Strategic Operations Lead, Tier 1 Banks

SocureNew York, NY
$135,000 - $155,000

About The Position

Socure is seeking a Strategic Operations Lead, Tier 1 Banks to act as a force multiplier for their Tier 1 Banks segment. This role is positioned at the intersection of Go-To-Market (GTM) execution and strategy. The individual will support leadership by driving operational rigor, enabling customer-facing deliverables, developing AI tooling, and identifying opportunities to accelerate growth. This position is ideal for someone looking to transition from finance or consulting into a high-impact operating role within a pre-IPO company, offering significant exposure to senior leadership, customers, and cross-functional teams. The role requires a generalist approach, essentially functioning as the chief of staff for the General Manager (GM) of the Tier 1 Banks segment.

Requirements

  • 2–4 years of experience (or 1–2 years post-MBA) in consulting, investment banking, private equity, or other a highly analytical role
  • Experience working in demanding, high-performance environments
  • Highly analytical with strong financial modeling and problem-solving skills
  • Exceptional communication and stakeholder management abilities
  • Strong organizational skills with the ability to manage multiple priorities
  • High attention to detail with a bias toward action
  • Take ownership and operate with a “founder mentality”
  • Deeply customer-focused and connect their work to revenue outcomes
  • Thrive in ambiguity and move quickly to solve problems
  • Continuously learn, iterate, and improve
  • Understand how the full business (Product, GTM, Data Science) connects to drive results

Responsibilities

  • Own project management of key deliverables including QBRs, roadshows, renewals, POV readouts, and RFPs
  • Support renewal strategy through sensitivity modeling, pricing analysis, and risk identification
  • Partner on white space analysis to identify expansion opportunities across accounts
  • Lead efforts to maintain rigorous pipeline hygiene and reporting accuracy
  • Drive operating cadence (weekly team meetings, deal reviews, internal QBRs)
  • Track follow-ups and ensure accountability across the pod
  • Act as liaison with Marketing on campaign planning, execution, and performance tracking
  • Coordinate event targeting, invites, and post-event follow-up
  • Partner with Sales, Solutions Consulting, Customer Success, RevOps, and Finance to ensure aligned execution
  • Identify process gaps and drive continuous improvement initiatives
  • Support development and implementation of AI tools and automation strategies
  • Handle ad-hoc operational needs
  • Provide day-to-day leverage for pod leaders through scheduling, prioritization, and project tracking
  • Take ownership of ambiguous, high-impact initiatives and drive them to completion
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