Business Operations Lead

Penbrothers

4d • Remote

About The Position

We’re hiring a Business Operations Lead to bring structure, organization, and momentum to a growing start-up. This role will work closely with leadership across day-to-day operations, helping improve processes, coordinate priorities, and ensure key initiatives move forward efficiently. The position is designed to grow with the company, offering the opportunity for a sharp, ambitious, and highly capable individual to take on increasing ownership, develop strong business judgment, and eventually progress into a Chief of Staff or Head of Operations–type role, with potential responsibility for managing a small team.

Requirements

• 3–6 years of experience, ideally including time in financial services, fintech, or a similarly rigorous operations environment
• Demonstrated experience managing timelines/projects across multiple teams or stakeholders
• Hands-on experience with at least one major CRM (e.g., HubSpot, Salesforce, Zoho, ActiveCampaign) including drip campaign setup
• Comfort with basic video editing tools (e.g., CapCut, Premiere Rush, Canva) and social media scheduling platforms
• Genuine interest and practical experience using AI tools (e.g., ChatGPT, Claude) to improve day-to-day productivity
• Excellent written and verbal English communication
• High level of discretion, trustworthiness, and professionalism — you’ll have visibility into business-critical and sensitive information
• Ambitious, growth-minded, and comfortable taking on increasing responsibility over time
• Strong self-management skills; comfortable working with a founder who is new to offshoring and still building out processes

Nice To Haves

• Prior experience supporting a start-up or small, fast-moving team
• Exposure to budgeting, reconciliation, or light financial reporting
• Early experience mentoring, training, or coordinating junior staff

Responsibilities

• Coordinate projects and deadlines across multiple, often disparate, teams (e.g., product, marketing, operations, external vendors)
• Track deliverables, follow up on outstanding items, and flag risks to timelines before they become problems
• Maintain shared project trackers, calendars, and status updates
• Over time, take ownership of operating rhythms (weekly check-ins, OKR/goal tracking, reporting cadence)
• Apply financial services / fintech operations experience to bring structure and rigor to how the business runs (reporting, reconciliation support, vendor/contract tracking, basic financial hygiene)
• Support budgeting, invoicing, and expense tracking processes
• Help build and document scalable SOPs as the company grows
• Provide backend support for the CRM system (data hygiene, workflow setup, reporting)
• Build and manage drip email campaigns, including segmentation, sequencing, and performance tracking
• Troubleshoot CRM issues and recommend process improvements
• Edit short-form video content for social platforms
• Schedule and publish posts across relevant social channels
• Maintain a content calendar and coordinate with any external creators or contractors
• Actively use AI tools to streamline workflows, automate repetitive tasks, and improve turnaround time
• Recommend and pilot new AI-driven tools or automations as the business grows
• Document processes so tasks can eventually be automated or delegated to future team members

Benefits

• Long-term, stable engagement with a founder who values trust and continuity
• A genuine growth track — from operations execution toward a Chief of Staff–type role, with the potential to manage a team
• Flexibility to shape processes and tools as the company scales
• Direct mentorship and exposure from the founder
• Meaningful work & Growth: We take every opportunity to stretch ourselves and deliver an excellent client experience.
• Employee as our biggest asset: We are genuinely invested in our people’s career and welfare.
• Global reach & local impact : Get to work with high-growth startups and dynamic companies from the comfort of your own home.
• Powering global startups: We’ve created 1,400 Filipino jobs that empower global start-ups to focus on growth.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed