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Executive Assistant & Business Operations

Formal

San Francisco, CAJobPosted 2mo agoStill listed 3 days ago

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At a glance

Compensation
No compensation found
Location
San Francisco, CA
Work Authorization
Not specified

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Requirements

Credentials this posting asks for.

Bachelor's degree

Job overview

Formal is hiring an Executive Assistant & Business Operations. Formal is seeking its first Executive Assistant & Business Operations professional to establish the company's operational foundation. This role involves working directly with leadership to manage day-to-day operations, including finance, people operations, executive support, and internal processes. The ideal candidate thrives on creating order from ambiguity, possesses keen attention to detail, and aims to enhance team effectiveness.

Key focus areas include Build and improve internal business processes as the company scales, Manage executive calendars, meetings, travel, and scheduling, and Capture detailed meeting notes, track action items, and ensure follow-through.

Successful candidates bring Bachelor's Degree In Business, Finance, Economics, Operations Or Related Field and 1–4 Years Business Operations Experience. Important skills include Attention To Detail, Organizational Skills, Communication, Note-Taking, Process-Oriented, and Managing Multiple Priorities. Preferred (not required): Payroll, Finance Operations, Billing, and Accounting Processes.

Skills & qualifications

RequiredNice to have

Skills

Attention to DetailOrganizational SkillsCommunicationNote-TakingProcess-OrientedManaging Multiple PrioritiesResourcefulProactivePayrollFinance OperationsBillingAccounting ProcessesGoogle WorkspaceNotionSlackRampRipplingGustoQuickBooks

Qualifications

Bachelor's Degree in BusinessBachelor's Degree in FinanceBachelor's Degree in EconomicsBachelor's Degree in OperationsBachelor's Degree in a Related Field1-4 Years Business Operations Experience1-4 Years Executive Support Experience1-4 Years Consulting Experience1-4 Years Office Management Experience1-4 Years Similar Role ExperienceWork Onsite in San FranciscoExperience at Early-Stage Startup

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Paid Time Off

Full job description

About Formal Formal is data security platform designed to help teams understand and control their data on autopilot.

We're building a modern protocol-aware reverse-proxy for datastores and APIs that helps organizations understand their data in real-time. This allows teams to see how sensitive data is stored, consumed, and used in order to enforce least privilege through masking, filtering, or anonymization policies.

We are trusted by leading companies such as Ramp , Gusto , Notion to solve problems across data security and compliance, data quality management, and infrastructure access.

Formal is backed by top-tiers VCs including Thrive Capital and Y Combinator with angel investors that include executives and founders from Datadog, Clickhouse, Plaid, and Vanta.

About the Role We're hiring our first Executive Assistant & Business Operations to help create the operational foundation of the company. You'll work directly with leadership and own the day-to-day operations that keep Formal running smoothly—from finance and people operations to executive support and internal processes.

This role is ideal for someone who loves creating order from ambiguity, notices the details everyone else misses, and enjoys making teams more effective.

What you'll do

  • You'll own and continuously improve the operational systems that enable the company to move quickly.

Responsibilities include:

  • Build and improve internal business processes as the company scales.

  • Manage executive calendars, meetings, travel, and scheduling.

  • Capture detailed meeting notes, track action items, and ensure follow-through.

  • Support payroll administration and employee onboarding.

  • Provision accounts, systems, and equipment for new hires.

  • Generate customer invoices and manage billing operations.

  • Coordinate vendors, office operations, and workplace logistics.

  • Maintain internal documentation and operating procedures.

  • Partner with leadership on high-priority operational initiatives across the business.

As an early member of the team, your responsibilities will evolve alongside the company. We value people who are excited to take ownership, solve new problems, and build better systems as we grow.

What You Need

  • Bachelor's degree in Business, Finance, Economics, Operations, or a related field.

  • 1–4 years of experience in Business Operations, Operations, Executive Support, Consulting, Office Management, or a similar role.

  • Exceptional attention to detail and organizational skills.

  • Strong written communication and excellent note-taking abilities.

  • Highly process-oriented with a natural inclination to improve how work gets done.

  • Comfortable managing multiple priorities in a fast-moving environment.

  • Resourceful, proactive, and able to operate with minimal direction.

  • Excited to work onsite in our San Francisco office five days per week.

Nice-to-Haves

  • Experience at an early-stage or high-growth startup.

  • Familiarity with payroll, finance operations, billing, or accounting processes.

  • Experience using tools such as Google Workspace, Notion, Slack, Ramp, Rippling, Gusto, or QuickBooks.

  • Experience supporting founders or senior leadership teams.

Compensation

  • This role offers cash compensation and a stock options grant.

  • The positioning of offers within a certain range depends on various factors, including: candidate experience, qualifications, skills, business requirements and, geographical location.

Benefits (for U.S.-based full-time employees)

  • 100% medical, dental & vision insurance coverage for you

  • Partially covered for your dependents

  • Flexible PTO

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