Senior Manager, Business Planning and Strategy
for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should map content to those headings if present. The posting includes "About Us" (company overview) maybe not needed? It says do not repeat job title as heading; but we can include About the role? The posting includes "Job Description" which is description of role. Could map to "About the role". Also "Key Responsibilities" -> Responsibilities. "Qualifications" -> Qualifications (maybe also Requirements). There's also "Preferred Qualifications". Could combine under Qualifications. There's also "Information for US Applicants" includes salary range -> Pay. Also benefits: "Visa has a comprehensive benefits package..." -> Benefits. Work Hours: "Work Hours Varies upon the needs of the department." That's schedule info but it's vague "Varies". According to rule: never emit Pay/Schedule/Benefits sections unless posting actually states them. For Schedule, they say "Work Hours Varies upon the needs of the department." That's vague but it's still stating something. However rule says: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") . So "Varies" is placeholder; we should not create Schedule section. So we omit Schedule.
Pay: they give salary range: $149,800 to $240,100 per year, may include potential sales incentive payments, bonus and equity. That's specific, so include Pay section.
Benefits: they list Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, Wellness Program. That's specific, include Benefits.
Qualifications: they have Basic Qualifications and Preferred Qualifications. We'll combine into Qualifications section with maybe subpoints? Use - . We'll list each bullet.
Responsibilities: they have Key Responsibilities with subpoints. We'll list each bullet.
About the role: we can use the "Job Description" paragraph(s) before Key Responsibilities. That includes description of CMS, CoE, role accountability. We'll put that as About the role.
We must not include boilerplate like EEO, etc. Also remove "Information for US Applicants" heading but keep salary and benefits.
We must not repeat job title. No Job ID.
We must preserve all substantive information. Ensure we don't lose any details like travel requirements 5-10%, mental/physical requirements? Those are substantive? They are generic but maybe we should keep? The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. Travel requirements and mental/physical requirements are not boilerplate; they are substantive. Should we include them? There's no specific heading for Travel or Requirements; we could include under Responsibilities? Not exactly. Could create a section "Travel" but not in allowed headings list. The instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't forbid other headings, but says use those for those categories. Probably we should map travel to Requirements? Not exactly. Could include under Requirements? Might be okay to add a "Requirements" section for things like travel, mental/physical. But the posting already has Qualifications; Requirements maybe separate. However we have no explicit Requirements section. We could add a "Requirements" section for travel and mental/physical. But the instruction: "Prefer a few substantive sections over many thin ones." So maybe we incorporate travel and mental/physical into Qualifications or Responsibilities? Travel is not a qualification but a job requirement. Could add a "Requirements" section with bullet points: Travel 5-10%, Mental/Physical Requirements: office setting, sit/stand, etc. That seems reasonable.
We must not create sections with filler text. Travel 5-10% is specific. Mental/Physical Requirements: office setting, sit/stand, etc. That's specific enough.
Thus sections: About the role, Responsibilities, Requirements, Qualifications, Benefits, Pay.
We should not include Skills separately unless present; not needed.
Now craft HTML.
We'll start with
About the role
then ... (the description). Then
Responsibilities
- ... each bullet.
We need to capture all responsibility bullets from "Key Responsibilities". Let's extract:
- Drive Global Sales Process Transformation (50%)
- Lead end-to-end process improvement initiatives across the CMS customer & seller journey, including lead management, deal structuring, contracting, account growth, etc.
- Assess current-state processes, seller pain points, handoffs, controls, and system dependencies; design future-state journeys that reduce friction and improve customer and seller experience.
- Develop scalable global standards, operating models, governance frameworks, roles and responsibilities, AI-ready process documentation, and service-level expectations.
- Partner with business units and regions to scale proven practices globally while accommodating legitimate market, regulatory, and product requirements.
- Establish continuous improvement mechanisms and feedback loops that identify bottlenecks, rework, manual effort, and opportunities for simplification.
- Deliver measurable improvements in cycle time, quality, seller productivity, process adoption, and time to revenue.
- Lead CMS Sales Product Ownership & Program Delivery (25%)
- Act as CMS business product owner for sales process tools, platforms, and workflow capabilities, with accountability for the seller experience and intended business outcomes.
- Build and manage roadmaps that connect business priorities, seller needs, process dependencies, and technology investments.
- Translate business problems into clear requirements, user stories, success measures, and prioritized backlogs.
- Lead cross-functional programs from discovery and design through UAT, testing, launch, adoption, and post-launch improvement.
- Coordinate across Sales, Finance, Legal, Product, Technology, Data, and regional stakeholders to resolve dependencies and maintain delivery momentum.
- Advance AI & Automation Integration (15%)
- Identify and prioritize opportunities to embed AI and automation into sales workflows, reduce repetitive manual work, improve decision support, and enable sellers to focus more time on clients.
- Design workflow solutions using relevant tools and platforms, such as Microsoft Power Platform, Dynamics CRM, Copilot Studio, Claude Code, Azure Functions, Azure Key Vault, and n8n, as appropriate.
- Partner with technology, engineering, security, and data teams to move use cases from concept to scalable production solutions.
- Prototype and test solutions where appropriate, while ensuring sound architecture, security, controls, and responsible AI practices.
- Drive user trust and adoption through transparency, practical guidance, human oversight, change management, and ongoing performance monitoring.
- Strengthen Data Analysis & Reporting (10%)
- Define KPIs, baselines, targets, and measurement frameworks that connect process improvements with seller, operational, and commercial outcomes.
- Analyze operational data and user feedback to identify bottlenecks, quality gaps, adoption barriers, and improvement opportunities.
