Simple Software Solutions Group, Inc
Simple Software Solutions Group, Inc
Simple Software Solutions Group, Inc. практикалық бизнес қажеттіліктерін клиенттер үшін өлшенетін құндылықпен байланыстыруға арналған технологиялық шешімдер әзірлейді. Компанияның қызметтеріне веб-әзірлеу, цифрлық маркетинг, мобильді қосымшалар әзірлеу, ERP бойынша кеңес беру және үлкен деректерді талдау кіреді. Компанияның тәжірибелі командасы технологиялық шешімдерді бизнесті дамыту стратегиясымен ұштастырып, денсаулық сақтау және бөлшек сауда сияқты салалардағы ұйымдарға қолдау көрсетеді.

Principal Business Operations Transformation Lead – Remote

Lead the redesign of Deposit Operations for a shared-services organization serving multiple credit unions. Drive automation, AI adoption, regulatory controls, and measurable operational improvements.

Сипаттама

  • Design and implement a target operating model for a shared-services organization supporting multiple credit unions.
  • Connect business operations with technology, data, AI and automation teams, and project leadership.
  • Lead discovery, process analysis, requirements definition, KPI baselining, future-state design, and benefits validation, beginning with Deposit Operations.
  • Conduct discovery sessions with credit-union and shared-services subject-matter experts.
  • Document end-to-end processes, workflows, business rules, requirements, systems, controls, data flows, handoffs, exceptions, and manual work.
  • Compare processes across participating credit unions to identify opportunities for standardization and automation.
  • Surface bottlenecks, duplicate work, workarounds, control deficiencies, rework, and improvement opportunities.
  • Conduct interviews and workshops with employees and stakeholders impacted by process changes.
  • Assess ACH and share-draft exceptions, returned deposits, ACH research and reclamations, manual payroll, card and member-account support, remote and mobile deposit review, and related research workflows.
  • Assess and rank automation opportunities involving workflow orchestration, AI, document intelligence, RPA, and related technologies.
  • Design future-state workflows that account for exceptions, escalations, human review, and audit needs.
  • Convert business needs into business, functional, data, workflow, integration, reporting, and control requirements.
  • Create user stories, acceptance criteria, business rules, process models, and traceability documentation.
  • Collaborate with solution architects, developers, AI specialists, security teams, and business subject-matter experts.
  • Support configurable workflows spanning multiple credit unions, operating models, systems, policies, and approval structures.
  • Plan for expansion into Lending, Collections, and additional participating credit unions.
  • Establish baselines for volume, FTE utilization, cycle time, throughput, errors, rework, exceptions, cost to serve, and service levels.
  • Estimate efficiency gains and business benefits, define success measures, establish tracking frameworks, and recommend implementation actions.
  • Coordinate across operations staff, credit-union leaders, technology teams, compliance stakeholders, and implementation teams.
  • Support change-readiness reviews, communications, training, knowledge transfer, and transition planning.
  • Address operational risk, compliance, privacy, security, internal controls, GLBA, NCUA expectations, auditability, third-party risk, explainability, and human oversight.
  • Support prototypes, demonstrations, requirements reviews, testing, and user acceptance testing.
  • Maintain records of requirements, assumptions, dependencies, decisions, issues, and scope changes.
  • Prepare governance and executive or Board decision-gate materials, and report status, findings, risks, and recommendations to project and client leadership.

Талаптар

  • Prior credit-union experience is required.
  • Understand US financial-services regulatory and legal considerations, including credit-union data-security obligations.
  • Know Gramm-Leach-Bliley data-security and privacy requirements.
  • Know SSAE 18 and SOC 2 Type 2 controls.
  • Know ISO 27001 standards.
  • Know NCUA Regulation 748, Parts A and B.
  • Experience with credit-union platforms such as Keystone is required.
  • Bring at least seven years of progressively responsible experience in business analysis, process transformation, or operational improvement.
  • Have experience in credit unions, retail banking, banking operations, financial-services shared services, or another highly regulated financial-services setting.
  • Have analyzed complex operations involving multiple systems, business units, handoffs, controls, and exception paths.
  • Lead requirements-gathering and process-discovery workshops with business and technical participants.
  • Create current- and future-state maps, business and functional requirements, user stories, acceptance criteria, business rules, KPI and benefits frameworks, traceability matrices, and process and data-flow documentation.
  • Have supported workflow automation, intelligent automation, RPA, AI-enabled transformation, or digital process redesign.
  • Quantify operational improvement opportunities and track realized business benefits.
  • Demonstrate strong analysis skills and comfort working with operational, financial, and performance data.
  • Communicate effectively through facilitation, interviewing, writing, and executive presentations.
  • Translate effectively between business stakeholders and technical delivery teams.
  • Have worked in Agile, iterative, hybrid, or structured implementation environments.
  • Preferred: Experience in credit-union Deposit Operations or comparable retail banking operations.
  • Preferred: Experience with ACH, deposit exceptions, remote deposit capture, payments, card servicing, disputes, reconciliations, or account servicing.
  • Preferred: Experience with CUSOs, shared-service organizations, or multi-entity operating environments.
  • Preferred: Familiarity with core banking, workflow, document-management, payment, and financial-services platforms.
  • Preferred: Experience supporting AI, generative AI, machine learning, document intelligence, workflow orchestration, or automation implementations.
  • Preferred: Familiarity with multi-tenant models and data or workflow segregation across financial institutions.
  • Preferred: Understanding of GLBA and NCUA requirements.
  • Preferred: Experience supporting model governance, human-in-the-loop controls, auditability, or explainability.
  • Preferred: CBAP, CCBA, PMI-PBA, Lean Six Sigma, or comparable business-analysis or process-improvement certification.

Артықшылықтар

  • Remote work arrangement with travel.
  • Full-time employment.

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