Join to apply for the Startup Executive Operations Lead ️ (FinTech | Founder Support & Customer Success | Remote) role at Goodwork Join to apply for the Startup Executive Operations Lead ️ (FinTech | Founder Support & Customer Success | Remote) role at Goodwork Goodwork is recruiting for an American-based fintech startup that's revolutionizing how families build generational wealth. What makes this opportunity interesting? Join a well-funded US fintech startup revolutionizing generational wealth building Work directly with a successful Founder who has previously scaled and exited a tech company Own critical initiatives across Founder support, operations, and customer success with real impact Goodwork is recruiting for an American-based fintech startup that's revolutionizing how families build generational wealth. What makes this opportunity interesting? Join a well-funded US fintech startup revolutionizing generational wealth building Work directly with a successful Founder who has previously scaled and exited a tech company Own critical initiatives across Founder support, operations, and customer success with real impact About the Company We’re a mission-driven fintech startup addressing a defining challenge: we’re the first generation to be financially worse off than our parents. Our mission: to empower families to build generational wealth together through innovative, automated investing. We're building the first multiplayer finance platform that helps families build generational wealth together through automated investing. Our web and mobile platform simplifies investing with fully managed portfolios, automated contributions, rollovers, and transparent pricing. By combining the benefits of education savings and retirement planning, we make it easier for families to secure their children’s financial futures. In addition to our direct-to-consumer platform, we offer a B2B API, enabling partners to seamlessly integrate our investment products into their ecosystems. We operate a fully managed back office with U.S. and Canadian subsidiaries, ensuring compliance and secure fund management through a trusted broker and custodian. We serve forward-thinking professionals across the United States (with plans to expand globally), with a focus on parents and parents-to-be. Nearly 40% of our users start investing before their children are born, or shortly after, demonstrating a strong commitment to early financial planning. We’ve raised $2.5M in pre-seed funding, are backed by advisors from Monzo, Betterment, and Acorns, and are on track to help families invest over $700M. Our founding team has previously built and scaled a successful fintech startup to 400 employees, and our work has been featured in major publications like Forbes and Yahoo Finance. OUR COMPANY VALUES guide our team and shape our culture: Make an Impact: Focus on why we're building and what matters most Be Human First: Lead with empathy and meet users where they are Achieve Excellence Through Intelligence: Take the smart path using cutting-edge tools Move Fast & Build to Last: Make thoughtful decisions that stand the test of time Ask the Tough Questions: Challenge assumptions and drive innovation Include Everyone: Create a great environment for both users and team members We're a fully remote organization with 7 teammates (soon to be 8 ), including engineering, compliance, operations, marketing and executive support teams. Our team is distributed across Canada, the US, Nigeria and India, with headquarters in the Boston area. Our culture is fast-paced and data-driven. We “drink from the firehose” – consuming large amounts of information and ramping up quickly on new areas. Everyone contributes through independent analysis while maintaining strong alignment through regular collaboration. We deeply value customer empathy and defend user priorities at all costs. About the Role We're looking for a remote Startup Operations Lead to serve as the right hand to our Founder/CEO , driving key initiatives and scaling operations. You'll help achieve our ambitious 2025 goals by taking ownership of critical workstreams that currently demand the Founder ’s attention. In this role, you'll provide executive support that enables the Founder to focus on strategic priorities. You'll manage high-impact projects across operations, customer success, and partnerships while maintaining inbox zero across multiple business areas—ensuring nothing falls through the cracks and helping us scale efficiently. You'll gain significant visibility across the entire business with direct access to leadership. This opportunity allows you to shape the trajectory of a well-funded fintech startup alongside a Founder who has previously scaled and exited a company. You're joining at an exciting inflection point as we execute aggressive growth plans for 2025 and beyond. Our IDEAL CANDIDATE brings 3-5 years of experience in Operations, Chief of Staff/Executive Assistant, Project Management, or Customer Success roles. You excel at juggling multiple priorities in fast-paced environments and derive energy from solving complex challenges. You combine analytical precision with exceptional organizational skills, while maintaining genuine empathy for user needs. Your clear communication enables effective collaboration with stakeholders at all levels, and your entrepreneurial drive pushes you to take initiative without waiting for direction. Above all, you share our passion for helping families build financial security and are