Strategy & Operations Lead

About Role: 

Role Overview: Seeking Strategic Operations professional who will be supporting the CEO through business planning, KPI governance, executive reporting, board readiness, and cross-functional project execution. Focused on driving operational excellence, tracking key initiatives, and delivering data-driven strategic insights.  

What You'll Do  

As part of the job

• Maintain the company initiative tracker, running weekly check-ins with department heads, flagging slipping deliverables early, and escalating blockers to the CEO with clear recommendations.
  
• Collect monthly departmental KPI actuals, audit data quality and publish consolidated corporate roll-ups covering automation percentages, spend, CCOG, risk lists, Employee Value and Client Value. 
  
• Lead board and investor readiness by assembling quarterly board packs on schedule, maintaining departmental top five risk registers and supporting data rooms for diligence workstreams. 
  
• Run executive team meeting operations: prepare agendas, coordinate pre-reads, document decisions in a live log and track post-meeting action closures. 
  
• Deliver focused on CEO strategic analysis, including quarterly reviews, pricing models, market benchmarking and M&A screening support. 
  
• Coordinate outside legal counsel, insurance brokers, intellectual property advisors and auditors across corporate projects.
  

Must have skills 

• 3 to 5 years of experience in management consulting, strategy and operations, private equity portfolio operations, investment banking, or corporate development. 
  
• Advanced spreadsheet and slide modeling skills in Excel or Google Sheets, with the ability to turn messy data into clean financial models and one-page executive summaries. 
  
• Structured problem-solving ability to break down ambiguous business challenges, find operational data, and present crisp, defensible recommendations. 
  
• Concise written and spoken communication, delivering updates that leadership reads and acts on. 
  
• High personal ownership and operational discipline, ensuring no commitments fall through the cracks. 
  

• Experience inside a business transitioning from professional services to software or recurring revenue.
  
• Familiarity with software metrics like net retention rate, Rule of 40 and CAC to LTV. 
  
• Prior exposure to fundraising, M&A diligence or data room management. 
  
• Experience coordinating across distributed teams, particularly between US and India or APAC operations. 
  

 Benefits built for remote-first work