US: Standard Job Template (P)

About the Role

The Senior Associate will be responsible for driving strategic initiatives, managing stakeholder relationships, and providing analytical support to executive leadership. This role requires a strong understanding of business operations, strategic planning, and data analysis, as well as excellent communication and project management skills. The ideal candidate will have experience in strategy, business operations, management consulting, or a related field, and a proven track record of driving complex, cross-functional work in a fast-paced environment.

As a remote role, the Senior Associate will be expected to work independently, with occasional travel required for team meetings, training, or company events. The role will also require availability beyond standard business hours, with responsiveness to executive leadership, including evenings and weekends, when business-critical situations arise.

What You Will Do

• Own and continuously improve the company's core operating cadence, including quarterly business reviews, V2MOM/OKR setting, mid-cycle tracking, end-of-cycle reporting, and executive team rhythms.
• Drive high-priority, cross-functional strategic initiatives on behalf of the CEO, acting as program manager with end-to-end accountability for coordination, stakeholder alignment, and delivery.
• Coordinate the annual planning process end-to-end in partnership with Finance, translating strategic priorities into resource and investment decisions for CEO and CFO review.
• Own the narrative and coordination for board decks, investor materials, and key executive presentations, ensuring the CEO is prepared and aligned for high-stakes internal and external moments.
• Build and maintain the data layer that supports executive decision-making, including performance dashboards, KPI tracking, and business reviews synthesizing cross-functional data for the CEO and CFO.
• Serve as a shared strategic resource to the Business Unit GMs and functional leaders, supporting cross-functional coordination and ensuring executive visibility on issues that span organizational boundaries.
• Provide analytical and project management support on M&A or strategic partnership evaluations as needed.
• Develop and maintain strong relationships with stakeholders across the organization, including executive leadership, business unit leaders, and functional teams.
• Collaborate with the finance team to develop and manage budgets, forecasts, and financial models.
• Identify and mitigate risks, and develop contingency plans as needed.

What We Are Looking For

• 3+ years of relevant experience in strategy, business operations, management consulting, or a related field.
• Bachelor's degree in a related field, or equivalent combination of education and experience.
• Experience in private equity, venture capital, or a related field, with demonstrated ability to drive complex, cross-functional work in a fast-moving environment.
• Strong structured thinking and communication skills, with the ability to synthesize ambiguous information into clear recommendations and crisp executive-ready materials.
• High degree of analytical fluency, including comfort building financial models, synthesizing data from multiple sources, and translating analysis into executive-level insights.
• Proficiency in data analysis and visualization tools, as well as Excel and PowerPoint, with the ability to build and present executive-grade materials independently.
• Strong executive presence and interpersonal skills, with the ability to build and maintain strong relationships with stakeholders across the organization.
• Ability to work in a fast-paced, ambiguous environment, with a strong sense of adaptability and flexibility.

Nice to Have

• Experience working with AI-driven customer success platforms, or related technologies.
• Familiarity with Agile methodologies and project management tools.
• Certification in a related field, such as Six Sigma or lean operations.
• Experience working in a remote or distributed team environment.

Benefits and Perks

• Competitive salary and benefits package.
• Opportunity to work with a cutting-edge company in the AI-driven customer success space.
• Collaborative and dynamic work environment, with a strong focus on teamwork and innovation.
• Professional development opportunities, including training and education programs.
• Flexible work arrangements, including remote work options and flexible hours.
• Access to the latest tools and technologies, including data analysis and visualization software.
• Recognition and reward programs, including bonuses and stock options.
• Comprehensive health and wellness programs, including medical, dental, and vision insurance.

• Develop a strong understanding of business operations, strategic planning, and data analysis, and be prepared to showcase your skills in these areas.
• Build a portfolio of your work, including examples of strategic initiatives you've driven, and data analysis and visualization projects you've completed.
• Prepare to talk about your experience working in a fast-paced, ambiguous environment, and how you've adapted to changing circumstances.
• Research the company and the role, and be prepared to ask informed questions during the interview process.
• Be prepared to discuss your experience working with stakeholders, including executive leadership, and how you've built and maintained strong relationships.
• Consider earning a certification in a related field, such as Six Sigma or lean operations, to demonstrate your expertise and commitment to the field.