Director, Business Operations (fully remote)

Banyan Software

Virginia · Remote · Remote · Posted Oct 1, 2026

At a glance

Workplace
Remote
Location
Virginia · Remote

About the role

  • CFS Solutions is seeking a process-driven, results-accountable Director of Business Operations to own the operating rhythm of a profitable, growing fintech.
  • This is a newly created leadership role reporting directly to the CEO, responsible for how the business performs including revenue on the existing engine, project closures, and the weekly scorecard.

Responsibilities

  • Run the company’s weekly operating rhythm: the leadership meeting, the KPI scorecard, and the follow-through on what was committed.
  • Lead the standing project-status meetings with the three Project Managers to track progress, align stakeholders, clear or escalate blockers, and drive projects to close at a faster rate.
  • Own conversion of the open Professional Services backlog including cleaned-up project records, honest status, and dates that mean something.
  • Meet with reseller partners on where their projects stand regarding status, blockers, and install timelines.
  • Direct the support organization through the Support Operations Manager by setting priorities, service standards, and metrics.
  • Partner with support and delivery leads on triaging high-priority requests, assigning ownership, and closing feedback loops with customers and resellers.
  • Own the SLA framework covering targets, measurement, and reporting while holding delivery to commitments in customer and reseller agreements.
  • Be responsible for revenue performance on the existing engine, including renewals executed, uplifts landed, and quote-to-start machinery running without the CEO.
  • Own CRM management for the business, ensuring data accuracy, workflows, and pipeline and project hygiene across teams.
  • Keep operational processes aligned with the SOC 2 program, including documentation, audit facilitation, and enforcement of security controls.

Requirements

  • You have owned a weekly operating cadence end-to-end, including the meeting, the scorecard, and the follow-through.
  • You have managed people-managers and can describe how you made them better without doing their jobs.
  • 5+ years in operations, business operations, or project management in a B2B software, SaaS, or tech-enabled services company, with real revenue accountability.
  • Strong organizational and project management skills.
  • Excellent written and verbal communication, capable of influencing up and across the organization.
  • Strong CRM management experience owning data quality, workflows, and adoption across teams.
  • Exposure to regulatory or compliance-heavy environments.

Preferred qualifications

  • Scrum experience
  • Direct HubSpot experience
  • Direct experience with SOC 2 requirements strongly preferred
  • Experience with or within banking or credit union environments is a plus

Benefits

  • $120,000 base + bonus

Workplace

  • Fully remote
  • Occasional travel requirement

Skills

  • HubSpot
  • CRM Management
  • Project Management
  • Scrum
  • SOC 2
  • Ticketing Systems

Banyan Software

Director, Business Operations (fully remote)

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