Data Operations Associate

Capitolis; San Francisco (CA); On-site; USD 110,000 - 170,000; Full time

Job summary

Middesk is seeking a systems and process expert to scale internal operations infrastructure while maintaining product quality and performance.

The role focuses on automating workflows, analyzing data, and partnering with cross-functional teams to bring new procedures from concept to reality.

Qualifications

• Two+ years of experience in consulting, finance, strategy, or business operations.
• Ability to design, scale, and maintain high-volume processes, with a focus on data-driven systems.
• Experience using data to derive insights, drive action, and solve problems; SQL and dashboards preferred.

Responsibilities

• Become an expert in the data powering our products and ensure data remains accurate and current.
• Design, operate, and streamline high-volume fulfillment workflows to deliver client outcomes.
• Automate recurring operational work and measure time and cost savings.
• Build dashboards and analyses to monitor data and fulfillment performance and identify improvements.
• Collaborate with Engineering, Sales, Product, and Customer Experience to launch products and refine processes.
• Partner with Finance to find inefficiencies and propose cost-benefit solutions.

Skills

SQL

Data analysis

Dashboard design

Process design

Cross-functional collaboration

Job description

About Middesk:

Middesk is building the data and intelligence infrastructure that helps businesses work together with confidence. We started by creating a comprehensive platform for understanding businesses, bringing together authoritative and proprietary data to help customers verify business identities, onboard customers faster, and manage risk throughout the customer lifecycle.

Today, Middesk is used by more than 700 banks and fintechs, and in 2025 we verified more than 7 million companies. We've also expanded beyond business verification to help companies form, register, manage, and maintain their businesses, supporting more than 50,000 companies in setting up over 100,000 accounts required to hire employees, run payroll, and stay compliant.

Middesk came out of Y Combinator, and is backed by Sequoia Capital, Accel, Insight Partners, and Canapi. We're proud to be named on the Forbes Fintech 50 and Best Startup Employers lists.

The Role

We have rapidly expanded our product suite, and the operational surface area needed to support it has grown with it. We are looking for a systems and process expert to help us scale our internal operations infrastructure gracefully and at a reasonable cost, while we maintain product quality and performance. That same person should be adept at taking things from concept to reality when the need for new products or procedures arises.

If you want to have a large impact on a growing product, and to work in a fast-paced environment, we would like to talk with you.

What You'll Do

• Become an expert in the data that powers our products, and in everything it takes to keep that data accurate and recent.

• Design, operate, and streamline high-volume fulfillment workflows that deliver successful client outcomes.

• Automate recurring operational work so that it runs without manual intervention, and measure the time and cost that you remove.

• Build the dashboards and analyses that show how our data and fulfillment processes perform, and use them to find the largest improvement opportunities.

• Work cross-functionally with Engineering, Sales, Product, and Customer Experience to launch new products, improve existing processes, and create multi-team procedures.

• Partner with Finance to find operational inefficiencies and propose solutions that weigh financial and operational cost against benefit.

What We're Looking For

• At least two years of experience in consulting, finance, strategy, or business operations.

• Experience that shows you can design, scale, and maintain high-volume processes, with a focus on software-driven systems.

• Experience that shows you can use data to find insights, drive action, and solve problems. We strongly prefer candidates who understand SQL and build dashboards.

• The ability to use operational expertise to advise Product and Engineering teams on turning processes into internal and external products.

Nice to Haves

• Experience at a B2B SaaS startup or a financial services company.

• Exposure to vendor management or to leading outsourced teams, or an interest in growing into that work.

• Exposure to unit-cost tracking for operational and fulfillment processes.

• Experience that automates manual work with scripting, workflow tools, or AI-assisted tooling.

Middesk is committed to equal treatment and opportunity in all aspects of recruitment, selection, and employment without regard to gender, race, religion, national origin, ethnicity, disability, gender identity/expression, sexual orientation, veteran or military status, or any other category protected under the law.

Middesk is an equal opportunity employer; committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.

We are committed to providing a positive interview experience for every candidate. If any accommodations are needed during the interview process, please let us know by contacting [e-mail].