CareerPlan

Special Projects Lead

San FranciscoFull-time$150k2026-01-22 → 2026-11-11
On-site · United States

Core

Special Projects Lead working directly with the CEO on high-stakes business operations, strategic projects, M&A diligence, and building 0→1 systems to replace manual brokerage work with AI.

Role type

Senior IC strategy & operations lead (CEO office)

Builds

0→1 systems for underwriting operations, customer experience, and risk evaluation; dashboards and metrics for throughput and efficiency

Domain

Commercial insurance / AI / Fintech

Required skills

complex data analysis, financial modeling, system thinking, autonomous operation, rapid context switching, end-to-end problem ownership, cross-functional coordination

Preferred skills

insurance domain knowledge, fintech experience, regulated-industry background, AI/automation tooling familiarity, startup 0→1 experience

Technologies

AI/automation tooling

Responsibilities

Solve CEO's hardest problems with shifting weekly scope; build systems to automate manual brokerage workflows; run deep analysis on customer interactions and operational workflows; bridge engineering, operations, and growth teams; own problems end-to-end from data gathering to execution; run cross-functional initiatives with speed and quality

Seniority

Senior, hands-on IC