Cardless
Business Operations Associate
San Francisco · Mid
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About the role
- This role exists to make sure those conversations land well.
- You will be the person who turns a rough idea into a polished deck, a meeting agenda into a tight follow-up, and a pile of data into a clear story.
- This is not a strategy role - it is an execution role.
Responsibilities
- Own the production of presentation materials for partner meetings, quarterly business reviews, board meetings, and investor updates - from first draft to final polish.
- Maintain and iterate on recurring materials - partner-facing templates, internal scorecards, QBR frameworks - so they stay current and consistent.
- Prepare agendas, pre-reads, and follow-up materials for recurring meetings: leadership syncs, cross-functional reviews, and partner QBRs.
- Compile partner feedback, meeting notes, and cross-functional inputs into clear written summaries that help leadership make faster, better-informed decisions.
- Draft memos, one-pagers, and briefing documents for internal and external use. Write with precision: no buried lede, no filler, no ambiguity.
- Distill complex business situations into the two or three things that actually matter, and present them in a form that drives alignment rather than debate.
- ✈️ Team building events & happy hours
- We're in the office at least three days a week, and most of us are there more than that, because we do our best thinking and building together in person.
Nice to have
- Exposure to financial services or fintech is a plus, but not required.
- Intellectual curiosity about the space is required.
Skills
- Deck-Building and Visual Storytelling:
- Your memos and summaries don't need editing.
- Written Communication:
- Structured Execution:
- Analytical Thinking:
- Low Ego, High Output:
- Cardless is at an inflection point:
- the company has found product-market fit, raised the capital to scale, and is now executing against a clear roadmap to profitability.
- The work is consequential and the pace is fast.
Compensation
- This role has an annual starting salary range of $140,000-$175,000 + equity + benefits.
- Actual compensation is influenced by a wide array of factors including but not limited to skills, experience, and specific work location.
- Own the logistics and preparation behind key internal planning moments, including quarterly strategy reviews and annual planning.
Benefits
- We're proud to offer our team excellent benefits:
- 💸 Meaningful Start-up equity
- 🏥 100% health, vision & dental primary coverage
- ➕ 75% health, vision & dental dependent coverage
- 🚎 $250/month Commuter benefit
- 👶 Parental leave
- 🌴 Flexible PTO with a minimum of 15 days off per year
Company info
- We're looking for kind, humble people with high standards and low egos.
- WHAT WE ARE LOOKING FOR EXPERIENCE - 3-5 years of professional experience, with a strong preference for backgrounds in management consulting or investment banking.
- We're looking for someone who's genuinely excited to be there alongside the team.
- Cardless is a fast-moving company where high-stakes conversations happen constantly - with partners, investors, and the board.
Visa & Work Authorization
- Cardless powers cards on all three major networks (Visa, Mastercard, and American Express) and uses AI-powered servicing to operate at a fraction of the headcount traditional card issuers require.
This listing is sourced directly from Cardless's careers page and normalized into a canonical job model.