Business Operations Manager



Posted on Tuesday, June 18, 2024

What We're Looking For

Are you an energetic self-starter who wants to build something big and impactful from the ground up? Do you get excited by taking on a big challenge? Charlie is building the future of banking for the coming wave of millions of tech-comfortable retirees who deserve a bank built from the ground up for their unique needs, a bank they don’t have to get in line for, a bank that comes to them.

We are seeking a Business Operations Manager to join our team. The business team is responsible for supporting the company's core growth strategies, defining, and maintaining KPIs, and working cross-functionally to improve processes and operations. The Business Manager will play a key role in all aspects of business operations, growth, and product development.

You’d be joining a highly experienced group of founders, including our CEO Kevin Nazemi, who served as the Co-Founder and Co-CEO of Oscar Health (NYSE: OSCR), and a company financially supported by some of the most respected FinTech Investors.


  • Helping analyze data to identify trends, extract relevant insights, and make strategic business recommendations.

  • Execute initiatives and drive programs to create and improve operating processes and reduce inefficiencies.

  • Work cross-functionally with marketing/product/engineering, and fraud/risk organizations to help drive the development of Charlie’s core business.

  • Leverage business acumen, industry knowledge, and data analytics skills to develop/deliver intelligence and business analytics.


  • 3+ years of relevant work experience and/or experience in a business operation, product management, investment banking, or management consulting role.

  • Bachelor's degree or equivalent practical experience.

  • Ability to work cross-functionally with marketing, support, business intelligence, product/engineering teams.

  • Preferred: SQL, experience with data visualization tools.

  • Ability to perform with a P&L mindset, create financial projections for BizOps initiatives.

  • You make positive things happen.

  • You want to work in a fast-paced startup environment.

  • Regardless of how big or small the task is, you approach it with energy and enthusiasm.

  • You keep calm under pressure. When something doesn’t go as planned, you can keep your cool and find a solution.

  • You love to learn! Whether it be a new way of doing an old task or a new skill entirely, you are excited about broadening your expertise.


  • Equity ownership.

  • Competitive compensation.

  • Medical, vision and dental coverage (US employees).

  • 401k with company match (US employees).

  • Three weeks of annual vacation after the first year of employment. Two weeks during the first year.

  • 8 observed US holidays.

Our Ethos

Treat every customer as if they were our parents. We value integrity and empathy, and work to earn the trust of our customers and community by the choices we make every day. Caring for our customers is at the center of everything for us.