Sr. Manager, Strategic Planning
Core
Lead global process improvement initiatives for the Commercial & Money Movement Solutions (CMS) sales journey, translating business pain points into scalable operating models, workflows, and automation solutions.
Role type
Senior Manager, Strategic Planning & Process Transformation
Builds
Scalable global sales operating models, governance frameworks, and AI-enabled automation workflows for the CMS sales process.
Domain
Payments / Financial Services / Sales Operations
Required skills
Enterprise B2B sales process expertise, Process transformation & optimization, Product ownership & roadmap management, AI & automation integration, Data analysis & KPI definition, Cross-functional stakeholder influence
Preferred skills
Experience in payments/fintech, Dynamics CRM & Microsoft Power Platform, Generative AI & agentic AI solutions, Lean/Six Sigma/Agile methodologies, Executive presentation skills
Technologies
Microsoft Power Platform, Dynamics CRM, Copilot Studio, Azure Functions, n8n, Claude Code
Responsibilities
Lead end-to-end process improvement initiatives across the CMS customer & seller journey; Act as CMS business product owner for sales process tools and workflow capabilities; Identify and prioritize opportunities to embed AI and automation into sales workflows; Define KPIs and develop executive reporting dashboards covering process performance and business impact.
Seniority
Senior Manager, hands-on IC with strategic scope