Director of Strategy & Operations

Title: Director of Strategy & Operations

Compensation: $100,000 base + Performance Incentives (OTE Y1- $140K+) + Full Benefits + 401(k) + Equity Potential

About Us:

We’re a fast-growing national small business financing company, known for innovative lending products and unmatched speed of execution. Our clients range from small business owners looking for working capital to established companies seeking seven-figure SBA loans. We operate with the pace of a fintech and the service of a boutique lender.

Role Overview:

Applicant should embrace working with AI tools. We’re looking for a smart, driven, and highly capable Director of Strategy & Operations to work directly with the CEO on high-impact initiatives across the business. This is a hybrid strategy and execution role — you’ll shape the big picture, then roll up your sleeves to make it happen. You’ll work across sales, operations, finance, and marketing to keep the company running at a high level and growing fast.

Key Responsibilities:

• Partner with the CEO to drive strategic priorities and operational improvements
• Oversee cross-department initiatives, ensuring execution matches vision
• Develop and track KPIs, dashboards, and performance reports
• Lead process improvements, automation, and scaling projects
• Support sales and marketing with data insights, campaign tracking, and execution help
• Step into any department to solve problems or fill gaps
• Lead special projects — from product launches to market expansion

Qualifications:

• 3–7 years in consulting, finance, startups, or high-growth companies
• Strong grasp of business fundamentals — finance, sales, operations, marketing
• Exceptional problem-solving skills and ability to make data-driven decisions
• Comfortable managing multiple priorities in a fast-paced environment
• Excellent communication skills, both written and verbal
• Resourceful, ambitious, and eager to grow into a senior leadership role

Compensation & Benefits:

• Base salary $150K–$200K, depending on experience
• OTE $200K+ in Year 1 (performance incentives)
• 401(k) with employer match
• Full benefits package — medical, dental, vision, life insurance, and more
• Potential equity participation for the right candidate

Why Join Us:

You’ll be in a high-impact seat from day one, working side-by-side with the CEO to shape strategy and drive execution, while building the skills and track record to move into executive leadership.