Senior Manager - Operations

Banyan Software is the best permanent home for software businesses that serve specialized industries, their employees, and their customers. We are on a mission to acquire, build, and grow great companies worldwide, helping them modernize through shared AI expertise and operational discipline. The Banyan Software Foundation, endowed with $100 million in Banyan stock, leverages technology to build a greener and more equitable world. Banyan is Great Place to Work Certified, a five-time Inc. 5000 honoree, and a top 10 company on the Deloitte Technology Fast 500. Founded in 2016 and headquartered in Atlanta, Banyan operates more than 100 portfolio companies across North America, the UK, EU, and APAC. Position Description Senior Manager, Operations Remote, United States Reports To: Chief Executive Officer Travel: Minimal About CFS Solutions CFS Solutions (A Banyan Software Portfolio) is a fintech company headquartered in Tallahassee, FL, providing ATM/ITM deposit automation, check imaging, and payment processing software to community banks and credit unions through a network of resellers. Operating in a compliance-driven environment (SOC 1, SOC 2 Type 2, PCI), CFS is focused on modernization and scalable growth built on three decades of banking expertise. About the Role We are seeking a Senior Manager, Operations to build and oversee scalable support, compliance, and people-operations systems reporting directly to the CEO. This is a hands-on, strategic role that owns cross-functional workflows, administers core tools (HubSpot CRM, Vanta, Jira), and brings structure to a 13–14-person team. The ideal candidate translates strategic goals into execution, manages the support and admin teams day-to-day, and acts as a thought partner to the CEO on operational priorities and risk. The Role Strategic Operations Partner with the CEO on operational planning, translating strategic goals into measurable roadmaps and identifying risks before they become urgent. Build and maintain an operational scorecard; make build-vs-buy and tooling investment recommendations grounded in cost, risk, and impact. Team & Support Operations Manage day-to-day operations of support and admin teams, ensuring projects are complete on schedule and blockers are resolved quickly. Design structured support processes, triage inbound tasks, assign ownership, and serve as internal project manager for high-priority requests. Compliance Leadership Lead SOC 1, SOC 2 Type 2, and PCI compliance processes; administer Vanta for evidence collection, policy attestation, and audit preparation. Partner with Compliance Lead on control evidence and audit response; stay current on banking regulations affecting operational readiness. Operational Infrastructure & CRM Administer and improve HubSpot CRM including workflow automation, custom objects, pipeline hygiene, and reporting; maintain HubSpot-NetSuite integration. Document SOPs across functions and partner with the Business Systems Engineer to scope and deliver automation solutions. People’s Operations & Product Coordination Own onboarding and offboarding execution; coordinate with Parent Company HR on background checks, policy attestations, and employment matters. Coordinate product operations across Engineering, Support, and Customer Success including release readiness and Jira administration. Qualifications for Success 5+ years in operations, project management, or business systems in a B2B, SaaS, or tech-enabled services company. 3-5 years of direct people management experience in operations. Hands-on HubSpot CRM administration required: workflow automation, custom objects, and reporting. Compliance expertise required: SOC 1, SOC 2 Type 2, and PCI; Vanta or similar platform experience is a strong plus. Demonstrated ability to design operational systems from scratch in a scaling business. Familiarity with Jira or equivalent; Scrum or Agile experience preferred. Excellent written and verbal communication skills with the ability to infl