Principal, Strategy & Operations - M&A

The CompanyAt EV Realty, we are at the forefront of revolutionizing commercial fleet electrification by constructing essential infrastructure, one innovative charging hub at a time.We design, own, and operate specialized EV charging hubs that address a crucial challenge in fleet electrification: providing access to dependable, cost-effective, and scalable grid power. Our Powered Properties® are strategically positioned to meet fleet customers' needs, delivering secure and dedicated charging solutions precisely where and when they are required. Our focus is on building with reliability and scalability, ensuring that we provide the necessary infrastructure for mission-critical commercial fleets to operate efficiently.We uphold values of transparency, accountability, and a commitment to building quality solutions for our clients and our team. If you are passionate about contributing to the transformative era of commercial transportation, we would be thrilled to connect with you.The Role: As a Strategy & Operations Analyst at EV Realty, you will engage in high-impact projects, guiding them from strategic inception to execution while making a meaningful difference across the organization. You will play a vital role in shaping the scalability of our platform designed for the future of commercial fleets.This role demands a proactive approach in a fast-paced growth environment. You will tackle ambiguous challenges, create structured solutions, and translate your insights into actionable recommendations that influence key decisions. Collaborating closely with teams across Business Development, Finance, Product, Operations, and Data Science, your contributions will extend beyond mere presentations; they will directly impact the company's strategic growth. One day you may be crafting a strategic alliance to enhance EV Realty's offering to a national logistics provider; the next day, you could be assessing the long-term potential for autonomous fleet charging in a new market. You will gain firsthand insight into the strategic and operational considerations of a company in rapid growth.The ideal candidate is organized, intellectually curious, and thrives in uncertain environments. You find energy in complexity and possess the drive to navigate challenges to successful conclusions.

At Plaid, we envision a future where financial interactions become seamless and empowering. Our mission is to facilitate this transformation by creating innovative tools and experiences utilized by thousands of developers in crafting their own products. Plaid is the backbone of financial tools that millions trust to enhance their financial well-being. We partner with leading companies like Venmo, SoFi, numerous Fortune 500 firms, and some of the largest banks, ensuring users can effortlessly link their financial accounts to their favorite apps and services. With a network encompassing 12,000 financial institutions across the US, Canada, the UK, and Europe, Plaid, founded in 2013, is headquartered in San Francisco, with additional offices in New York, Washington D.C., London, and Amsterdam.Our dynamic team lays the groundwork for Plaid's marketing and new business functions to thrive. We strive for operational excellence while crafting and executing top-of-funnel strategies that resonate with our target demographics. Our focus is on empowering marketing and business development teams to implement strategies that foster sustainable growth and long-term success. We are dedicated to building a robust, operationally efficient growth engine that supports Plaid’s customer acquisition and expansion efforts.As a Marketing Strategy and Operations Analyst, you will play a pivotal role in guiding decision-making across our Marketing and New Business teams. You will lead strategic analyses, performance assessments, and forecasting initiatives, serving as a trusted advisor to leadership by providing insights that inform investment, planning, and optimization across channels. Your expertise in full-funnel performance metrics combined with your business acumen will enable you to transform raw data into actionable strategic insights. This is an engaging, problem-solving position aimed at continually enhancing analytics and processes, adapting performance measurement to meet the evolving demands of a growing organization.

About HappyRobotHappyRobot is pioneering the AI-native operating system for the real economy. Our innovative platform seamlessly integrates intelligence and action, enabling enterprises to manage complex, mission-critical operations with remarkable autonomy. By harnessing real-time insights, specialized AI workers, and a coordinating intelligence, we empower businesses to optimize their operations.Our AI operating system continuously evolves, compounding knowledge and enhancing efficiencies at every level. We focus on supply chain and industrial-scale operations, where resilience, speed, and ongoing enhancement are paramount—allowing human talent to concentrate on strategic, creative, and high-impact tasks.Explore our vision further in our Manifesto. To date, HappyRobot has successfully raised $62M, including a recent $44M Series B funding round in September 2025. Our investors, including Y Combinator (YC), Andreessen Horowitz (a16z), and Base10, share our commitment to revolutionizing enterprise operations. We are eager to cultivate a world-class team driven by relentless ambition, exceptional problem-solving capabilities, and a passion for innovation in a dynamic and fast-paced environment. If this aligns with your vision, we welcome you to join us at HappyRobot.Role OverviewAs a Strategy & Operations Specialist, you will play a crucial role in supporting and scaling our daily business operations. Your responsibilities will include analyzing data, identifying operational inefficiencies, and designing scalable workflows to drive efficiency.Key Responsibilities:Conduct thorough analysis of operational data to uncover trends, inefficiencies, and opportunities for enhancement.Facilitate process optimization, workflow automation, and drive operational effectiveness.Provide data-driven insights and reporting to support cross-functional teams.Manage and update internal dashboards, reports, and documentation.Enhance internal processes across finance, sales, procurement, and customer support.Collaborate with various teams to boost business operations and efficiency.Participate in project management and execution of strategic initiatives.Aid in contract management and procurement workflows, ensuring compliance and efficiency.Contribute to go-to-market operations by refining coordination between sales, finance, and legal teams.

