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Full-Time

Director of Operations

Uplift

Confirmed live in the last 24 hours

Upgrade

Upgrade

1,001-5,000 employees

Provides loans, credit cards, and rewards

Fintech
Financial Services

Compensation Overview

$190k - $210kAnnually

+ Equity + Benefits

Senior, Expert

San Francisco, CA, USA

Category
Quality Control & Compliance
Supply Chain Management
Operations & Logistics
Required Skills
Sales
Communications
Hubspot
Salesforce
Marketing
Requirements
  • Bachelor’s degree in Business, Finance, Marketing, or a related field; MBA or advanced degree preferred.
  • 8+ years of experience in a strategic, operational, or leadership role within a fintech or technology-driven company.
  • Proven track record of managing cross-functional teams and processes, with a strong understanding of Legal, Compliance, and Product operations.
  • Extensive experience with Revenue Operations and managing tech stacks such as Salesforce, Outreach, and HubSpot.
  • Strong knowledge of API integrations and experience managing third-party partners.
  • Exceptional communication and leadership skills, with the ability to influence and drive change across an organization.
  • Ability to thrive in a fast-paced, high-growth environment, managing multiple priorities with a focus on results.
Responsibilities
  • Serve as the primary liaison between the Commercial business and Legal, Compliance, Fraud and Underwriting/Credit teams, ensuring alignment and collaboration. Coordinate with HR, Finance, and Treasury as needed to support broader company objectives.
  • Oversee and optimize all critical reporting needs. Ensure that these reports are efficient, scalable, and aligned with company goals.
  • Act as the head of Revenue Operations, managing and optimizing our sales tools, including Salesforce, Outreach, and HubSpot. Ensure these tools are effectively integrated and leveraged to drive sales and operational success.
  • Oversee the Marketing department relationship, providing strategic direction and ensuring that marketing initiatives are aligned with business objectives.

Upgrade offers personal loans, credit cards, and rewards checking accounts to help individuals manage their finances. Their personal loans allow borrowing up to $50,000 with fixed rates and no prepayment penalties, while the Upgrade Card provides cash back rewards on various spending categories. What makes Upgrade different is its focus on affordability and user-friendly features, attracting customers looking for flexible credit solutions. The company's goal is to promote responsible financial behavior and support long-term financial health through accessible credit options.

Company Stage

Series E

Total Funding

$357.2M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

20%

1 year growth

27%

2 year growth

51%
Simplify Jobs

Simplify's Take

What believers are saying

  • Upgrade's rapid growth and expansion into new markets, such as auto loans and home improvement financing, indicate strong business momentum and opportunities for career advancement.
  • The launch of the Secured OneCard opens up new customer segments, providing a pathway for individuals with little or no credit history to build their credit responsibly.
  • The company's significant investment in new office space in Irvine, California, reflects its commitment to scaling operations and expanding its workforce.

What critics are saying

  • The crowded fintech market means Upgrade must continuously innovate to maintain its competitive edge and customer base.
  • Expansion into new product lines, such as auto loans, carries the risk of operational challenges and potential regulatory scrutiny.

What makes Upgrade unique

  • Upgrade offers a unique combination of personal loans, credit cards, and rewards checking accounts, providing a comprehensive suite of financial products that cater to various consumer needs.
  • Their focus on affordability and flexibility, such as no prepayment penalties on loans and competitive cash back rewards, sets them apart from traditional financial institutions.
  • The partnership with FairPlay to incorporate Fairness-as-a-Service solutions enhances their commitment to fair lending practices, distinguishing them in the fintech space.