USABusiness Operations Associate / Senior Associate
1 мес. назад
USASeniorHybrid
data analysisworkflow automation
Business Operations Associate / Senior Associate contributing to day-to-day go-to-market operations, data analysis, workflow automation, and special projects in a financial technology platform.
О компании
- Obsess Over Member Trust : Your daily choices reflect your awareness that we facilitate vital life-altering transactions. You take this responsibility seriously and it’s top of mind.
- Expect and Deliver Excellence : You demonstrate consistency so that your colleagues feel confident partnering and relying on you. You demonstrate a personal commitment to continuous improvement.
- Communication Matters : You are concise and articulate in your communication, external or internal. You listen well and genuinely.
- Invent and Simplify : You are open-minded, looking for great new ideas that can elevate and even transform the member experience. You find novel ways to simplify complex status quos.
- Be an Owner : You think about the long-term effects of your decisions. You invest real time in building relationships with your colleagues.
Другое
- Team: Business Operations Reports to: Business Operations Lead Location: New York City In-office: 3 days per week (Tuesday, Wednesday, Thursday)
- About
- ’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, 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 , 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 ’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 ’s go-to-market team. The GTM team is ’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 ’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.
- 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 ’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 ’s growth by building targeted account and contact lists that support successful outreach campaigns. Analyze market segments to identify and prioritize 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 ’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, and cross-functional problem-solving.
- Technical Skills: Strong proficiency in Excel or Google Sheets, including formulas, data manipulation, and analysis. Experience with SQL, business intelligence tools, APIs, or other technical tools is a plus, but not required.
- GTM Systems: Experience with Salesforce, GTM systems, workflow automation, or similar business tools is preferred but not required. More important is demonstrated technical curiosity and a track record of quickly learning unfamiliar systems.
- Analytical Horsepower: Able to structure ambiguous problems, analyze complex information, identify the most important insights, and translate them into practical recommendations and actions.
- Business Judgment: Able to understand business objectives, evaluate tradeoffs, prioritize effectively, and make thoughtful decisions without requiring constant direction.
- Project Management and Ownership: Demonstrated ability to independently plan and execute projects from definition through implementation and follow-through. Comfortable managing multiple priorities, communicating progress, and surfacing blockers early.
- Communication and Collaboration: Excellent written and verbal communication skills, with the ability to understand stakeholder needs, present ideas clearly, and work effectively across teams.
- Past Performance: A track record of exceptional performance, increasing responsibility, and consistently high-quality execution.
- Working in Business Operations
- Work alongside the VP of Operations, Business Operations Lead, and Business Operations teammates to translate business needs into practical solutions and move important initiatives forward. The team has a highly collaborative, hands-on ethos and consistently invests in technical upskilling through AI and automation hackathons, experimentation, and shared learning.
- Partner with leaders and teams across GTM, Marketing, Product, Data, Finance, and other functions to understand business needs, identify opportunities, and deliver improvements that strengthen execution and business outcomes.
- Working at
- We are a small, tight-knit team of approximately 60 employees, and you will have the opportunity to make a direct impact on company growth. Our office is located in Manhattan at 30th and Park and includes a kitchen, snacks, coffee, comfortable gathering spaces, games, and an upright piano. The atmosphere is collegial and collaborative, and we regularly come together for events such as trivia, game nights, and our annual Axialite Day.
- At , you will also enjoy:
- Work with a smart, motivated team
- Medical, dental, and vision insurance, nearly 100% paid by
- 401(k) program
- Flexible vacation policy
- Paid parental leave
- Monthly health and wellness stipend
- Pre-tax commuter benefits
- Humility: We seek truth, not credit, and learn from anyone.
- Positivity: We bring energy, optimism, and belief, even when it is hard.
- Grit: We show up, follow through, and push beyond the first draft.
- Discernment: We choose wisely, prioritize sharply, and ask better questions.
- Accountability: We take full responsibility for our work and results.