--- title: 'Business Operations Lead at Overflow' canonical: 'https://feeny.ai/job/business-operations-lead-overflow-remote-wsyprjdqgb63' type: 'job' last_seen: '2026-09-15' --- # Business Operations Lead at Overflow - **Company:** Overflow - **Location:** Remote - **Employment:** full-time - **Work type:** remote - **Posted:** 2026-07-14 - **Last confirmed live:** 2026-09-15 - **Apply:** https://jobs.ashbyhq.com/overflow/27569ca7-7a39-417f-a571-4c2c5c065a87 ## Job description ## Who We Are Overflow is a Series C, growth-stage technology company on a bold mission: to inspire the world to give. We're a vertical fintech and SaaS platform unlocking more ways to give — cash, stock, crypto, and beyond — through a beautifully designed ecosystem built for high-impact churches, nonprofits, and mission-driven institutions. Backed by Uncork Capital, Craft Ventures, Salesforce Ventures, R7, and WIF (one of the largest lenders to faith and philanthropic organizations in the country), we're building the infrastructure that makes generosity frictionless at scale. Our Founding Principles Overflow was founded on the belief that generosity transforms people and communities. Inspired by Proverbs 11:24 — "The world of the generous gets larger and larger" — we operate with integrity, stewardship, service, and excellence. ## How We Work Overflow operates with a flexible work model. While there is no company-wide in-office requirement, some teams may establish in-person collaboration rhythms based on their function, goals, and team needs. We maintain offices in Los Gatos, CA and Birmingham, AL for team collaboration, coworking, meetings, and intentional in-person connection. Candidates should be comfortable participating in occasional in-person gatherings or team-specific onsite expectations, depending on their role and department. ## The Role We're looking for a Strategic Operations Lead to build and lead the operational foundation of a high-growth fintech company — someone who thrives on doing the work, not just directing it. This is an operations leadership role at the intersection of payment operations, physical fulfillment, and compliance. You'll report directly to the Chief Product Officer and own the Operations function end-to-end from day one: leading our Payment Operations and Tap Operations teams, building out our Strategic Operations layer, and running our SOC 2 compliance program. What makes this role unique is its scope and leverage. We've built it around AI fluency because we believe the right operator, equipped with the right tools, can deliver the output of a much larger function and we want someone who automates their own workflows, builds their own tools, and reaches for AI as a default. You'll also be Overflow's AI champion: the person who spots where AI can change how a function operates, brings tools and workflows to teams beyond your own, and sets the visible example of what AI-fluent operating looks like company-wide. Beyond the Payment Operations and Tap Operations teams you'll lead directly, a small slice of engineering capacity is available to support internal tooling and reporting work where it's warranted — for that layer, you scope problems, make the case, and partner where it makes sense rather than directing a dedicated engineering team. There's also a clear path forward: this seat is the starting point for Overflow's future Operations function, with scope that grows as we do, potentially expanding to include IT and additional operations teams reporting up to you. ## What You Will Do Build Strategic Operations, Hands-On - Stand up planning cadence, operating rhythms, and business reviews across the company. - Run cross-functional initiatives that span teams and need a single accountable owner. - Define and instrument the metrics that matter (volume, acceptance, chargeback ratio, loss, cost-to-serve, settlement time) and build the reporting/BI layer that gives leadership a real-time view of how the company is running — without waiting on a data team. - Own the company's tooling stack: select tools, make build-vs-buy decisions, and help every function use what they have well. - Champion AI adoption across the company: find high-leverage use cases in other functions, pilot and roll out tools, and help teams build their own AI fluency — you're the visible proof point of what AI-leveraged operating looks like at Overflow. - Scope XFN internal tooling and make the case for engineering support where it's needed — turning vague pain points into clear asks and prioritization. With dedicated Engineering resourcing now in place for internal tooling, you'll act as the de facto PM for that workstream, translating operational needs