Head of Strategy & Revenue Operations

Who We Are

Copilot Money is on a mission to help people stress less about money. We’re building a new kind of financial platform that empowers people to take control of their finances, make informed decisions, and achieve their goals. We're a high-energy, fast-paced startup looking for determined, hands-on folks to join our team and make a real impact on people's financial lives.

The Role

As Head of Strategy & Revenue Operations, you’ll partner directly with the CEO to drive Copilot Money’s growth and day-to-day operations. This is a highly impactful, execution-first role where you'll be responsible for getting things done across the business - whether that’s closing a partnership, launching a campaign, negotiating a contract, or improving how we run.

This isn’t a role about managing teams or delegating work. It’s about doing the work yourself, identifying the highest-impact opportunities, and running with them. You should enjoy wearing many hats, figuring things out quickly, and being part of a small, scrappy team that moves fast.

This is a hybrid position based in New York City, you’ll be required to come into our office at least 2 times a week along with the rest of the team. We work from home the rest of the week, but the office is always available in case you want to make use of it more often.

Key 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.

Qualifications

• 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.

Nice to Haves

• 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.

Compensation and Benefits

• The expected salary range for this role is $200-$240k. The starting base pay will depend on factors including skills, experience, market, and internal pay parity.

• 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.

We believe diverse teams build better products. We strongly encourage applicants from all backgrounds to apply.

Join us to help the world stress less about money and bring financial clarity to all.