Description
This role leads complex, crossenterprise simplification initiatives that address systemic sources of operational friction and experience breakdowns. Operating with a high degree of autonomy, the role shapes problem framing, solution design, and execution approaches across multiple journeys, platforms, and functional boundaries. Working horizontally across business lines, systems, and enabling functions, the role proactively surfaces suboptimal workflows and translates them into clear problem statements and scalable, durable solutions. Serving as a senior individual contributor and trusted thought partner to leaders, the role balances deep operational rigor with experiencecentered design. Through disciplined execution, the role delivers sustained improvements in efficiency, capacity, quality, employee effectiveness, and member experience while ensuring regulatory soundness and longterm sustainability. Job Duties:
- Lead discovery and simplification efforts for complex, ambiguous, and multi domain problem spaces that span multiple journeys or functions.
- Diagnose systemic process and experience breakdowns across teams, products, and platforms, distinguishing root causes from localized symptoms.
- Translate loosely defined, enterprise scale pain points into clear, structured, and prioritized problem statements that enable effective decision making.
- Design scalable, end to end simplification solutions with explicitly defined business, operational, and experience outcomes.
- Influence cross functional leaders and stakeholders without authority, using data, insight, and well reasoned recommendations to drive alignment and action.
- Define success metrics, benefit realization approaches, and adoption considerations to ensure improvements deliver durable impact.
- Anticipate regulatory, risk, and control implications of proposed changes and proactively partner with appropriate teams to ensure sound execution.
- Provide informal mentorship and guidance to analysts and managers by modeling structured problem solving and simplification practices, without people management responsibility.
- Apply advanced human centered design and systems thinking practices to identify root causes of experience friction and structural drivers of breakdowns across end to end journeys.
- Synthesize Voice of the Member (VoM) and Voice of the Employee (VoE) insights with operational and quality data to inform enterprise scale prioritization and solution design.
- Identify and interpret signals that indicate emerging and systemic breakdowns (e.g., repeat contacts, workarounds, escalations, execution variability) before they become entrenched.
- Ensure simplified solutions materially improve ease, clarity, and consistency for frontline employees and members, with attention to durability and scalability.
- Evaluate simplification opportunities to ensure proactive resolution and outcomes that reinforce trust and meaningful experience improvements, not short term fixes.
- Partner with Experience Analytics to connect operational and process changes to experience, performance, and outcome measures, validating impact and informing iteration.
- Advocate for experience improvements that also deliver strategic efficiency, explicitly avoiding cosmetic, localized, or non scalable solutions.
- Champion and apply enterprise experience design principles by modeling best practices and influencing decisions through exemplars and insight rather than formal authority.
Essential Skills:
- Bachelor's degree or equivalent experience.
- 6-8 years of experience in process simplification, operational excellence, or related disciplines.
- Demonstrated success leading complex, cross-functional initiatives.
- Financial services or regulated industry experience is required.
- Advanced Lean, Six Sigma, or equivalent certification is required.
- Strong operational and analytical acumen, with the ability to assess complex, enterprise scale workflows and connect simplification improvements to meaningful business and experience outcomes.
- Proven ability to simplify cross functional processes while maintaining appropriate controls, regulatory compliance, and risk discipline within regulated environments.
- High degree of comfort navigating organizational complexity and ambiguity, working effectively across multiple business lines, platforms, and stakeholder groups.
- Excellent written and verbal communication skills, with the ability to synthesize insights into clear, persuasive narratives that influence leaders and peers.
- Demonstrated ability to balance experience centered design thinking with practical, scalable execution to deliver durable operational improvements.
Location
: Hillsboro, OR 97124 | Rocklin, CA 95765 | Marlborough, MA 01752
Target Compensation in Hillsboro, OR: $129,690 - $155,430 annually + annual bonus
Target Compensation in Rocklin, CA: $144,100 - $172,700 annually + annual bonus
Target Compensation in Marlborough, MA: $129,690 - $155,430 annually + annual bonus
Benefits options include:
- Traditional medical, dental, and vision coverage
- Generous 401K match
- Paid Time Off: You'll accrue up to 15 vacation days in your first year. In addition, you'll receive 40 hours of sick time and 3 personal days, which refresh annually
- 11 paid federal holidays
- Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
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First Tech is not currently offering Visa sponsorship or transfer for this position
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