into scoped, prioritized asks. - Serve as the operating thought partner to the CPO and CEO on what's working, what's breaking, and what to do about it. Lead Payment Operations - Oversee the existing Payment Operations team across KYC, risk reviews, chargebacks, stock gift processing, DAF, designated funds, and reconciliation. - Own operational health end-to-end: processor relationships, settlement, dispute handling, and the controls that keep a regulated payments business safe. - Eventually hire and develop a Payment Operations Manager to run the team day-to-day as the function scales, freeing you to focus on strategic work. - Partner with Product on the seams where operations meets the donor-facing payment surface — especially compliance/KYC and recurring flows. Lead Tap Operations - Oversee the existing Tap Operations team responsible for fulfillment, logistics, and delivery of Overflow's physical Tap giving products to churches and partners. - Own operational health end-to-end: order processing, supply and vendor relationships, staffing, and quality control. - Partner with Partnerships/Success on demand planning and church-facing fulfillment timelines. Own Our SOC 2 Program - Take full ownership of the SOC 2 program upon arrival — a clean handoff is built into your onboarding. - Manage the auditor relationship, GRC tooling (Vanta, Drata, or equivalent), evidence collection, controls operating rhythm, and renewal cycle. - Partner with Engineering on technical security controls while you own the program around them. ## What You Should Have - A track record as a senior operator with direct people-management experience — BizOps, StratOps, chief-of-staff, strategy-and-ops consulting, or a strong operating leadership role in a high-growth company. - Real comfort with the substance of payment operations: KYC, risk, chargebacks, reconciliation. You don't have to come from payments, but you need to get deep into it fast. - SOC 2 literacy required. You've lived inside a SOC 2 program (ideally Type II) — as an owner, heavy contributor, or close enough that you can take ours over without breaking the cycle. - Demonstrably AI-fluent, and able to bring others along. Not "I've used ChatGPT." Show us what you've built, automated, or scaled with AI tools — and how you've helped other people or teams adopt them. This is non-negotiable. - Scoping and prioritization instincts. You can take a vague operational pain point and turn it into a clear, scoped problem — whether the answer is a SaaS purchase, a no-code workflow, an AI automation, or a request for engineering help. - Strong analytical and structured-thinking horsepower — equally at home in a P&L conversation, a metrics review, and a messy cross-team problem. - A genuine doer who leads from the front — comfortable directly managing operational teams while staying hands-on with strategic work yourself. - Excellent communication and collaboration skills — you'll touch every function in the company. - Alignment with Overflow's mission, values, and commitment to hybrid work. It'd Be Nice If You Had - Experience scaling a Series B/C SaaS company. - Exposure to nonprofit, faith-based, or regulated-payments contexts. - A background that combines consulting and operating roles. Our Compensation Philosophy The base salary range for this position is $120k – $200k, based on Carta Total Compensation benchmarks for role, geography, and function. Total compensation may also include equity, performance-based bonuses (for eligible roles), and a comprehensive benefits package. ## Benefits & Perks Overflow offers a thoughtful benefits package designed to support your well-being, growth, and life outside of work, including: - Competitive base salary with equity and commission eligibility - Medical, dental, and vision coverage for employees and dependents - Generous paid time off and company holidays - Paid parental leave - 401(k) retirement plan - Dedicated mental health and therapy stipend to support personal well-being - Team retreats and intentional in-person gatherings throughout the year Overflow is proud to be an equal opportunity employer and is committed to building a diverse and inclusive team. ## About Overflow ## Company Overview - **One-liner**: Overflow provides a modern giving platform that enables nonprofits and churches to accept donations in various forms including stock, crypto, and traditional payment methods, while also offering engagement tools like Tap to Give. - **Entity Type**: Private (Series B) - **Headquarters**: San Jose, California, United States (with additional offices in Birmingham, Silicon Valley, Canada, Costa Rica, and Mexico) - **Founded**: 2019 - **Founders**: Bill Stone (Founder & CEO) ## Core Business - **Primary industry/industries**: Financial Services / Fintech / Nonprofit Technology - **Target customers**: B2B — churches, nonprofits, and charitable organizations of all sizes - **Mission or purpose statement**: "Inspire the world to give" by making giving "the easiest thing we do" ## Products & Services - **Overflow Giving Platform**: A unified platform allowing donors to give via card, ACH, Apple/Google Pay, stock, crypto, and RoundUps™. Integrates with existing CRMs and tech stacks. - **Overflow Tap**: A suite of NFC tap products (cards, keychains, wristbands) that donors can tap to give, register, connect, serve, check-in, or text — fully customizable with organizational branding. - **Overflow AI**: Launched May 2025, an AI-powered feature set to enhance donor engagement and platform intelligence. - **ExpressGive™**: A feature that activates new givers quickly, reportedly driving significant increases in online giving. - **Generosity University**: An educational resource launched in 2020 to help organizations grow giving. ## Market Standing - **Valuation**: $80.1M (most recent disclosed valuation) - **Key Metric**: Annual Revenue of $26.7M in 2025; Total Funding of $30M - **Notable Investors/Partners**: Wesleyan Investment Foundation (led Series B), R7 Partners & Salesforce Ventures (led Series A), Uncork Capital & Craft Ventures (Seed), Village Global & On Deck (Pre-Seed) - **Growth Signals**: - 94 employees as of 2026 (up from 46, representing ~104% growth) - 12% average increase in annual giving for churches migrating to Overflow - 2.5x average donation through Overflow compared to national average - 150% increase in stock giving on the platform - 800% increase in online giving for some clients - $200K+ raised in stock in 4 days by one client - Acquisitions: Novity (to scale Overflow Tap), Willfora (expansion into Canada), DEKA (payment processor) - Website traffic: 161,227 monthly visits, +62.9% yearly growth ## Competitive Advantages - **Multi-asset giving**: Uniquely enables stock, crypto, and traditional donations in one platform — a key differentiator for wealth held in diverse assets. - **Dedicated migration team**: White-glove service for data migration, removing a major barrier for organizations switching platforms. - **Integrated engagement tools**: Tap products go beyond giving to include check-in, registration, and connection — creating a broader ecosystem. - **CRM integrations**: Works with existing tools (Salesforce, etc.) so organizations don't need to replace their entire tech stack. - **Proven ROI**: Clear metrics (12% giving increase, 2.5x average donation) provide compelling evidence for prospects. ## Strategic Focus - **Expansion into Canada**: Via the Willfora acquisition, opening a new geographic market. - **AI integration**: Overflow AI (launched May 2025) signals a push toward intelligent, data-driven giving experiences. - **Scaling Tap products**: The Novity acquisition and continued investment in NFC tap technology suggests a focus on physical/digital hybrid engagement. - **Continued product innovation**: The company's history of rapid feature releases (RoundUps, ExpressGive, AI) indicates a strong product-led growth strategy. ## Why Work Here - **Culture**: Described as mission-driven with a focus on "inspiring the world to give." The company emphasizes a supportive, innovative environment. - **Growth trajectory**: Rapidly scaling (94 employees, $26.7M revenue, multiple acquisitions) — offers significant career growth opportunities. - **Remote/hybrid policy**: Multiple office locations (San Jose HQ, Silicon Valley, Birmingham, Canada, Costa Rica, Mexico) suggest a distributed team with in-person hubs. - **Notable perks**: 5.0/5.0 employer rating on LinkedIn (based on 1 review) with perfect scores across Work-Life, Compensation, Culture, and Career. - **Engineering culture**: Technical team of 11 (10% of workforce) with a modern tech stack including React, React Native, OpenAI, Stripe, Salesforce, and Plaid. Active hiring for Solutions Engineers and Enterprise Support. - **Open positions**: 5 active job postings including Business Development Representative, Solutions Engineer, Strategic Partnerships & Events Manager, and Enterprise Support Specialist. ## Sources 1. [overflow.co](https://www.overflow.co/) 2. [overflow.co/about](https://www.overflow.co/about) 3. [linkedin.com/company/overflow-co](https://www.linkedin.com/company/overflow-co) 4. [getlatka.com/companies/overflow.co](https://getlatka.com/companies/overflow.co) 5. [signalhire.com/companies/overflow](https://www.signalhire.com/companies/overflow) 6. 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