Sr. Manager, Strategic Planning

Visa•San Francisco, CA

2d•$172,100 - $275,800•Hybrid

About The Position

Visa is seeking a Senior Manager for Commercial & Money Movement Solutions (CMS) to lead global process improvement across the customer and seller journey. The role translates business pain points into scalable operating models, workflows, governance, product enhancements, and automation solutions, with accountability for measurable improvements in speed, quality, seller experience, adoption, and operational efficiency. The position leads global sales process transformation, serves as business product owner for CMS sales process tools and workflows, advances AI and automation integration, and strengthens data analysis and reporting. It works across Sales, Product, Finance, Legal, Technology, Data, and regional teams to improve seller effectiveness, customer experience, and commercial execution. The role requires at least three days in the office; the specific days will be confirmed by the Hiring Manager. Work hours vary with department needs, and travel is 5–10% of the time.

Requirements

At least 8 years of relevant work experience with a bachelor's degree, or at least 5 years with an advanced degree, or 2 years with a PhD.
Experience leading complex, enterprise-scale process improvement or transformation initiatives across multiple functions and geographies.
Strong knowledge of enterprise B2B sales processes.
Experience serving as a product owner or translating business needs into roadmaps, requirements, user stories, workflows, and technology solutions.
Experience leading UAT, testing, launch readiness, adoption, and post-launch optimization.
Ability to influence senior stakeholders and align teams across Sales, Finance, Legal, Product, Technology, Data, and Operations.
Strong analytical, structured problem-solving, communication, and executive presentation skills.
Ability to work effectively in a global, matrixed environment and move between strategy, design, governance, and hands-on execution.
Ability to manage multiple projects concurrently as a self-motivated, results-oriented individual.
Demonstrated intellectual and analytical rigor, attention to detail, and ability to structure and conduct quantitative analysis.
Ability to collaborate and influence effectively in a matrixed organization, including with stakeholders who are not direct reports.

Nice To Haves

9 or more years of relevant work experience with a bachelor's degree, or 7 or more years with an advanced degree, or 3 or more years with a PhD.
8 or more years of experience in sales operations, revenue operations, product operations, business process transformation, product management, program management, management consulting, or a related field.
Experience in payments, financial services, fintech, or another complex regulated industry.
Hands-on familiarity with Dynamics CRM, Microsoft Power Platform, Copilot Studio, workflow automation, generative AI, or agentic AI solutions.
Knowledge of Lean, Six Sigma, Agile, Scrum, service design, journey mapping, or related process and product disciplines.

Responsibilities

Lead end-to-end process improvement initiatives across the CMS customer and seller journey, including lead management, deal structuring, contracting, and account growth.
Assess current processes, seller pain points, handoffs, controls, and system dependencies; design future-state journeys that reduce friction and improve customer and seller experience.
Develop global standards, operating models, governance frameworks, roles and responsibilities, AI-ready process documentation, and service-level expectations.
Partner with business units and regions to scale proven practices while accounting for legitimate market, regulatory, and product requirements.
Establish continuous improvement mechanisms and feedback loops to identify bottlenecks, rework, manual effort, and simplification opportunities.
Deliver measurable improvements in cycle time, quality, seller productivity, process adoption, and time to revenue.
Act as CMS business product owner for sales process tools, platforms, and workflow capabilities, accountable for seller experience and intended business outcomes.
Build and manage roadmaps connecting business priorities, seller needs, process dependencies, and technology investments.
Translate business problems into requirements, user stories, success measures, and prioritized backlogs.
Lead cross-functional programs from discovery and design through UAT, testing, launch, adoption, and post-launch improvement.
Coordinate across Sales, Finance, Legal, Product, Technology, Data, and regional stakeholders to resolve dependencies and maintain delivery momentum.
Identify and prioritize opportunities to embed AI and automation in sales workflows, reduce repetitive manual work, improve decision support, and free sellers to focus on clients.
Design workflow solutions using appropriate tools and platforms, potentially including Microsoft Power Platform, Dynamics CRM, Copilot Studio, Claude Code, Azure Functions, Azure Key Vault, and n8n.
Partner with technology, engineering, security, and data teams to move use cases from concept to scalable production solutions.
Prototype and test solutions as appropriate while ensuring sound architecture, security, controls, and responsible AI practices.
Drive user trust and adoption through transparency, practical guidance, human oversight, change management, and ongoing performance monitoring.
Define KPIs, baselines, targets, and measurement frameworks linking process improvements to seller, operational, and commercial outcomes.
Analyze operational data and user feedback to identify bottlenecks, quality gaps, adoption barriers, and improvement opportunities.
Develop concise executive reporting and dashboards on delivery progress, process performance, adoption, quality, efficiency, and realized business impact.
Use insights to prioritize the roadmap, challenge low-value activities, and inform investment and governance decisions.