Join Us in Transforming Connections Across the Globe!At Kong, we believe in the power of connection. If you feel you might not meet every single requirement but are enthusiastic about this role, we encourage you to apply. We value strong candidates who excel in certain areas while having a genuine interest in others.Position Overview:We are looking for a dynamic Sales Strategy and Operations Manager to become a key player in our Revenue Operations team. You'll act as a strategic partner and advocate for the AMS GTM Leadership team. Your mission will involve defining, tracking, and executing AMS business objectives, initiatives, strategies, and processes that facilitate scaling. This role is essential for our rapidly growing sales team and requires a hands-on approach. Ideal candidates will have a strong background in full-funnel GTM Strategy & Operations, be self-motivated, thrive in a fast-paced, data-oriented environment, and exhibit a proactive, results-driven mindset. You will report directly to the Director of Global Field Operations.Preferred Locations: San Francisco, New York, Chicago, TorontoKey Responsibilities:Lead the annual AMS GTM planning process, encompassing fiscal year/long-range modeling, investment ROI analysis, headcount planning, quota and capacity setting, and territory planning.Collaborate with leadership to design and implement the AMS GTM structure, segmentation, and coverage model across multiple roles, including Sales, Solutions Engineering, Customer Success, Sales Development, and Professional Services.Provide insights and performance tracking on business health, including lead funnel monitoring, sales efficiency, and productivity metrics using business intelligence tools.Oversee the execution of operational cadences within the organization, supporting management inspections throughout the customer lifecycle.Assist sales leadership in preparing content for key management reporting, including Quarterly Business Reviews.Enhance CRM accuracy, pipeline analytics, forecasting, and regional reporting requirements.Ensure efficient deal velocity by monitoring deal management processes and recommending improvements for deal structures, approvals, and booking processes.

About HiveHive is a pioneering leader in artificial intelligence solutions, dedicated to comprehending, searching, and generating content. Our innovative technology is relied upon by hundreds of the world's foremost organizations to manage billions of content pieces each month. With a robust portfolio of top-tier, pre-trained AI models, Hive tackles pressing challenges in areas such as content moderation, deepfake detection, digital child safety, intellectual property protection, and sponsorship management, among others.Having successfully raised over $120M in funding from esteemed investors like General Catalyst, 8VC, Glynn Capital, Bain & Company, and Visa Ventures, we operate on a global scale with over 250 professionals across our offices in San Francisco, Seattle, and Delhi.About the RoleThe Growth Strategy & Operations Associate will spearhead strategic initiatives aimed at propelling Hive’s growth organization-wide. This is a comprehensive role where you will develop impactful initiatives and oversee their successful implementation. You will collaborate with leaders from diverse teams, including Sales, Marketing, Recruiting, Finance, and Operations. Your responsibilities will include enhancing processes to foster effective growth structures, establishing robust reporting and productivity benchmarks, and addressing high-stakes ad hoc projects.We seek a dynamic business generalist who is fervently committed to making a significant impact and contributing to the legacy of a transformative AI company. The ideal candidate will possess a strong leadership track record in fast-paced environments, embody a positive outlook, and demonstrate enthusiasm for analyzing metrics. You should be versatile, ready to engage in multiple roles, and maintain a high professional standard of excellence.Key Focus AreasSales Strategy & Operations- Lead strategic planning, forecasting, and performance analysis within the sales domain.- Identify sales funnel bottlenecks and recommend data-driven strategies to enhance conversion rates and productivity.- Oversee the sales technology arsenal and assess new tools to boost team efficiency; refine CRM procedures to improve data integrity, pipeline visibility, and forecasting precision.Customer Success- Examine customer usage data and synthesize feedback to uncover additional growth opportunities for existing accounts.- Establish and optimize customer support workflows, ensuring timely ticket routing and resolution for enterprise clients.- Develop onboarding materials and resources to enhance customer experience.

