Copilot Money · 5 days ago
Head of Strategy & Revenue Operations
New York, NY
Full-time
Hybrid
Director/Executive
$200K/yr - $240K/yr
8+ years expCopilot Money is on a mission to help people stress less about money by building a new kind of financial platform. As the Head of Strategy & Revenue Operations, you will partner with the CEO to drive growth and manage day-to-day operations, focusing on executing high-impact projects and identifying growth opportunities.
FinTech
Responsibilities
Help define our company's operating rhythm by establishing and tracking the key metrics that keep us aligned and moving quickly
Explore, prioritize, and execute on new growth opportunities - including introducing pricing and packaging strategies for our consumer subscription software
Lead the go-to-market strategy for new initiatives, collaborating closely with our Product, Design, and Customer Success teams to ensure a successful launch
Identify, negotiate, and manage strategic partnership opportunities that drive user acquisition and brand awareness
Analyze customer behavior and subscription performance to identify growth levers and improve retention and conversion
Roll up your sleeves to run other high-impact projects across the business, from marketing and finance to operations
Qualification
Required
8–10 years of experience in operations, growth, business development, or strategy at a consumer subscription software company
Proven experience developing or optimizing pricing and monetization strategies for subscription-based products
Demonstrated success identifying and executing on partnership opportunities that drive measurable growth
Track record of delivering results by doing, not delegating - you move quickly and thrive in ambiguity
Strong analytical and communication skills, comfortable using data to inform strategy and action
Comfortable working in spreadsheets, contracts, and product discussions alike
Background in finance or quantitative analysis is a plus
Appreciation for thoughtful design, clear communication, and craftsmanship in the details
Preferred
Experience working on fintech or consumer finance products
Prior experience building from 0→1 in a startup or high-growth environment
Understanding of lifecycle marketing, subscription funnels, or retention strategies
A genuine interest in helping people make better financial decisions
Benefits
Equity in the company
Health, Dental & Vision Insurance (company pays 100% premium for employee)
401k matching up to 4%
Home Office Setup, and monthly Internet reimbursement (up to $80/month)
Wellness Reimbursement ($100/month)
4 weeks of PTO. After 2 years in the company you get 5 extra vacation days, and 5 more after 4 years.
Annual company retreats, the last one was in Chile 🇨🇱
Annual week-long rotations between the US and Chile.
Company
Copilot Money
Let's do money better
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$6MKey Investors
AdjacentRestive
2024-03-21Series A· $6M
2020-04-30Seed
2020-01-01Non Equity Assistance
Leadership Team
Andrés Ugarte
Founder & CEO
Recent News
2025-10-10
2025-08-14
Company data provided by crunchbase