Full-Time

Senior Manager, Strategic Finance & Operations

Posted on 6/30/2025

Origin

Origin

51-200 employees

Subscription-based personal finance management platform

No salary listed

No H1B Sponsorship

Remote in USA

Remote

Candidates must be legally authorized to work in the United States. Origin does not sponsor visas.

Category
Finance & Banking (2)
,
Required Skills
SQL
Hubspot
Salesforce
Looker
Data Analysis
Investment Banking
Excel/Numbers/Sheets
Requirements
  • 5–8+ years of total experience, ideally with a mix of early-career training in investment banking, management consulting, or corporate finance and 2–4+ years in a strategic finance or biz ops leadership role at a high-growth startup
  • Exceptional modeling, data analysis, and critical thinking skills—you use data to frame problems and guide decisions
  • Strong command of SaaS metrics, unit economics, and GTM operations
  • Experience with CRM and RevOps tools (HubSpot, Salesforce, Looker, SQL, Excel/Sheets, etc.)
  • Ability to navigate ambiguity, drive alignment, and ship projects fast
  • Executive-level communication—written, verbal, and visual
  • A strong bias for action and ownership; you love building processes that work and making teams more effective
Responsibilities
  • Partner with executive leadership to drive company-wide strategic initiatives—from monetization strategy and pricing to cost structure and resource allocation
  • Own financial modeling, company-wide forecasting, and performance reporting. You’ll be our internal source of truth on KPIs
  • Lead end-to-end revenue operations: funnel optimization, forecasting, sales & CS ops, and marketing attribution
  • Manage the Customer Support function, including direct oversight of a high-performing team and its team lead. Maintain excellence in customer experience while scaling support systems and processes that align with our growth
  • Coach, develop, and operationalize the team to uphold Origin’s high service bar, while working cross-functionally with Product, Engineering, and Marketing to integrate customer insights
  • Analyze data and market trends to drive actionable insights on CAC, LTV, payback, retention, and other growth levers
  • Design and implement scalable systems and processes that improve our operating rhythm as we grow
  • Own cross-functional special projects that require analytical horsepower, operational rigor, and strong project management
  • Support board-level materials, investor updates, and capital planning
  • Be a strategic thought partner to the CEO, and department leaders—offering structure, insight, and follow-through

Origin provides a subscription-based platform that centralizes personal finance tasks like net worth tracking, budgeting, and automated investing. The system uses an AI planner called Sidekick to analyze transactions and offer saving recommendations, while also giving users direct access to Certified Financial Planners for personalized advice. Unlike competitors that require multiple apps for different tasks, Origin combines human expertise, AI, and tax assistance into a single service with no additional advisory fees for its investment tools. The company's goal is to simplify money management by replacing fragmented, expensive financial services with one affordable, all-in-one tool.

Company Size

51-200

Company Stage

Series B

Total Funding

$75.5M

Headquarters

San Francisco, California

Founded

2018

Simplify Jobs

Simplify's Take

What believers are saying

  • Hartford partnership expands employee financial wellness adoption across major U.S. workforce.
  • High-yield savings and automated investing with zero advisory fees drive user retention.
  • Net worth forecasting with life event scenarios differentiates from competitors like Mint.

What critics are saying

  • Brand confusion with unrelated Origin companies in HR benefits and pelvic floor therapy.
  • YNAB's superior budgeting tools drive churn among expense-control-focused households.
  • SEC AI financial advice regulations force costly human oversight, eliminating subscription profitability.

What makes Origin unique

  • Combines AI financial advisor Sidekick with certified human planners for personalized guidance.
  • Integrates estate planning, tax filing, and investment tools beyond traditional budgeting platforms.
  • Acquired MyAdvocate to offer wills and trusts, addressing gap where two-thirds lack documents.

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Benefits

Health Insurance

Life Insurance

Unlimited Paid Time Off

Flexible Work Hours

Remote Work Options

401(k) Retirement Plan

401(k) Company Match

Wellness Program

Mental Health Support

Paid Parental Leave

Fertility Treatment Support

Home Office Stipend

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

1%

1 year growth

2%

2 year growth

1%
Fortune
Mar 25th, 2026
AI benefits platform Origin raises $30M to give CHROs visibility into global spend

Origin, a London-based AI-powered benefits platform for multinational companies, has raised $30 million in an extended Series A+ round led by Notion Capital. The funding brings Origin's total capital raised over the past 12 months to more than $50 million. Founded by Chris Bruce and Pete Craghill, Origin's platform uses an AI engine called Cuido to consolidate fragmented benefits data across policies, contracts and vendor platforms into a single system. The platform helps chief human resources officers track benefits spending and usage whilst enabling employees to query their available benefits. Origin's clients include Pfizer, Comcast and BP. One client expects to save $75 million annually using the platform. The company has approximately 75 employees across the US, UK and Europe. The new funding will support integrations with human capital management platforms like Workday and Oracle's Peoplesoft.

Los Angeles Times
Feb 25th, 2026
Origin raises Series B to expand AI-powered pelvic floor therapy across $61B market

Origin, a national provider of pelvic floor physical therapy and musculoskeletal care for women, has closed a Series B funding round led by SJF Ventures, with participation from Blue Venture Fund and Gratitude Railroad. The funding amount was not disclosed. Founded in 2020, Origin offers virtual and in-person physical therapy sessions across all 50 US states. The company has built an AI-driven clinical decision product called Athena, using data from 39 million patient interactions over 10 years, alongside a patient-facing AI agent, GinaGPT. The funding will accelerate development of personalised care journeys and support Origin University, the company's clinical training programme that has trained over 100 physical therapists in 2025. Origin is targeting a $61 billion market opportunity in pelvic floor care.

HR News (UK)
May 29th, 2025
Origin Raises $21M to Transform Benefits

Origin has launched with a $21M Series A funding round led by Felix Capital, valuing the company at $106M. The funding will accelerate Origin's mission to revolutionize the $45 billion global benefits industry with its AI-powered platform, Cuido™, which provides HR teams with strategic insights and cost control. The platform has been co-created with companies like Pfizer and Comcast, demonstrating significant cost reductions and efficiency improvements.

UKTN
May 15th, 2025
Origin launches with £15.8m funding

Origin, an employee benefits management platform, has launched with a Series A funding round of $21 million (£15.8 million). The platform consolidates data from employee benefits programs across multinational companies, addressing challenges related to different languages and regulatory regimes. Co-founder and CEO Chris Bruce stated that Origin was created to provide global benefits teams with clarity, efficiency, and control.

Diplomat Media Events
Jul 30th, 2024
Fintech company Qoobiss invests 500,000 euros in Origin, a global platform for digitizing company processes

Qoobiss, a fintech company focused on process digitalization, specializing in remote identity verification solutions using video means, is investing half a million euros in 2024 in Origin, a global platform for the complete digitalization of customer interactions.

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