Business Operations Associate / Senior Associate

axial; New York (NY); On-site; USD 75,000 - 115,000; Full time

Job summary

Axial, a NYC-based fintech platform transforming private capital markets, is seeking a Business Operations Associate to support go-to-market operations and data-driven growth. Reporting to the Business Operations Lead, you’ll collaborate with the VP of Operations and leadership across GTM enablement, analytics, automation, and special projects.

You’ll help improve day-to-day execution, target campaigns, build reports, and drive cross-functional initiatives using Salesforce, HubSpot, Outreach,

Qualifications

• 2–5 years in Business or GTM Operations, finance, consulting, or another analytical/execution role.
• Candidates from sales or customer success with strong analytical ability and operational ownership will be considered.

Responsibilities

• GTM Systems Enablement: optimize Salesforce, HubSpot, Outreach, Gong and related tools.
• Workflow Automation: build automations with n8n, Zapier, Clay, and Claude Code/Cowork.
• Reporting: create robust dashboards to improve visibility across the member journey.
• Data Analysis: identify trends and provide actionable insights for decision making.
• Strategic Targeting and Campaign Operations: build targeted lists and support outreach messaging.
• Special Projects: lead cross-functional initiatives to improve processes and efficiency.

Skills

GTM Operations

Data Analysis

Sales Enablement

Cross-functional Collaboration

Tools

Salesforce

HubSpot

Outreach

Gong

Job description

Team: Business Operations

Reports to: Business Operations Lead

Location: New York City

In-office: 3 days per week (Tuesday, Wednesday, Thursday)

About Axial

Axial's mission is to unleash the power of private capital markets for entrepreneurs - and we're doing so by building an online platform that is transforming American small business M&A.

Founded in 2009, Axial is an NYC-based financial technology platform serving more than 10,000 participants in the private-company M&A market, including private equity firms, corporate acquirers, boutique investment banks, and business owners looking to sell their companies.

In 2025, approximately half of the U.S. SMBs - companies generating between $5 million and $150 million in revenue - that explored an M&A exit used Axial, resulting in more than 3 million buyer-seller connections across 12,500+ deals.

We're a lean, high-conviction team building category-defining products for a market that moves quickly and trusts carefully. That demands speed, judgment, and a high standard of execution.

Role Overview

We are looking for an outstanding Business Operations Associate / Senior Associate to contribute to the day-to-day GTM operations and growth of the company. Reporting to Axial's Business Operations Lead, you will work closely with the VP of Operations and leadership team across go-to-market operations, GTM enablement, data analysis, workflow automation, and special projects.

The primary focus of this role will be enabling Axial's go-to-market team. The GTM team is Axial's sales and account management organization, responsible for winning new business and growing existing relationships across our sell-side, buy-side, and business owner member segments.

You will serve as a key link between Business Operations and GTM, helping align teams, improve day-to-day execution, and move important initiatives forward. Your work will span process improvement, reporting, strategic targeting, campaign support, data analysis, and tools such as Salesforce, HubSpot, Outreach, and Gong. You will also have regular opportunities to experiment with AI, automation, and tools such as n8n, Zapier, Clay, and Claude Code/Cowork.

Success in this role means making Axial's GTM organization more productive, data-informed, and operationally consistent. Over time, you will be expected to identify opportunities independently and own solutions from diagnosis through implementation.

Axial is a fast-paced environment. It is important that you quickly develop broad subject-matter expertise, take ownership of initiatives, and demonstrate sound judgment, high ethical standards, and an ability to collaborate across teams. The core of this role is someone who is enthusiastic, a quick learner, a critical thinker, and a proactive source of new ideas.

Responsibilities

• GTM Systems Enablement: Use systems such as Salesforce, HubSpot, Outreach, Gong, and related tools to strengthen Axial's go-to-market motions. Improve configuration, internal training, workflows, and data hygiene to increase the accuracy, efficiency, and consistency of day-to-day GTM execution.
• Workflow Automation: Build and maintain automations that improve productivity and create more consistent GTM processes. Use tools such as n8n, Zapier, Clay, and Claude Code/Cowork to connect systems, enrich data, streamline recurring work, and support scalable execution across the GTM organization.
• Reporting: Improve visibility across the member journey, from acquisition and onboarding through engagement and retention, by building and maintaining robust reporting. Your work will help teams better understand performance, identify opportunities, and deliver a more consistent and valuable member experience.
• Data Analysis: Use data to answer important business questions and support strategic decision-making across our go-to-market efforts. Identify meaningful trends, develop actionable insights and recommendations, and present findings clearly to facilitate informed discussion.
• Strategic Targeting and Campaign Operations: Support Axial's growth by building targeted account and contact lists that support successful outreach campaigns. Analyse market segments to identify and prioritise high value opportunities across industries, geographies, and member cohorts. You will also contribute to campaign strategy and the writing of outreach messaging.
• Special Projects: Own cross-functional projects that require strong analysis, thoughtful project management, and creative problem-solving. Evaluate new tools and approaches, improve existing processes, and support strategic initiatives that strengthen Axial's execution and operational efficiency.

Qualifications

Experience: 2-5 years of professional experience in Business or GTM Operations, finance, consulting, or another analytical and execution-oriented role. We will also consider exceptional candidates from sales or customer success who have demonstrated strong analytical ability, operational ownership, an