Cookie Finance · 1 day ago
Operations Platform Specialist
United States
Full-time
Remote
Entry, Mid Level
2+ years expCookie Finance is a rapidly growing accounting and tax technology startup for content creators. The Operations Platform Specialist will help optimize internal systems and improve the client experience by translating operational needs into technical solutions and collaborating with various teams to enhance system efficiency.
Financial Services
No H1B
Responsibilities
Be the system expert — Become the go-to person who deeply understands how our systems work, what they can do, and where their limitations may be, so you can guide teams and identify opportunities for improvement
Translate needs into action — Work cross-functionally with Client Services, Bookkeeping, Tax, and other teams to understand their pain points, then turn those insights into clear technical requirements and process improvements
Partner with leadership and development — Collaborate with leadership and technical teams to prioritize system upgrades, communicate requirements clearly, and ensure solutions actually solve the problems teams are facing
Troubleshoot and solve system issues — Act as the first line of defense when software issues arise by monitoring internal support tickets. Diagnose issues, find workarounds, and escalate bugs or technical problems with context and clarity
Drive continuous improvement — Proactively identify inefficiencies, bottlenecks, and opportunities to make our software and related operational processes faster, smoother, and more reliable
Own system documentation and training — Create and maintain clear documentation on how our systems work, train team members on new features or processes, and ensure everyone knows how to use the tools they need
Test and validate upgrades — Work with development teams to test new features, provide feedback, and ensure changes work smoothly before rolling them out to the broader team
Champion operational excellence — Help teams adopt best practices, encourage smart workflows, and ensure our systems are being used effectively across the organization
Qualification
Required
2–4 years of experience in operations, business operations, or a systems-focused role with a strong track record of improving processes and driving efficiency
Ability to learn new systems and tools quickly, whether it's internal software platforms, workflow automation tools, or integrations
Strong cross-functional collaboration skills with the ability to work effectively with technical and non-technical teams, translating between operational needs and technical requirements
Proven ability to troubleshoot complex problems, identify root causes, and develop practical solutions that work in real-world operational environments
Highly organized and proactive with the ability to manage multiple priorities, projects, and stakeholders simultaneously in a fast-paced, high-growth environment
Excellent communication skills with the ability to document processes clearly, explain technical concepts to non-technical audiences, and advocate for system improvements
Preferred
Experience with internal tools, software platforms, CRMs, or workflow systems preferred
Interest in the creator economy and working at a fast-scaling startup preferred
Bachelor's degree in Business, Information Systems, Operations Management, or a related field recommended
Company
Cookie Finance
Tech enabled accounting and finance platform built specifically for content creators and social media influencers.
11-50 employees
Funding
Current Stage
Early StageTotal Funding
$4M2024-09-30Seed· $4M
Recent News
2025-04-01
Richmond BizSense
2024-10-30
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