure that things don't fall through cracks, but you know the difference between useful process and process for its own sake.
• You're comfortable with ambiguity. In the first month, you might be updating a project board, chasing down a dropped support ticket, organizing travel for an offsite, and building a staffing spreadsheet, all in the same day.
• You're direct and unintimidated. You'll need to tell a team lead "your team is overloaded and we need to cut something" and tell the founder "you committed to something we don't have capacity for."

Qualifications

• Experience in B2B, enterprise software, or fintech.
• Familiarity with tools like Linear, Notion, Pylon, Mixpanel.
• Experience supporting a technical team (engineering, design, product).

Skills

• Strong organizational skills.
• Excellent communication and writing skills.
• Ability to handle ambiguity and prioritize tasks effectively.
• Experience with project management tools.
• Comfortable with direct feedback and decision-making.

Benefits

• Equity
• Sponsored 401K
• Parental leave
• Full coverage of health, vision, and dental insurance
• Unlimited PTO
• Remote work stipend
• Life-style stipend
• Twice-yearly company retreats

Pay

Competitive salary commensurate with experience.

Schedule

Full-time, remote position.