Sr. Manager, Strategic Planning

Visa; San Francisco (CA); On-site; USD 172,000 - 276,000; Full time

Job summary

Visa is seeking a Senior Manager to lead global process improvement across the CMS sales journey. You will drive end-to-end transformation, define standards, and implement AI-enabled workflows to improve speed, quality, and seller experience.

The role collaborates across Sales, Product, Legal, and Technology to deliver measurable business outcomes. The position emphasizes roadmapping, UAT, and governance, with a strong focus on data analysis, reporting, and stakeholder alignment.

Qualifications

• 8+ years of relevant work experience with a bachelor's degree or at least 5 years with an Advanced Degree (e.g., MBA, JD, MD) or 2 years with a PhD.
• Demonstrated experience leading complex, enterprise-scale process improvement projects across multiple functions and geographies.
• Strong knowledge of enterprise B2B sales processes and product ops responsibilities.
• Experience as a product owner or translating business needs into roadmaps, requirements, and user stories.
• Experience leading UAT, testing, launch readiness, adoption, and post-launch optimization.
• Ability to influence senior stakeholders and collaborate across Sales, Finance, Legal, Product, Technology, Data, and Operations.

Responsibilities

• Drive end-to-end Global Sales Process Transformation across the CMS customer and seller journey.
• Lead CMS Sales Product Ownership & Program Delivery incl. roadmaps, requirements, and backlogs.
• Advance AI & Automation Integration to reduce manual work and boost seller focus on clients.
• Strengthen Data Analysis & Reporting with KPIs, baselines, and executive dashboards.

Skills

Process transformation

Sales operations

Product ownership

AI automation

Data analysis

Tools

Dynamics CRM

Power Platform

Copilot Studio

Workflow automation

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

Commercial & Money Movement Solutions (CMS) is a strategic growth pillar for Visa, focused on enabling businesses, financial institutions, governments, and platforms to move money domestically and globally. The Global CMS Sales Process Center of Excellence (CoE) simplifies, standardizes, and transforms sales processes across CMS to improve seller effectiveness, customer experience, and commercial execution. The CoE partners across Sales, Product, Finance, Legal, Technology, Data, and regional teams to improve customer and seller journeys, enable scalable execution, and accelerate commercial outcomes through process excellence, technology innovation, and AI-enabled automation.

We are seeking a full-time Senior Manager to lead global process improvement initiatives across the customer and seller journey by translating business pain points into scalable operating models, workflows, governance, product enhancements, and automation solutions. This role is accountable for delivering measurable improvements in speed, quality, seller experience, adoption, and operational efficiency.

Key Responsibilities

• Drive Global Sales Process Transformation (50%):
  • Lead end-to-end process improvement initiatives across the CMS customer & seller journey, including lead management, deal structuring, contracting, account growth, etc.
  • Assess current-state processes, seller pain points, handoffs, controls, and system dependencies; design future-state journeys that reduce friction and improve customer and seller experience.
  • Develop scalable global standards, operating models, governance frameworks, roles and responsibilities, AI-ready process documentation, and service-level expectations.
  • Partner with business units and regions to scale proven practices globally while accommodating legitimate market, regulatory, and product requirements.
  • Establish continuous improvement mechanisms and feedback loops that identify bottlenecks, rework, manual effort, and opportunities for simplification.
  • Deliver measurable improvements in cycle time, quality, seller productivity, process adoption, and time to revenue.
• Lead CMS Sales Product Ownership & Program Delivery (25%):
  • Act as CMS business product owner for sales process tools, platforms, and workflow capabilities, with accountability for the seller experience and intended business outcomes.
  • Build and manage roadmaps that connect business priorities, seller needs, process dependencies, and technology investments.
  • Translate business problems into clear requirements, user stories, success measures, and prioritized backlogs.
  • Lead cross-functional programs from discovery and design through UAT, testing, launch, adoption, and post-launch improvement.
  • Coordinate across Sales, Finance, Legal, Product, Technology, Data, and regional stakeholders to resolve dependencies and maintain delivery momentum.
• Advance AI & Automation Integration (15%):
  • Identify and prioritize opportunities to embed AI and automation into sales workflows, reduce repetitive manual work, improve decision support, and enable sellers to focus more time on clients.
  • Design workflow solutions using relevant tools and platforms, such as Microsoft Power Platform, Dynamics CRM, Copilot Studio, Claude Code, Azure Functions, Azure Key Vault, and n8n, as appropriate.
  • Partner with technology, engineering, security, and data teams to move use cases from concept to scalable production solutions.
  • Prototype and test solutions where appropriate, while ensuring sound architecture, security, controls, and responsible AI practices.
  • Drive user trust and adoption through transparency, practical guidance, human oversight, change management, and ongoing performance monitoring.
• Strengthen Data Analysis & Reporting (10%):
  • Define KPIs, baselines, targets, and measurement frameworks that connect process improvements with seller, operational, and commercial outcomes.
  • Analyze operational data and user feedback to identify bottlenecks, quality gaps, adoption barriers, and improvement opportunities.
  • Develop concise executive reporting and dashboards covering delivery progress, process performance, adoption, quality, efficiency, and realized business impact.
  • Use insights to prioritize the roadmap, challenge low-value activities, and inform investment and governance decisions.

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

Qualifications

Basic Qualifications

• 8 or more years of relevant work experience with a bachelor's degree or at least 5 years of experience with an Advanced Degree (e.g., Master's, MBA, JD, MD) or 2 years of work experience with a PhD.

Preferred Qualifications

• 9 or more years of relevant work experience with a Bachelor's Degree or 7 or more relevant years of experience with an Advanced Degree (e.g., Master's, MBA, JD, MD) or 3 or more years of experience with a PhD.
• 8 or more years of experience in sales operations, revenue operations, product operations, business process transformation, product management, program management, management consulting, or a related field.
• Demonstrated experience leading complex, enterprise-scale process improvement or transformation initiatives across multiple functions and geographies.
• Strong knowledge of enterprise B2B sales processes.
• Experience serving as a product owner or translating business needs into roadmaps, requirements, user stories, workflows, and technology solutions.
• Experience leading UAT, testing, launch readiness, adoption, and post-launch optimization.
• Proven ability to influence senior stakeholders and align teams across Sales, Finance, Legal, Product, Technology, Data, and Operations.
• Strong analytical, structured problem-solving, communication, and executive presentation skills.
• Ability to operate effectively in a global, matrixed environment and move between strategy, design, governance, and hands-on execution.
• Self-motivated, results-oriented individual with the ability to manage multiple projects concurrently.
• Experience in payments, financial services, fintech, or another complex regulated industry.
• Hands-on familiarity with Dynamics CRM, Microsoft Power Platform, Copilot Studio, workflow automation, generative AI, or agentic AI solutions.
• Knowledge of Lean, Six Sigma, Agile, Scrum, service design, journey mapping, or related process and product disciplines.
• Demonstrated intellectual and analytical rigor, attention to detail, and ability to structure and conduct quantitative analysis.
• Demonstrated ability to collaborate and influence effectively in a matrixed organization, including with stakeholders who are not direct reports.

Information for US Applicants

For roles located in the US, the estimated salary range for this position is $172,100.00 to $ 275,800.00 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.