Business Development Operations Associate (Fintech)

Location: New York City, United States; hybrid with four days per week in the office. No required office days during the summer and winter holidays.

Salary: $80,000–$90,000 per year.

Company

hirify.global is a technology-driven financial services company providing investing, savings, retirement, and financial wellness solutions for retail investors, advisors, and small and medium-sized businesses.

What you will do

• Coordinate the business development calendar, team priorities, outreach, meetings, timelines, and cross-functional dependencies.
• Attend leadership meetings, capture decisions and follow-ups, and maintain centralized records.
• Own Salesforce accuracy and day-to-day CRM operations while organizing core team content.
• Build AI-assisted automations connecting Salesforce with reporting workflows and deliver weekly dashboard briefs and executive reporting decks.
• Track team performance against pipeline targets and support reporting and incentive design.
• Run partnership agreement workflows, conduct market research, prepare partner Quarterly Business Reviews, and draft partner-facing and campaign materials.

Requirements

• 2–3 years of professional experience in operations, coordination, analysis, or client-facing support.
• Hands-on CRM experience; Salesforce experience is strongly preferred.
• Advanced Excel or Google Sheets skills and strong written and verbal communication.
• Demonstrated organizational rigor with calendar management, deadline tracking, or project coordination.
• Comfort operating with ambiguity and managing multiple stakeholders and dependencies.
• Experience with Zip or a similar contract, deal-tracking, CLM, or procurement workflow tool.

Nice to have

• Previous business development or partnerships experience.
• Exposure to financial services, retirement plans, RIA or broker-dealer businesses, benefits, or insurance.
• Experience drafting marketing or partner-facing content.

Culture & Benefits

• Mission-driven, collaborative, inclusive environment focused on improving financial outcomes.
• Medical, dental, and vision coverage, life and disability insurance, infertility support, transgender health benefits, EAP, transit benefits, FSA, and HSA options.
• Equity grants for all employees and a day-one 401(k) match, including matching on qualified student loan payments.
• Flexible paid time off, paid parental leave, and a fully paid four-week sabbatical in the sixth year.
• Company-paid professional coaching and a hybrid New York City work arrangement.

Hiring process

• Applications are reviewed over several weeks, followed by 3–4 sets of meetings with future colleagues.
• The process may include a case study or technical assessment.
• Hiring decisions typically take approximately 3–5 weeks.