About Our TeamAt OpenAI, our User Operations team plays a pivotal role in delivering outstanding customer experiences with our cutting-edge products. We tackle intricate issues, offer expert technical support, and empower our customers to fully leverage the benefits of our offerings. Collaborating closely with Sales, Technical Success, Product, and Engineering teams, we strive to ensure a seamless experience for our diverse customer base, ranging from innovative startups to established global enterprises.About the PositionWe are on the lookout for a proactive Strategic Operations Specialist to lead transformative initiatives within OpenAI’s customer support landscape. In this role, you will partner with leaders across User Operations and the broader organization to enhance, mature, and refine our support operations. Your focus will be on strategic projects that elevate the customer journey and optimize operational efficiency, ensuring our support capabilities scale effectively alongside business growth.You will immerse yourself in understanding our organizational goals—where we currently stand and where we aim to be—while driving the execution of a vision that prioritizes exceptional support. This position transcends traditional playbook development; as AI continues to revolutionize customer interactions and operational frameworks, we require a forward-thinking strategist who can anticipate future needs and shape the next era of customer support at OpenAI and beyond.Key ResponsibilitiesCollaborate with User Operations and cross-functional teams to harness AI and LLMs, playing an integral role in our technological advancement.Engage with leadership to identify, assess, and prioritize strategic and operational initiatives, ensuring they align with our company’s objectives and unique needs.Embrace a fast-paced environment, fostering program structures that promote efficiency and execution.Partner with product, engineering, and data teams to uncover and tackle essential operational challenges and scaling opportunities, focusing on automation, process enhancement, and improved self-service capabilities.

At Earnest, we empower determined individuals to make informed financial choices and create the future they desire.The Earnest team is dedicated to guiding borrowers towards a confident financial journey by providing smarter loan options and a clearer understanding of debt management. If you share our passion for this mission, we invite you to learn more and join us in building something exceptional.The Role of Senior Credit Strategy AnalystYou will report directly to the Senior Credit Risk Manager for Personal Loans. In this role, you will:Lead the comprehensive implementation of credit and fraud policies across all Earnest product lines, ensuring precise testing, deployment, and validation to align with policy objectives.Enhance and refine credit underwriting and fraud prevention strategies for personal loans, focusing on the balance between growth, risk, and customer experience.Evaluate portfolio performance and analyze approval funnels and fraud trends to uncover opportunities for strategy improvement and loss reduction.Create, test, and implement decision rules, segmentation strategies, and policy modifications using data-driven experimentation techniques.Collaborate cross-functionally with Product, Data Science, Compliance, and Operations to ensure the effective execution and monitoring of strategies.Develop dashboards, reporting systems, and monitoring frameworks to track essential credit and fraud KPIs, including approval rates, losses, and fraud rates.Support governance of models and strategies through documentation, controls, and performance assessments.

As the GTM Strategy & Operations Lead at Faire, you will play a pivotal role in shaping our go-to-market strategies and optimizing our operational processes. Your insights will drive our initiatives, ensuring we effectively reach and engage our target markets. You will collaborate with cross-functional teams to align our strategic vision and operational execution, ultimately supporting our growth objectives.

TRANSFORMING MANUFACTURINGAt Bright Machines®, we are at the forefront of revolutionizing the manufacturing industry. Our team of dedicated innovators and experts collaborates to establish a new standard for manufacturing that leverages software and data to effectively address our clients’ unique challenges. With intelligent automation, we empower factories with enhanced flexibility, scalability, and resilience, ensuring they can meet today’s demands while preparing for the future.Joining our team means having the opportunity to drive meaningful change for both our organization and our clients. If you are eager to utilize your exceptional abilities to help create the factories of tomorrow, we would love to connect with you.ROLE OVERVIEWAs the Director of Strategy & Operations at Bright Machines, you will work closely with the CEO and the executive leadership team to spearhead high-impact initiatives throughout the organization. In this pivotal role, you will serve as a strategic and operational partner, driving cross-functional initiatives, advancing strategic priorities, and enhancing organizational effectiveness. Your contributions will be essential in shaping the company’s direction, facilitating decision-making processes, and ensuring efficient and cohesive execution across the business as it scales.

At Comulate, we are revolutionizing the insurance back office through cutting-edge AI technology. Our innovative platform transforms costly and labor-intensive accounting processes, marking the first step in our vision to unlock the vast sums spent on manual insurance operations.Our Series B funding, announced in early 2025 and spearheaded by BOND & Workday, follows our record growth and ambitious expansion plans.

