Business Operations Manager

3 days ago


New York, New York, United States PensionBee Inc Full time
PensionBee Inc.

We are a leading online pension provider, committed to making retirement saving straightforward and accessible for as many people as possible. Our mission is to help individuals feel confident in their retirement plans.

As an Operations Manager at PensionBee, you will play a critical role in building our culture and ensuring seamless delivery of our products and services. Success in this role requires the ability to capture complex requirements and translate them into operational processes that allow us to successfully serve thousands of customers.

Job Overview

This is a full-time position based in the Financial District, New York City. We offer a salary of $65,000, along with a generous benefits package, including bonus participation, 33 days of paid time off, separate paid sick leave policy, 401(k) access, and comprehensive health insurance.

Key Responsibilities
  • Map existing transfer processes for employer retirement plan providers and develop optimized transfer pathways.
  • Collaborate with product and development teams to provide feedback and insights that inform future development and enhancements.
  • Establish and implement operational best practices for the customer success team to streamline operations and enhance productivity.
  • Draft training materials to prepare customer success team members to be successful in their role.
Requirements
  • 2+ years of experience in business operations, program/project management, consulting, or related fields. Experience within a fintech/tech startup environment is a plus.
  • Strong organizational skills, with the ability to juggle multiple projects and priorities in a fast-paced setting.
  • Experience with project management, including scheduling, monitoring, and reporting on performance metrics.
  • Ability to quickly understand technical products and concepts, translating them into effective operational plans.


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