Strategic Initiatives Associate

Biz2Credit; New York (NY); On-site; USD 90,000 - 130,000; Full time

Job summary

Biz2Credit is seeking an exceptionally analytical Strategic Initiatives Associate to join the Office of the CEO in New York. You will act as a force-multiplier across the C‑suite, Partnerships, and Product, driving cross-functional alignment and operational execution.

Designed for 2–5 years' experience in management consulting, corporate strategy, or fintech product operations, this role bridges strategic directives with day-to-day implementation, shaping GTM and partner onboarding strategies

Qualifications

• 2–5 years of professional experience in strategy or fintech operations.
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Responsibilities

• Support CEO-facing discussions and track executive deliverables.

Skills

Strategic thinking

Analytical rigor

Communication

Executive presence

Independent work

Education

Bachelor’s degree in Business/Finance/Engineering

MBA (in progress/completed)

Tools

Excel

Tableau

SQL

Jira

Trello

Job description

At Biz2Credit, we look for individuals who are ready to join a dynamic and innovative fintech company on a mission to change the lending landscape for small businesses. Our values of Collaboration, Responsibility, Empowerment, Disruption, Innovation, and Trust guide everything we do, and our purpose of helping small businesses succeed drives us forward.

As a company, we believe that with the right tools and support, small business owners can achieve their dreams, and we're here to make that happen. That's why we're dedicated to developing cutting-edge solutions, like our Biz2X platform, a fully configurable SaaS solution that leverages artificial intelligence and machine learning to make lending more efficient, effective, and accessible.

But we're more than just another FinTech company. We're a team of individuals who bring their unique personalities, backgrounds, and experiences to work every day. We believe that diversity makes us stronger, and that's why we value a culture that is inclusive and supportive. We're looking for people who are excited about the opportunity to make a difference, who want to work in an environment that is both challenging and fun, and who are eager to bring their whole selves to work.

So, if you're someone who is eager to join a company that is making a real impact, who values a positive and inclusive workplace culture, and who is ready to be a part of a team that is changing the lending landscape, we want to hear from you. Come join us and be a part of something truly special at Biz2Credit.

About the Role

We are seeking an exceptionally analytical, proactive, and operationally sharp Strategic Initiatives Associate to sit within the Office of the CEO and act as a central hub across our executive leadership ecosystem. In this role, you will serve as a force-multiplier for the CEO, driving cross-functional alignment across our C-suite, Partnerships, and Product divisions.

Designed for a high-performing professional with 2 to 5 years of experience (such as ex-management consulting, corporate strategy, or fintech product operations), this role bridges high-level strategic directives with day-to-day operational execution. You will help structure leadership directives, collaborate with Partnerships to sharpen go-to-market (GTM) client targeting and onboarding strategies, and champion the post-onboarding client experience for our Biz2X enterprise partners.

Key Responsibilities

• CEO & Executive Support: Support the CEO in preparing for key strategic discussions, tracking executive deliverables, and managing day-to-day priorities across leadership teams.
• GTM & Partnership Alignment: Work with Partnerships to build actionable, data-backed frameworks for target client selection, pipeline prioritization, and partner onboarding workflows.
• Biz2X Client Experience: Monitor platform performance and user adoption metrics post-onboarding, translating client feedback into functional product requirements for engineering and design teams.
• Cross-Functional Sprint Management: Track key strategic initiatives across business units (Product, Risk, Engineering, Partnerships), ensuring cross-departmental projects remain on schedule.
• Strategic Analysis & Modeling: Build decision matrices, conduct competitive benchmarking, and design executive dashboards to provide actionable insights for C-suite decision-making.

Qualifications

• Experience: 2–5 years of professional experience, ideally in top-tier management consulting, corporate strategy, strategic operations, or tech/fintech product operations.
• Education: Bachelor’s degree in Business, Finance, Engineering, or an analytical field; an MBA or master’s degree in progress/completed is a plus.
• Strategic & Analytical Rigor: Proven ability to break down complex problems, analyze transaction/user data, and communicate technical/business tradeoffs clearly to leadership.
• Communication & Executive Presence: Exceptional written and verbal communication skills with the ability to interface effectively with C-suite executives and external enterprise clients.
• Technical Comfort: Familiarity with software ecosystem concepts (SaaS metrics, APIs, user journey mapping) and comfort navigating data/project tools (Excel, Tableau, SQL, Jira, or Trello).
• Mindset: High emotional intelligence, intense organizational skills, adaptability, and the ability to operate independently in a fast-paced environment.