Full-Time

Product Operations Lead

Customer Success, Operations

Posted on 10/3/2025

Heron Data

Heron Data

51-200 employees

ML-based underwriting for small business lenders

Compensation Overview

$115k - $190k/yr

New York, NY, USA

In Person

Based full-time, and in-person in our NYC office, with occasional travel to customers (across the country) and company retreats (often in London).

Category
Product (1)
Required Skills
Data Analysis
Requirements
  • Operations generalists with technical and/or customer-facing experience in startups or professional services/consulting
  • Support engineers or technical customer operations professionals
  • Technical product managers looking to move into a more hands-on and technical role
  • Highly productive: You get a lot done and thrive in fast-paced, high-output environments
  • Technically inclined: You’re confident working with data, understanding technical systems, and digging into details
  • A natural problem-solver: You’re resourceful and persistent
  • Detail-oriented and dependable: You catch issues others might miss and can be trusted to follow through with minimal oversight
  • A clear communicator: You explain things clearly and concisely, whether to a customer or a teammate
Responsibilities
  • Deploy new customers: coordinate and implement deployments, including defining and detailing customer requirements, configuring our product to meet those needs, then testing and validating as required to get our customers live
  • Support existing customers: respond to and resolve technical issues to keep things running smoothly
  • Improve our operations: help us run a tighter ship by refining our tools and internal workflows
  • Shape the product: surface recurring issues or feature gaps to inform what we build
Desired Qualifications
  • Scrappy and creative: when faced with an obstacle, you will either overcome it by pure determination or find an unconventional approach or ‘hack’ to navigate it
  • Persistent: you may not always find the right answer or person immediately, but you're motivated to keep on trying until you do so
  • Pilot not passenger: we need people who jump on opportunities unprompted and drive them to a great outcome
  • Excited to work in a fast-paced, high-growth, team-based environment

Heron Data uses machine learning to speed up underwriting for small business lenders. Its platform analyzes merchant applications and bank data, applying lender criteria to automatically decline applicants that don’t meet requirements. A dashboard lets lenders monitor loan portfolios over time to spot growing businesses and potential defaults. The goal is to help lenders approve more loans faster while reducing risk and increasing revenue by providing clear, data-backed credit decisions and portfolio visibility.

Company Size

51-200

Company Stage

Series A

Total Funding

$17.3M

Headquarters

London, United Kingdom

Founded

2020

Simplify Jobs

Simplify's Take

What believers are saying

  • Heron raised $16M Series A in 2025 from Insight Partners to expand into insurance.
  • Heron partnered with KLC Financial in 2026 for AI equipment finance streamlining.
  • Heron processes 350,000 documents weekly, cutting lender processing time by 98%.

What critics are saying

  • Enova's platform erodes Heron's MCA share with 98% accurate real-time analysis.
  • NY DFS mandates explainable AI by Q3 2026, costing Heron $5M+ in compliance.
  • OpenAI o1 commoditizes Heron's parsing tech with 99.9% accurate free models.

What makes Heron Data unique

  • Heron automates document-heavy workflows using AI for SMB lending and insurance.
  • Heron parses 20+ document types at 99.5% accuracy, including handwritten forms.
  • Heron integrates with CRMs, running SOS, KYB checks, and fraud detection automatically.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

401(k) Company Match

Parental Leave

Mental Health Support

Unlimited Paid Time Off

Hybrid Work Options

Flexible Work Hours

Growth & Insights and Company News

Headcount

6 month growth

15%

1 year growth

8%

2 year growth

3%
readmagazine.com
Aug 19th, 2025
Heron & KLC Financial Partner to Streamline Equipment Finance with AI

Heron has partnered with Minneapolis-based Equipment Finance company, KLC Financial, marking Heron's expansion into the Commercial Lending space.

PYMNTS
Jul 15th, 2025
Heron Data Secures $16M for Automation

Heron Data raised $16 million in a Series A funding round to expand its lending automation services in sectors like insurance and SMB lending. The company aims to automate document-based workflows, freeing humans for complex tasks. Heron's tools can perform tasks like eligibility checks in seconds, enhancing credit access and accuracy. CEO Johannes Jaeckle emphasizes the balance between AI and human review for reliable outcomes.

FinSMEs
Jul 15th, 2025
Heron Raises $16M in Series A Funding

Heron, a NYC-based startup using AI to automate workflows in business lending, equipment finance, and insurance, raised $16M in Series A funding.

PR Newswire
Jul 15th, 2025
Heron raises $16M Series A to bring the AI revolution from Silicon Valley to American businesses

/PRNewswire/ -- Heron, a startup using AI to automate workflows in business lending, equipment finance, and insurance, has raised $16 million in Series A...

AlleyWatch
Jul 15th, 2025
The AlleyWatch Startup Daily Funding Report: 7/15/2025

Covenant, an AI-powered law firm built for private market investors, has raised $4M in Seed funding led by Flybridge.

INACTIVE