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Salary: USD 120,000 - 0 / annual
CFS Solutions, a Banyan Software portfolio company, is seeking a Director of Business Operations to own the operating rhythm of a profitable, growing fintech serving 500+ community banks and credit unions through 40+ reseller partners. This is a newly created role reporting directly to the CEO, designed to transfer the company's operating system to a dedicated owner.
The primary objective in year one is to convert a $3M+ backlog of sold-but-uninstalled professional services into completed, revenue-recognized projects.
Key responsibilities include:
**Operating Cadence & Project Closures**: Run the company's weekly leadership meeting and KPI scorecard; lead standing project-status meetings with three Project Managers to track progress, clear blockers, and accelerate project closures; own conversion of the open Professional Services backlog with cleaned-up records and credible dates; meet with reseller partners on project status and install timelines.
**Support & Delivery Leadership**: Direct the support organization through the Support Operations Manager (who manages a dozen-plus person tiered support and Professional Services team); set priorities, service standards, and metrics; partner on triaging high-priority requests; own the SLA framework—targets, measurement, and reporting—and hold delivery to customer and reseller commitments.
**Revenue, Systems & Automation**: Drive revenue performance on the existing engine (renewals, uplifts, quote-to-start execution); own CRM management for data accuracy, workflows, and pipeline hygiene across teams (HubSpot platform); work with the Business Systems Engineer on automations that reduce overhead cost.
**Compliance & Risk**: Keep operational processes aligned with SOC 2 program requirements; stay informed on banking regulations and build them into process design; maintain internal documentation and support onboarding.
The ideal candidate is an organizational builder ready for full ownership—someone who translates strategic goals into repeatable, measurable outcomes, manages through managers rather than around them, and partners on automation that removes overhead.
**Requirements**:
- Owned a weekly operating cadence end-to-end (meeting, scorecard, follow-through), not just participated
- Managed people-managers and can describe how you made them better without doing their jobs
- 5+ years in operations, business operations, or project management in B2B software, SaaS, or tech-enabled services with real revenue accountability
- Strong organizational and project management skills (Scrum experience preferred)
- Excellent written and verbal communication; capable of influencing up and across the organization
- Strong CRM management experience critical to role—owning data quality, workflows, and adoption; direct HubSpot experience a plus
- Exposure to regulatory or compliance-heavy environments; direct SOC 2 experience strongly preferred
- Experience with or within banking or credit union environments a plus
