📚 Generalist @ RoadFlex

@jacobreal list public extra-exports jacobcole-net systematicawesome Updated 2026-04-10

📚 Generalist @ RoadFlex

RoadFlex is a stealth fintech startup modernizing financial services for the underserved trucking and logistics industries. These industries provide the backbone of the US economy. However, the financial infrastructure on which they run is broken. These are underserved industries where the existing financial and payment tools are difficult to use, outdated and prone to fraud.
We are changing that. RoadFlex believes that the hardworking men and women in this sector deserve better. With RoadFlex, customers can rely on the timely movement of capital for our supply chains to function efficiently. We build financial tools and payment products for truckers and fleet managers. We offer them world-class customer service that work with and around the unique constraints of their daily lives. If you would like to join our mission of helping the people manning the backbone of the US economy, let’s talk!

This role is ideal for someone who wants to start their company after RoadFlex.

🔑 Key Responsibilities

We’re a start-up with a big plans, and we need a team member who can be our “glue” -- we’re calling the job Generalist, but we really see it as very own Organizer of the Chaos; Trusted Thought-Partner; Truth-Speaker; and Execution Extraordinaire. Our Generalist’s responsibilities will cover a wide variety of our growing business areas - from improving our underwriting infrastructure, to lending a hand on product engineering, to working on projects with our founders. One of the most exciting parts of our Generalist position is that you’ll be on the front lines of the company’s most critical tech projects and you’ll have the opportunity to evolve your role and grow along with us.

In this role, the Generalist might work on:
- Process architecting: work closely with cross functional teams to establish and streamline business processes and system workflows
- Market research: conducting rigorous customer research to inform product decisions (and then work with the engineering team to implement)
- Sales Ops: creating the building blocks to support our revenue engine at different parts of the sales process
- Business Operations: overseeing staff / internal operations. Manage OKR and create decision making frameworks
- Marketing: managing our marketing efforts for brand awareness and lead gen, across multiple channels and managing different stakeholders, both internally and externally
- Special projects. Examples include setting up an outsourced operations team abroad, set up risk and analytics frameworks for customers, revamping the end-to-end customer journey

Future for this role: The Generalist will be working as an extension of the co-founders and directly with the CEO to set up systems and build scalable processes to help the company scale. This role is more focused on Operations. There is a lot of flexibility to move horizontally within the company.

đź§© Experience & Fit

We value doers and builders, not just strategists. We value people on the team who want to roll up their sleeves to get work done.

What you’ll need:
- 3 - 10 years of work experience in one of the following: management consulting, investment banking and/or business operations at a fast growing tech startup

  • You have a “get things done” mentality; you can dissect complex problems, identify solutions, and drive these solutions to completion with a high degree of autonomy

Nice to Haves:
- Experience in a high-growth startup in the payments industry
- Experience with no code tools (eg Zapier, Webflow), SQL, Salesforce, Outreach and other business systems and tools, or a strong willingness to learn
- Proficiency in data analysis (SQL, Python, or R).You have a “get things done” mentality; you can dissect complex problems, identify solutions, and drive these solutions to completion with a high degree of autonomy

đź§§ Benefits & Salary
We pay market salaries and are generous with bonuses and equity to align the company’s success with your long term success.

📍Location
This is a full time position in the San Francisco Bay Area (hybrid in-person/remote model).
🙌 Who we are
We are a small team of hard working and focused engineers. Our team has prior experience at leading companies like McKinsey & Company, D.E. Shaw, Lenovo, Thrasio, Uber, Geotab and more. The founders are serial entrepreneurs that have previously started venture backed companies.

We have raised over $20 million from top tier VCs with participation by Founders/CEOs of multi-billion dollar tech companies including Pipe, Hippo, Product Hunt, Clearbit, Digits, amongst others. We are going into hyper-growth mode and growing our team to meet the demand.

🎉 Join our team
RoadFlex’s mission is to deliver financial innovation at a transformational scale and improve the working lives of one of the country’s biggest industry sectors.

RoadFlex is an equal opportunity employer, and we value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, disability status, or any other protected class.