Operations Associate

MatchaCFO is a fractional, AI-enabled COO, CFO, and accounting firm based in Silicon Valley. We empower U.S.-based digital tech startups, from pre-Seed through Series C, with full-stack finance and business operations. We are trusted advisors to founders navigating their startup journey.

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Our remote team is committed to high-quality execution, fast responses, clear communication, and scalable processes. As an early team member, you will play a key role in supporting day-to-day operations as we grow.

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THE ROLE: OPERATIONS ASSOCIATE

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We are seeking a detail-oriented and reliable Operations Associate to support internal and client-facing workflows. This role is execution-focused. You will help maintain organized systems, coordinate tasks across teams, and ensure processes run smoothly. It is well-suited for someone early in their operations career who is comfortable following structured processes and working in a fast-paced startup environment.

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This is a remote contract role with flexible hours (20–40 hours/week).

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KEY RESPONSIBILITIES

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Client Operations Support

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• Assist with client onboarding and offboarding processes using established checklists
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• Track tasks, deadlines, and deliverables across engagements
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• Maintain accurate records in shared tools (Google Drive, Sheets, Slack)
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• Support coordination between accounting, FP&A, and data teams
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• Monitor shared inboxes and Slack channels to ensure timely responses
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Internal Operations Support

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• Maintain and update internal documents, trackers, and process guides
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• Follow and execute standardized workflows across tools (QBO, Ramp, Gusto, etc.)
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• Support data entry, file organization, and system hygiene
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• Assist with basic reporting and status tracking
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Process & Systems

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• Adhere to existing processes and best practices
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• Flag issues, delays, or inconsistencies to senior team members
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• Support incremental process improvements where appropriate
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WHAT WE'RE LOOKING FOR

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Mindset & Working Style

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• Detail-oriented and organized
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• Reliable and consistent in execution
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• Comfortable following structured processes and checklists
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• Clear communicator in written and async environments
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• Proactive in flagging issues, but not expected to solve ambiguous problems independently
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• Collaborative and responsive in a remote team setting
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• Client service mentality and professionalism
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Skills & Experience

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• 1–3 years of experience in operations, admin, or coordination roles (startup or professional services preferred)
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• Familiarity with tools such as Google Workspace, Slack, and basic SaaS systems
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• Strong organizational and time management skills
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• Comfortable learning new tools and systems
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Qualifications

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• Bachelor’s degree or equivalent practical experience
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• Based in the U.S.
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Why Join MatchaCFO?

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• Exposure to high-growth startups and modern finance operations
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• Flexible, remote-first work environment
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• Clear path to grow into more senior operations roles
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• Work with a structured, process-driven team
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Ready to apply?

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If you enjoy structured work, staying organized, and supporting a high-performing team, we’d like to hear from you.