[Hiring] Director of Business Operations @Banyan Software

Role Description

CFS Solutions is seeking a process-driven, results-accountable Director of Business Operations to own the operating rhythm of a profitable, growing fintech serving 500+ community banks and credit unions through a channel of 40+ reseller partners. This is a newly created seat — the second leadership hire of our board-approved growth plan — created because the CEO is deliberately transferring the company’s operating system to a dedicated owner. Reporting directly to the CEO, this is a business operations role, not a plain operations role: the seat is accountable for how the business performs — revenue on the existing engine, project closures, and the weekly scorecard the leadership team runs on.

If you do one thing brilliantly in year one, it is this: convert our $3M+ backlog of sold-but-uninstalled professional services into completed, revenue-recognized projects. Everything else in this description exists in service of that.

• Support organization reports up through this role: the Support Operations Manager and the Customer Experience Manager both report in, and this seat sets their priorities, metrics, and accountability.
• This role personally leads the standing project meetings with our three Project Managers — where every project stands, what’s blocking it, and when it closes — in partnership with the Support Operations Manager.
• The ideal candidate is an organizational builder ready to step up into full ownership.
• Someone who translates strategic goals into repeatable, measurable outcomes, manages through managers rather than around them, and partners with our Business Systems Engineer on automation that removes overhead rather than adding process.

Qualifications

• 5+ years in operations, business operations, or project management in a B2B software, SaaS, or tech-enabled services company, 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 is critical to this role — owning data quality, workflows, and adoption across teams. Direct HubSpot experience is a plus.
• Exposure to regulatory or compliance-heavy environments; direct experience with SOC 2 requirements strongly preferred.
• Experience with or within banking or credit union environments is a plus.

Requirements

• You have owned a weekly operating cadence end-to-end — the meeting, the scorecard, and the follow-through — not just participated in one.
• You have managed people-managers, and can describe how you made them better without doing their jobs.
• Strong systems thinking and fluency in CRM platforms, ticketing systems, and project management tools.
• Comfort in a small, scaling business where versatility, ownership, and initiative are the job.
• Measuring yourself on outcomes — closures, retention, margin — not on activity.

Benefits

• This is a rare opportunity to build the operational backbone of a profitable, founder-built, PE-backed fintech with clear product-market fit and a channel of 40+ reseller partners.
• At CFS, we deliver automation that simplifies banking operations for more than 500 financial institutions.

Your First 90 Days to Success

• Days 1–30: Learn the machine, take the cadence.
• Take over the weekly leadership meeting and KPI scorecard from the CEO by end of month.
• Sit the standing project meetings with our three Project Managers and build a project-by-project inventory of the open services backlog.
• Establish working rhythms with the Support Operations Manager and Customer Experience Manager.
• Days 31–60: Own the operating system.
• Run the project cadence fully: every open project has an honest status, an owner, and a date.
• Publish the SLA framework baseline — targets, measurement, reporting — against our customer and reseller commitments.
• Days 61–90: Deliver visibly.
• First backlog closures pulled forward on your watch, visible on the scorecard.
• First automation shipped with the Business Systems Engineer that removes real overhead.
• The operating cadence runs without the CEO in the room.