Strategic Operations Lead, Fintech

About the role

We are hiring a Strategic Operations Lead, Fintech to serve as a force multiplier for our Fintech segment, which supports hundreds of the largest and most sophisticated fintechs in the world like Chime, SoFi, Revolut, Varo, Dave, and Credit Karma. This role sits at the intersection of GTM execution and strategy—supporting leadership by driving operational rigor, enabling customer-facing deliverables, developing AI tooling, and identifying opportunities to accelerate growth.

Responsibilities

• Own project management of key deliverables including QBRs, roadshows, renewals, POV readouts, and RFPs
• Support renewal strategy through sensitivity modeling, pricing analysis, and risk identification
• Partner on white space analysis to identify expansion opportunities across accounts
• Lead efforts to maintain rigorous pipeline hygiene and reporting accuracy
• Drive operating cadence (weekly team meetings, deal reviews, internal QBRs)
• Track follow-ups and ensure accountability across the pod
• Cross-functional Leadership: Act as liaison with Marketing on campaign planning, execution, and performance tracking; Coordinate event targeting, invites, and post-event follow-up; Partner with Sales, Solutions Consulting, Customer Success, RevOps, and Finance to ensure aligned execution
• Operational Excellence & Strategy: Identify process gaps and drive continuous improvement initiatives; Support development and implementation of AI tools and automation strategies; Handle ad-hoc operational needs
• Pod Leadership: Enablement; Provide day-to-day leverage for pod leaders through scheduling, prioritization, and project tracking; Take ownership of ambiguous, high-impact initiatives and drive them to completion

Requirements

• 2–4 years of experience (or 1–2 years post-MBA) in consulting, investment banking, private equity, or other a highly analytical role
• Experience working in demanding, high-performance environments

Skills & Attributes

• Highly analytical with strong financial modeling and problem-solving skills
• Exceptional communication and stakeholder management abilities
• Strong organizational skills with the ability to manage multiple priorities
• High attention to detail with a bias toward action
• Mindset (What Success Looks Like At Socure): Take ownership and operate with a “founder mentality”; Be deeply customer-focused and connect your work to revenue outcomes; Thrive in ambiguity and move quickly to solve problems; Continuously learn, iterate, and improve; Understand how the full business (Product, GTM, Data Science) connects to drive results