Senior Manager - Operations

Banyan Software

10d•Remote

About The Position

Banyan Software is seeking a Senior Manager, Operations to build and oversee scalable support, compliance, and people-operations systems reporting directly to the CEO. This is a hands-on, strategic role that owns cross-functional workflows, administers core tools (HubSpot CRM, Vanta, Jira), and brings structure to a 13–14-person team. The ideal candidate translates strategic goals into execution, manages the support and admin teams day-to-day, and acts as a thought partner to the CEO on operational priorities and risk. CFS Solutions (A Banyan Software Portfolio) is a fintech company headquartered in Tallahassee, FL, providing ATM/ITM deposit automation, check imaging, and payment processing software to community banks and credit unions through a network of resellers. Operating in a compliance-driven environment (SOC 1, SOC 2 Type 2, PCI), CFS is focused on modernization and scalable growth built on three decades of banking expertise.

Requirements

5+ years in operations, project management, or business systems in a B2B, SaaS, or tech-enabled services company.
3-5 years of direct people management experience in operations.
Hands-on HubSpot CRM administration required: workflow automation, custom objects, and reporting.
Compliance expertise required: SOC 1, SOC 2 Type 2, and PCI; Vanta or similar platform experience is a strong plus.
Demonstrated ability to design operational systems from scratch in a scaling business.
Familiarity with Jira or equivalent; Scrum or Agile experience preferred.
Excellent written and verbal communication skills with the ability to influence up and across the organization.

Nice To Haves

Exposure to banking, credit union, or regulated financial environments is a plus.

Responsibilities

Partner with the CEO on operational planning, translating strategic goals into measurable roadmaps and identifying risks before they become urgent.
Build and maintain an operational scorecard; make build-vs-buy and tooling investment recommendations grounded in cost, risk, and impact.
Manage day-to-day operations of support and admin teams, ensuring projects are complete on schedule and blockers are resolved quickly.
Design structured support processes, triage inbound tasks, assign ownership, and serve as internal project manager for high-priority requests.
Lead SOC 1, SOC 2 Type 2, and PCI compliance processes; administer Vanta for evidence collection, policy attestation, and audit preparation.
Partner with Compliance Lead on control evidence and audit response; stay current on banking regulations affecting operational readiness.
Administer and improve HubSpot CRM including workflow automation, custom objects, pipeline hygiene, and reporting; maintain HubSpot-NetSuite integration.
Document SOPs across functions and partner with the Business Systems Engineer to scope and deliver automation solutions.
Own onboarding and offboarding execution; coordinate with Parent Company HR on background checks, policy attestations, and employment matters.
Coordinate product operations across Engineering, Support, and Customer Success including release readiness and Jira administration.