Senior Manager, Business Planning and Strategy (Fintech)

Location: US - San Francisco, CA; at least 3 days in office required. The role is performed in an office setting and requires 5–10% travel.

Salary: $149,800–$240,100 USD per year, potentially including sales incentive payments. Bonus and equity may also apply.

Company

hirify.global is a global payments technology company enabling transactions between consumers, merchants, financial institutions, and governments across more than 200 countries and territories.

What you will do

• Lead end-to-end process transformation across CMS customer and seller journeys, including lead management, deal structuring, contracting, and account growth.
• Design global operating models, governance frameworks, workflows, service-level expectations, and continuous improvement mechanisms.
• Own sales process tools and workflow capabilities, translating business needs into roadmaps, requirements, user stories, backlogs, and success measures.
• Lead cross-functional programs through discovery, design, UAT, testing, launch, adoption, and post-launch optimization.
• Identify and deliver AI and automation use cases using tools such as Dynamics CRM, Microsoft Power Platform, Copilot Studio, Azure Functions, Azure Key Vault, Claude Code, and n8n.
• Define KPIs, analyze operational data, and create executive dashboards covering process performance, adoption, quality, efficiency, and business impact.

Requirements

• At least 8 years of relevant experience with a bachelor’s degree, or equivalent experience with an advanced degree or PhD.
• Experience in sales operations, revenue operations, product operations, business process transformation, product management, program management, consulting, or a related field.
• Experience leading enterprise-scale transformation initiatives across multiple functions and geographies.
• Knowledge of enterprise B2B sales processes and experience as a product owner translating business needs into technology solutions.
• Experience with UAT, testing, launch readiness, adoption, post-launch optimization, stakeholder influence, and executive communication.
• Ability to work from the San Francisco office at least 3 days per week.

Nice to have

• Experience in payments, financial services, fintech, or another complex regulated industry.
• Hands-on familiarity with generative AI, agentic AI, workflow automation, Dynamics CRM, Microsoft Power Platform, or Copilot Studio.
• Knowledge of Lean, Six Sigma, Agile, Scrum, service design, or journey mapping.

Culture & Benefits

• Work in a global, matrixed environment with stakeholders across Sales, Finance, Legal, Product, Technology, Data, and regional teams.
• Benefits may include medical, dental, vision, 401(k), FSA/HSA, life insurance, paid time off, and a wellness program.
• Work hours vary according to department needs.