Strategy Operations Lead

San Francisco, CA

CircleUp is a technology company that leverages Helio, its own proprietary data aggregation and machine learning platform, to power each of its three business lines today – Equities, Credit, and a newly launched SaaS offering. CircleUp is bringing the data-driven revolution that occurred in the public markets to the private markets, starting with consumer & retail. Along with existing high-performing equity and credit funds, we are launching a brand new SaaS business for external customers, enabling better decision-making for investors, companies, retailers, and more. CircleUp’s mission is to help entrepreneurs thrive by giving them the capital and resources they need. By providing access to our insights externally, we plan to exponentially increase our impact on entrepreneurs. 

We are seeking a Strategy Operations Associate to accelerate our velocity of strategic decision-making and uplevel our standards for operational excellence. This person will work closely with the CEO, CFO and broader executive team to lead the early exploration, design and implementation of mission critical initiatives across the organization. This includes standing up strategic projects such as the investigation of new business opportunities as well as implementing operational improvements that enable our existing businesses to scale. The ideal candidate will be results-oriented, data-driven, collaborative, and eager to tackle ambiguous problems. The role will be extremely fast paced and change by day by day.


CircleUp was recently honored as one of Fast Company's Top 10 Most Innovative Companies in Data Science and has been named a CB Insights FinTech 250, a Top 5 Most Disruptive Company in Finance by CNBC, and to the Forbes FinTech 50. Founded in 2012, CircleUp is headquartered in San Francisco and backed by Union Square Ventures, GV, Canaan Partners, QED Advisors, and others.


  • Work with C-suite to deliver on top company objectives through execution of strategic initiatives and development of operational best practices
  • Participate in high-level strategy through deep involvement in day-to-day operations, including identifying and resolving operational challenges often on an ad hoc basis 
  • Conduct research and solicit input from various stakeholders to provide thought leadership and formulate recommendations that enable leaders to make informed decisions and act quickly 
  • Drive cross-functional alignment and coordination among teams to stand up strategic projects with customer-focused business outcomes 
  • Optimize and manage corporate-level processes that enable accountability as we scale, including continued focus on quarterly OKRs, monthly business reviews, and annual planning  
  • Manage agenda and content for executive- and Board-level discussions; identify key strategic topics, prepare discussion materials, and establish and track action items and owners 
  • Support CEO and CFO in developing and delivering on internal communications strategy for key constituents, and in managing interactions with external stakeholders 

Successful candidates will ideally possess:

  • 3-5 years of experience in management consulting or corporate strategy at a large tech company, and ideally 2+ years of experience at a high-growth startup 
  • Strong product or project management skills with an ability to identify problems and opportunities and take strategic or operational ideas from conception to launch
  • Strong relationship management skills. Proven ability to work with and influence a diversity of stakeholders at all levels internally and externally 
  • Ability to operate independently in a fast-paced environment and think strategically about trade-offs and prioritization of projects
  • A strong sense of hustle. Energized when making sense of chaos and handling urgent matters 
  • Strong written and oral communication skills, with experience creating executive-level presentations
  • Ability to process information quickly, think analytically, and apply structure / frameworks to unstructured problems
  • Dedication to metrics, operational efficiency, and process
  • Familiarity with private investing, machine learning technology, CPG and/or SaaS industries, and SQL a plus 

Personal Qualities:

  • Strong growth mindset and deep desire to grow both personally and professionally
  • Proactive and organized self-starter who runs through walls to solve complex problems 
  • Exceptional integrity, highly intelligent and strong work ethic
  • High degree of maturity and discretion, with ability to handle sensitive information 
  • The humility to roll up your sleeves and do what it takes to get the job done
  • Passion for data-driven decision-making and creating impact at scale 
  • Persistence typically associated with being a founder. This trait will not only serve you well in building CircleUp but also in interacting with the founders we are here to serve.

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