Senior Cross-Functional Process Simplification Strategist

First Tech Federal Credit Union; Rocklin (CA); On-site; USD 125,000 - 185,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

401(k) match

Paid time off

Paid federal holidays

Employee pricing on lending products

Job summary

First Tech Federal Credit Union is seeking a senior contributor to lead complex, cross‑enterprise simplification initiatives across journeys, platforms, and functions with autonomy. You will shape problem framing, design solutions, and execution approaches with a high degree of independence.

This role surfaces suboptimal workflows, translates them into clear statements, and delivers durable improvements in efficiency, quality, and member experience while maintaining regulatory soundness.

Qualifications

• Bachelor’s degree or equivalent experience.
• 6-8 years in process simplification or operational excellence.
• Proven success leading complex cross-functional initiatives.
• Financial services or regulated industry experience is required.
• Advanced Lean Six Sigma or equivalent certification is required.
• Strong operational and analytical acumen.
• Ability to simplify processes while maintaining controls.
• Comfort navigating organizational complexity.
• Excellent written and verbal communication.
• Balance design thinking with scalable execution.

Responsibilities

• Lead discovery and simplification efforts for complex, ambiguous, and multi domain problem spaces that span multiple journeys or functions.
• Diagnose systemic process and experience breakdowns across teams, products, and platforms, distinguishing root causes from localized symptoms.
• Translate loosely defined, enterprise scale pain points into clear, structured, and prioritized problem statements that enable effective decision making.
• Design scalable, end to end simplification solutions with explicitly defined business, operational, and experience outcomes.
• Influence cross functional leaders and stakeholders without authority, using data, insight, and well reasoned recommendations to drive alignment and action.
• Define success metrics, benefit realization approaches, and adoption considerations to ensure improvements deliver durable impact.
• Anticipate regulatory, risk, and control implications of proposed changes and proactively partner with appropriate teams to ensure sound execution.
• Provide informal mentorship and guidance to analysts and managers by modeling structured problem solving and simplification practices, without people management responsibility.
• Apply advanced human centered design and systems thinking practices to identify root causes of experience friction and structural drivers of breakdowns across end to end journeys.
• Synthesize Voice of the Member (VoM) and Voice of the Employee (VoE) insights with operational and quality data to inform enterprise scale prioritization and solution design.
• Identify and interpret signals that indicate emerging and systemic breakdowns (e.g., repeat contacts, workarounds, escalations, execution variability) before they become entrenched.
• Ensure simplified solutions materially improve ease, clarity, and consistency for frontline employees and members, with attention to durability and scalability.
• Evaluate simplification opportunities to ensure proactive resolution and outcomes that reinforce trust and meaningful experience improvements, not short term fixes.
• Partner with Experience Analytics to connect operational and process changes to experience, performance, and outcome measures, validating impact and informing iteration.
• Advocate for experience improvements that also deliver strategic efficiency, explicitly avoiding cosmetic, localized, and non scalable solutions.
• Champion and apply enterprise experience design principles by modeling best practices and influencing decisions through exemplars and insight rather than formal authority.

Skills

Process simplification

Cross-functional leadership

Lean Six Sigma

Operational excellence

Regulated industry

Data analytics

Stakeholder management

Communication skills

Experience design thinking

Education

Bachelor’s degree or equivalent

Lean Six Sigma certification

Financial services industry experience

Job description

First Tech Federal Credit Union is seeking a senior contributor to lead complex, cross‑enterprise simplification initiatives across journeys, platforms, and functions with autonomy. You will shape problem framing, design solutions, and execution approaches with a high degree of independence.

This role surfaces suboptimal workflows, translates them into clear statements, and delivers durable improvements in efficiency, quality, and member experience while maintaining regulatory soundness.