Director of Business Operations
New
C
CFS SolutionsFintech
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
Requirements
- Own a weekly operating cadence end-to-end, including the meeting, scorecard, and follow-through.
- Have experience managing people-managers and improving their performance without doing their jobs for them.
- Have 5+ years in operations, business operations, or project management in a B2B software, SaaS, or tech-enabled services company, with revenue accountability.
- Bring strong organizational and project management skills; Scrum experience is preferred.
- Have strong CRM management experience, including data quality, workflows, and adoption across teams.
- Have exposure to regulatory or compliance-heavy environments; direct experience with SOC 2 requirements is strongly preferred.
- Have excellent written and verbal communication skills and be capable of influencing up and across the organization.
- Experience with or within banking or credit union environments is a plus.
- Strong CRM management is required; HubSpot fluency is a head start.
Responsibilities
- Run the weekly leadership meeting, KPI scorecard, and follow-through on commitments.
- Lead project-status meetings with the three Project Managers, clear or escalate blockers, and drive projects to close.
- Own conversion of the open Professional Services backlog, including 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 CRM data accuracy, workflows, pipeline, and project hygiene across teams.
- Partner with the Business Systems Engineer on automations that reduce overhead.
- Maintain alignment with the SOC 2 program, operational documentation, security controls, and relevant banking regulations.
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