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Essential Responsibilities:
Expected Qualifications:
Operationalize strategy through OKRs:
Prioritize what moves the needle:Build a transparent portfolio view of initiatives and “campaigns” in servicing using data to sequence work andallocate
Quantify outcomes, not activities:
Elevate the narrative:Craft crisp executive materials for QBRs/MBRs, strategy reviews, and boardlevelforums that articulate progress, tradeoffs, and ROI.
Turn insights into better experiences:
Strategy & Portfolio Management
Servicing Experiencepriorities into a coherent portfolio; run intake, triage, and scoring (e.g., ROI/effort vs. impact) to focus teams on the highestleverage
Create andmaintaina Service Experience roadmap with clear interlocks across Product,Center of Excellent, Merchant Servicing and Consumer Servicing
OKR Design & Governance
Facilitate quarterly planning; define objective statements, key results, and leading/lagging indicators.
Run the OKR cadence (weekly pulses, monthly reviews, quarterly retros) and publish scorecards that track outcomes and risks.
Measurement, Analytics & Experimentation
Establish baselines and counterfactuals; design A/B tests and phased rollouts for service campaigns and new capabilities.
Help Designdashboards (e.g., in Excel/Sheets + BI tools like Looker/Tableau/Power BI) that tie initiatives to business impact (volume, quality, cost, and experience).
& Storytelling
Craft and design narratives, memos, and decks for the CXO suite—translating complex work into clear decisions and implications.
Chief Servicing Officerfor senior forums, investment reviews, and key decision moments.
stakesproblems (e.g., contact rate spikes, new channel launches).
5+ yearsin management consulting/strategy & operations,BizOps, or closely related roles; experience in service/contact center, CX, or product operations is a plus.
Structured problem solvingwith a bias to action; you build frameworks quickly and drive to decisions.
expertise—hands-on experience designing,facilitating,and governing OKRs at scale.
Analytical fluency—comfort withspreadsheetmodeling (Excel/Sheets), experimentation basics (A/B, holdouts), and BI (Looker); SQL familiarity is a plus.
Executive presence & communication—able to simplify the complex, ask sharp questions, and craft boardreadynarratives and visuals.
functionalleadership—proven success partnering with Product, Engineering,BizOps
Design sensibility—you can turn strategy into polished, highimpactartifacts that land with clarity.
Travel Percent:
The total compensation for this practice may include an annual performance bonus (or other incentive compensation, as applicable), equity, and medical, dental, vision, and other benefits. For more information, visit .
The US national annual pay range for this role is $111,500 to $191,950$124000 to $183700
Our Benefits:
Any general requests for consideration of your skills, please .
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