Full-Time

Strategic Operations Manager

Updated on 12/12/2024

Ownwell

Ownwell

51-200 employees

Financial wellness platform for money management

Fintech
Financial Services

Mid, Senior

Austin, TX, USA

Category
Procurement & Sourcing
Supply Chain Management
Operations & Logistics
Required Skills
Market Research
Python
SQL
Data Analysis
Requirements
  • A relevant BA/BS degree or related experience
  • 5+ years of relevant consulting or operations work experience
  • Vendor management or partner outsourcing is preferred but not required
  • Experience creating, building, and optimizing operations - particularly in a fast-paced startup or tech environment, and experience with leading partner (BPO) teams to achievements equivalent to internal teams
  • The ability to effectively influence and communicate cross-functionally throughout an entire organization and excellent written and verbal communication skills
  • Creative problem-solving abilities and expertise in balancing and articulating trade-offs at scale
  • A passion for process improvement and ensuring Ownwell’s customers have an outstanding experience
  • A desire to question and challenge the status quo
  • Proficiency with SQL and/or Python (preferred but not required)
Responsibilities
  • Drive Operational Excellence: Identify gaps and opportunities across all operations channels to improve efficiency, quality, and cost-effectiveness. Develop actionable plans and execute them in collaboration with cross-functional stakeholders.
  • Balance Efficiency, Quality, and Cost: Strategically invest in processes, vendors, and tools to optimize the performance of Ownwell Operations, ensuring maximum ROI while maintaining high standards of quality.
  • Measure Performance and Impact: Develop, track, and report key metrics to evaluate team growth, performance, and impact. Set clear goals and provide regular updates on progress.
  • Lead Critical Initiatives: Develop and manage end-to-end project plans to ensure the successful and timely delivery of high-priority operational initiatives.
  • Research and Execute Critical Projects: Research new markets, opportunities, and products alongside product and marketing then execute on expansion plans. Develop and manage end-to-end project plans to ensure successful and timely delivery.
  • Enhance Processes and Scalability: Analyze internal processes and tools to identify inefficiencies, synthesize data-driven insights, and propose scalable improvements to support growth.
  • Manage Vendor Relationships: Oversee vendor partnerships, including performance monitoring, expense management, and contract optimization, to maximize value and efficiency.

Ownwell is a financial wellness platform that assists individuals in managing their money effectively. It offers personalized advice and guidance, along with various tools and resources that enable users to make informed financial decisions. The platform also provides financial education courses and workshops, which help users grasp the fundamentals of money management. What sets Ownwell apart from its competitors is its focus on financial education, ensuring that users not only receive advice but also learn essential skills for their financial future. The primary goal of Ownwell is to empower people to save, invest, and plan for their financial well-being.

Company Stage

Seed

Total Funding

$5.6M

Headquarters

Austin, Texas

Founded

2020

Growth & Insights
Headcount

6 month growth

8%

1 year growth

37%

2 year growth

129%
Simplify Jobs

Simplify's Take

What believers are saying

  • Increased interest in financial literacy boosts demand for Ownwell's educational offerings.
  • AI-driven advisory services enhance Ownwell's personalized financial advice capabilities.
  • Remote work trends expand Ownwell's potential customer base in homeownership.

What critics are saying

  • Rising interest rates may reduce property transactions, affecting Ownwell's customer base.
  • Increased competition from PropTech startups could dilute Ownwell's market share.
  • Changes in property tax legislation could alter demand for Ownwell's services.

What makes Ownwell unique

  • Ownwell offers unique financial education courses and workshops for better money management.
  • The platform provides personalized advice to help users make informed financial decisions.
  • Ownwell's Bill Reduction Service helps homeowners save on monthly bills.

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