Director of 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 describe how you developed them without doing their jobs.
Bring 5+ years 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 excellent written and verbal communication skills and be able to influence across and up the organization.
Have strong CRM management experience, including ownership of data quality, workflows, and adoption across teams.
Direct HubSpot experience is a plus.
Have exposure to regulatory or compliance-heavy environments; direct experience with SOC 2 requirements is strongly preferred.
Experience with or within banking or credit union environments is a plus.

Run the weekly leadership meeting, KPI scorecard, and follow-through on commitments.
Lead 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 and maintain accurate project records, statuses, and dates.
Meet with reseller partners to review project status, blockers, and installation timelines.
Direct the support organization through the Support Operations Manager, setting priorities, service standards, metrics, and escalation decisions.
Own the SLA framework, including targets, measurement, and reporting against customer and reseller commitments.
Manage business CRM data, workflows, pipeline, and project hygiene across teams.
Partner with the Business Systems Engineer on automations that reduce overhead.
Maintain operational alignment with the SOC 2 program, facilitate audits, and enforce security controls in daily workflows.
Maintain process documentation and knowledge bases, support onboarding, and identify and mitigate operational risk.

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