Senior Manager Operations Enablement, Member & Account Safety

SoFi SoFi · Fintech · Cottonwood Heights, UT · Ops PMO

Senior Manager, Member & Account Safety at SoFi. This role focuses on owning the operational ecosystem for member business line and account safety initiatives, including journey strategy, operational design, content lifecycle management, frontline enablement, performance analytics, and cross-functional partnership. The position requires strong analytical, communication, and leadership skills within the financial services industry.

What you'd actually do

  1. Own critical Member journeys end-to-end. Define the operational requirements, design high-efficiency workflows, and lead global rollout/go-to-market governance in partnership with EPD.
  2. Manage the creation and maintenance of all operational content (Job Aids, Process Maps, Help Center, etc). Ensure the frontline is never operating on outdated or unclear information.
  3. Define and track the story behind the OKRs (CSAT, AHT, Contact Rate, FCR, etc) and lead data-driven investigations into OKR trends. Move beyond symptoms to fix structural issues, building business cases for the resources or digital-first changes needed to resolve them.
  4. Own and prioritize the operational backlog for your product. You decide which internal tool enhancements or features will move the needle the most for the business.
  5. Lead a team of individual contributors with deep product level expertise

Skills

Required

  • 5+ years of Financial Services experience
  • 3+ years of people management experience
  • Journey mindset, not just tasks/processes
  • Strong analytical skills
  • Communication/influence skills w/ executive presence
  • Ability to influence and drive cross-functional initiatives and bring alignment to initiatives that may not have a clearly defined scope
  • A clear communicator with excellent verbal and written communication skills
  • Excellent time and project management skills with the ability to build strong cross-functional relationships and work collaboratively
  • Inquisitive nature, attention to detail, diligence and a good attitude
  • Methodical, self-starter, hands-on
  • Strong analytical and organizational skills

What the JD emphasized

  • operational ecosystem
  • member business line
  • account safety initiatives
  • product launch
  • process change
  • member journey
  • scale
  • efficiency
  • delight
  • connective tissue
  • Business
  • Product
  • Operations
  • Frontline teams
  • architect them
  • diagnose what is broken
  • build the fix
  • Voice of the Member
  • Voice of the Frontline
  • hands on
  • thinking two steps ahead
  • Journey Strategy
  • Operational Design
  • critical Member journeys end-to-end
  • operational requirements
  • high-efficiency workflows
  • global rollout
  • go-to-market governance
  • EPD
  • Subject Matter Expert (SME)
  • Member processes
  • workflows
  • documented
  • compliant
  • resilient to regulatory shifts
  • Content Lifecycle
  • Frontline Enablement
  • creation and maintenance
  • operational content
  • Job Aids
  • Process Maps
  • Help Center
  • frontline
  • outdated or unclear information
  • complex technical product specifications
  • clear, actionable guidance
  • frontline teams
  • primary conduit
  • Voice of the Member
  • member and frontline friction points
  • advocate for product changes
  • automation
  • self-service
  • digital experience
  • Performance Analytics
  • Continuous Improvement
  • story behind the OKRs
  • CSAT
  • AHT
  • Contact Rate
  • FCR
  • data-driven investigations
  • OKR trends
  • symptoms
  • structural issues
  • business cases
  • resources
  • digital-first changes
  • unit economic costs
  • operational inputs
  • process friction
  • contact drivers
  • handling complexity
  • bottom line
  • strategic recommendations
  • optimize these drivers
  • business efficiency
  • analytics
  • trends
  • predict capacity needs
  • process improvements
  • cost efficiency
  • best-in-class member experience
  • Cross-Functional Partnership
  • Strategic Influence
  • operational backlog
  • internal tool enhancements
  • features
  • move the needle
  • business
  • deep trust
  • Business Unit leaders
  • EPD
  • Marketing
  • Risk partners
  • Speak with authority
  • trade-offs
  • timelines
  • operational feasibility
  • Member roadmap
  • quarterly and annual plans
  • forecasting
  • business growth
  • product roadmaps
  • operational complexity
  • capacity requirements
  • long term
  • People Leadership and Development
  • team of individual contributors
  • deep product level expertise
  • Mentor and grow internal talent
  • strategy partners
  • collaborative
  • positive high-performing team environment
  • Financial Services experience
  • people management experience
  • Journey mindset
  • tasks/processes
  • Strong analytical skills
  • Communication/influence skills
  • executive presence
  • influence and drive cross-functional initiatives
  • alignment to initiatives
  • clearly defined scope
  • clear communicator
  • excellent verbal and written communication skills
  • Excellent time and project management skills
  • build strong cross-functional relationships
  • work collaboratively
  • Inquisitive nature
  • attention to detail
  • diligence
  • good attitude
  • Methodical
  • self-starter
  • hands-on
  • Strong analytical and organizational skills