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Formal logoFormal

Business Operations Specialist

San Francisco, California, United States · On-site

Mid level$7M raised

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 u…

Skills: Business Operations, Executive Support, Payroll Administration, Employee Onboarding, Billing Operations

Formal logo

Business Operations Specialist

Formal

San Francisco, California, United States • On-site

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Mid level

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  • Full-time
  • bachelor degree
  • Medical Insurance, Dental Insurance, Vision Insurance, Dependent Insurance Coverage, Flexible PTO, Stock Options
  • Posted 7d ago
  • ~40 hrs/week

Responsibilities

Establish the operational foundation of the company by managing day-to-day finance, people operations, and executive support. Build and improve internal business processes to enable the company to scale efficiently.

Requirements

Requires a bachelor's degree and 1-4 years of experience in operations, consulting, or executive support. Candidates must possess exceptional attention to detail and be comfortable working in a fast-paced, onsite environment.

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 Business Operations Specialist 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

Related keywords

Data SecurityBusiness OperationsGoogle WorkspaceNotionSlackRampRipplingGustoQuickBooksPayrollBillingFinance OperationsStartupExecutive SupportProcess Optimization

About Formal

LinkedInVisit site

Automate least privilege at the packet level

Industry
Data Security Software Products
Company size
11-50 employees
Headquarters
San Francisco, California
LinkedIn followers
2,144
Total funding
$7M

Formal is a data privilege access management platform designed to automate privilege access at the packet level. Trusted by the fastest growing companies like Cursor, Notion, Ramp. Supported by world class investors from Thrive Capital and Y Combinator. Formal is on a mission to bring access management to a new age for engineering focused security teams.

Offices: 374 Brannan St, San Francisco, California 94107, US · 212, Rue Saint-Maur, Paris, Île-de-France 75010, FR · 374 Brannan St, San Francisco, California 94107, US

Industrial EngineeringOperating SystemsSaaSIndustrialElectrical DistributionCloud Data Services
View all jobs at Formal

About Formal

LinkedInVisit site

Automate least privilege at the packet level

Industry
Data Security Software Products
Company size
11-50 employees
Headquarters
San Francisco, California
LinkedIn followers
2,144
Total funding
$7M

Formal is a data privilege access management platform designed to automate privilege access at the packet level. Trusted by the fastest growing companies like Cursor, Notion, Ramp. Supported by world class investors from Thrive Capital and Y Combinator. Formal is on a mission to bring access management to a new age for engineering focused security teams.

Offices: 374 Brannan St, San Francisco, California 94107, US · 212, Rue Saint-Maur, Paris, Île-de-France 75010, FR · 374 Brannan St, San Francisco, California 94107, US

Industrial EngineeringOperating SystemsSaaSIndustrialElectrical DistributionCloud Data Services
View all jobs at Formal

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