• Own day-to-day business operations for Smart Savings and future deposit products. • Monitor product health, financial drivers, risks, and operational KPIs; identify trends and propose improvements. • Translate business goals into operational plans and ensure flawless execution. • Drive the launch of our new high-yield deposit account, scoping requirements, coordinating across partners, designing processes, and unblocking issues. • Build the operational infrastructure for future deposit products (policies, workflows, metrics, performance guardrails). • Serve as the primary operational point of contact for deposit product bank partners, processors, and internal stakeholders. • Shepherd partner relationships, run partner meetings, track commitments, and ensure delivery. • Build and continuously refine procedures across fraud, escheatment, payments, customer support workflows, exception handling, and more. • Deep-dive into operational issues, data anomalies, and system behavior, owning root cause analysis and long-term fixes. • Create clarity in ambiguous situations; proactively identify gaps before they become problems. • Craft clear, concise documentation (procedures, decision proposals, project plans). • Align cross-functional teams around decisions, timelines, and risks. • Present insights and recommendations to leadership with confidence and clarity.

**Inside Sales / Account Executive / Business Development Representative** - You'll own the full sales cycle - from outbound prospecting to close. This isn't a hand-off role. You build the pipeline, run discovery, handle objections, and bring deals home. - You'll prospect new accounts through outbound outreach and networking and build and maintain key relationships with stakeholders. - You'll represent the company at industry events and trade shows as needed. **Commercial Strategy / Business Operations** - You'll support a portfolio company executive leadership team - translating commercial priorities into execution, building the operating infrastructure, and in some cases supporting tuck-in M&A. - You'll help establish key performance indicators and metrics to track progress against commercial strategic objectives, identifying trends and opportunities across sales, marketing, and customer success.

• Stand up and operationalize new programs, processes, and operating models across the business. • Identify gaps, inefficiencies, and scaling opportunities—and build pragmatic, repeatable solutions. • Partner with leadership on strategic analyses, planning cycles, and cross-company priorities. • Monitor business performance, analyze KPIs, and run deep dives to uncover root causes and opportunities. • Translate data into clear insights, recommendations, and action plans. • Improve coordination by clarifying ownership, strengthening handoffs, and tightening communication flows. • Serve as a trusted operator who can jump in wherever needed to ensure execution stays on track.

• Manage calendars, scheduling, and communications on behalf of the principal across firm activities • Coordinate meetings, calls, and logistics with investors, operators, and business partners • Draft and manage correspondence, follow-ups, and internal coordination • Support research, document preparation, and project tracking as needed • Maintain organized systems for contacts, files, and recurring firm operations • Research and book flights, hotels, car rentals, and activities for both business and family travel • Build detailed itineraries and share with all relevant parties in advance • Coordinate travel logistics including packing lists, baby gear, schedules, and nanny coordination • Own the full preparation process for every trip so nothing is missing and nothing is a surprise • Plan and execute events end-to-end including venue research, reservations, transportation, custom orders, and group communications • Manage RSVPs and ensure every attendee has what they need ahead of time • Handle personal appointments across medical, household, and lifestyle categories • Order clothing, gifts, supplies, and household items as directed • Manage household inventory and proactively restock essentials • Own complex returns, customer service resolutions, and vendor follow-ups from first contact to confirmed close • Coordinate with contractors, service providers, and household staff • Maintain organized systems for subscriptions, services, key contacts, and important dates • Research schools, childcare programs, insurance plans, home services, and other family or firm needs • Compile findings into clear, actionable summaries with a point of view, not just raw data • Take on discrete ad hoc projects end-to-end and bring options and recommendations