Overview: Strala AI is on the lookout for a highly organized and execution-oriented leader to drive the scaling of our claims operations. You will collaborate closely with our CEO to enhance clarity and efficiency in the systems and processes that govern our insurance claims management. This pivotal role offers you the opportunity to take charge of a core business segment, allowing you to build and lead your own team.About Us: At Strala, we are revolutionizing the foundation of the insurance industry. In less than a year, we've achieved multi seven-figure ARR and are experiencing a remarkable 50% month-over-month growth. Backed by prominent investors, including Peter Thiel’s Founders Fund, our team comprises experts from prestigious institutions such as Harvard, Berkeley, and Oxford and leading firms like Optiver, AMD, and Palantir.Qualifications: We seek candidates with a minimum of 2 years experience in MBB consulting, investment banking, private equity, or a top-tier startup within a strategic projects or operations role. Must be located in or willing to relocate to San Francisco.You Will Excel If:You are exceptionally intelligent, motivated, and ready to act swiftly.You are data-driven, highly organized, and attentive to detail.You merge creative, solution-focused thinking with meticulous execution.You thrive on solving complex problems and can provide clarity and structure.You possess strong interpersonal skills, quickly building trust with customers, teammates, and partners.You enjoy fostering collaboration between diverse teams such as claims, engineering, and sales.You can rapidly adapt between various high-impact initiatives.Your Responsibilities:Lead special projects and strategic initiatives alongside the CEO.Develop and formalize claims operations as we scale (including processes, hiring, and workflows).Create scalable, data-driven processes to optimize our product workflows.Facilitate cross-functional problem-solving across product, engineering, and business teams.

Join Our Mission: Delivering Hospital-Quality Care Everywhere.At Verse Medical, we believe that the healthcare system should be more efficient than what it currently is. In an era dominated by outdated methods like faxes and phone tag, it's time for a change. Our goal is to provide patients and the clinicians who support them with a modern infrastructure that ensures high-quality care is accessible, reliable, and tailored to their local needs.As a well-funded Series C company supported by notable investors such as General Catalyst, SignalFire, and Sapphire Ventures, we are committed to transforming a fragmented healthcare system. Our platform facilitates seamless connections between providers, payors, and patients, allowing individuals to receive the care they need, exactly where they are. We are rapidly expanding and looking for passionate individuals who share our mission!Our Core Values: The Principles That Drive UsOur values shape how we collaborate and engage with our partners, guiding our decisions at every level.Transparency and Directness. We prioritize honesty and openness, sharing information candidly—both good and bad—and believe that constructive feedback is the cornerstone of trust and progress.Speed and Adaptability. As we innovate, we learn through action. We focus on rapid iterations and delivering solutions to our users quickly, valuing progress over perfection.Commitment and Balance. We are deeply passionate about our mission, and we understand that some moments demand extra effort. We believe in concentrated intensity when necessary, balanced by a sustainable pace to keep our team energized in the long run.Empathy-Driven Innovation. We take ownership of our users' challenges. Instead of expecting them to adapt, we ask ourselves, 'How can we improve this experience?' True innovation stems from deep empathy and an unwavering commitment to addressing the real-world challenges in healthcare.Your Role: Make a Difference in a Broken SystemThis is an exceptional opportunity to join a dynamic team in a generalist Strategy & Operations position. Our focus is on facilitating a smoother transition for patients returning home from the hospital. As a vital member of our team, you will help shape our strategic direction, implement, and scale critical initiatives. Reporting directly to the Head of Strategy & Operations, you will collaborate closely with various functional leaders throughout the organization.

About the Role Oura Health is looking for a Director of Strategy & Operations to help guide company direction and improve how teams work together. This hybrid role is based in San Francisco, California. What You Will Do Work with teams across the company to identify opportunities for greater efficiency Develop and implement strategies that support Oura’s mission of empowering people with data-driven insights Support operational improvements and track progress toward key goals

Role overview As the Founding Strategy & Operations Leader at valeriehealth in San Francisco, this role shapes how the company operates and grows at an early stage. The focus is on building strong operational strategies and guiding projects that improve both organizational performance and patient care in a health technology setting. What you will do Develop and refine strategies to support the growth of a health tech business Lead initiatives designed to boost efficiency and align with company objectives Collaborate with teams across different functions to address challenges and put solutions in place Analyze data to spot opportunities for process improvements and better results Impact This position directly affects how patients experience care and how smoothly the company operates. The work supports daily operations and contributes to the company’s long-term progress.

