Director, Business Operations

New

CFS SolutionsFintech software

Remote (U.S.-based, Eastern hours preferred), Eastern hours preferredFull-TimeDirector

Salary$120,000 base + bonus

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Job Details

Experience: 5+ years in operations, business operations, or project management in a B2B software, SaaS, or tech-enabled services company, with real revenue accountability.
Required Skills: Project ManagementSCRUMBusiness OperationsHubSpot

Have owned a weekly operating cadence end-to-end, including the meeting, scorecard, and follow-through.
Have managed people-managers and be able to explain how you developed them without taking over their work.
Have 5+ years of experience in operations, business operations, or project management in a B2B software, SaaS, or tech-enabled services company.
Have real revenue accountability.
Have strong organizational and project management skills; Scrum experience is preferred.
Have strong CRM management experience, including ownership of data quality, workflows, and adoption across teams.
Have direct HubSpot experience as a plus.
Have exposure to regulatory or compliance-heavy environments; direct SOC 2 experience is strongly preferred.
Banking or credit union experience is a plus.
Be able to influence up and across the organization through written and verbal communication.

Run the weekly leadership meeting, KPI scorecard, and follow-through on commitments.
Lead weekly project-status meetings with the three Project Managers, track progress, clear or escalate blockers, and drive projects to closure.
Own conversion of the open Professional Services backlog through accurate project records, status, and dates.
Meet with reseller partners about project status, blockers, and installation timelines.
Direct the support organization through the Support Operations Manager, setting priorities, service standards, and metrics.
Partner with support and delivery leads to triage high-priority requests, assign ownership, and close customer and reseller feedback loops.
Own the SLA framework, including targets, measurement, and reporting.
Manage revenue execution across renewals, uplifts, and quote-to-start processes.
Own CRM data accuracy, workflows, pipeline, and project hygiene; work with the Business Systems Engineer on automation.
Maintain SOC 2-aligned processes, operational documentation, and knowledge bases; identify and mitigate operational risks.

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