Operations Manager

Banyan Software provides the best permanent home for successful enterprise software companies, their employees, and customers. We are on a mission to acquire, build and grow great enterprise software businesses all over the world that have dominant positions in niche vertical markets. In recent years, Banyan was named the #1 fastest-growing private software company in the US on the Inc. 5000 and amongst the top 10 fastest-growing companies by the Deloitte Technology Fast 500. Founded in 2016 with a permanent capital base setup to preserve the legacy of founders, Banyan focuses on a buy and hold for life strategy for growing software companies that serve specialized vertical markets.

About CFS Solutions:

We are an imaging software company with a suite of products, such as, mobile deposit capture, ATM intelligent capture, branch capture, merchant capture, mobile merchant capture, and our newest Transaction Interchange.

Position Summary

CFS Solutions is seeking a process-driven, detail-oriented Operations Manager to establish and oversee scalable support and operations systems and processes that will enable sustainable growth for the company. Reporting directly to the CEO, this role is pivotal in owning cross-functional workflows, managing internal tools (including CRM, order intake/management), and bringing structure to our support, compliance, and project management efforts.

The ideal candidate will be an organizational builder—capable of translating strategic goals into tactical execution. This individual will work closely with the CEO, support leadership, and sales teams to streamline how we manage internal requests, customer onboarding, compliance workflows, and data entry into systems.

This is a highly collaborative, hands-on role suited for someone who thrives in a fast-paced environment and has a strong bias toward structure, accountability, and cross-functional clarity.

Key Responsibilities

Support Process Organization & Project Management

• Design and implement structured support processes to improve team efficiency and reduce duplication of effort.
• Serve as the internal project manager for high-priority support requests—tracking progress, aligning stakeholders, and escalating blockers.
• Partner with the Support and Customer Success teams in triaging inbound tasks, assigning ownership, and closing feedback loops.

Operational Infrastructure & CRM Management

• Own day-to-day operational workflows across departments, with a focus on support and project intake processes.
• Build out and maintain CRM workflows to ensure accuracy, consistency, and ease of use across teams.
• Collaborate with team leads (e.g., Engineering, Support, Sales, Customer Success) to ensure tools support evolving business needs.

Compliance & Industry-Specific Risk Management

• Lead the development and maintenance of regulatory and industry-specific compliance processes (e.g., documentation, audits, reporting).
• Serve as liaison for compliance topics that intersect with operations and customer support.
• Ensure operational processes align with compliance standards, including maintaining required documentation, facilitating audits, and enforcing security controls.
• Stay informed on relevant banking regulations to ensure operational readiness and compliance across applicable jurisdictions.
• Proactively identify and mitigate operational risks related to regulatory standards and internal controls.

Cross-Functional Collaboration

• Work directly with the CEO to translate strategic goals into repeatable, measurable operational outcomes.
• Partner with Sales, Support, Engineering, and Customer Success to bring clarity and accountability to operational handoffs.
• Support new hire onboarding, particularly in Operations and Support, by documenting processes and maintaining internal knowledge bases.

You Will Excel at This Job If

• You’re energized by process improvement and enjoy driving clarity and repeatable mechanisms.
• You’re a self-starter who thrives on ownership and proactive problem-solving.
• You have strong systems thinking and are comfortable working with CRM tools, ticketing systems, and project management tools.
• You’ve worked in a small or scaling business where versatility and initiative are key.
• You understand the basics of banking regulations and can incorporate them into process design.

Requirements

• 5+ years in operations, project management, or business systems in a B2B, SaaS, or tech-enabled services company.
• Strong organizational and project management skills (scrum preferred)
• Excellent written and verbal communication skills; capable of influencing up and across the org.
• Proficiency with internal tooling, CRM platforms (e.g., Salesforce, HubSpot) and virtual collaboration tools
• Exposure to regulatory or compliance-heavy environments, particularly in the financial sector, is a strong plus.
• Direct experience with SOC compliance requirements and implementation is strongly preferred.
• Experience working with or within banking or credit union environments is a plus.

Why Join CFS Solutions?

As a key strategic hire, you’ll shape the future of our reseller channel and play a major role in the company’s continued growth. At CFS, we’re passionate about delivering automation solutions that simplify banking operations—and we’re just getting started.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan:

Banyan affirms that inequality is detrimental to our Teams, associates, our Operating Companies, and the communities we serve. Our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

Diversity, Equity, Inclusion & Equal Employment Opportunity at Banyan: Banyan affirms that inequality is detrimental to our Global Teams, associates, our Operating Companies, and the communities we serve. As a collective, our goal is to impact lasting change through our actions. Together, we unite for equality and equity. Banyan is committed to equal employment opportunities regardless of any protected characteristic, including race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, or protected veteran status and will not discriminate against anyone on the basis of a disability. We support an inclusive workplace where associates excel based on personal merit, qualifications, experience, ability, and job performance.

Beware of Recruitment Scams

We have been made aware of individuals fraudulently posing as members of our Talent Acquisition team and extending fake job offers. These scams may involve requests for personal information or payment for equipment.

Protect yourself by following these steps:

• Verify that all communications from our recruiting team come from an @banyansoftware.com email address.
• Remember, employers will never request payment or banking information during the hiring process.
• If you receive a suspicious message, do not respond — instead, forward it to careers@banyansoftware.com

and/or report it to the platform where you received it.

Your safety and security are important to us. Thank you for staying vigilant.