Operations Generalist

Obol is redefining how businesses manage cash flow. Our platform equips finance teams with powerful tools to automate operations, forecast with confidence, and make smarter decisions—all in real-time. With seamless integrations to bank accounts, ERPs, and payment processors, Obol turns complex financial workflows into streamlined, proactive strategies.

Backed by leading American VCs and leaders from top tech companies like Square, PayPal, eBay, Tipalti, and Afterpay, Obol is at the forefront of financial innovation. We’re tackling a mission-critical challenge for finance teams across North America, empowering businesses to focus less on cash flow worries and more on achieving their ambitions.

As a member of the Obol team, you’ll work closely with our founders and a world-class team to shape the future of cash flow management through technology. This is a unique opportunity to make a significant impact at an early stage and contribute to our mission of empowering businesses.

What we are looking for?

We’re seeking a proactive and detail-oriented Operations Generalist to temporarily step in during a maternity leave. This cross-functional role supports company operations across finance, legal, and executive coordination. You’ll keep the business running smoothly, supporting both internal teams and external partners.

What You’ll Be Doing

• Work closely with our CEO by preparing and tracking agendas for:
• Board meetings
• Town Halls
• Weekly Round Table meetings
• Follow up on action items and maintain meeting notes
• Assist in executing GTM team processes
• Coordinate across departments to enable high-functioning teams
• Support the planning and logistics for internal and external conferences
• Interface with outsourced bookkeeping/CFO services
• Coordinate SOC 2 and other compliance initiatives
• Update and distribute company policies, including Terms of Service and Privacy Notice
• Maintain centralized agreement templates (employment, vendor, NDAs)
• Liaise with our external counsel for legal document execution

What we are looking for

• 2+ years of experience in operations, finance, or administrative roles
• Strong project management and communication skills
• Comfort with ambiguity, problem-solving, and juggling multiple tasks
• Familiarity with compliance processes (SOC 2 a plus)
• Experience working with external counsel
• Tools: G-Suite, HRIS, expense mgmt platforms, Slack, Notion

Why Join Obol?

At Obol, we don’t just build solutions; we redefine how finance teams work, creating technology that empowers businesses to focus on growth.

• Impact: Be the first point of contact for finance leaders and play a critical role in shaping Obol’s sales pipeline and outbound motion.
• Collaboration: Work closely with founders and leadership team to influence strategy,
• Culture: Join a collaborative and dynamic work environment where your contributions will make a tangible impact.
• Perks: Competitive salary, equity options, and the chance to be part of a high-growth fintech company.