Source Job

US

  • Drive process improvements using AI and automation to streamline client onboarding, loan processing, and operational workflows.
  • Deliver high-touch, personalized customer service through virtual interactions and create knowledgebase articles to enhance user satisfaction.
  • Support solar lending operations and digital banking initiatives to optimize sales strategies and customer retention.

Customer Service AI Automation Process Improvement Banking

20 jobs similar to Operations Intern (Fall 2026)

Jobs ranked by similarity.

US

  • Own and optimize AI-powered support tools including chatbots, copilots, and automation workflows.
  • Analyze customer interactions to improve AI response accuracy and reduce manual workload.
  • Collaborate with Product and Engineering teams to design intelligent workflows and enhance customer experience.

The partner company is a technology-driven organization specializing in AI-powered support solutions for financial services. It operates as a remote-first, global team with a culture focused on innovation and collaboration.

US Unlimited PTO

  • Drive AI transformation by leveraging LLMs and automation to reduce operating costs and improve customer experience.
  • Oversee daily back-office operations for disputes workflows across multiple products, ensuring timely and compliant resolution.
  • Partner cross-functionally with Product, Compliance, and Engineering to design automated workflows and assess downstream impacts.

OnePay is a consumer fintech platform that brings together banking, high-yield savings, credit cards, investing, and crypto. Backed by Walmart and Ribbit Capital, it is a high-growth company with a mission-driven culture.

US

  • Execute against high-priority tooling and automation initiatives across the operational stack.
  • Build and iterate on workflows, integrations, and automations that improve day-to-day efficiency.
  • Identify gaps or inefficiencies in current tooling and proactively address them.

Clipboard operates an app-based marketplace connecting healthcare professionals with workplaces. Founded in 2016, the company is a remote-first team of over 1,000 people and profitable since 2022.

US

  • Support research and development of fintech products, including account opening and green banking platforms.
  • Learn to write and debug code, integrate third-party APIs, and participate in code reviews.
  • Collaborate with engineers and AI team to build innovative solutions for deposit growth and solar loan expansion.

OneEthos is a purpose-driven fintech startup that provides digital solutions for community banks, focusing on sustainable solar financing. As a remote-first team of engineers and growth professionals, we are committed to social and environmental impact.

$117,000–$155,000/yr
US

  • Own the endorsements process end-to-end, ensuring accuracy, timeliness, and audit readiness.
  • Drive automation and process improvement initiatives to enhance efficiency and accuracy across accounting operations.
  • Support month-end, quarter-end, and year-end close processes, including journal entry preparation and posting.

HighLevel is an AI-powered business operating system that helps agencies, entrepreneurs and SMBs build, automate and scale their businesses. With over 2,000 team members across 10+ countries, it operates as a global, remote-first organization built for speed and ownership.

Global

  • Coordinate cross-functional projects from kickoff through delivery.
  • Build and maintain operational systems, including task tracking, workflows, and documentation.
  • Support hiring, onboarding, and team operations as the company scales.

Oath is a company redefining the audit industry with AI-driven solutions. It is a fast-growing startup that values agility, direct access to founders, and a culture where every employee helps build the operational backbone.

US

  • Partner directly with the founder on operational priorities and company initiatives.
  • Create accountability systems, workflows, and processes across the organization.
  • Develop and maintain dashboards, reporting, and performance tracking systems.

Click and Love is a rapidly growing affiliate marketing and content business that blends organic content, paid advertising, and strategic partnerships. They are a scaling company seeking an operational leader to bring structure and accountability.

$75,000–$85,000/yr
US Unlimited PTO

  • Drive exceptional operational experience by resolving learner challenges in a timely manner.
  • Collaborate cross-functionally with internal teams and external partners to resolve learner and client questions.
  • Identify learner escalation trends, surface feedback, and enhance internal processes to improve client satisfaction.

InStride is a human capital management company that helps organizations retain talent, upskill employees, and fill critical workforce roles through education programs. The company partners with leading employers like Labcorp, Adidas, and SSM Health, driving social and business outcomes by providing access to education.

Canada Unlimited PTO

  • Set the vision and strategy for Agent Experience, defining what world-class agent tooling looks like at Affirm.
  • Lead and develop a team of PMs, managing and coaching them to sharpen product judgment and improve execution.
  • Drive AI-first transformation in servicing by identifying where AI and automation can improve agent efficiency and reduce customer friction.

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without hidden fees or compounding interest. The company offers competitive benefits including 100% subsidized medical coverage, dental and vision for you and your dependents.

$110,000–$125,000/yr
United States Unlimited PTO

  • Manage customer service operations end-to-end including escalation pathways, tooling, and metrics.
  • Partner with engineering to translate operational needs into software tickets and with marketing on campaign operations.
  • Build dashboards, track KPIs, and create systems and playbooks that let the organization scale.

Enveda is reinventing drug discovery by harnessing nature's intelligence to identify new medicines four times faster than industry standard. They are a Unicorn startup with a $150 million Series D, an award-winning culture recognized by Newsweek and Forbes, and a team driven by creativity, collaboration, and deep respect.

