About Valmar Holdings, Inc.

Valmar Holdings is a dynamic, fast-growing ecosystem of Financial Technology companies providing leading-edge services and applications located in Williamsville, New York. Within the ecosystem of companies including TotalityLMS, Valmar Merchant Services, and Credit Deployment Services, we are reshaping the fintech landscape with innovative solutions that empower our clients and redefine what's possible in the financial lending sector.  Our team is composed of dynamic, forward-thinking professionals passionate about the power of technology to transform the financial world.

Build the Operating Engine for a $50M → $500M Fintech Scale-Up

We are building modern financial infrastructure around payments and financial software that empowers businesses to grow with speed and confidence. Many of the industries we serve are underserved by traditional institutions. We believe they deserve better.

We believe urgency prevents chaos. When organizations move slowly, they become reactive. We move decisively and with discipline so we stay ahead of problems, elevate customer experience, and build a high-performance platform capable of sustained scale.

There is no red tape here. No bureaucracy. No permission culture.

We make decisions. We build. We execute.

We are looking for a builder COO who can architect the operational engine that powers this next phase of growth.

This is not a maintenance role. This is a build-and-scale mandate.

The Mandate

The COO will design, install, and continuously improve the systems, structure, and performance frameworks that allow the organization to scale efficiently across multiple entities.

You will not inherit a perfectly tuned machine. You will build one.

You will have the authority to redesign structures, upgrade talent, implement AI-driven systems, and enforce accountability necessary to achieve scale.

The right COO will play a defining role in scaling this organization from $50M to $500M+ while strengthening customer experience and operational excellence.

Core Responsibilities

1. Build a Data-Driven Operating System

• Establish and continuously refine company-wide KPIs
• Implement real-time dashboards that drive executive decision-making
• Install measurable accountability across every department
• Ensure leadership teams operate from facts, not assumptions

2. Architect the Organization for Scale

• Design an org structure built for multi-entity growth
• Define what success looks like in every critical role
• Install performance management systems aligned to measurable outcomes
• Upgrade talent where necessary to meet the standard

*This role requires the courage to raise the bar—and enforce it.

3. Reimagine Processes with AI & Automation

• Redesign legacy processes built for a smaller organization
• Standardize operations across entities where leverage exists
• Lead implementation of AI-driven tools across departments
• Reduce manual workflows and dependency on tribal knowledge
• Enable scale without linear headcount growth

*AI is not optional. It is central to how we scale.

4. Build Elite Teams

• Raise performance standards across the organization
• Ensure teams are properly trained, coached, and equipped to execute at a high level
• Identify capability gaps and close them
• Develop leaders who drive accountability and execution
• Make everyone around you better

5. Protect and Elevate Customer Experience

• Maintain and enhance world-class customer experience as we scale
• Identify and eliminate friction across the customer journey
• Ensure operational growth strengthens, not weakens client trust

*Customer obsession is non-negotiable.

6. Drive Expansion Revenue Through Alignment

• Improve cross-sell and upsell execution across product lines
• Align incentives, workflows, and communication between teams
• Remove friction preventing revenue expansion within our customer base

7. Install Strong Cross-Functional Feedback Loops

• Create structured alignment between sales, marketing, operations, and product
• Ensure customer and operational insights inform strategic decisions
• Increase execution velocity across departments

What Success Looks Like

Within the first 12 months:

• Company-wide KPIs are defined, visible, and actively used
• Real-time dashboards drive executive decision-making
• Core processes are redesigned and standardized for scale
• AI implementation produces measurable operational leverage
• Cross-functional friction is materially reduced
• Customer experience improves despite increased volume and complexity
• Revenue per customer increases through systematic expansion
• The organization operates with clarity, urgency, and accountability

Who You Are

• A proven builder who has scaled organizations, not simply maintained them
• Deeply customer obsessed. Not in theory, but in operational reality
• Relentless about solving problems at their root
• A systems thinker who creates structure and clarity
• Comfortable making hard talent decisions
• Decisive, disciplined, and execution-driven
• Experienced implementing AI and automation to drive measurable impact
• Comfortable operating in high-growth, high-accountability environments

*Experience in fintech, SaaS, payments, or regulated industries is strongly preferred.

Culture

We operate by the following principles:

• Relentless Execution
• Client Obsessed
• Hungry & Humble
• Resourceful Problem Solvers
• 1% Better Every Day
• Always Keep Your Promises

*We move fast. We value clarity. We reward impact.