Business Operations Lead

Prelim Inc.

Job Overview

Location

San Francisco

Job Type

Full-time

Full Job Description

📋 Description

• Build and implement operational infrastructure from scratch to support a fast-growing fintech startup scaling from 15 to 80+ employees, eliminating ad hoc processes currently handled by engineers and product leads.
• Own cross-team coordination across product, design, engineering, and implementations, maintaining real-time visibility into team capacity and assigning work based on availability rather than founder memory or Slack DMs.
• Design and maintain a lightweight, scalable system for tracking workload, active projects, and delivery risks across all teams, surfacing early warning signs like stalled initiatives, overloaded teams, or unaddressed customer concerns before they escalate.
• Establish and enforce the company’s operational rhythm by owning meeting cadences, documenting agendas, tracking action items, scheduling 90-day reviews, and ensuring all OOO plans are recorded and visible.
• Manage staffing and project handoffs dynamically—reallocating work when team members go on PTO, resolving coverage gaps during escalations, and updating team coverage maps in real time to prevent dropped tasks.
• Handle vendor and logistics operations including office space coordination, software contract management, expense approvals, and travel booking for offsites and team meetups in partnership with People Operations.
• Create all operational documentation that currently does not exist: staffing plans, project trackers, meeting templates, status reports, and process guides—all written clearly and concisely to ensure adoption.
• Balance structure and agility by introducing just enough process to prevent failures without creating bureaucratic overhead; prioritize usefulness over formality.
• Work directly with the founder and team leads daily, providing direct, thoughtful feedback on capacity constraints, overcommitments, and misaligned priorities without overstepping into product or people management decisions.
• Operate with high autonomy in ambiguity, juggling diverse daily tasks such as updating project boards, chasing support tickets, organizing travel, and building staffing spreadsheets without predefined workflows.
• Serve as the central hub for operational visibility, ensuring the founder no longer serves as the default point of contact for answering “who’s covering this?” or “what’s the status?”
• Enable scalable growth by transforming reactive, manual processes into repeatable systems that reduce friction, improve response times, and preserve team bandwidth for core product work.
• Ensure that operational excellence becomes embedded in the company’s DNA: within six months, new bank onboarding staffing decisions take minutes instead of weeks, and risks are flagged proactively via regular reports.
• Maintain complete ownership over operational systems while explicitly not managing people, making product decisions, or doing the hands-on work of engineers, designers, or support staff.
• Collaborate across departments with directness and professionalism, including delivering difficult messages about capacity limits to team leads and founder-level commitments to leadership.

🎯 Requirements

• 3-6 years of experience at a startup that scaled from 15 to 80+ employees, having lived through the transition from informal to structured operations
• Proven track record in cross-functional coordination, previously holding roles such as ops manager, business operations, chief of staff, or program manager
• Strong written and verbal communication skills, with ability to create clear, actionable operational documentation and processes
• Relentlessly organized with the discipline to add structure without creating bureaucracy
• Comfort with ambiguity and ability to manage multiple high-priority tasks daily without predefined systems
• Direct and unintimidated communication style, capable of giving honest feedback about capacity and commitments to team leads and leadership

🏖️ Benefits

• Equity compensation
• Sponsored 401(k)
• Parental leave
• Fully paid health, vision, and dental insurance
• Unlimited PTO
• Remote work stipend
• Lifestyle stipend
• Twice-yearly company retreats
• Periodic team meetups in NYC and San Francisco

Skills & Technologies

Senior

Remote

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Prelim Inc.

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About Prelim Inc.

Prelim provides a digital onboarding platform that enables banks and credit unions to open accounts online. The software streamlines customer and business account opening workflows, integrates with core banking systems, and automates identity verification, document collection, and compliance checks. Its low-code workflow builder allows institutions to customize application forms and processes without extensive IT resources, reducing abandonment rates and operational costs while meeting regulatory requirements.

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