Technical lead building safe, evaluable LLM agents and AI infrastructure for OpenLoop’s telehealth platform. Setting architecture, observability, retrieval, and model operations direction.
About the role
- Operations role in a global SaaS FinTech managing marketing programs and AI-driven workflow automation to optimize resources. Collaborating with executive leadership on deliverables and accountability.
Responsibilities
- Own and operate Marketing’s end-to-end project intake, prioritization, and portfolio management, ensuring work is aligned to business goals, executive priorities, and customer journeys
- Design, implement, and continuously optimize AI-driven workflows to automate scheduling, workload balancing, alerts, and stakeholder communications across tools like Asana, Jira, Slack, and Google Workspace
- Stack-rank and re-prioritize a high volume of incoming marketing requests in a fast-paced, global, multi-product SaaS environment
- Define marketing program objectives, KPIs, and tactical plans, and monitor progress using data-driven performance indicators
- Forecast resource constraints using AI-powered alerts and collaborate with Marketing leadership to proactively resolve capacity, budget, or timeline risks
- Partner cross-functionally with Sales, Product, Engineering, Customer Success, and external agencies to ensure seamless execution and delivery
- Manage vendor and agency relationships to ensure contract compliance, on-time delivery, and efficient use of offshore and retained resources
- Produce weekly executive- and board-ready reporting that clearly communicates measurable outcomes (pipeline, bookings, conversion, ROI) using data aggregated across multiple systems
- Track time, spend, and overhead to support profitability analysis, operational improvements, and budget optimization
- Lead, mentor, and develop two senior Marketing Operations professionals, fostering shared knowledge and operational excellence across the team
Requirements
- 7+ years of experience in agency traffic management, project management, or marketing operations, with program- or portfolio-level ownership
- 2+ years of people management experience leading senior individual contributors
- Hands-on experience building or managing AI-powered workflows and automation for scheduling, intake, reporting, or resource management
- Strong command of modern marketing and operations tools such as Asana, Jira, Slack, Salesforce, HubSpot/Marketo, and Google Analytics
- Proven ability to communicate clearly and confidently with executive leadership and Private Equity stakeholders, using outcome-focused, data-driven insights
- Demonstrated strength in prioritization, time management, and decision-making under pressure
- Analytical mindset with the ability to define KPIs, evaluate program performance, and drive continuous improvement
- Bachelor’s degree or equivalent practical experience
Benefits
- A Company with Momentum – We serve 12M+ users across 120 countries, helping businesses modernize their finance operations.
- A Team That Innovates – Work alongside some of the brightest minds in finance, tech, and AI to solve real-world challenges.
- A Culture That Empowers – Competitive pay, flexible work, and an inclusive, collaborative environment that supports your success.
- A Career That Matters – Your work here drives efficiency, innovation, and smarter financial decision-making for businesses everywhere.
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