Business Operations Lead

Fiserv•New York, NY

1d•$100,000 - $165,600

About The Position

agentOS is Fiserv's governed AI platform and agent marketplace for banks and credit unions. As the business grows from pilots to a broad base of clients and agents, this role is needed to own how the team operates day to day and to keep sales, client success, commercial and product teams working from the same plan. This role owns a defined set of operating work that crosses teams. It makes sure every new agent is ready to sell before it launches. It turns client and field input into clear, usable information for the product team. And it gives leadership one consistent view of how the business is performing. It doesn't run any other team's work for them. It keeps the work moving between teams and makes sure nothing falls through the gaps.

Requirements

3-6+ years in business operations, product operations or strategy and operations at a technology, fintech or financial services company
Experience setting up processes, handoffs and launch checklists across several teams
Strong analytical skills, including building KPI reporting and dashboards and turning data into recommendations
Ability to hold teams accountable without having direct authority over them
Highly organized, with dependable follow-through
Clear, concise writing and communication for executive audiences

Nice To Haves

Experience with platform, marketplace or usage-based businesses
Product operations or product launch experience
Power BI or similar reporting tools
Familiarity with banking or credit union technology
Hands-on experience with CRM systems (Salesforce or similar) and data quality is a plus

Responsibilities

Run how the team operates
Maintain the team's operating procedures, who-owns-what chart and decision log, and resolve unclear ownership as it comes up
Define the handoffs between teams, such as a signed client moving to implementation or a new agent moving from build to market, and check that each one happens
Get new agents ready to sell
Run the launch readiness checklist for every new agent and release, confirming sales, support, pricing and marketing are ready before go-live
Set up each new agent in Fiserv's CRM so it can be quoted and sold
Maintain a tracker showing where every agent stands, from approved to ready to sell
Support the product team with business input
Provide usage and adoption data by agent and by client to help the product team decide what to build next
Collect client and field requests, route them to the right product lead, and report decisions back to the people who raised them
Package client demand for new agents (who the client is, what they need, how big the opportunity is) for the product intake process
Report on business performance
Own the monthly business review: one set of numbers across sales, adoption, client service, revenue and partners
Set the structure and data standards for the pipeline tracker
Provide limited leadership support for business reviews and cross-team initiatives