Associate, Strategic Planning and Operations

Role: Associate, Strategic Planning & Operations

Location: Sandy, UT (In-Office, Flexible work options available)

Reports To: Chief Executive Officer / Chief of Staff

We’re seeking a Strategic Planning & Operations Associate to support the Chief of Staff and work cross-functionally across the company. This person will serve as a data-driven problem solver, strategic thinker, and execution partner, responsible for analyzing complex business challenges, identifying opportunities, and helping teams design and implement solutions.

What You’ll Be Doing

Strategic Analysis & Opportunity Assessment

• Analyze market trends, customer behavior, product performance, sales funnels, and financial results to generate insights.
• Build models, frameworks, and data-driven recommendations to evaluate new business opportunities, strategic initiatives, and process improvements.
• Synthesize findings into clear, actionable insights for leadership.
  
  

Planning & Execution Support

• Partner closely with the Chief of Staff to define, scope, and drive priority initiatives across the organization.
• Translate strategic goals into operational plans, including timelines, workstreams, and success metrics.
• Work with Sales, Operations, Product, and Finance teams to implement changes and ensure alignment.
  
  

Cross-Functional Problem Solving

• Identify root causes of bottlenecks or inefficiencies across departments using data, stakeholder interviews, and structured analysis.
• Collaboratively design solutions and support teams in executing those changes.
• Track progress, measure impact, and adjust as needed.
  
  

Data, Reporting & Modeling

• Build and maintain dashboards, reports, or models that support operational and strategic decisions.
• Consolidate data across systems to create clear narratives for leadership reviews.
• Support forecasting, scenario planning, and performance monitoring.
• Operational Improvement and Workflow Analysis
• Analyze, document, and optimize internal workflows across sales, operations, support, and product teams.
• Build capacity models that forecast staffing and operational needs based on sales growth, customer volume, and process complexity.
• Recommend and support implementation of process improvements to increase efficiency and scalability.
  
  

What You Bring

• 3–4 years of experience in strategy, finance, management consulting, business operations, business analytics, corporate strategy, or a related analytical role.
• Strong financial modeling and analytical skills; proficiency in Excel/Sheets, BI tools, or SQL is a strong plus.
• Experience working with cross-functional teams to solve complex operational or business problems.
• Ability to structure and break down ambiguous problems into clear steps.
• Strong communication skills — able to explain complex ideas simply and influence stakeholders.
  
  

Preferred Skills

• Experience in a high-growth startup environment or a business undergoing change.
• Knowledge of retirement plans, financial services, or SaaS business models is a plus (not required).
• Familiarity with CRM, workflow tools, or product analytics platforms.
  
  

Who You Are

• A natural problem solver who loves asking why and uncovering what the data is really saying.
• A strategic thinker who can zoom out to see the big picture and zoom in to execute details.
• A proactive self-starter who enjoys owning outcomes and driving change across teams.
• A collaborator who thrives in cross-functional environments and works well with diverse stakeholders.
• Someone who believes data should inform every decision — but also knows when to combine it with intuition and context.
  
  

Job Type: Full-time

Location: United States

Why 401GO?

At 401GO, we’re not just changing retirement—we’re reinventing it. As a fast-growing fintech start-up, we’ve built the world’s most advanced, fully automated retirement platform to help hard-working Americans take control of their future. Here, innovation moves fast, ideas matter, and your work makes a real impact. You’ll enjoy a collaborative and supportive environment where great people do their best work together, backed by competitive compensation, excellent benefits, and plenty of opportunities for professional growth. If you’re ready to challenge the status quo and be part of something big, 401GO is the place to grow your career.

What We Offer

• A standout 401(k) plan (naturally!).
• Generous stock options—share in our growth and success.
• Flexible work environment—choose where you’re most productive.
• Excellent benefits, including medical, dental, and vision.
• Flexible hours—because great work doesn’t always happen 9–5.
• Plenty of PTO—we value work-life balance.
• A fully stocked kitchen when you’re in the office.
  
  

At 401GO, we invest in our people just as much as we invest in helping Americans secure their financial future.

We are proud to be an Equal Opportunity Employer. We support a working environment that provides qualified employees and applicants with equal employment opportunity on a non-discriminatory basis without regard to race, color, creed, age, religion, gender (including pregnancy, gender identification and/or gender nonconformity) sexual orientation, marital status, national origin, ancestry, ethnicity, genetic information, physical or mental disability, citizenship, past, current or prospective service in the uniformed services or any other basis prohibited by federal, state, or local law.

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