Director, Business Operations (Fully Remote)

Cfs Solutions; United States; Remote; USD 120,000 - 150,000; Full time

Benefits offered by this job

Remote work

Job summary

CFS Solutions is a profitable fintech delivering automation to simplify banking operations for 500+ financial institutions. We seek an Operations Leader to own the weekly cadence and manage people-managers, converting a $3M+ professional services backlog into revenue.

You will run weekly leadership meetings, KPI scorecards, and project status reviews with three PMs, oversee the SLA framework, and ensure SOC 2 compliance.

Qualifications

• 5+ years in operations or project management in a B2B software or tech-enabled services company.
• Experience owning a weekly operating cadence and managing people-managers.
• Strong CRM management skills and familiarity with regulatory or compliance-heavy environments.

Responsibilities

• Run weekly leadership meetings, KPI scorecards, and project status meetings with three Project Managers.
• Direct support and delivery teams through managers, own the SLA framework, and ensure SOC 2 compliance.
• Manage CRM (HubSpot) data and workflows, and partner with the Business Systems Engineer on automation.

Skills

Leadership cadence

People management

CRM management

SOC 2 compliance

Tools

HubSpot CRM

Job description

• Own the operating rhythm of a profitable fintech serving 500+ community banks and credit unions.
• Report directly to the CEO and convert a $3M+ professional services backlog into revenue.

Key Responsibilities:

• Run weekly leadership meetings, KPI scorecards, and project status meetings with three Project Managers.
• Direct support and delivery teams through managers, own the SLA framework, and ensure SOC 2 compliance.
• Manage CRM (HubSpot) data and workflows, and partner with the Business Systems Engineer on automation.

Candidate Profile:

• Experienced in owning a weekly operating cadence and managing people-managers.
• 5+ years in operations or project management in a B2B software or tech-enabled services company.
• Strong CRM management skills and familiarity with regulatory or compliance-heavy environments.

Why CFS Solutions:

• Rare opportunity to build the operational backbone of a PE-backed fintech with clear product-market fit.
• Work remotely with a collaborative team delivering automation that simplifies banking operations.

CFS Solutions

CFS Solutions is a profitable, growing fintech that delivers automation to simplify banking operations for more than 500 financial institutions. It is part of Banyan Software, which operates 120+ portfolio companies and values an inclusive workplace.