Director, Financial Services Operations & Strategy

Description

Powered by AI, Vantaca's vision is big! We are the leading AI-native community management performance platform that enables owners and operators, community management teams, boards and associations to work smarter, faster, and with unprecedented insight. More than just accounting and management software, Vantaca is intelligent business operating software that leverages artificial intelligence to automate routine work, surface actionable insights, and help our customers increase revenue, efficiency, flexibility, and control.

Built on modern cloud architecture with a single-platform design, Vantaca combines comprehensive functionality that adapts to 100% of business processes with AI-powered automation that learns and improves over time. Our proactive AI capabilities don't just report on what happened; they predict what's coming and recommend what to do next. From intelligent document processing and predictive analytics to automated workflows and conversational interfaces, we're transforming how community management companies operate.

With seamless integrations across the software and banking ecosystem, we're building the intelligent hub for community management where AI doesn't just assist, it anticipates. Vantaca is focused exclusively on community management and is the trusted technology leader defining the AI-powered future of the community association management industry. We're building something fundamentally different, and our customers are experiencing the competitive advantage that comes from working with truly intelligent software.

Vantaca just achieved unicorn status with a $1.25B valuation, so it's safe to say we're past the "scrappy startup phase." We're not just building a successful company—we're building the category-defining platform that will transform how an entire industry operates.

Overview

Vantaca is scaling its financial services business rapidly, supporting millions of homeowners and processing billions in payments annually.

As Director of Operations & Strategy, you will lead the evolution of our embedded payments and lockbox operations to support 2x+ growth. This role combines strategy and execution - owning and building the systems, processes, and infrastructure required to scale efficiently while maintaining a best-in-class customer experience.

You’ll lead an operations team and partner closely with Product and Engineering to translate operational needs into automation and scalable solutions, helping shape how financial services are delivered across our platform.

This is a hands-on leadership role for someone who enjoys both building and leading, someone who takes ownership, operates with urgency, and is excited to grow into broader responsibility as the business expands.

Responsibilities

Strategic Leadership

• Develop and execute a scalable operational strategy across payments, lockbox, and implementation functions to support 2x+ growth
• Build the infrastructure, tools, and processes required to scale while maintaining strong customer experience and NPS
• Establish and maintain compliance frameworks, internal controls, and risk management protocols
  
  

Payments Operations

• Own performance of payment operations end-to-end, including bank/card payments and lockbox processing
• Lead implementation and onboarding, including KYC processes and homeowner portal adoption
• Serve as the operational escalation point, ensuring timely resolution and root-cause fixes for complex issues
  
  

Process & Automation

• Identify manual workflows and drive automation through tooling, system design, and AI where appropriate
• Implement workflow solutions that improve onboarding speed, reduce errors, and increase operational efficiency
• Partner with Product and Engineering to translate operational needs into scalable solutions
  
  

Metrics & Continuous Improvement

• Define and track KPIs, SLAs, and dashboards to measure operational performance
• Build reporting infrastructure that provides visibility into performance and opportunities for improvement
• Drive continuous improvement across cost, accuracy, and customer experience
  
  

Team Leadership

• Build and lead a high-performing operations team
• Establish clear ownership, accountability, and performance expectations
• Coach and develop team members as the organization scales
  
  

Requirements

• 5+ years in operations, BizOps, or strategy roles within a high-growth fintech or vertical SaaS environment; embedded payments experience preferred
• Experience managing teams, with a track record of building high-performance, process-driven cultures
• Demonstrated ability to scale operations in a high-growth environment while maintaining quality and compliance
• Strong process design experience, including documentation, workflow optimization, and cost reduction initiatives
• Track record of identifying manual processes and implementing automation to improve efficiency
• Analytical and metrics-driven, with the ability to articulate impact in terms of ROI and performance improvement
• Self-directed and proactive, able to identify priorities and drive outcomes without a defined playbook
• Exposure to automation tools, AI workflows, and technical tools (e.g., SQL, internal systems)
  
  

Core Values

• Always Growing: Likes change and enjoys finding new ways to improve their knowledge and the product. Always ready to learn quickly, helping themselves and the team grow.
• Win as a Team: Builds trust and works together by making sure everyone communicates well. Actively involved in daily work, working closely with the team, listening to their ideas, and celebrating successes together.
• Accountability Starts with Me: Notices problems and takes personal action to solve them.
• Unwavering Commitment to Customer Experience: Regularly talks to residents and management companies, taking personal responsibility to understand what they need, address concerns, and make their experience better with improved Vantaca processes.
• Innovate Boldly: We challenge the status quo and push boundaries to create meaningful change. We act with urgency and purpose, knowing that innovation drives our success.
  
  

Why You Should Join Our Team

• Build consumer products that millions use. Shape how homeowners across the country interact with their communities every day.
• AI-First Product Culture with access to cutting-edge tools and autonomy to experiment.
• Our eNPS is +68! (Google it, that is great)
• Benefits: Medical, Dental, and Vision kick in day one
• Unlimited PTO (with a requirement for employees to take a minimum of one continuous week per year)
• 401K with Company Match
• Remote Flexible - come to the office when needed
• Great parental leave benefits
• Unicorn-stage growth: $1.25B valuation, $300M Series C, scaling from 275 to 400+ employees
• Named on Inc 5000 list of America's Fastest Growing Private Companies
• Named on Inc 5000 Vet 100 Private Companies list multiple years in a row
• Winner of Coastal Entrepreneur Award, Technology Category
• Active employee-led Culture Committee
• Ongoing industry and professional development trainings available to all employees
• Multiple leaders on the executive committee recognized as 40 under 40 recipients for contributions to business and community
• We're playing offense to win! Our product market fit and our world-class employees make us the leader in our space. We're building something cool and people like it here.
  
  

We receive many resumes for our open positions and each one is reviewed by a human being on our recruiting team. We will compare your background with the qualifications and requirements for the position.