Verlo is building the operating system for financial advisors.
Advisors spend too much time switching between CRMs, email, calendars, notes, spreadsheets, and manual processes. We're building an AI-powered platform that brings everything together, helping advisory firms spend less time on administrative work and more time serving clients.
We're an early-stage startup, which means everyone wears multiple hats. We value people who enjoy solving problems, improving processes, and jumping in wherever they're needed.
We're looking for a Business Operations Coordinator to help keep Verlo running smoothly behind the scenes.
This is a true generalist role. One morning you might be organizing founder calendars, the next you could be following up on unpaid invoices, coordinating a vendor, documenting a process, helping prepare for a product launch, or finding a better way to handle an internal workflow.
You'll work closely with the founders across every part of the business, helping eliminate operational bottlenecks so the rest of the team can move faster.
If you enjoy bringing order to chaos, improving processes, and tackling whatever needs to get done, you'll thrive in this role.
Provide executive support, including calendar management, travel planning, and meeting coordination
Manage accounts receivable, invoicing, and payment follow-up
Coordinate vendors, software subscriptions, and operational tools
Help manage recruiting logistics and employee onboarding
Document and improve internal processes
Assist with contracts and operational administration
Coordinate company events, meetings, and off-sites
Support finance and bookkeeping activities
Help maintain internal documentation and knowledge bases
Assist with customer and partner operational requests
Own special projects across operations, finance, people, and customer success
Identify inefficiencies and recommend better ways of working
2+ years in operations, executive assistance, office management, finance, project coordination, or another business operations role
Exceptional organizational skills and attention to detail
Strong written and verbal communication
Comfortable juggling multiple priorities in a fast-moving environment
Able to work independently and solve problems with minimal direction
Naturally proactive—you notice things before they become problems
High level of professionalism and discretion
Curious, resourceful, and willing to learn new systems quickly
Startup experience
Experience supporting executives or founders
Familiarity with invoicing or accounts receivable
Experience with tools like Google Workspace, Notion, Slack, Attio, or modern SaaS platforms
Experience improving or documenting operational processes
Within your first 90 days, you'll:
Become the go-to person for day-to-day operational coordination
Keep invoicing and accounts receivable running smoothly
Reduce administrative workload for the founders
Improve at least three internal processes
Build documentation that makes the team more efficient
Become a trusted partner across every department
Work directly with the founders
Make an impact across every part of the business
Help build the operational foundation of a fast-growing startup
Competitive compensation
Flexible remote work
Significant opportunities for growth as the company scales
If you're the kind of person who loves making things run better, enjoys variety in your work, and isn't afraid to jump into whatever needs doing, we'd love to meet you.
