Agentic Ops Lead
About Us:
Monarch is a powerful, all-in-one personal finance platform designed to help make the complexity of finances feel simple again. Since launching in 2021, we’ve become the top-recommended personal finance app by users and experts. Our goal? To take the stress out of finances so our members can focus on what truly matters.
We are a team of do-ers led by experienced entrepreneurs who are passionate about helping our members reach their financial goals. We are hyper focused on building a product people love and continuing to evolve based on user feedback.
As a fully remote company (even before COVID!), we welcome applicants from almost anywhere. Our team collaborates synchronously mostly from 9 AM – 2 PM PT and embraces asynchronous work to stay connected across time zones.
Join us on our mission to transform lives by simplifying money, together.
The Role:
Monarch is seeking an Agentic Ops Lead to join our Product Ops team and drive AI enablement across the entire company. This is a new role born out of a strategic bet: by the end of H1 2026, we want AI-first, human in the loop workflows across every function, with agents performing meaningful recurring work.
This role is as much about the human element as it is about the tech. AI tools are powerful when used well, but most people don't know where to start and a bad first experience can kill momentum. Your job is to flip that script: build things so good that people get genuinely excited, start thinking AI-first, and come to you asking how to solve problems.
You'll operate as an internal consultant, embedding directly with teams across the org in 1-2 week rotations to audit workflows, build automations and agents, and train people on what great AI-assisted work looks like. Someone has to tend the forest while everyone is focused on their trees, constantly watching for opportunities, connecting dots across teams, and dreaming up new ways to work with technology that didn't exist a year ago.
This isn't a 'publish resources and hope for adoption' model. You go to the work, observe it, and transform it.
What You'll Do:
Own and evangelize the 'ai enablement map' across the company, where are we using AI, low to high, etc.
Embed with teams to find and fix inefficiency: Rotate through functions (Product, Design, Marketing, Support, and beyond) in 1-2 week engagements. Audit workflows, map repetitive tasks, identify the highest-leverage automation opportunities, build the solution, train the team, and document the results.
Build agents and automations: Develop task-specific AI agents and workflows (e.g., copywriting agents in Linear, research synthesis tools, automated status updates, monitoring bots) using whatever ships fastest: n8n, Claude, MCP integrations, Notion automations, or custom tooling.
Create reusable enablement materials: Build prompts, recipes, and templates that teams can self-serve from after your engagement ends. Make the work stick.
Evaluate and govern AI tools: Support AI tool POCs (Cursor, Replit, V0, and whatever comes next), maintain documentation on approved tools and best practices, and feed learnings back into company-wide AI fluency programming.
Measure and communicate impact: Track what worked, what didn't, and quantify time/effort saved. Present results to leadership and use them to prioritize future engagements.
What You'll Bring:
5+ years of experience building workflow automations, AI-powered agents, or business process tooling in a professional setting (not just personal projects)
Hands-on proficiency with at least two of: n8n / Make / Zapier, LLM APIs (Claude, OpenAI), low-code/no-code agent frameworks
Strong business process instinct: you see a 12-step manual workflow and immediately know which 8 steps can be automated
Ability to embed with non-technical teams, earn trust quickly, and translate their pain points into working solutions
Clear written and verbal communication skills : you'll be training people, writing documentation, and presenting results to leadership
Bias toward shipping: you build the v1 in days, not weeks
Nice to Haves:
Experience with MCP integrations
Familiarity with product and design workflows and tools (Linear, Figma, Notion)
Background in consulting, operations, or change management
Experience building in n8n specifically (our current automation platform)
Understanding of prompt engineering and agent architecture patterns
What This Role Is Not:
This role sits at the intersection of several disciplines, so it's worth being specific:
Not a software engineer. You're not building infrastructure or shipping product code. You're automating business processes and building agents that make teams more effective.
Not purely a trainer. You'll train teams during each engagement, but you're primarily a builder who teaches as a byproduct of implementation. We have a separate enablement function for company-wide training programming.
Not a researcher. You evaluate tools when needed, but the core job is building, deploying, and iterating -- not writing reports.
Typical Process:
Recruiter Video Call
Hiring Manager Video Call
Virtual 'onsite' round consisting of 2 rounds
Take Home Assignment + Presentation
Reference Checks
Offer!
Benefits :
Work wherever you want! As a fully remote company with no central office, we want you to work wherever you are happiest and most productive. Whether that’s out of your home, a co-working space, or elsewhere.
Competitive cash and equity compensation in a hyper growth, early stage company 🚀.
Stipend to set-up your ideal working environment.
Competitive Benefit Plans for employees based on your location (e.g. in the US we offer: Medical, dental and vision benefits and the ability to contribute to a 401k plan).
Unlimited PTO.
3 day weekend every month! We take off the “First Friday” every month to focus on rest, recuperation, or just having fun!
