MX is a fintech company on a mission to empower the world to be financially strong. We build technology that helps banks, credit unions, and fintechs deliver smarter, more intuitive financial experiences to millions of people.
Like many startups, we’ve navigated real growth challenges — and we’ve come out stronger on the other side. Today, MX is in a phase of renewed momentum and scale, with a solid foundation and a clear vision for what’s next. This is a place where thoughtful execution matters, innovation is encouraged, and individuals have real ownership over their work.
Our culture values curiosity, accountability, and impact. We give people the space to question assumptions, design better solutions, and help shape how the company grows. If you’re looking to do meaningful work, influence outcomes, and grow alongside a company that’s ready to move fast, you’ll feel at home at MX.
The Executive Operations Partner is a strategic leadership role focused on driving executive-level strategy into measurable execution across MX. This role sits at the intersection of executive vision and organizational operations, directly enabling leadership to focus on high-impact initiatives while ensuring the smooth execution of day-to-day priorities.
The Executive Operations team manages complex cross-functional initiatives, strategic planning processes, and large-scale operational programs that directly support company growth and strategic objectives. This role is essential for translating executive priorities into actionable plans, maintaining accountability across departments, and building a collaborative culture aligned around shared goals. The ideal candidate will possess the maturity, business acumen, and relational skills to serve as a trusted strategic partner to senior leadership while fostering strong partnerships across the organization.
As an Executive Operations Partner, you will own the advancement of strategic initiatives, manage complex operational programs, and drive measurable outcomes that impact company performance. Your success will be measured not just by flawless execution, but by your ability to enhance executive capacity, improve organizational efficiency, and build systems that enable sustained business success.
RESPONSIBILITIES
Strategic Partnership and Capacity Enhancement
- Act as a strategic partner by prioritizing initiatives across competing interests and various departments, providing the Executive with actionable, accurate information to drive informed decision-making
- Lead and support strategic planning processes across the organization, ensuring alignment with company objectives and facilitating smooth transitions during key projects and organizational changes
- Oversee the development and execution of strategic initiatives, translating executive vision into measurable goals with clear success metrics and post-execution reviews
- Maintain detailed, indexed action item lists that support company objectives, driving timely accomplishment of complex initiatives through disciplined project management
Operational Execution and Policy Implementation
- Ensure the smooth operation of all daily responsibilities within the executive team, serving as the operational backbone that frees leaders to focus on strategic priorities
- Maintain, track, and manage executive initiatives through proactive accomplishment of complex tasks, with full ownership of initiative status and timeline adherence
- Identify and implement process improvements to enhance efficiency, designing streamlined workflows and process-driven systems that reduce administrative friction by 10-15% per quarter
- Work closely with leadership to build systems and frameworks that support strategic planning, improve decision-making efficiency, and enable scalable operations
Executive Administrative Mastery and Performance Oversight
- Ensure the effectiveness, structure, focus, and outcomes of all necessary meetings, drafting action-oriented agendas, capturing detailed notes, tracking action items, and driving execution to completion
- Track, manage, and appropriately forecast department reportable metrics and applicable cost center budgets, maintaining 100% accuracy in monthly reporting and <5% variance in quarterly forecasts
- Implement and maintain live dashboards or reporting systems to monitor key performance indicators across departments and executive priorities
- Optimize executive travel logistics meticulously, protecting the executive's time and MX resources while maintaining flawless schedule adherence and delivery of all deadlines
- Maintain clear oral and written communicative support among executives, vendors, clients, and community representatives, serving as a trusted liaison between internal and external stakeholders
Stakeholder Management and Leadership Development
- Foster a collaborative culture by aligning executives, department leaders, and the entire organization on shared objectives, acting as a liaison between executive leadership and the broader organization
- Facilitate strong executive team relationships by maintaining regular communication with department leaders and the senior leadership team, ensuring information flows transparently across the organization
- Work with department senior leadership to enhance the efforts of large groups and major initiatives, providing strategic counsel and operational support to drive cross-functional outcomes
- Provide administrative project management support and serve as a subject matter expert in the department's area of responsibility, mentoring team members and building organizational capability
Basic Qualifications
- Bachelor's degree in Business Administration or related field
- 8+ years of experience in executive operations or similar
- 8+ years managing large-scale, complex operational projects with accountability for timely delivery against agreed-upon timelines and success metrics.
