Head of Growth Operations and Enablement

Posted on 4/30/2024



11-50 employees

Banking services for the 62+ community

Financial Services


Los Angeles, CA, USA

Required Skills
Data Analysis
  • Demonstrated experience leading and driving initiatives with little oversight
  • Demonstrated ability to develop and maintain effective relationships with external partners
  • Demonstrated experience managing customer data and CRM platforms
  • Demonstrated experience in financial modeling, data analysis, and determining the ROI of growth-related efforts
  • Demonstrated experience operationalizing conversions through multiple sales channels and highly fluent in sales attribution, CAC, and LTV
  • Demonstrated experience operationalizing sales campaigns that involve the use of inbound, outbound, and warm transfer calls
  • Solid knowledge of marketing and distributing a product through multiple external distribution channels
  • A BA/BS degree, MBA preferred
  • Experience at a high-growth early-stage startup preferred
  • Serve as a primary support contact with external distribution partners
  • Own the onboarding process for new distribution partners including the setup and tracking in key growth platforms and facilitating training, as needed
  • Manage the configuration of our growth and CRM tech stack - essential components of our marketing, sales, onboarding, and retention effectiveness
  • Lead our campaign management strategy – event triggers and lead tracking, lead segmentation, sales and marketing campaigns, and performance reporting
  • Own the relationship with our sales call center including the planning, forecasting, and training of new sales and marketing campaigns, and ongoing performance reporting
  • Manage monthly invoicing and reconciliation processes with partners and internal finance teams
  • Facilitate weekly and monthly growth reporting to senior leadership and identify opportunities for further optimization

Charlie Financial excels in blending financial technology with specialized banking services designed specifically for the 62+ community. Employees are part of a model that provides early access to Social Security payments and competitive earnings on balances, provided through a partnership with Sutton Bank, FDIC insured. Working here offers a stable and impactful opportunity in a niche market, supporting seniors' financial independence.

Company Stage

Series A

Total Funding



Los Angeles, California



Growth & Insights

6 month growth


1 year growth


2 year growth