The role:

The Senior Manager, Member & Account Safety is a high-impact leadership role for someone who thrives at the intersection of strategy and execution. Reporting to the Director of Operations Enablement, SIPS, Crypto & Member, you will own the operational ecosystem of our Member business line and account safety initiatives. You will lead a team that ensures every product launch, process change, and member journey is built for scale, efficiency and delight. 

You are the connective tissue between the Business, Product, Operations and the Frontline teams. You don’t just document processes, you architect them. You don’t just track OKRs, you diagnose what is broken and build the fix. You are the "Voice of the Member" to our business teams and the "Voice of the Frontline" to our executives. This role is for someone who gets energized by being hands on while thinking two steps ahead. 

What you’ll do:

Journey Strategy & Operational Design

• 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. 
• Serve as the definitive Subject Matter Expert (SME) for Member processes. Ensure all workflows are documented, compliant, and resilient to regulatory shifts. 

Content Lifecycle & Frontline Enablement

• 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 Ensure the frontline is never operating on outdated or unclear information. 
• Translate complex technical product specifications into clear, actionable guidance for frontline teams. 
• Act as the primary conduit for the “Voice of the Member”. Surface member and frontline friction points and advocate for product changes that drive automation or self-service in the digital experience.  

Performance Analytics & Continuous Improvement 

• 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. 
• Beyond tracking metrics, you serve as the primary expert on the unit economic costs within your products. You identify how specific operational inputs like process friction, contact drivers, and handling complexity impact the bottom line. You are responsible for providing the strategic recommendations necessary to optimize these drivers and improve overall business efficiency.
• Use analytics to identify trends, predict capacity needs, and recommend process improvements that balance cost efficiency with a best-in-class member experience.

Cross-Functional Partnership & Strategic Influence 

• 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.
• Build deep trust with Business Unit leaders, EPD, Marketing, and Risk partners. Speak with authority on trade-offs, timelines, and the operational feasibility of the Member roadmap.
• Contribute to quarterly and annual plans by forecasting how business growth and product roadmaps will impact operational complexity and capacity requirements in the long term.

People Leadership and Development

• Lead a team of individual contributors with deep product level expertise
• Mentor and grow internal talent to be strong strategy partners
• Create a collaborative and positive high-performing team environment

What you’ll need:

• 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

The role:

As the Operations Change Management Lead, you will play a critical role in ensuring Global Operations is prepared to successfully adopt and execute the continuous stream of product, process, and operational changes across the organization. This role serves as the central “air traffic control” for operational change, maintaining the roadmap and timeline for Operations Enablement initiatives while ensuring frontline teams are prepared, informed, and positioned for success.

You will partner closely with Product, Operations, Risk, Compliance, L&D, and Enablement teams to translate complex changes into clear operational plans. This includes coordinating operational readiness for new product launches, facilitating effective communication and adoption of process changes, and packaging high volumes of business-as-usual updates into digestible, actionable guidance for frontline teams.This role requires strong operational judgment, exceptional organizational skills, and the ability to influence cross-functional partners in a fast-paced, high-growth environment.

What you’ll do: 

• Change Portfolio Management & Operational Roadmap Ownership: Own the centralized Operations Enablement roadmap and timeline for product change initiatives. Serve as the primary coordinator across product launches to ensure visibility, prioritization, and sequencing of work. Maintain a holistic view of upcoming product changes impacting Operations and proactively identify conflicts, dependencies, and resourcing constraints.
• Change Communication & Adoption Enablement: Create scalable processes to organize and distribute the high volume of business-as-usual operational updates impacting agents and managers. Consolidate updates across multiple stakeholders into clear, structured communications that reduce noise while increasing operational clarity and consistency. Package complex updates into clear, actionable messaging that enables frontline teams to quickly understand what is changing, why it matters, and how it impacts their workflows. Partner with L&D and Enablement teams to ensure training and support materials align with operational change timelines. 
• Create Scalable Systems and Processes for Global Operations: Develop structured approaches to communicating and driving adoption of all operational changes across Global Operations. Set standards for minimum change management requirements across all of Global Operations. Define and monitor metrics to validate effectiveness of change management processes. 

What you’ll need:

• Bachelor of Arts (BA) or Bachelor of Science (BS) degree required 
•  6+ years of experience in operations, change management, program management, or operational enablement - preferably in a high-growth or complex operating environment
• Proven ability to manage complex portfolios of work and coordinate initiatives across multiple cross-functional teams
• Strong organizational and prioritization skills with the ability to manage competing timelines and dependencies
• Experience in the financial services industry
• Exceptional cross-functional collaboration skills and the ability to influence without direct authority
• Exceptional communication skills with the ability to translate complex operational changes into clear, actionable messaging
• Strong stakeholder management skills and the ability to influence without direct authority
• Demonstrated ability to operate effectively in fast-paced, ambiguous environments
• Strong attention to detail with a bias toward operational clarity and execution

Nice to have: 

• Master of Business Administration (MBA)
• Experience in financial services or other regulated industries
• Lean Six Sigma or formal change management certification (Prosci, etc.)

Overview

The Contact Platform Engineer is a strategic technical lead focused on the evolution of SoFi’s omni-channel interaction stack. This role serves as the primary architect and data researcher for the member journey and may perform system configuration as needed.

The successful candidate will mine historical IVR and chat data to identify customer friction points and translate those insights into high-level blueprints. You will act as the bridge between Operations and Engineering, designing the "what" and "why" so that technical teams can execute the "how".

Expertise Breakdown

• Data Mining & Friction Analysis (40%): Identifying trends in IVR/Chat performance and agent-handled friction.
• Solutions Architecture & Blueprinting (40%): Designing the technical workflows and cross-functional requirements.
• Strategic Collaboration (20%): Partnering with Engineering and Ops to drive the roadmap.

Core Responsibilities

Insight Engineering & Data Mining (40%)

• Analyze historical IVR, chatbot, and transcript data to identify why members are failing to self-serve.
• Go beyond platform metrics to identify "friction-heavy" call/chat types that require high agent effort.
• Quantify the business impact of proposed enhancements using data-driven projections.
• Monitor post-launch performance to validate that designed blueprints achieved intended friction reduction.

Solutions Architecture & Blueprinting (40%)

• Translate identified operational gaps into comprehensive technical blueprints and interaction flows.
• Define the "Definition of Ready" for Engineering partners, including detailed requirements and logic maps.
• Conduct design sessions to ensure proposed solutions are scalable and aligned with enterprise standards.
• Front-end configuration on contact platforms, as needed.

Strategic Collaboration (20%)

• Lead cross-functional meetings with Product, Engineering, and Operations to align on project scope and needs.
• Act as the subject matter expert (SME) during the development lifecycle demonstrating product expertise to clarify architectural intent and product and member benefits.
• Maintain the long-term roadmap for contact platform enhancements based on emerging member needs.

Qualifications

• 5+ years of experience in systems architecture, business intelligence, or operations technology.
• Expert-level Analytical Skills: Proficiency in mining data from telephony or CCaaS platforms to find the "story" behind the metrics.
• Demonstrated Blueprinting Experience: Ability to create professional system diagrams and workflow logic for Engineering hand-offs.
• Strong Communication: Ability to "translate" between high-level business problems and deep technical requirements.
• Platform Knowledge: Familiarity with modern CCaaS/Chatbot capabilities is required to design effectively, though hands-on configuration is not part of this role.
• Preferred Bachelor degree or technical discipline or 5+ years of relative experience 
• Preferred contact analysis platform, voice bot, DataGrip, SQL & BI platforms