Sr. Manager, Strategic Planning (Fintech)

Location: US - San Francisco, CA; at least 3 days per week in the office required. Travel: 5–10%.

Salary: $172,100–$275,800 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 CMS sales process improvement across lead management, deal structuring, contracting, and account growth.
• Design global operating models, governance frameworks, process standards, feedback loops, and future-state customer and seller journeys.
• Own sales process tools, platforms, and workflows; manage roadmaps, requirements, user stories, backlogs, and business outcomes.
• Lead cross-functional programs from discovery and design through UAT, testing, launch, adoption, and post-launch optimization.
• Identify and implement AI and automation opportunities using tools such as Microsoft Power Platform, Dynamics CRM, Copilot Studio, Azure Functions, Azure Key Vault, Claude Code, and n8n.
• Define KPIs and reporting, analyze operational data, and use insights to improve productivity, quality, adoption, efficiency, and time to revenue.

Requirements

• At least 8 years of relevant experience with a bachelor's degree, or at least 5 years with an advanced degree, or 2 years with a PhD.
• Experience in sales operations, revenue operations, product operations, business process transformation, product management, program management, management consulting, or a related field.
• Experience leading complex enterprise-scale process improvement or transformation initiatives across multiple functions and geographies.
• Strong knowledge of enterprise B2B sales processes and experience in payments, financial services, fintech, or another complex regulated industry.
• Experience 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 Sales, Finance, Legal, Product, Technology, Data, and Operations teams in a global matrixed environment.
• Strong analytical, structured problem-solving, communication, executive presentation, quantitative analysis, and detail-oriented skills.
• Ability to manage multiple projects concurrently and collaborate effectively with stakeholders who are not direct reports.

Nice to have

• 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.
• Preferred experience level: 9 or more years with a bachelor's degree, 7 or more years with an advanced degree, or 3 or more years with a PhD.

Culture & Benefits

• Hybrid office-based work with expectations of at least 3 office days confirmed by the Hiring Manager.
• Work hours vary according to department needs; the role requires 5–10% travel.
• Benefits may include medical, dental, vision, 401(k), FSA/HSA, life insurance, paid time off, and a wellness program.
• The position is performed in an office setting and requires regular in-person and telephone communication and use of standard office equipment.