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Principal, Business Operations

About Us:

Monarch is a powerful, all-in-one personal finance platform designed to help make the complexity of finances feel simple again. Since launching in 2021, we’ve become the top-recommended personal finance app by users and experts. Our goal? To take the stress out of finances so our members can focus on what truly matters.

We are a team of do-ers led by experienced entrepreneurs who are passionate about helping our members reach their financial goals. We are hyper focused on building a product people love and continuing to evolve based on user feedback.

As a fully remote company (even before COVID!), we welcome applicants from almost anywhere. Our team collaborates synchronously mostly from 9 AM – 2 PM PT and embraces asynchronous work to stay connected across time zones.

Join us on our mission to transform lives by simplifying money, together.

The Role:

Monarch is seeking a Principal, Business Operations to join our Operations team during a period of hyper-growth. Reporting directly to the Chief of Staff and Head of Operations,  you will drive critical cross-functional initiatives, operational excellence, and strategic decision-making across the company. This is a highly visible role that requires a mix of analytical horsepower, project management skills, and a strong ability to influence business decisions.

What You’ll Do:

  • Own and lead high-priority, cross-functional initiatives that drive business performance, operational efficiency, and strategic growth

  • Design and implement scalable processes to improve how we plan, execute, and measure key business priorities

  • Partner with senior leaders across departments (Product, Finance, Marketing, etc.) to drive clarity and alignment on goals, KPIs, and execution plans

  • Develop business cases, operational models, and strategic frameworks to support executive decision-making

  • Step into operational gaps and roll up your sleeves when needed — from leading a new process rollout to owning special projects

  • Support the Chief of Staff on strategic planning, quarterly OKR processes, executive communications, and board materials

What You’ll Bring: 

  • 5-7 years of experience in business operations, management consulting, strategy, or similar roles at a high-growth company or fast-paced environment

  • Proven ability to lead complex cross-functional projects from idea to execution with minimal oversight

  • Strong analytical and strategic thinking skills — you're comfortable in Excel/Google Sheets, can build a model when needed, and can translate numbers into action

  • Excellent communication and stakeholder management skills (both verbal and written)

  • Bias for action, comfort with ambiguity, and a no-task-too-small mentality

  • A systems thinker who can also get in the weeds when needed

  • Ability to manage multiple priorities

  • Experience within a high growth startup environment within the B2C/SAAS space 

Nice to Have’s:

  • Experience in a startup or scaling company environment

  • Familiarity with tools like Notion, Linear, Omni Analytics (or similar BI/analytics tools)

Typical Process (May vary depending on role):

  • Recruiter Video Call 

  • Hiring Manager Video Call

  • Take Home Assignment

  • Virtual “onsite” round consisting of 2-4 rounds

  • Reference Checks  

  • Offer! 

Benefits :

  • Work wherever you want! As a fully remote company with no central office, we want you to work wherever you are happiest and most productive. Whether that’s out of your home, a co-working space, or elsewhere.

  • Competitive cash and equity compensation in a hyper growth, early stage company 🚀.

  • Stipend to set-up your ideal working environment.

  • Competitive Benefit Plans for employees based on your location (e.g. in the US we offer: Medical, dental and vision benefits and the ability to contribute to a 401k plan).

  • Unlimited PTO.

  • 3 day weekend every month! We take off the “First Friday” every month to focus on rest, recuperation, or just having fun!

We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.

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Average salary estimate

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What You Should Know About Principal, Business Operations, Monarch Money

Join the dynamic team at Monarch as a Principal, Business Operations and be a vital part of our mission to simplify personal finance for everyone! Since our launch in 2021, Monarch has established itself as the go-to personal finance platform, renowned for its user-friendly design and comprehensive features. In this highly visible role, you'll report directly to the Chief of Staff and Head of Operations, taking on the challenge of driving critical, cross-functional initiatives at a time of exciting growth. You'll utilize your strong analytical skills and project management abilities to improve operational efficiency and strategic decision-making. Your work will involve partnering with leaders across various departments to ensure alignment on goals and the execution of key business priorities. We need someone who is not just a thinker but a doer—ready to jump in when needed, whether it’s leading a new process rollout or developing essential business models. You will thrive in a fully remote environment, collaborating synchronously and embracing asynchronous communication to stay aligned across time zones. At Monarch, we champion a culture that promotes work-life balance and encourage every team member to find their ideal working environment. If you have 5-7 years of experience in this space and a knack for translating analytical insights into actionable projects, we want to hear from you. Let's transform lives together and make financial management a breeze!

