Senior Director, Business Transformation

Vista Equity Partners Management, LLC; United States; Remote; USD 120,000 - 180,000; Full time

Job summary

Join a forward-thinking company as a Senior Director of Business Transformation, where you'll lead strategic initiatives to enhance customer experiences and drive operational excellence. This role focuses on people-centered transformation, utilizing your expertise in change management and business process reengineering. Collaborate with cross-functional teams to modernize products and processes, fostering a winning culture and improving employee engagement. Be part of a dynamic team that values diversity and innovation, and make a significant impact in a growing technology environment.

Benefits

Unlimited PTO

Generous 401(k) Plan

Paid Parental Leave

Strong Rewards and Recognition Program

Focus on Mental Health and Well-being

Qualifications

• 10+ years in business transformation or operational leadership roles.
• Proven experience in leading enterprise transformation programs.

Responsibilities

• Drive execution of large-scale initiatives ensuring timely delivery.
• Champion a culture of change and continuous improvement.

Skills

Change Management

Business Process Reengineering

Strategic Program Leadership

Analytical Skills

Communication Skills

Problem-Solving Skills

Stakeholder Engagement

Education

Bachelor's degree in business

Bachelor's degree in technology

Tools

Gen AI

Job description

Senior Director, Business Transformation

At PlanSource, we are on a mission to be the partner of choice making it easier for people to choose, use and manage benefits through engaging, AI-powered experiences.

We are seeking a strategic and results-driven Senior Director, Business Transformation, to help us realize this mission via people-centered, cross-functional transformation. In this role, you will identify, plan and execute key business improvement programs to build a winning culture, enhance customer experience, and drive operational excellence. The ideal candidate will bring a strong background in change management, business process reengineering, and strategic program leadership combined with a passion for people-centered and AI-powered transformation within a SaaS or technology-enabled services environment.

Key Responsibilities

• Transformation strategy: Serve as a thought leader on our Strategy, Transformation & People team helping us define and drive a people-centered transformation roadmap focused on creating value for our customers, teams and shareholders aligned to our vision and strategy.
• Customer success: Partner with Product, Technology, and Customer teams identifying and addressing opportunities to modernize products, processes, and services to improve customer experience and drive revenue growth.
• Winning culture: Help create teams who are delivering with unmatched innovation, quality and passion by identifying and delivering key programs to nurture our culture, improve employee experience and enhance employee engagement.
• Operational efficiency: Work cross-functionally across our organization to drive operational efficiency and improve scalability via implementation of Gen AI and/or process improvements.
• AI fluency and adoption: Support AI fluency at PlanSource via learning and adoption programs focusing on our employee base and by embedding AI throughout our transformation roadmap.
• Program Leadership: Drive execution of large-scale initiatives across departments ensuring timely delivery, measurable outcomes, and stakeholder alignment.
• Change Management: Champion a culture of change and continuous improvement, providing leadership and guidance to teams navigating organizational shifts.
• Communications Strategy: Define and drive innovative communications strategies working together with Marketing, People and other teams to keep employees, leadership, customer, and/or partners engaged in and adopting change and transformation.
• Metrics & Reporting: Establish KPIs and dashboards to track progress of transformation efforts and report results to executive stakeholders.

Responsibilities

• Great benefits package, including a full suite of health benefits, a generous 401(k) Plan, unlimited PTO, paid parental leave, a strong rewards and recognition program, and a focus on mental health and well-being.
• An inclusive environment with Employee Resource Groups to join, volunteering days and the ability to donate to organizations of your choice through our recognition platform.
• The opportunity to work for a growing, established technology company, but work side-by-side with a small, dynamic team of talented professionals.
• Fast-paced environment with big goals and the opportunity to make a big impact.

Top five reasons to come to PlanSource:

#5: Join the Vista Family. In March 2019, Vista Equity Partners acquired PlanSource, marking a new phase of growth. Vista’s portfolio of technology and software companies collectively make up the 4th largest software ecosystem in the world.

#4: PlanSource is highly rated with our customers. Be proud of our sophisticated cloud-based technology that meets the needs of even the most complex benefit programs.

#3: Success is rewarded. With more than just a pat on the back, your success is recognized and rewarded. We take care of our employees in every way we can, with comprehensive benefits, employee recognitions, and a commitment to wellbeing.

#2: You can grow and develop professionally. PlanSource has a great track record of internal promotions within the company and offering development plans and tracks to pursue your personal and professional goals.

#1: Share our values. Be part of a team that values diversity and representation in all levels of the organization. Be part of a team that gives back to local communities and is actively aware of their social and environmental impact.

Statement on Diversity

PlanSource is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. Our employees are the most valuable asset we have. The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation and company’s achievement as well.

We celebrate and support our employees’ diversity in age, color, disability, ethnicity, cultural beliefs, family or marital status, gender identity or expression, language, national origin, physical and mental ability, political affiliation, race, religion, sexual orientation, socio-economic status, veteran status and other characteristics that make our employees unique.

NOTE: We will consider a remote employee for approved cities PlanSource can accommodate.

If you’re selected, you’ll receive your offer and be asked to complete a background check. This will include a drug screen, criminal record search and verification of previous employment and/or education.

REF 4710

Qualifications

Qualifications

• Bachelor’s degree in business, technology, or related field.
• 10+ years of progressive experience in business transformation, consulting, or operational leadership roles.
• Proven experience leading enterprise transformation programs in a SaaS, healthtech, or B2B services company. Experience in benefits administration and/or HR technology strongly preferred.
• Strong grasp of change management frameworks and tools.
• Demonstrated success in stakeholder engagement and cross-functional team leadership.
• Analytical mindset with excellent communication and problem-solving skills.
• Passion for Gen AI and how it can be leveraged to drive transformation for employees, partners, and customers.