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Operations & Systems Lead
Job Location:
Job Location:
Cape Town - South Africa
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
16 May 2026 (30+ days ago)
Posted:
Application Deadline:
13 August 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Operations & Systems Lead (Specialty Finance)
Location: Remote (South Africa or Latin America preferred)Working Hours: Partial overlap with U.S. Pacific Time business hours preferred
Salary Range: $1800 $2500 USD per month (DOE)
Type: Full-Time
About the Company
We are a specialty finance company providing cash flow solutions to medical clinics and equipment providers treating personal injury patients.We advance funds against medical receivables tied to insurance settlements and litigation outcomes helping clinics maintain operational cash flow while cases resolve a process that can take anywhere from 826 months.
We are entering a significant growth phase and are looking for a highly organized systems-oriented operator to help us transition from founder-managed processes and fragmented spreadsheets into a scalable operational platform.
Role Overview
We are looking for a highly organized Operations & Systems Lead who can help build the operational infrastructure behind a growing specialty finance company.Currently much of our operational logic reporting flow and tracking systems live across multiple spreadsheets documents and founder knowledge. Your role will be to help organize streamline and improve the systems that power the business.
You will work directly with the founders to:
- Build operational workflows
- Create reporting systems
- Organize and improve spreadsheet infrastructure
- Maintain operational visibility
- Improve data accuracy and process consistency
- Help scale the business operationally
Key Responsibilities
1. Systems Building & Operational Organization (Priority #1)
Operational Cleanup & Structure
- Audit and organize existing Google Drive folders spreadsheets and operational workflows
- Help centralize operational tracking and reporting
- Improve naming conventions file organization and reporting consistency
Spreadsheet & Workflow Architecture
- Build and maintain advanced Google Sheets / Excel tracking systems
- Create interconnected operational dashboards and reporting workflows
- Assist in evaluating or implementing tools such as Airtable or Smartsheet where appropriate
Process Documentation
- Map and document the operational flow of deals from onboarding through repayment
- Create SOPs and repeatable operational processes
- Identify bottlenecks inefficiencies and areas for improvement
2. Data Management & Reporting
Financial & Operational Tracking
- Track medical receivables settlements funding activity and operational milestones
- Maintain organized reporting across:
- Client funding activity
- Internal operational metrics
- Capital provider reporting
Reporting & Analysis
- Aggregate and organize operational data
- Build dashboards and reporting summaries
- Help improve visibility into cash flow portfolio activity and operational performance
Data Accuracy & Reconciliation
- Ensure information remains accurate and synchronized across systems
- Assist with ongoing operational reconciliation and reporting consistency
3. Strategic Operations & Process Improvement
AI & Automation
- Utilize AI tools and automation opportunities to improve operational efficiency
- Recommend workflow improvements and scalable systems
Operational Support
- Assist in organizing and tracking due diligence and operational data related to clinic underwriting and reporting
- Support operational scalability as the company grows
Continuous Improvement
- Help transition the business from reactive/post-hoc operational management into a more real-time organized operational environment
Requirements
REQUIRED
Advanced Spreadsheet Proficiency
You do not simply use spreadsheets you build systems within them.You should be highly proficient in:
- Google Sheets
- Excel
- Formulas
- Data organization
- Reporting structures
- Dashboard creation
- Linked operational workflows
Systems Thinking
You naturally understand how operational processes connect together and can identify:- workflow gaps
- inefficiencies
- bottlenecks
- and opportunities for improvement.
Analytical Operations Experience
Experience in one or more of the following is preferred:- Financial operations
- Lending operations
- Insurance operations
- Startup operations
- Reporting/analytical operations environments
- Healthcare administration or receivables tracking
Builder Mentality
You are comfortable operating in a startup or scale-up environment where:- processes are evolving
- structure is being built
- and ownership is expected.
Intelligence & Patience
You are capable of deep-diving into messy operational systems and organizing them thoughtfully and methodically.Strong Follow-Through
You naturally keep projects reporting and operational tasks moving without needing constant oversight.PREFERRED
- Experience with Airtable Smartsheet or similar operational tools
- Experience leveraging AI for workflow or operational efficiency
- Understanding of lending receivables insurance or healthcare operations
- Experience working directly with founders or entrepreneurial businesses
Who You Are
Highly Organized
You naturally create structure organization and operational clarity.Solutions-Oriented
You do not just identify problems you think in terms of workflows systems formulas and operational solutions.Self-Directed
You can work directly with founders take abstract ideas and turn them into organized operational outputs.Detail-Oriented
You notice inconsistencies missing information and operational gaps before they become larger issues.Calm Under Pressure
You can maintain organization and accuracy while managing multiple moving pieces in a fast-paced environment.What Success Looks Like
Within the first 612 months:- Operational spreadsheets and workflows become significantly more organized
- Reporting becomes more consistent and scalable
- Operational visibility improves across the business
- Founders spend less time managing operational chaos
- Systems and processes begin replacing manual work and founder memory
- The company develops a scalable operational foundation for future growth
