Program Manager III

TEKsystems•San Diego, CA

2d•Remote

About The Position

This role sits on the Clients Banking Partnerships team, supporting products like QuickBooks Checking and lending. The position is a hands-on Program Manager focused on building process automation workflows from scratch, managing external fintech/banking partners, and driving operational efficiency and compliance processes. The role will evolve from execution-focused (automation build) into a broader strategic PM role overseeing partner operations and process improvements. This Program Manager III will lead initiatives at the intersection of fintech operations, compliance, and partner management, with a strong emphasis on process design and automation.

Requirements

Strong hands-on experience with Airtable (non-negotiable)
Proficiency in Google Sheets and/or tools like Claude (AI workflow tools)
Proven ability to build processes and workflows from scratch, not just manage or maintain existing ones
Demonstrated experience creating process automation solutions, particularly replacing manual operational work with automated systems
Ability to design workflows that include tracking recurring deliverables (weekly/monthly reporting), automating reminders (7-day, 3-day, escalation notifications), and updating real-time status tracking in tools like Google Sheets
Experience maintaining and iterating on workflows to ensure ongoing reliability and scalability
Background in Business Operations or Process Automation roles
Experience working in fintech or technology environments
Ability to identify process gaps and inefficiencies and translate them into structured, automated solutions
Strong communication skills with the ability to support external partner interactions and operational coordination

Nice To Haves

Must have built workflows/processes from scratch (not just used it)
Proven ability to take manual processes and turn them into automated workflows
Tracking, reporting, and integrating automation into workflows

Responsibilities

Build end-to-end workflows from scratch, primarily using Airtable and Google Sheets
Translate fragmented, manual processes into standardized, automated systems
Design solutions that track deliverables (e.g., recurring reporting across teams), automate reminders and escalations, and provide real-time visibility into status and accountability
Continuously maintain and iterate on workflows to ensure scalability and reliability
Own and drive core operational processes supporting fintech and banking partnerships
Identify process gaps, inefficiencies, and failure points, and implement improvements
Establish structured operating rhythms, reporting cadences, and performance tracking
Monitor operational metrics and use insights to improve performance and reduce friction
Act as a primary liaison between Intuit and external banking/fintech partners
Gather partner requirements and translate them into actionable internal workflows
Manage partner expectations, deliverables, and communication
Support SLA tracking and performance accountability
Represent Intuit in external-facing discussions, presentations, and updates
Support workflows tied to KYC, KYB, and CIP requirements
Ensure operational processes align with banking regulations and audit readiness standards
Partner with Legal, Risk, and Compliance teams to maintain adherence to requirements
Assist in incident response workflows, including tracking, escalation, and communication
Collaborate with Product, Engineering, Risk, Legal, and Customer Care teams
Influence stakeholders without direct authority to align on priorities and execution
Translate complex technical or regulatory requirements into clear operational plans
Develop and manage tracking systems and dashboards
Analyze operational trends (e.g., delays, errors, process bottlenecks)
Use data to drive decision-making and continuous improvement