Role Overview zip is hiring a GTM Strategy & Operations Manager focused on Data & Territory Operations in San Francisco. This role shapes go-to-market strategies and supports operational improvements across the business. What You Will Do Work with teams across departments to analyze market data and identify trends Refine and optimize territory assignments to support growth targets Develop and share operational best practices that improve efficiency Contribute insights that guide strategic planning and day-to-day execution Location This position is based in San Francisco.

Join our dynamic GTM Operations team as a Senior Analyst, where your attention to detail and strategic mindset will be pivotal in enhancing our global go-to-market processes. You will play a vital role in supporting our Sales, Solution Architects, Customer Success, and other customer-centric teams.In this collaborative position, you will work closely with GTM leadership, CRM Tech, and various cross-functional stakeholders to design scalable processes, increase operational efficiency, and facilitate data-driven decision-making throughout the customer journey. This role requires effective stakeholder management and regional collaboration to prioritize initiatives and deliver impactful results.

Join Ironclad as a Sales Strategy & Operations Manager, where you'll play a pivotal role in shaping our sales strategy and optimizing operational efficiency. Your analytical skills will help drive data-informed decisions, while your leadership will inspire the sales team to achieve ambitious targets.In this role, you will collaborate closely with cross-functional teams to streamline processes and enhance sales performance. Your insights will be integral in developing and executing strategic initiatives that drive revenue growth.

Empowering Lives Affected by Severe Mental Illness At Amae Health, our mission is to support the 15.4 million Americans living with severe mental illness (SMI) in leading stable, fulfilling lives while breaking the cycle of repeated hospitalizations. Collaborating with leading academic medical centers, we have developed an innovative outpatient care model that merges compassionate, face-to-face psychiatric care with extensive wraparound support. Our integrated care teams, including psychiatrists, therapists, primary care doctors, health coaches, and peer support specialists, collaborate to address the holistic needs of our patients, ensuring they not only survive but thrive. As a Series B venture-backed Public Benefit Corporation, Amae Health is on a mission to become the nation's leading center of excellence for individuals living with SMI. Supported by renowned venture capital firms and strategic healthcare investors, we partner with esteemed health systems such as Mass General Brigham, NewYork-Presbyterian, and Cedars-Sinai, highlighting our commitment to fundamentally transforming mental health care delivery on a large scale. The Team:At Amae, we are a group of healthcare leaders dedicated to creating a radically patient-first behavioral health care model that transforms lives through an integration of care delivery, patient experience, advanced technology, and research. Join our team of operators, builders, and technologists from top organizations as we redefine care for the most vulnerable populations across the country.The Role:The Strategy & Operations team at Amae plays a vital role in driving the programs and systems that underpin the delivery of exemplary care to individuals with severe mental illness. This function is responsible for spearheading initiatives across various business needs, encompassing new market and service launches, business intelligence, and operational excellence. This highly cross-functional role will collaborate with diverse teams and functions at Amae Health, utilizing complex problem-solving skills in a dynamic, growth-oriented environment.

About UsAt Sierra, we're on a mission to revolutionize customer experiences through cutting-edge AI technology. Headquartered in the vibrant city of San Francisco, we also have expanding offices in Atlanta, New York, London, France, Singapore, and Japan.Our core values—Trust, Customer Obsession, Craftsmanship, Intensity, and Family—are the bedrock of our culture. We strive to embody these principles in every aspect of our work.Our visionary co-founders, Bret Taylor and Clay Bavor, bring a wealth of experience from their illustrious careers at companies like Salesforce, Google, and Facebook, ensuring that Sierra is at the forefront of innovation.Your Role:We are seeking a dynamic Pricing Strategy and Operations Specialist to enhance our pricing team. In this role, you will collaborate closely with sales to craft compelling pricing proposals and ROI case studies for our customers. You'll also partner with product, marketing, and operations teams to shape our pricing and packaging strategies comprehensively.What You'll Bring:A minimum of 4 years of experience in consulting, banking, strategy, or business operations, with a preference for candidates who have a background in GTM operations within a startup, particularly in SaaS pricing.Proven experience in negotiating complex customer partnerships.Familiarity with sales cycles and the ability to navigate them effectively.A solid understanding of GTM operations driven by data-informed decision-making.A degree in Business Administration, Finance, or a related field, or equivalent professional experience.Bonus Qualifications:Experience in partnerships, business development, or value engineering roles is a plus.Familiarity with AI or conversational AI technologies.Experience in a fast-paced startup environment or 0-1 startup experience.