Full-Time

Director of Operations

Uplift

Posted on 8/19/2024

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

This is a hybrid role based in the San Francisco office.

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 long-term financial health through accessible credit options.

Company Stage

Series F

Total Funding

$532.1M

Headquarters

San Francisco, California

Founded

2016

Growth & Insights
Headcount

6 month growth

1%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Expansion into auto loans diversifies Upgrade's product offerings.
  • Acquisition of Uplift strengthens Upgrade's position in travel financing.
  • Partnership with Finturf enhances home improvement financing options.

What critics are saying

  • Expansion into auto loans increases exposure to credit risk.
  • Crowded BNPL market may pressure margins for Uplift acquisition.
  • Investment in new office space may strain resources if growth falters.

What makes Upgrade unique

  • Upgrade offers a unique blend of credit and banking products.
  • The Secured OneCard targets consumers with little or no credit history.
  • Partnership with FairPlay enhances fairness in lending practices.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

401(k) Company Match

Unlimited Paid Time Off

Paid Parental Leave

Health & wellness initiatives

INACTIVE