Calling all innovators - find your future at Fiserv.

We're Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit card, pay through a mobile app, or withdraw money from the bank, we're involved. If you want to make an impact on a global scale, come make a difference at Fiserv.

Job Title

Director, Business Operations & Strategy, FI Channel

What does a successful Director, Business Ops & Strategy do at Fiserv?

Fiserv is doubling-down its investment and focus on small businesses. As the leader in financial technology, it is our right to win. We want you to be part of the team that captures the SMB market through our bank partnerships. The industry serving SMBs is fragmented, filled with an array of confusing choices, and crowded with 140+ fintechs vying for the SMB wallet. Small business owners and their employees are challenged with navigating this increasingly complicated ecosystem. As the market leader in financial technology, we know that cash flow sits at the heart of what a small business does every single day. With 3500+ financial institutions in our client base, we can empower our bank partners to take back and win the SMB wallet share. Through an integration of our existing products, we are on a mission to provide the best set of solutions for a small business in market, and enable our bank partners to capture this market.

 

What you will do:

This role has three primary responsibilities: 1) financial and operational data management, 2) operational excellence program and 3) business operations. The role has the potential to expand based on the performance of the individual. Expectations are high – this individual needs to develop / establish strong influence through partnership with internal teams to drive real outcomes.

 

Financial & Operational Data Management, Reporting and Monitoring

Business Intelligence: experience with business intelligence tools to partner on the creation of a centralized, automated data repository for reporting from multiple data sources and team inputs; requires clean relational data mapping (e.g. at individual / partner level); expectations for this individual to develop approach and ideas on optimizing data management and operations for team

Performance Management: daily, weekly, monthly and quarterly; track performance (“the what”) and activity (“the how”) of field sales teams down to the individual and partner level against goals and outcomes; read out on insights of levers against progress, including account plans (with sales), pipeline, leads, closures, activation, retention

Financials: tight partnership with finance on development and monitoring of AOP, regular forecast adjustments and translation into team operating goals; manage translation of financial goals into sales compensation plans and performance tracking

Sales: tight partnership with sales / sales operations on pipeline tracking and portfolio management read out, including existing merchant program client performance and relationship health, including working with eCRM for data supporting FI channel initiatives

Management Business Reviews: coordination of MBR materials for dissemination of business updates, including business and team performance insights and tracking against key initiatives - strong deck and coordination skills required

Executive Updates: opportunity to present in executive forums and develop leading voice against business performance

 

Operational Excellence:

Process Improvements: establish new processes and tools for field sales management, including driving adoption and accountability into organization (e.g. activity and tool usage reporting) – goal is to drive overall operational efficiency (higher sales, reduced efforts, reduced costs)  

Program Management: lead operational excellence program for entire team in partnership with RVPs – work with team to identify set of operational efficiency opportunities / activities, develop program and measure against KPIs/goals 

Weekly Meetings: lead weekly performance management and operational excellence program meeting

Field Experience: required quarterly ride-alongs required with business consultants for field sales experience; including participation in the Clover Van tour and branch visits

 

Business Operations:

Sales Enablement: develop strong partnership with sales enablement team and coordinate the central tracking and communication of product and sales enablement initiatives

Materials: slide and deck development - establish templates and repeatable slideware in support of overall team strategy; support development of presentations as needed - including Management Committee / Board of Directors updates, client presentations, etc. 

Team administration:

Establishment and ongoing management / governance of sharepoint site and formatting for centralized documents

Take notes and summarize for key onsite / offsite meetings with follow ups

Manage content for weekly team meetings

Support weekly inputs into Merchant Solutions SLT

Talent Management:

Facilitate biannual talent reviews with HR / team; maintain and support organizational chart

Partner with team leadership on university recruiting for annual intern/analyst/MBA manager program; potential expansion into supporting the development of a sales academy program within field sales team

Coordinate recruiting / hiring management with HR for sales teams based on need and performance expectations

Facilitate biannual talent reviews of team, including historical and performance data; support the Chairman's Award selection process 

Special Projects: support and potentially drive "special projects" as applicable / come up - e.g. Clover Logo with Large Issuers 

Offsite Coordination: coordinate logistics, agenda, materials for team offsites in partnership with other teams (e.g. product organization); primarily located at 1 Broadway, Berkley Heights and Alpharetta

Other: support SVP administration as needed in partnership with executive assistant

 

Goals/KPIs: 

Revenue / margin for business

Efficiency gains from operational excellence efforts – higher sales outputs, reduced costs

Overall impact on multiple expansion (along with SVP)

 

Leadership Expectations:

Potential to hire analyst support in first 12 months; evaluate role and needs post 12 months

Member of FI Channel & SMB leadership team, expectation to serve as example for others

Partner on graduate recruiting for MBA / undergraduates to develop talent funnel in NYC

Expectations to be “all in” and demonstrate excitement for remit internally and externally, effectively representing Fiserv and team brand, and evangelizing SMB focus

Potential expansion of support based on role need, expansion opportunities and capability – SVP commitment to meet quarterly on talent development and progress

 

Basic Qualifications for Considerations:

Bachelor's degree

Minimum 5 years of strategy or financial analyst positions related experience in an investment banking or management consulting firm

Strategy experience with an emphasis on business growth strategy

Ability to travel up to 10-20%, primarily internal travel

Advanced degree a plus, but not necessary

 

What you will need to have:

5-10 years of experience with proven experience with partnership, credit operations and delivery; with most of the experience in leadership roles, operational consulting a positive

Exceptional PowerPoint and Excel skills, including strategy and financial presentation development

Understanding and knowledge of business financial practices and accounting

Experience in data-driven management, metrics and reporting

Ability to lead and motivate and drive cross-functional teams

Proven ability to understand complex business concepts

Strong analytical skills and ability to build consensus

Exceptional communication and presentation abilities to interact at all levels of the clients from C-level to technical and operation levels

Solid thought leadership and the ability to influence others through collaborative efforts

An ability to quickly establish credibility and rapport with a broad set of constituencies

Strong results orientation with demonstrated track record of success to effectively complete tactical activities

A high degree of adaptability and flexibility to excel in a dynamic, fast-paced environment

What would be great to have:

Possess an entrepreneurial attitude

“Get it done” approach and attitude

Highly organized, detail oriented and analytical mindset

A true team player

 

Additional Information:

Role is based at 1 Broadway in New York City

4 days / week in the office, with flexibility on Fridays on as needed basis

Approximately 10-15% travel throughout the year to various Fiserv offices

 

Salary Range

$142,800.00 - $240,600.00

These pay ranges apply to employees in New York and California. Pay ranges for employees in other states may differ.

Thank you for considering employment with Fiserv.  Please:

Apply using your legal nameComplete the step-by-step profile and attach your resume (either is acceptable, both are preferable).

What you should know about us:

Fiserv is a global leader in payments and financial technology with more than 40,000 associates proudly serving clients in more than 100 countries. As one of Fortune® magazine's "World's Most Admired Companies™" 9 of the last 10 years, one of Fast Company’s Most Innovative Companies, and a top scorer on Bloomberg’s Gender-Equality Index, we are committed to innovation and excellence. 

Our commitment to Diversity and Inclusion:

Fiserv is an Equal Opportunity Employer, and we welcome and encourage diversity in our workforce that reflects our world. All qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by law. 

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

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