Strategy and Operations Lead, Tegus
More information about location
Market intelligence platform for investors
Job no longer available
Market intelligence platform for investors
501-1000 employees
Job no longer available
More information about location
501-1000 employees
Company mission
Tegus's mission is to help users spend less time hunting for information so that they can spend more time analyzing that data and moving their research forward.
Role
Who you are
- An ideal candidate will be highly analytical, self-driven, collaborative, and strategic
- 5+ years of professional experience, ideally in consulting, corporate strategy, or a high-growth startup
- Analytical breadth and depth: Advanced Excel + SQL
- Familiarity with modern business intelligence (Tableau, PBI, Looker), data manipulation tools, and low/no-code automation tools is a plus
- Ability to execute: Quick learner; willing to dive in and get their hands dirty. Ability to juggle multiple projects at once and comfort making decisions
- Experience in process mapping and development. Lean Six Sigma is a plus
- Curious & Innovative: Proven track record of creative problem solving. You seek exposure to different types of problems and want to try your hand at different sides of the business. You want to gain experience in a high growth startup
- Communicative: Experience delivering presentations and materials to an executive audience. Ability to interact with all levels of the company to influence company operations
What the job involves
- As the Strategy and Operations Lead, you will report to the Senior Director of Content Operations Strategy & Enablement and be responsible for forecasting & planning, account strategy, goaling & incentives, and strategic initiatives for the Customer and Compliance Operations departments
- You will maintain our Operating Model, support data-driven decision-making for management teams, execute on strategic initiatives, and present insights to executive teams
- This role will be instrumental in establishing how Tegus can scale our call services to more clients and grow content for our research platform
- You will be seen as the key business partner for Operations Leadership, and you will support the medium and long-term project initiatives of Department management
- You will partner closely with the Operations, Go-To-Market, Enablement, Ops Systems, Product, Finance, and other roles to ensure the broader organization is communicating effectively and working collaboratively
- This role will be accountable for driving productivity, effectiveness, efficiency, scalability, and continual enhancements for client-facing teams as we enable content growth
- Forecasting and Planning: Departmental goal setting, operational targets, staffing, and budgeting
- Maintain and build the annual plan. Includes departmental output goals, operational targets, and staffing levels
- Own the quarterly forecasting and goaling process
- Monitor capacity and utilization numbers to determine hiring needs
- Account Strategy and Planning: Account Strategy, territory management, and account balancing
- Ensure that teams are running at target staffing levels by monitoring capacity and course-correcting where needed
- Own account planning and strategy framework
- Execute account balancing and territory planning initiatives when needed
- Performance Management: Goals, commission plans, etc
- Support the goaling process across all roles and teams
- When needed, re-evaluate performance KPIs and adjust to drive business outcomes
- Design and administer role-based commission plans
- Strategic Initiatives: Execute on Continuous improvement, Growth Strategy, and Business Analysis initiatives
- Identify and execute on 1-3 strategic initiatives per quarter, setting goals and measuring impact
Our take
Investing requires an enormous amount of research, and collating & utilizing research can be an overwhelming process. Tegus solves this problem by changing the way investment firms conduct and use market research.
Tegus was launched by two co-founders with extensive experience as analysts at firms such as Goldman Sachs. This has given the company impressive insight into investors' needs, and allowed the company to scale at pace. Tegus has consolidated its growth in recent years thanks to a number of key acquisitions. The platform now serves over 2,000 investment managers and firms.
Tegus has raised considerable funding, which is clear evidence of the company's value. This funding will help to ensure that it remains competitive in the fierce investing market.
Freddie
Company Specialist at Welcome to the Jungle
Insights
Company
Funding (last 2 of 3 rounds)
Sep 2022
$20m
LATE VC
Nov 2021
$90m
SERIES B
Total funding: $111.5m
Company benefits
- Bonuses
- Stock options
- 401k with matching
- Unlimited PTO
- Parental leave
- Health & dental coverage
- State-of-the-art office
Company values
- Be a gamechanger: Our customers include the largest asset managers and corporations in the world. They tell us our product is "gamechanging" and helps them make mission-critical decisions, smarter and faster -- and we're just getting started
- Execute with excellence: We learn by doing, as individuals and as an organization. We're building a team with a bias for action and a focus on progress, not motion
- Build for the long term: Moving quickly doesn't mean chasing shiny objects. We're backed by multi-billion dollar family offices and are focused on leaving a legacy of excellence, not meeting this month's number
- Join the A-team: By joining the Tegus team, you're joining an amazingly talented bunch (if we do say so ourselves!). At Tegus you can expect your teammates to challenge you every day and expect the best from you
- Live customer-focused. Customer centricity is our north star. At Tegus, you can expect every decision to be made starting with our customers and working our way back to deliver a fanatical customer experience
- Experience hypergrowth. Tegus has grown from a handful of exceptional employees to 300+ in the last 3 years, with plans to grow to 750 in the next 12 months. We have no signs of slowing down -- step aboard and grow your career with us
Company HQ
Chicago Loop, Chicago, IL
Articles
Leadership
Michael Elnick
(Co-CEO)Previously worked as an Analyst at Goldman Sachs, and was a Manager at AlphaSights.
Thomas Elnick
(Co-CEO)Previously worked as a Research Analyst at Ranieri Real Estate Partners, and as an Analyst at Overbrook Management.
Salary benchmarks
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