- 8+years in business systems and tools (project management software, analytics platforms, CRM/ERP systems, or equivalent operational technology).
Preferred Qualifications
- Master's degree in Business Administration or related field
- 10+ years of experience in executive operations or strategic leadership roles within a high-growth, venture-backed, or public company environment.
- Prior experience as an executive assistant, chief of staff, or strategic operations manager to C-level executives.
- Demonstrated experience building systems and processes that improved organizational efficiency by measurable amounts
- Advanced proficiency with Excel, data visualization tools (Tableau, Looker, etc.), or business intelligence platforms for analytics and forecasting
- Track record of leading cross-functional initiatives or building collaborative programs that spanned multiple departments or business units
- Experience in fintech, SaaS, or regulated industries (banking, payments, healthcare), demonstrating understanding of complex operational and compliance requirements
MX is proudly committed to recruiting and retaining a diverse and inclusive workforce. As an Equal Opportunity Employer, we never discriminate based on race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, military or veteran status, status as an individual with a disability, or other applicable legally protected characteristics. We particularly welcome applications from veterans and military spouses. All your information will be kept confidential according to EEO guidelines. You may request reasonable accommodations by sending an email to [email protected].
Skills Required
- Bachelor's degree in Business Administration or a related field
- 8+ years of experience in executive operations or a similar field
- 8+ years managing large-scale, complex operational projects with accountability for timelines and success metrics
- 8+ years of experience with business systems and tools, including project management software, analytics platforms, CRM or ERP systems, or equivalent operational technology
- Master's degree in Business Administration or a related field
- 10+ years of experience in executive operations or strategic leadership roles within a high-growth, venture-backed, or public company
- Prior experience as an executive assistant, chief of staff, or strategic operations manager to C-level executives
- Experience building systems and processes that measurably improve organizational efficiency
- Advanced proficiency with Excel, data visualization tools such as Tableau or Looker, or business intelligence platforms
- Experience leading cross-functional initiatives or collaborative programs spanning multiple departments or business units
- Experience in fintech, SaaS, or regulated industries such as banking, payments, or healthcare
MX Technologies Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about MX Technologies and has not been reviewed or approved by MX Technologies.
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Leave & Time Off Breadth — Time off includes flexible time off, paid holidays, and a companywide winter recharge week. A formal sabbatical program and flexible working arrangements expand time‑away options.
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Healthcare Strength — Healthcare support includes subsidized medical coverage, employer HSA contributions, and free mental‑health options with access to financial and legal services. These offerings indicate a robust core health package.
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Parental & Family Support — Parental and family support features generous parental leave and childcare support within a stated family‑first approach. Such resources strengthen coverage for growing families.
MX Technologies Insights
What We Do
MX Technologies is a fintech company that aims to connect people with their financial data in a way that automates their money experience. MX Technologies, the financial data platform and leader in modern connectivity, helps organizations everywhere connect to the world’s financial data and turn raw, unstructured data into their most valuable asset to deliver intelligent and personalized money experiences. MX connects more than 16,000 financial institutions and fintechs providing the industry’s most reliable and secure data connectivity network. MX Technologies enhances financial data by cleansing, categorizing, and adding metadata that empowers organizations to deliver personalized experiences, reduce fraud, approve loans faster, and help customers save and invest smarter. Founded in 2010, MX Technologies is one of the fastest-growing fintech innovators. Additionally, MX powers 85% of digital banking providers, as well as thousands of banks, credit unions, and fintechs, with a combined reach of over 200 million consumers.
