Strategic Operations Lead, Tier 1 Banks

Socure
Hub - New York +2 more
HybridCareer-pivot friendly

Who this role is best for

Strong fit for candidates with consulting or finance backgrounds who take ownership and operate with a founder mentality, working in high-performance environments and managing cross-functional teams in the banking domain.

Best fit for

  • Candidates with consulting or finance experience transitioning into high-impact operational roles in pre-IPO companies
    — “This is an ideal role for someone looking to transition from finance or consulting into a high-impact operating role in a pre-IPO environment
  • Individuals with a track record of managing multiple priorities and driving continuous improvement initiatives
    — “Strong organizational skills with the ability to manage multiple priorities
  • Professionals who thrive in ambiguity and are deeply customer-focused, connecting work to revenue outcomes
    — “Are deeply customer-focused and connect their work to revenue outcomes

Things to consider

  • This role demands direct exposure to senior leadership and cross-functional teams across departments
    — “High visibility and direct exposure to GTM leadership
  • Candidates should be prepared for a variety of responsibilities, including managing ambiguous, high-impact initiatives
    — “Take ownership of ambiguous, high-impact initiatives and drive them to completion

How to stand out

  • Highlight experience with AI tooling and automation strategy in your resume and interview responses
    — “Support development and implementation of AI tools and automation strategies
  • Emphasize your ability to serve as a chief of staff or operational lead in your background
    — “You will be a generalist wearing a lot of hats, essentially operating as the chief of staff for the GM of the Tier 1 Banks segment
  • Demonstrate your skills in pipeline hygiene and reporting accuracy through specific examples
    — “Lead efforts to maintain rigorous pipeline hygiene and reporting accuracy
Pace · Fast PacedCollaboration · HighAutonomy · HighDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • 2–4 years of experience in consulting, investment banking, private equity, or other highly analytical role
  • experience working in demanding, high-performance environments
Typical background
highly analytical with strong financial modeling and problem-solving skills

Skills & requirements

Required

Project ManagementFinancial ModelingCommunicationOrganizational SkillsAttention To Detail

Preferred

AI ToolingAutomation Strategies

Stack & domain

Financial ModelingProblem-solvingCommunicationStakeholder ManagementOrganizationalAttention To DetailFinanceConsultingInvestment Banking

About the role

Original posting from Socure via Ashby

WHY SOCURE?

Socure is building the identity trust infrastructure for the digital economy — verifying 100% of good identities in real time and stopping fraud before it starts. The mission is big, the problems are complex, and the impact is felt by businesses, governments, and millions of people every day.

We hire people who want that level of responsibility. People who move fast, think critically, act like owners, and care deeply about solving customer problems with precision. If you want predictability or narrow scope, this won’t be your place. If you want to help build the future of identity with a team that holds a high bar for itself — keep reading.

ABOUT THE ROLE

We are hiring a Strategic Operations Lead, Tier 1 Banks to serve as a force multiplier for our Tier 1 Banks segment. This role sits at the intersection of GTM execution and strategy—supporting leadership by driving operational rigor, enabling customer-facing deliverables, developing AI tooling, and identifying opportunities to accelerate growth.

This is an ideal role for someone looking to transition from finance or consulting into a high-impact operating role in a pre-IPO environment, with significant exposure to senior leadership, customers, and cross-functional teams.

You will be a generalist wearing a lot of hats, essentially operating as the chief of staff for the GM of the Tier 1 Banks segment.

WHAT YOU’LL DO

Revenue & Customer Execution

  • 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

Pipeline & Operating Cadence

  • 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

Cross-Functional Leadership

  • 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

Operational Excellence & Strategy

  • Identify process gaps and drive continuous improvement initiatives
  • Support development and implementation of AI tools and automation strategies
  • Handle ad-hoc operational needs

Pod Leadership Enablement

  • 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

WHAT YOU BRING

Experience

  • 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

Skills & Attributes

  • 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

Mindset (What Success Looks Like at Socure)

We hire curious builders who:

  • Take ownership and operate with a “founder mentality”
  • Are 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

WHY THIS ROLE

  • High visibility and direct exposure to GTM leadership
  • Opportunity to transition into revenue, strategy, or operational roles
  • Build deep expertise in banking, identity, and fraud
  • Play a critical role in scaling a high-growth business

Socure is an equal opportunity employer that values diversity in all its forms within our company. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

If you need an accommodation during any stage of the application or hiring process—including interview or onboarding support—please reach out to your Socure recruiting partner directly.

Follow Us!

YouTube https://www.youtube.com/c/Socure | LinkedIn https://www.linkedin.com/company/socure/ | X (Twitter) https://x.com/socureme | Facebook https://www.facebook.com/socure/

Source: Socure careers (Ashby)

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