Director, Financial Services Operations & Strategy

Vantaca+HOAi • Wilmington, NC

22h • Remote

About The Position

Powered by AI, Vantaca's vision is big! We are the leading AI-native community
management performance platform that enables owners and operators, community
management teams, boards and associations to work smarter, faster, and with
unprecedented insight. More than just accounting and management software,
Vantaca is intelligent business operating software that leverages artificial
intelligence to automate routine work, surface actionable insights, and help our
customers increase revenue, efficiency, flexibility, and control.

Built on modern cloud architecture with a single-platform design, Vantaca
combines comprehensive functionality that adapts to 100% of business processes
with AI-powered automation that learns and improves over time. Our proactive AI
capabilities don't just report on what happened; they predict what's coming and
recommend what to do next. From intelligent document processing and predictive
analytics to automated workflows and conversational interfaces, we're
transforming how community management companies operate.

With seamless integrations across the software and banking ecosystem, we're
building the intelligent hub for community management where AI doesn't just
assist, it anticipates. Vantaca is focused exclusively on community management
and is the trusted technology leader defining the AI-powered future of the
community association management industry. We're building something
fundamentally different, and our customers are experiencing the competitive
advantage that comes from working with truly intelligent software.

Vantaca just achieved unicorn status with a $1.25B valuation, so it's safe to
say we're past the "scrappy startup phase." We're not just building a successful
company—we're building the category-defining platform that will transform how an
entire industry operates.

Overview

Vantaca is scaling its financial services business rapidly, supporting millions
of homeowners and processing billions in payments annually.

As Director of Operations & Strategy, you will lead the evolution of our
embedded payments and lockbox operations to support 2x+ growth. This role
combines strategy and execution - owning and building the systems, processes,
and infrastructure
required
to scale efficiently while
maintaining
a
best-in-class customer experience.

You’ll
lead an operations team and partner closely with Product and Engineering
to translate operational needs into automation and scalable solutions, helping
shape how financial services are delivered across our platform.

This is a hands-on leadership role for someone who enjoys both building and
leading, someone who takes ownership,
operates
with urgency, and is excited to
grow into broader responsibility as the business expands.

Requirements

• 5+ years in operations, BizOps, or strategy roles within a high-growth fintech or vertical SaaS environment; embedded payments experience preferred
• Experience managing teams, with a track record of building high-performance, process-driven cultures
• Demonstrated ability to scale operations in a high-growth environment while maintaining quality and compliance
• Strong process design experience, including documentation, workflow optimization, and cost reduction initiatives
• Track record of identifying manual processes and implementing automation to improve efficiency
• Analytical and metrics-driven, with the ability to articulate impact in terms of ROI and performance improvement
• Self-directed and proactive, able to identify priorities and drive outcomes without a defined playbook
• Exposure to automation tools, AI workflows, and technical tools (e.g., SQL, internal systems)

Responsibilities

• Strategic Leadership Develop and execute a scalable operational strategy across payments, lockbox, and implementation functions to support 2x+ growth
• Build the infrastructure, tools, and processes required to scale while maintaining strong customer experience and NPS
• Establish and maintain compliance frameworks, internal controls, and risk management protocols
• Payments Operations Own performance of payment operations end-to-end, including bank/card payments and lockbox processing
• Lead implementation and onboarding, including KYC processes and homeowner portal adoption
• Serve as the operational escalation point, ensuring timely resolution and root-cause fixes for complex issues
• Process & Automation Identify manual workflows and drive automation through tooling, system design, and AI where appropriate
• Implement workflow solutions that improve onboarding speed, reduce errors, and increase operational efficiency
• Partner with Product and Engineering to translate operational needs into scalable solutions
• Metrics & Continuous Improvement Define and track KPIs, SLAs, and dashboards to measure operational performance
• Build reporting infrastructure that provides visibility into performance and opportunities for improvement
• Drive continuous improvement across cost, accuracy, and customer experience
• Team Leadership Build and lead a high-performing operations team
• Establish clear ownership, accountability, and performance expectations
• Coach and develop team members as the organization scales

Benefits

• Benefits: Medical, Dental, and Vision kick in day one
• Unlimited PTO (with a requirement for employees to take a minimum of one continuous week per year)
• 401K with Company Match
• Remote Flexible - come to the office when needed
• Great parental leave benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Education Level: No Education Listed
• Number of Employees: 101-250 employees