Operations Lead

Recruiting From Scratch; Campbell, New York (CA, NY); On-site; USD 100,000 - 180,000; Full time

Job summary

A fast-growing startup at the intersection of AI and finance seeks an Operations Lead to spearhead internal projects and client initiatives. This high-visibility role offers significant ownership and the chance to shape core company infrastructure. Ideal candidates will have 3+ years of experience in consulting or operations and exceptional analytical skills. Competitive salary and equity options available.

Benefits

Equity options

Health, dental, and vision benefits

Visa sponsorship available

Career growth opportunities

Qualifications

• 3+ years of experience in consulting, investment banking, or operations.
• Proven ability to work cross-functionally and manage complex projects.

Responsibilities

• Lead cross-functional projects spanning product, engineering, and client success.
• Design and improve internal processes for efficient scaling.

Skills

Analytical Skills

Communication

Project Management

Attention to Detail

Tools

Notion

Airtable

Job description

Who is Recruiting from Scratch:

Recruiting from Scratch is a premier talent firm that focuses on placing the best product managers, software, and hardware talent at innovative companies. Our team is 100% remote and we work with teams across the United States to help them hire.

About the client:

Title of Role: Operations Lead
Location: New York City, NY
Company Stage of Funding: Early-Stage Venture (Backed by Top-Tier Investors)
Office Type: Onsite, 5 Days a Week
Salary: $100,000 – $180,000 USD (Depending on Experience)

Company Description

Our client is a fast-growing startup at the intersection of AI and finance, building the next generation of intelligent tools for institutional investors and analysts. They are creating cutting-edge digital coworkers—AI-powered agents that enhance decision-making and increase efficiency in financial operations.

The company is backed by leading venture firms and collaborates closely with both world-class research institutions and top-tier financial partners. As they enter a high-growth phase, they’re building out their foundational team with key operators who can thrive in fast-paced, high-impact environments.

What You Will Do

As an Operations Lead, you will work closely with the Head of Operations to spearhead internal projects and external client initiatives. You’ll take ownership of strategic operational workflows that support both company-wide scaling and customer deployment of AI agents.

You will:

• Lead cross-functional projects spanning product, engineering, client success, and strategy

• Design and improve internal processes to ensure the company scales efficiently

• Support the onboarding and integration of clients using AI-driven tools

• Work directly with leadership to identify bottlenecks and create high-impact solutions

• Contribute to go-to-market and partnership execution efforts

• Build dashboards, reports, and systems to keep stakeholders aligned and informed

This is a high-visibility role with significant ownership and a chance to shape core company infrastructure from the ground up.

Ideal Candidate Background

• 3+ years of experience in consulting, investment banking, operations, or strategic roles at a fast-growing company

• Proven ability to work cross-functionally and manage complex projects

• Exceptional analytical and communication skills

• Strong attention to detail and a bias for action

• Comfortable with ambiguity and shifting priorities in a dynamic environment

• Interest in AI, finance, and the future of work

Preferred

• Prior experience at a high-growth startup

• Exposure to fintech, financial services, or enterprise SaaS

• Familiarity with tools like Notion, Airtable, or other no-code/low-code platforms

• Basic understanding of AI, LLMs, or financial modeling is a plus (not required)

Compensation and Benefits

• Competitive base salary ranging from $100,000 to $180,000 depending on experience

• Equity options in a high-growth, venture-backed company

• Health, dental, and vision benefits

• Visa sponsorship available (including transfer)

• Opportunity to work onsite with a collaborative, ambitious, and tight-knit team in New York City

• Career growth in a pivotal role with direct impact on company trajectory