Frequently Asked Questions (FAQs) for Principal, Business Operations Role at Monarch Money
What are the responsibilities of a Principal, Business Operations at Monarch?

As the Principal, Business Operations at Monarch, you will lead critical cross-functional initiatives that enhance operational efficiency and drive strategic growth. Your responsibilities include designing and implementing scalable processes, partnering with senior leaders across departments, developing business cases to support executive decision-making, and stepping into operational gaps as required.

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What qualifications are required for the Principal, Business Operations role at Monarch?

Candidates for the Principal, Business Operations position at Monarch should have 5-7 years of relevant experience in business operations, management consulting, or similar roles in fast-paced environments. Strong analytical skills, effective communication abilities, and project management capabilities are essential for success in this role.

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How does the Principal, Business Operations contribute to strategic planning at Monarch?

In the role of Principal, Business Operations at Monarch, you will support the Chief of Staff in strategic planning initiatives and quarterly OKR processes. This includes preparing executive communications and board materials, ensuring that each step is aligned with our overall business goals and mission.

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What is the work culture like for the Principal, Business Operations at Monarch?

Monarch boasts a fully remote work culture, allowing for flexibility and a healthy work-life balance. The team collaborates primarily during synchronous hours of 9 AM to 2 PM PT while embracing asynchronous communication, ensuring that all members remain connected regardless of their time zones.

Join Rise to see the full answer
What tools and systems should a Principal, Business Operations at Monarch be familiar with?

Candidates should be familiar with analytics tools such as Notion, Linear, and Omni Analytics, as well as being comfortable with Excel or Google Sheets for modeling and analysis. An understanding of systems thinking and the ability to manage multiple priorities are also crucial.

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Common Interview Questions for Principal, Business Operations
Can you describe a complex project you've managed and the outcome?

When answering this question, detail the project's scope, your strategy for managing it, key stakeholders involved, and the final results. Highlight how your analytical and project management skills were pivotal in achieving success.

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How do you approach stakeholder management?

Discuss your methods for identifying key stakeholders, understanding their needs, and maintaining clear and consistent communication throughout a project. Provide examples of how you’ve successfully aligned stakeholders towards common goals.

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What is your experience with developing operational models?

Illustrate your ability to create and implement operational models by discussing past experiences where your analytical prowess led to efficient processes or informed decision-making. Be sure to mention any specific tools you used.

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How do you prioritize multiple projects simultaneously?

Share your framework for prioritization, which could include evaluating urgency, aligning with business goals, and resource availability. Provide an example of how this approach helped you manage multiple tasks effectively in a previous role.

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Can you give an example of how you’ve implemented a scalable process?

Detail a specific process you developed, emphasizing your thought process, design steps, and how it improved efficiency or outcomes in the organization. Highlight measurable results to demonstrate the impact.

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What strategies do you use for strategic decision-making?

Describe how you gather data, engage with stakeholders, and analyze trends before making strategic decisions. Use an example to demonstrate how these strategies led to successful outcomes in your previous roles.

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How do you ensure alignment on goals across departments?

Discuss the communication strategies you employ to align different departments, which could include regular meetings, shared documentation, or collaborative tools. Share a story where these strategies resulted in improved teamwork.

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What would you do if faced with an operational gap?

Explain your proactive problem-solving approach, including assessing the situation, identifying resources, and implementing a solution quickly. Citing an example will strengthen your response.

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How do you handle feedback and incorporate it into your work?

Share your perspective on feedback as a growth tool, detailing how you solicit it, analyze it, and apply it to improve your processes or project outcomes. Provide a concrete instance where feedback made a positive difference.

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Why do you want to work at Monarch as a Principal, Business Operations?

Speak from the heart about your admiration for Monarch's mission to simplify personal finance and how your skills and values align with the company's goals. Highlight specific aspects of the company culture or product that resonate with you.

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DATE POSTED
April 19, 2025

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