Business Operations Associate

Join Cardless, a fast-moving fintech company, as a Business Operations Associate. In this execution-focused role, you will support day-to-day operations, prepare materials for key external meetings, and keep cross-functional work moving. You will work directly with the President and have direct exposure to the founders at a pivotal moment in the company's growth.

• Producing presentation materials for partner meetings, quarterly business reviews, board meetings, and investor updates.
• Preparing agendas, pre-reads, and follow-up materials for recurring meetings, tracking action items, decisions, and open questions across workstreams.
• Compiling partner feedback, meeting notes, and cross-functional inputs into clear written summaries that help leadership make faster, better-informed decisions.
• You will be well-suited for this role if you came up through consulting or investment banking, know how to build a 10-slide deck that actually gets read, and want to apply those skills in a high-growth operating environment where the work is real and the stakes are high
• 3–5 years of professional experience, with a strong preference for backgrounds in management consulting or investment banking. Operations, finance are also relevant
• A track record of building presentation materials that get used, not just delivered — you know what a good slide looks like, and you know the difference between a deck that informs and one that persuades
• Experience supporting senior leaders in high-stakes settings: preparing them for important meetings, managing follow-through, and keeping complex work organized
• Exposure to financial services or fintech is a plus, but not required. Intellectual curiosity about the space is required
• 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
• 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
• 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
• Discretion: You handle sensitive information with maturity. You work closely with leadership and will have visibility into things that are not for broader circulation
• 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
• 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