We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
About the job
Apply for this position
Agentic Ops Lead
About Us:
Monarch is a powerful, all-in-one personal finance platform designed to help make the complexity of finances feel simple again. Since launching in 2021, we’ve become the top-recommended personal finance app by users and experts. Our goal? To take the stress out of finances so our members can focus on what truly matters.
We are a team of do-ers led by experienced entrepreneurs who are passionate about helping our members reach their financial goals. We are hyper focused on building a product people love and continuing to evolve based on user feedback.
As a fully remote company (even before COVID!), we welcome applicants from almost anywhere. Our team collaborates synchronously mostly from 9 AM – 2 PM PT and embraces asynchronous work to stay connected across time zones.
Join us on our mission to transform lives by simplifying money, together.
The Role:
Monarch is seeking an Agentic Ops Lead to join our Product Ops team and drive AI enablement across the entire company. This is a new role born out of a strategic bet: by the end of H1 2026, we want AI-first, human in the loop workflows across every function, with agents performing meaningful recurring work.
This role is as much about the human element as it is about the tech. AI tools are powerful when used well, but most people don't know where to start and a bad first experience can kill momentum. Your job is to flip that script: build things so good that people get genuinely excited, start thinking AI-first, and come to you asking how to solve problems.
You'll operate as an internal consultant, embedding directly with teams across the org in 1-2 week rotations to audit workflows, build automations and agents, and train people on what great AI-assisted work looks like. Someone has to tend the forest while everyone is focused on their trees, constantly watching for opportunities, connecting dots across teams, and dreaming up new ways to work with technology that didn't exist a year ago.
This isn't a 'publish resources and hope for adoption' model. You go to the work, observe it, and transform it.
What You'll Do:
Own and evangelize the 'ai enablement map' across the company, where are we using AI, low to high, etc.
Embed with teams to find and fix inefficiency: Rotate through functions (Product, Design, Marketing, Support, and beyond) in 1-2 week engagements. Audit workflows, map repetitive tasks, identify the highest-leverage automation opportunities, build the solution, train the team, and document the results.
Build agents and automations: Develop task-specific AI agents and workflows (e.g., copywriting agents in Linear, research synthesis tools, automated status updates, monitoring bots) using whatever ships fastest: n8n, Claude, MCP integrations, Notion automations, or custom tooling.
Create reusable enablement materials: Build prompts, recipes, and templates that teams can self-serve from after your engagement ends. Make the work stick.
Evaluate and govern AI tools: Support AI tool POCs (Cursor, Replit, V0, and whatever comes next), maintain documentation on approved tools and best practices, and feed learnings back into company-wide AI fluency programming.
Measure and communicate impact: Track what worked, what didn't, and quantify time/effort saved. Present results to leadership and use them to prioritize future engagements.
What You'll Bring:
5+ years of experience building workflow automations, AI-powered agents, or business process tooling in a professional setting (not just personal projects)
Hands-on proficiency with at least two of: n8n / Make / Zapier, LLM APIs (Claude, OpenAI), low-code/no-code agent frameworks
Strong business process instinct: you see a 12-step manual workflow and immediately know which 8 steps can be automated
Ability to embed with non-technical teams, earn trust quickly, and translate their pain points into working solutions
Clear written and verbal communication skills : you'll be training people, writing documentation, and presenting results to leadership
Bias toward shipping: you build the v1 in days, not weeks
Nice to Haves:
Experience with MCP integrations
Familiarity with product and design workflows and tools (Linear, Figma, Notion)
Background in consulting, operations, or change management
Experience building in n8n specifically (our current automation platform)
Understanding of prompt engineering and agent architecture patterns
What This Role Is Not:
This role sits at the intersection of several disciplines, so it's worth being specific:
Not a software engineer. You're not building infrastructure or shipping product code. You're automating business processes and building agents that make teams more effective.
Not purely a trainer. You'll train teams during each engagement, but you're primarily a builder who teaches as a byproduct of implementation. We have a separate enablement function for company-wide training programming.
Not a researcher. You evaluate tools when needed, but the core job is building, deploying, and iterating -- not writing reports.
Typical Process:
Recruiter Video Call
Hiring Manager Video Call
Virtual 'onsite' round consisting of 2 rounds
Take Home Assignment + Presentation
Reference Checks
Offer!
Benefits :
Work wherever you want! As a fully remote company with no central office, we want you to work wherever you are happiest and most productive. Whether that’s out of your home, a co-working space, or elsewhere.
Competitive cash and equity compensation in a hyper growth, early stage company 🚀.
Stipend to set-up your ideal working environment.
Competitive Benefit Plans for employees based on your location (e.g. in the US we offer: Medical, dental and vision benefits and the ability to contribute to a 401k plan).
Unlimited PTO.
3 day weekend every month! We take off the “First Friday” every month to focus on rest, recuperation, or just having fun!
We are an equal opportunity employer and value diversity. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.