Director, CMS Business Planning and Management

Visa; San Francisco (CA); Hybrid; USD 179,000 - 287,000; Full time

Job summary

Visa is seeking a Director for the CMS Business Management team in San Francisco, driving strategic execution and AI adoption across high-priority initiatives. The role collaborates with executive leadership and cross-functional partners to align priorities and accelerate growth.

The position emphasizes planning, governance of OKRs, and leveraging AI to improve productivity and operational effectiveness, with a hybrid work model and in-office expectations.

Qualifications

• 10+ years of work experience with a Bachelor's Degree or 8+ years with an Advanced Degree.
• Experience in developing strategic programs in operations or consulting.
• AI-first mindset with experience using AI tools to automate and improve workflows.
• Strong presentation and ability to influence at executive levels.

Responsibilities

• Synthesize complex insights into executive reports and recommendations.
• Lead development of materials for market leadership meetings and board presentations.
• Serve as strategic liaison across leadership and cross-functional partners.

Skills

Strategy

Leadership

AI adoption

Project management

Executive communication

Education

Bachelor's degree

Advanced degree

Tools

Claude

Copilot

Replit

Job description

About Us

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

At Visa, you’ll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world.

Join Visa and do work that matters – to you, to your community, and to the world. Progress starts with you.

Job Description

Job Summary

Commercial and Money Movement Services (CMS) is one of Visa’s fastest-growing businesses, enabling B2B payments and real-time money movement for individuals, small businesses, and large corporations globally. We are seeking a Director on the CMS Business Management team to lead business routines and strategic initiatives that help drive growth.

The Business Management team serves as a catalyst for business rhythm, rapidly mobilizing to lead high-priority, time-sensitive initiatives that connect business units with centers of excellence and cross-functional teams. The team’s mission is to drive operational excellence through strategic projects, market expansion, continuous optimization, automation, and AI adoption. By swiftly adopting AI tools, the team is transforming productivity and positioning itself as the organization’s “one-stop shop” for connecting strategy to execution. This position is based in San Francisco, California, with the flexibility to co-locate in our Foster City office.

We are seeking a highly organized and proactive Director to support the executive team in the strategic execution of both in-year and multi-year business priorities. The ideal candidate will bring exceptional business planning, strategic execution, and AI application skills, with the ability to drive alignment across leadership and cross-functional teams. Knowledge of the payments industry and Commercial and Money Movement is a plus. This is an individual contributor role. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.

Key Responsibilities

• Synthesize complex business insights into executive-ready reports, presentations, and recommendations that enable informed decision-making and drive strategic outcomes.
• Lead the development of high-impact business review materials for market leadership meetings, Investor Relations, board-level presentations, and other strategic forums, ensuring compelling narratives and timely delivery.
• Serve as a trusted advisor and strategic liaison across executive leadership, business units, and functional partners, fostering alignment on priorities, decisions, and enterprise-wide initiatives.

Strategic Execution

• Drive business planning and execution by leveraging AI capabilities to establish clear linkages between OKRs, scorecards, and business initiatives, ensuring transparency, accountability, and measurable business impact.
• Lead OKR governance and alignment across leadership teams, driving prioritization, performance management, and cross-functional accountability to accelerate strategic outcomes.
• Identify opportunities to enhance operational effectiveness, streamline decision-making processes, and improve visibility into strategic initiative performance.

AI Application

• Champion AI adoption and innovation, leveraging emerging agentic capabilities and AI-driven solutions to transform business processes and improve organizational effectiveness.
• Identify, scale, and institutionalize AI use cases across business functions, embedding AI into day-to-day workflows and making it a core component of the organization’s operating model.

Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager.

Qualifications

Basic Qualifications

• 10 or more years of work experience with a Bachelor’s Degree or at least 8 years of work experience with an Advanced Degree (e.g. Masters/ MBA/JD/MD) or at least 3 years of work experience with a PhD

Preferred Qualifications

• 12 or more years of work experience with a Bachelor’s Degree or 8-10 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 6+ years of work experience with a PhD
• Experience in developing and implementing strategic programs in a business operations or management consulting environment.
• AI-first mindset, with experience using AI tools such as Claude, Copilot, and Replit to drive automation and improve workflow efficiency.
• 8–10 years of business experience in payments, corporate and investment banking, technology, or consulting organizations.
• Proven track record in strategy, consulting, and project management, with experience building relationships across teams and key stakeholders to achieve business goals.
• Excellent verbal and written communication skills, with demonstrated ability to communicate complex technical and business issues and solutions to a variety of stakeholders.
• Experience building AI agent toolkits that drive insights to action, support human-in-the-loop interventions when needed and automate workflows using tools such as Claude and Copilot.
• Demonstrates a can-do attitude and willingness to do what it takes to move programs forward.
• Ability to manage multiple projects and synthesize data.
• Strong presentation skills, with comfort presenting materials to executive-level audiences.
• Ability to build credibility, influence, and negotiate at the highest levels within core segment organizations.
• Ability to work with a sense of urgency and deliver under tight deadlines.
• Ability to work independently in a complex and often ambiguous environment.

Information for US Applicants

For roles located in the US, the estimated salary range for this position is $179,000.00 to $ 287,000.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity.Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.

Work Hours

Varies upon the needs of the department.

Travel Requirements

This position requires travel 5-10% of the time.

Mental/Physical Requirements

This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.

Visa is an EEO Employer

Qualified applicants will receive consideration for employment without regard to race, color religion, sex, national origin, sexual orientation, gender identity, disability or protect veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with the EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code.