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About the Role
This role exists to ensure high-stakes conversations with partners, investors, and the board land well by transforming rough ideas into polished presentations and ensuring clear communication and rigorous follow-through on execution. You will work directly with the President to support daily operations, prepare external meeting materials, and drive cross-functional work.
Responsibilities
- Own the production of presentation materials for partner meetings, quarterly business reviews, board meetings, and investor updates.
- Translate rough inputs into clean, structured decks with a clear narrative arc.
- Work directly with the go-to-market team to prepare for high-visibility external conversations.
- Maintain and iterate on recurring materials such as partner-facing templates, internal scorecards, and QBR frameworks.
- Prepare agendas, pre-reads, and follow-up materials for recurring meetings.
- Track action items, decisions, and open questions across workstreams, ensuring commitments are documented and followed through.
- Own the logistics and preparation for key internal planning moments, including quarterly strategy reviews and annual planning.
- Compile partner feedback, meeting notes, and cross-functional inputs into clear written summaries.
- Draft memos, one-pagers, and briefing documents for internal and external use.
- Distill complex business situations into essential elements that drive alignment.
Requirements
- 3–5 years of professional experience, with a strong preference for backgrounds in management consulting or investment banking.
- Operations and finance experience are also relevant.
- A track record of building presentation materials that are used and persuade.
- Experience supporting senior leaders in high-stakes settings.
- Intellectual curiosity about financial services or fintech is required.
Skills
- Deck-Building and Visual Storytelling
- Written Communication
- Structured Execution
- Analytical Thinking
- Low Ego, High Output
- Discretion
Location
- San Francisco, CA
Work Type
- In-office 5 days a week
Experience Level
- 3-5 years
Salary/Compensations
- $140,000–$175,000
Benefits
- Meaningful Start-up equity
- 100% health, vision & dental primary coverage
- 75% health, vision & dental dependent coverage
- Catered lunches
- $250/month Commuter benefit
- Parental leave
- Team building events & happy hours
- Flexible PTO with a minimum of 15 days off per year
- Apple equipment
- 401k plan
About the Company
- Cardless is a Series C consumer fintech that enables major brands to build credit card programs into their ecosystems.
- Brands use Cardless to configure, launch, and grow credit card programs.
- Customers include Coinbase, Bilt Rewards, Alibaba, Qatar Airways, and LATAM Airlines.
- Cardless powers cards on all three major networks and uses AI-powered servicing.
- The company has scaled from $10 million to $150 million in run rate revenue in the past 12 months.
- Cardless raised a $60 million Series C led by Spark Capital in September 2025.
- The company has raised over $170 million in total funding.
- The team is over 50 people and scaling toward profitability by year-end 2026.