US

  • Support branches, Wealth Management, and digital channels with customer relationships and account opening.
  • Process account maintenance, transactions, and resolve customer inquiries.
  • Identify opportunities to meet customer needs through cross-selling bank products and services.

The organization is a financial institution that offers banking products and services through its Banker Service Center. It values customer service, compliance, and teamwork.

US 4w PTO

  • Run discovery and consultative conversations with prospective customers, focused on long-term fit and outcomes.
  • Own the full customer journey from first conversation through onboarding, adoption, and renewal.
  • Surface patterns across accounts and bring them back to the team to improve how we work and what we build.

Small Improvements builds feedback and performance software for teams. They are a small, thoughtful team of 19, mainly based in Berlin with colleagues in the US.

US

  • Redesign payment processes, onboard AI vendors, and build predictive models to improve operations.
  • Spearhead quality initiatives and manage teams within operations workflows.
  • Solve high-impact problems across customer experience, product, and business with curiosity and persistence.

Clipboard operates an app-based marketplace connecting healthcare professionals with workplaces needing workers. Founded in 2016, it is a remote-first team of over 1,000 people, profitable since 2022, and is a top Y-Combinator company.

Global

  • Embed with a brand or central team to map and redesign workflows using AI, ensuring adoption and measurable impact.
  • Build agentic systems, n8n flows, and Claude/Codex skills to orchestrate processes across functions.
  • Measure success via adoption and metrics like time saved, cost reduction, and new capabilities gained.

saas.group is a Software-as-a-Service portfolio company that acquires and grows B2B SaaS businesses. With a fully remote team of nearly 400 colleagues across 50+ countries, they operate over 25 brands.

$52,560–$59,860/yr
Canada 4w PTO

  • Own the full onboarding lifecycle for new restaurant partners, ensuring seamless transitions from contract to live operation.
  • Leverage AI-assisted tools to configure applications, manage technical setups, and deliver high-impact training.
  • Collaborate cross-functionally with Sales, Customer Success, and Billing teams to resolve roadblocks and drive customer success.

OpenTable is a leading restaurant technology platform connecting millions of diners with over 60,000 restaurant partners. As part of Booking Holdings, they foster a global, collaborative culture centered on hospitality and innovation.

US Unlimited PTO 16w maternity 16w paternity

  • Leverage and test AI-driven knowledge to ensure chatbot and internal Copilot draw from accurate content, identify performance gaps, and provide feedback loops for content updates.
  • Build and maintain internal knowledge resources, optimize chatbot workflows in Intercom, and use data to continuously improve AI response accuracy and resolution rates.
  • Stay close to customer challenges through a small volume of support tickets, deepen product expertise, and partner with cross-functional teams to align AI strategies.

Vanta helps businesses earn and prove trust through continuous security monitoring and compliance automation. Founded in 2018, Vanta has a kind and talented team and is the world's leading Trust Management Platform used by thousands of companies.

Global Unlimited PTO

  • Build trusted relationships with customers, learning how each one works and where they want to go.
  • Guide new customers through implementation, onboarding, and training to ensure success.
  • Support existing customers by answering questions, highlighting features, and conducting business reviews.

We are an AI software and compliance operations platform startup that helps customers build, document, automate, and track recurring workflows. We service over 3k customers globally, are VC-backed, and have a strong remote culture.

US

  • Own all aspects of human-guided support and delivery for the full student journey across multiple new initiatives, from strategic framing through execution.
  • Build and sustain a high-performing team, investing in individual development and creating clear accountability structures amid rapid change.
  • Recruit, negotiate, and manage external partner relationships, nurturing mutual value and aligning internal stakeholders around shared goals.

Springboard is an education and workforce development company bridging critical skills gaps through mentor-led programs in AI, allied health, data analytics, and software engineering. It partners with employers and healthcare systems to build durable talent pipelines, growing to meet workforce demands.

  • Drive the construction of reusable assets including an end-to-end commercial lending lifecycle blueprint and detailed workflow maps.
  • Map personas, systems, handoffs, data dependencies, and breakdown points across origination, fulfillment, closing, servicing, and portfolio management.
  • Deliver a golden deal library, validation rubric, and product readiness review to ensure AI performance and customer-facing credibility.

JazzX AI builds AI-native digital workers for complex, regulated enterprise workflows, starting with lending and due-diligence. Headquartered in Los Altos, CA, it is backed by SAIGroup, which has committed $1B to scale AI-powered enterprise software and employs 4,000+ people worldwide.

Global

  • Drive operational efficiency by identifying automation opportunities and building intelligent systems to reduce manual work.
  • Support executive leadership through calendar management, CRM oversight, and high-impact project coordination.
  • Implement AI-driven workflows and automation tools to streamline administrative tasks and improve team productivity.

Job Duck connects talented individuals with remote job opportunities with US-based employers. The company has earned the Great Place to Work Certification every year since 2022 and fosters a lifestyle culture where employees have a fantastic time.