Principal, Business Operations

• Redesign workflows, handoffs, decision paths, escalation rules, controls, exception processes, and operating rhythms.
• Define roles, responsibilities, decision rights, operating definitions, and governance expectations.
• Align stakeholders on the future-state process before technology or automation is applied.
• Determine where a process needs better design, clearer rules, stronger data, human judgment, simple automation, or AI-enabled support.

• Capture business rules, decision paths, workflows, handoffs, operating definitions, controls, and implementation requirements.
• Use clear, structured formats such as process maps, decision trees, SOPs, tables, responsibility matrices, or rules documentation.
• Translate business needs into actionable requirements for Product, Technology, Data, Engineering, AI Operations, and operational teams.
• Define KPIs, leading indicators, adoption measures, ROI logic, and reporting requirements.
• Improve clarity and traceability across system fields, workflow statuses, routing logic, manual overrides, exception paths, and controls.

• Drive cross-functional execution from diagnosis through design, pilot, rollout, adoption, and measurement.
• Create implementation plans, stakeholder communications, SOP updates, training materials, and enablement resources.
• Influence teams and drive behavior change without direct authority.
• Identify risks, manage tradeoffs, escalate blockers, and maintain accountability across stakeholders.
• Track adoption and operating performance after launch and refine the process based on results.

• Evaluate where AI, automation, workflow tooling, deterministic rules, or human-in-the-loop processes can improve outcomes.
• Determine whether a workflow is ready for automation or first requires cleaner data, better design, clearer rules, or stronger controls.
• Partner with Product, Technology, Data, Engineering, and AI Operations to test and validate automated or AI-enabled workflows where appropriate .
• Ensure solutions reflect business intent and support the desired operating, customer, broker, risk, and financial outcomes.

• You have personally transformed a messy business workflow into an adopted, measurable operating improvement.
• You can connect workflow changes to business outcomes.
• You are comfortable investigating ambiguous problems and creating structure where none exists .
• You know how to challenge assumptions, ask the right questions, and uncover the real source of an operational problem.
• You can drive cross-functional adoption without direct authority.
• You can simplify complexity for both executives and frontline users.
• You are comfortable working directly with senior leaders and presenting clear, structured recommendations.
• You understand that documentation is necessary, but implementation and sustained usage are the real measures of success.
• You demonstrate natural curiosity, adaptability, sound judgment, and a bias for action.

• Five or more years of experience in business operations, operational strategy, business-process transformation, systems design, process improvement, product operations, management consulting, or a related field.
• Direct ownership of business-process transformation from diagnosis through implementation, adoption, and measurable outcomes.
• Experience improving workflows in areas such as revenue, sales, renewals, customer or broker funnels, underwriting, funding, servicing, risk, or internal operations.
• Evidence of improving outcomes such as conversion, cycle time, capacity, productivity, adoption, customer or broker experience, risk controls, or operating efficiency.
• Experience leading cross-functional initiatives in a startup, scale-up, or transformation environment.
• Experience working with executive stakeholders and influencing decisions across teams.
• Experience translating business needs into operational, product, data, or technology requirements.
• A bachelor’s degree is required .
• An MBA is preferred but not required .
• Management consulting or strategy and operations experience is helpful, but demonstrated in-house ownership of transformation work is equally relevant.

You do not need to be an engineer or technical implementation specialist.

Helpful experience may include:

• Workflow and process mapping
• Operating-model design
• CRM and lifecycle workflows
• Routing logic and exception management
• Requirements gathering
• Root-cause analysis
• KPI and ROI definition
• Implementation and adoption planning
• Product, technology, data, or engineering partnership
• Automation tools or AI-enabled workflows
• Structured formats such as decision trees, rules tables, YAML, or JSON

These tools support the work; they are not the role itself.

Greenbox Capital is an equal opportunity employer.

We consider qualified applicants without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other legally protected characteristic.