eager to work alongside our Founder to realize this vision. Your performance will be measured by maintaining inbox zero across multiple business areas (this is primary), completing all deliverables on time, providing clear project visibility, and driving metrics in the right direction across all initiatives. You'll collaborate closely with the entire team, investors, partners and customers. This position reports directly to and works closely with the Founder/CEO . You’ll be doing things like: Strategic Operations & Founder Support: Managing inbox zero across multiple business areas; administering investor relations and cap tables; preparing the Founder/CEO for speaking engagements and stakeholder meetings; coordinating partnerships and program applications; reconciling financial documentation; prioritizing the Founder/CEO’s workload; ensuring prompt follow-up on commitments; managing calendars effectively; facilitating productive meetings; creating systems that reduce administrative burden; identifying and mitigating potential roadblocks. B2B Sales Support & Partner Onboarding Supporting the full sales lifecycle; documenting action items during partner calls; coordinating technical integrations and compliance processes; implementing design deliverables and flow charts; managing partnership operations; ensuring cross-team alignment; crafting professional communications; developing presentation materials; maintaining clear decision records; translating technical concepts for diverse audiences. Customer Success: Managing the Intercom platform; handling support inquiries via text channels; coordinating technical issues and account processes; escalating urgent matters appropriately; documenting issues systematically; converting customer feedback into product improvements; implementing preventative support solutions; streamlining internal communications; advocating for user priorities; creating efficient documentation; organizing digital resources. Skills & Qualifications 3-5 years of experience in Operations, Executive Assistant, Chief of Staff, Project Management, or Customer Success roles. Proven ability to manage multiple competing priorities in fast-paced environments Analytical mindset with experience translating data into actionable insights Advanced project management skills with exceptional organizational capabilities Demonstrated customer service expertise with efficient inbox management Quick adoption of new technologies and digital tools Experience coordinating cross-functional teams and tracking deliverables Ability to create and maintain documentation and systematic processes Clear, concise communication across written and verbal channels Strategic thinking with ability to drive initiatives independently Effective stakeholder management at all organizational levels Strong user empathy with commitment to customer satisfaction Action-oriented mindset with entrepreneurial problem-solving approach Adaptability and comfort with ambiguity in a startup environment Attention to detail while maintaining big-picture awareness Bonus if you also have: Prior experience in user research, fintech, financial services, or legal fields A strong eye for design and creativity Experience with or a keen interest in VC-funded startups Familiarity with investment products and financial instruments (e.g., Roth IRA, 529 plans) Familiarity with our tools: Slack, Google Workspace, Mixpanel, Intercom, Customer.io Position Details Working Hours: Fixed to start: 7AM-3PM ET or 9AM-5pm ET, with occasional weekend flexibility for emergencies. Our team is committed to getting the job done together. Employment Type: Full-time (40+ hours/week), Exclusivity Preferred Education: MBA or equivalent professional experience Level: Intermediate (3-5 years of relevant work experience) Compensation: ~USD $1,950–$2,400 (8.5M–10.5M COP), based on experience and region. Structured as a Consultant Agreement (independent contractor), meaning you'll be responsible for your own taxes, benefits, and insurance. Benefits of working with us: High-impact role at an ambitious startup Fully remote work environment Collaborative team of elite startup tech professionals Significant learning and growth opportunities Shape the direction of a fast-growing company Direct access to leadership Career development support and regular check-ins Build something meaningful with high project visibility ️ Focus on psychological safety and wellbeing Mold your career path in a growth-focused organization Not sure you meet all the requirements? Apply anyway! We value diverse experiences and hire for potential. If you don't hear back within 4 weeks, assume you weren't selected, but Goodwork may still reach out about other remote roles. — Additional keywords: remote executive support, startup operations job, fintech executive assistant, founder right hand, remote chief of staff, operations coordinator remote, executive operations specialist, startup admin support, remote customer success, remote founder operations, operational efficiency expert, inbox zero specialist, executive calendar management, startup partner management, virtual executive assistant Seniority level Seniority level Mid-Senior level Employment type Employment type Full-time Job function Job function Management and Manufacturing Industries Staffing and Recruiting Referrals increase your chances of interviewing at Goodwork by 2x Get notified about new Operations Lead jobs in Colombia . 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