Business Operations Manager

About Finalytics

Finalytics.ai is the behavioral intelligence platform that helps credit unions and community banks turn their digital channels into personalized high-converting member experiences. We are a back-to-back Finovate Best of Show winner (2025 and 2026) building the technology that lets community financial institutions compete with the largest fintechs on experience while keeping the trust that makes them different.

About the role

We are hiring a sharp resourceful right hand to the CEO. This is a true generalist role: you will keep the business running across operations marketing people and legal coordination and you will be the face of Finalytics at industry events.

Some days that means running our calendar inbox travel and meeting prep. Other days it means staffing our booth at a conference and explaining what we do to credit union executives onboarding a new hire or moving a contract through to signature. The common thread is ownership. We want someone we can hand a half-formed ambiguous task and trust to figure it out and run it all the way to the finish with very little direction.

What you will own

Conferences and events

- Run our presence at industry conferences end to end: logistics shipping booth setup scheduling and post-event follow-up.

- Travel to events and represent Finalytics on site including staffing the booth and starting conversations with the right prospects.

- Learn our product and market well enough to explain clearly and credibly what we do and why it matters.

- Capture leads and make sure nothing slips through the cracks after the event ends.

Marketing execution

- Coordinate and keep current our marketing collateral: presentations one-pagers and event materials.

- Help run our social and content cadence and keep our CRM clean and organized.

- Keep marketing projects moving owned and on schedule.

Executive support

- Own the CEO's calendar inbox triage and travel.

- Prepare briefing materials and agendas ahead of key meetings so every conversation is well prepared.

- Track action items and follow-ups and make sure they get done.

People and HR operations

- Run onboarding and offboarding so new team members start strong and everything is handled.

- Coordinate recruiting: schedule interviews manage candidate communication and keep the hiring process moving.

- Administer benefits PTO and our HR and payroll systems.

- Maintain the employee handbook and people records and help support day-to-day compliance in coordination with the CEO and outside experts.

- Help plan the team and culture moments that keep a distributed group connected.

Legal and contract operations

- Manage the contract pipeline from draft to signature and keep everything organized and on track.

- Coordinate with outside counsel and prepare first drafts and clean-up edits for their review.

- Organize NDAs vendor agreements order forms and renewals and flag key dates and obligations before they come due.

- Run e-signature workflows and maintain a clean searchable record of everything executed.

Internal coordination

- Keep internal communication flowing and help the team stay aligned on what is happening and what is due.

- Be the person who notices what is slipping and quietly fixes it before it becomes a problem.

What we are looking for

- You are smart resourceful and high judgment. Hand you an open-ended problem and you find the right answer and run it without hand-holding.

- You are an excellent communicator in writing and in person and you are comfortable and polished in front of senior executives.

- You are exceptionally organized and detail oriented. Things do not fall through the cracks on your watch.

- You can learn a sophisticated product quickly and explain it simply.

- You are happy to travel to conferences and events which cluster in spring and fall (roughly six to ten a year).

- You handle confidential people financial and legal matters with complete discretion.

Nice to have

- Experience in fintech financial services or B2B SaaS.

- People operations HR or recruiting coordination experience.

- Contract administration or legal operations experience.

- Familiarity with HubSpot an HRIS or PEO (such as Gusto Rippling or Justworks) and e-signature tools.

- Comfort with content and design tools such as Canva or Figma.

- Event or trade show experience.

The details

- Compensation: $110000 to $150000 base depending on experience.

- Location: Remote (US) with travel or hybrid in San Francisco.

- Travel: Approximately 25 to 40 percent during peak conference months lighter the rest of the year.

- Reports to: CEO.

How to apply

Email your resume to [email protected] along with two or three sentences on a time you were handed something messy and made it work. We read those first.