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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
Onsite 1-3x per week (will vary)
The role:
Business Operations enables our groups and businesses to scale faster and operate more efficiently. SoFi is looking for a data-driven, strategic thinker to join our Technology Business Operations team, supporting the Engineering Product Development, IT and Cybersecurity teams. You’ll partner directly with technology, product, and business unit leaders to improve how we plan, prioritize, and allocate resources across critical initiatives — enabling our CTO and leadership team to focus on strategy and innovation.
This is an ideal role for someone who enjoys bringing structure to complexity, thrives in a fast-moving environment, and is motivated by helping teams execute with clarity and impact.
What you’ll do:
- Drive continuous improvement of the operating rhythms and processes across the Technology organization
- Partner with CTO leaders on key business management deliverables, including company-wide annual and quarterly planning, goal setting, initiative prioritization, resource allocation and executive presentations
- Partner with Finance and People teams on headcount planning, forecasting, capitalization and budgeting
- Manage the operating cadence for your Tech division(s) – staff meetings, quarterly product reviews, all-hands, etc.
- Identify and implement process improvements that increase clarity, accountability, and execution efficiency across teams
- Support preparation for executive reviews, board updates, and company-wide communications on Technology priorities
- Act as a strategic connector between Technology, Finance, People and other cross-functional Business Operations peers
- Support company and Technology culture initiatives that enhance engagement and collaboration
- Take on and drive special projects and ad hoc initiatives that advance Technology’s strategic objectives
What you’ll need:
- 6+ years of experience in Business Operations, Program Management, or Chief of Staff roles
- Familiarity working with Technology and Engineering teams
- Proven experience supporting planning, prioritization, and resource allocation in a complex organization
- Strong analytical skills — able to structure problems, build simple but effective models, and communicate insights clearly
- Excellent written and verbal communication skills, with the ability to influence cross-functionally
- Outstanding project and time management skills; adept at managing multiple priorities
- Comfortable operating in ambiguity and driving progress without formal authority.
- Advanced proficiency in Google Sheets/Excel and Slides, or equivalent tools
- Strong attention to detail, diligence and a collaborative mindset
Nice to have:
- Experience working in a matrixed or high-growth technology organization
- Familiarity with Jira and / or Confluence
- Background in FinTech, banking or technology business operations
SoFi San Francisco, California, USA Office
Our new headquarters opened in 2019. The office provides an open work environment, an all-hands area, a café, library, coffee points on every floor, and executive conference rooms. The game room and roof-top lounge area provide space to take a break and look at the incredible downtown view.
What you need to know about the San Francisco Tech Scene
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
