Associate, Strategic Planning and Operations

Location Sandy, UT
** 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, work streams, 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 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,…