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.

This is an ideal role for someone looking to transition from finance or consulting into a high-impact operating role in a pre-IPO environment, with significant exposure to senior leadership, customers, and cross-functional teams.

You will be a generalist wearing a lot of hats, essentially operating as the chief of staff for the GM of the Fintech segment.

What you’ll do

Revenue & Customer Execution

• 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

Pipeline & Operating Cadence

• 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

What you bring

Experience

• 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)

We hire curious builders who

• Take ownership and operate with a “founder mentality”
• Are deeply customer-focused and connect their 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

Why This Role

• High visibility and direct exposure to GTM leadership
• Opportunity to transition into revenue, strategy, or operational roles
• Build deep expertise in fintech, identity, and fraud
• Play a critical role in scaling a high-growth business
• Reports to Charlie Kroll, 2x fintech founder and GM of Socure’s Fintech segment

Socure is an equal opportunity employer that values diversity in all its forms within our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

If you need an accommodation during any stage of the application or hiring process—including interview or onboarding support—please reach out to your Socure recruiting partner directly.…