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Job Title
Business Operations Lead
About the role
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, we need someone 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.
What you'll do:
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
Experience you'll need to have:
- 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
Experience that would be great to have:
- 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
Salary Range
$100,000.00 - $165,600.00
These pay ranges apply to employees in New Jersey and New York. Pay ranges for employees in other states may differ.
It is unlawful to discriminate against a prospective employee due to the individual's status as a veteran.
For incentive eligible associates, the successful candidate is eligible for an annual incentive opportunity which may be delivered as a mix of cash bonus and equity awards in the Company’s sole discretion.
Thank you for considering employment with Fiserv. Please:
- Apply using your legal name
- Complete the step-by-step profile and attach your resume (either is acceptable, both are preferable).
Our commitment to Equal Opportunity:
Fiserv is proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, gender, gender identity, sexual orientation, age, disability, protected veteran status, or any other category protected by law.
If you have a disability and require a reasonable accommodation in completing a job application or otherwise participating in the overall hiring process, please contact AskHR.US@fiserv.com. Please note our AskHR representatives do not have visibility to your application status. Current associates who require a workplace accommodation should refer to Fiserv’s Disability Accommodation Policy for additional information.
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