Business Operations Generalist

Who We Are?

Over the next few years, every financial institution will have teams of AI analysts working alongside their sharpest minds. At Endex, we're on a mission to bridge the present to the inevitable by building the most sophisticated digital coworker native in Excel. We're a team working on the frontier of agentic development and applied finance, in close collaboration with leading research labs and backed by OpenAI ($14M Raise in Aug. 2025).

With significant demand after our launch, financial firms across the country recognize agentic AI in financial modeling is the future.

About the Role

Location: New York City

Commitment: 5-6 Days In-Person

Operators at Endex manage strategic initiatives, drive operational excellence, and own business growth. The role flexes across numerous high-impact, high-visibility workstreams, from leading GTM calls, hiring our future team, owning feature roadmaps, establishing new verticals and more. If you thrive in ambiguity and seek the opportunity to build the backbone of a transformational company, let’s chat.

Your Key Responsibilities

• Execute Strategy: Work directly with the CEO to identify, prioritize, and drive forward high-impact initiative

• Own Critical Operations: Ensure day-to-day needs across customers, partners, and internal systems are met quickly and effectively.

• Shape the Product Roadmap: Gather insights from customers, evaluate workflows, and analyze the competitive landscape to inform product direction and strengthen Endex’s position as the premier AI Excel tool.

• Support Go-To-Market: Join key sales conversations, build and optimize our pipeline systems, and create marketing materials and strategy to accelerate growth.

• Explore New Verticals: Research and validate new markets and applications for Endex’s frontier agentic services, helping define where we expand next.

• Recruit and Build the Team: Lead recruiting efforts, identify bottlenecks, and manage hiring processes to attract and select top talent.

What We’re Looking For

• Athlete: You have a proven track record of excellence in fast-paced environments. You thrive under pressure, set a high bar for yourself, and are driven to help your team succeed.

• Versatile Problem-Solver: You’re intellectually curious, quick to learn, and eager to take on new challenges across a wide range of responsibilities

• Relentlessly Resourceful: Ambiguity doesn’t slow you down. You move fast, leverage your network, and figure things out even without a playbook.

• Execution-Oriented: You translate company strategy into action by identifying, prioritizing, and driving forward key initiatives.

• Organizer: You help set the company’s operating rhythm, designing and implementing systems

• Strong communication: Collaboration across functions and teammates is core to Endex

• Low ego: You listen actively, welcome feedback, and stay focused on outcomes rather than credit. You’re confident in your abilities but humble enough to adapt and learn.

Nice to haves…

• Early-stage start-up experience

• Finance experience relevant to Endex’s business

Full-Time Benefits

• Health & Dental Insurance

• Monthly Wellness Stipend

• Retirement Benefits - 401K Matching

• Competitive Salary + Equity