Director, Business Operations & Strategy, FI Channel

Calling all innovators - find your future at Fiserv.

We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

Job Title

Director, Business Operations & Strategy, FI Channel

What does a successful Director, Business Ops & Strategy do at Fiserv?

Fiserv is doubling-down its investment and focus on small businesses. As the leader in financial technology, it is our right to win. We want you to be part of the team that captures the SMB market through our bank partnerships. The industry serving SMBs is fragmented, filled with an array of confusing choices, and crowded with 140+ fintechs vying for the SMB wallet. Small business owners and their employees are challenged with navigating this increasingly complicated ecosystem. As the market leader in financial technology, we know that cash flow sits at the heart of what a small business does every single day. With 3500+ financial institutions in our client base, we can empower our bank partners to take back and win the SMB wallet share. Through an integration of our existing products, we are on a mission to provide the best set of solutions for a small business in market, and enable our bank partners to capture this market.

 

What you will do:

This role has three primary responsibilities: 1) financial and operational data management, 2) operational excellence program and 3) business operations. The role has the potential to expand based on the performance of the individual. Expectations are high – this individual needs to develop / establish strong influence through partnership with internal teams to drive real outcomes.

 

Financial & Operational Data Management, Reporting and Monitoring

• Business Intelligence: experience with business intelligence tools to partner on the creation of a centralized, automated data repository for reporting from multiple data sources and team inputs; requires clean relational data mapping (e.g. at individual / partner level); expectations for this individual to develop approach and ideas on optimizing data management and operations for team

• Performance Management: daily, weekly, monthly and quarterly; track performance (“the what”) and activity (“the how”) of field sales teams down to the individual and partner level against goals and outcomes; read out on insights of levers against progress, including account plans (with sales), pipeline, leads, closures, activation, retention

• Financials: tight partnership with finance on development and monitoring of AOP, regular forecast adjustments and translation into team operating goals; manage translation of financial goals into sales compensation plans and performance tracking

• Sales: tight partnership with sales / sales operations on pipeline tracking and portfolio management read out, including existing merchant program client performance and relationship health, including working with eCRM for data supporting FI channel initiatives

• Management Business Reviews: coordination of MBR materials for dissemination of business updates, including business and team performance insights and tracking against key initiatives - strong deck and coordination skills required

• Executive Updates: opportunity to present in executive forums and develop leading voice against business performance

 

Operational Excellence:

• Process Improvements: establish new processes and tools for field sales management, including driving adoption and accountability into organization (e.g. activity and tool usage reporting) – goal is to drive overall operational efficiency (higher sales, reduced efforts, reduced costs)  

• Program Management: lead operational excellence program for entire team in partnership with RVPs – work with team to identify set of operational efficiency opportunities / activities, develop program and measure against KPIs/goals 

• Weekly Meetings: lead weekly performance