- Develop concise executive reporting and dashboards covering delivery progress, process performance, adoption, quality, efficiency, and realized business impact.
- Use insights to prioritize the roadmap, challenge low-value activities, and inform investment and governance decisions.
We'll keep the percentages maybe as part of bullet? Could keep as part of heading? We'll include as part of bullet text.
Now Requirements section: Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
We'll put as
- Travel: 5-10% of the time.
- Mental/Physical Requirements: Office-based role requiring sitting/standing at a desk, in-person and telephone communication, frequent use of standard office equipment (telephones, computers).
Now Qualifications: combine Basic and Preferred.
Basic Qualifications:
- 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD
Preferred Qualifications:
- 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD
- 8 or more years of experience in sales operations, revenue operations, product operations, business process transformation, product management, program management, management consulting, or a related field.
- Demonstrated experience leading complex, enterprise-scale process improvement or transformation initiatives across multiple functions and geographies.
- Strong knowledge of enterprise B2B sales processes.
- Experience serving as a product owner or translating business needs into roadmaps, requirements, user stories, workflows, and technology solutions.
- Experience leading UAT, testing, launch readiness, adoption, and post-launch optimization.
- Proven ability to influence senior stakeholders and align teams across Sales, Finance, Legal, Product, Technology, Data, and Operations.
- Strong analytical, structured problem-solving, communication, and executive presentation skills.
- Ability to operate effectively in a global, matrixed environment and move between strategy, design, governance, and hands-on execution.
- Experience in payments, financial services, fintech, or another complex regulated industry.
- Hands-on familiarity with Dynamics CRM, Microsoft Power Platform, Copilot Studio, workflow automation, generative AI, or agentic AI solutions.
- Knowledge of Lean, Six Sigma, Agile, Scrum, service design, journey mapping, or related process and product disciplines.
- Self-motivated, results-oriented individual with the ability to manage multiple projects concurrently.
- Demonstrated intellectual and analytical rigor, attention to detail, and ability to structure and conduct quantitative analysis.
- Demonstrated ability to collaborate and influence effectively in a matrixed organization, including with stakeholders who are not direct reports.
We'll list as - ... each.
Now Benefits: list: Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, Wellness Program.
Pay: Salary range $149,800.00 to $240,100.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity.
We'll put as
... maybe include bullet? We'll just paragraph.
Now About the role paragraph: combine the paragraphs under "Job Description" before Key Responsibilities.
Let's extract:
"Commercial & Money Movement Solutions (CMS) is a strategic growth pillar for Visa, focused on enabling businesses, financial institutions, governments, and platforms to move money domestically and globally. The Global CMS Sales Process Center of Excellence (CoE) simplifies, standardizes, and transforms sales processes across CMS to improve seller effectiveness, customer experience, and commercial execution. The CoE partners across Sales, Product, Finance, Legal, Technology, Data, and regional teams to improve customer and seller journeys, enable scalable execution, and accelerate commercial outcomes through process excellence, technology innovation, and AI-enabled automation. We are seeking a full-time Senior Manager to lead global process improvement initiatives across the customer and seller journey by translating business pain points into scalable operating models, workflows, governance, product enhancements, and automation solutions. This role is accountable for delivering measurable improvements in speed, quality, seller experience, adoption, and operational efficiency
About the role
then... (the description). Then
Responsibilities
- ... each bullet.
We need to capture all responsibility bullets from "Key Responsibilities". Let's extract:
- Drive Global Sales Process Transformation (50%)
- Lead end-to-end process improvement initiatives across the CMS customer & seller journey, including lead management, deal structuring, contracting, account growth, etc.
- Assess current-state processes, seller pain points, handoffs, controls, and system dependencies; design future-state journeys that reduce friction and improve customer and seller experience.
- Develop scalable global standards, operating models, governance frameworks, roles and responsibilities, AI-ready process documentation, and service-level expectations.
- Partner with business units and regions to scale proven practices globally while accommodating legitimate market, regulatory, and product requirements.
- Establish continuous improvement mechanisms and feedback loops that identify bottlenecks, rework, manual effort, and opportunities for simplification.
- Deliver measurable improvements in cycle time, quality, seller productivity, process adoption, and time to revenue.
- Lead CMS Sales Product Ownership & Program Delivery (25%)
- Act as CMS business product owner for sales process tools, platforms, and workflow capabilities, with accountability for the seller experience and intended business outcomes.
- Build and manage roadmaps that connect business priorities, seller needs, process dependencies, and technology investments.
- Translate business problems into clear requirements, user stories, success measures, and prioritized backlogs.
- Lead cross-functional programs from discovery and design through UAT, testing, launch, adoption, and post-launch improvement.
- Coordinate across Sales, Finance, Legal, Product, Technology, Data, and regional stakeholders to resolve dependencies and maintain delivery momentum.
- Advance AI & Automation Integration (15%)
- Identify and prioritize opportunities to embed AI and automation into sales workflows, reduce repetitive manual work, improve decision support, and enable sellers to focus more time on clients.
- Design workflow solutions using relevant tools and platforms, such as Microsoft Power Platform, Dynamics CRM, Copilot Studio, Claude Code, Azure Functions, Azure Key Vault, and n8n, as appropriate.
- Partner with technology, engineering, security, and data teams to move use cases from concept to scalable production solutions.
- Prototype and test solutions where appropriate, while ensuring sound architecture, security, controls, and responsible AI practices.
- Drive user trust and adoption through transparency, practical guidance, human oversight, change management, and ongoing performance monitoring.
- Strengthen Data Analysis & Reporting (10%)
- Define KPIs, baselines, targets, and measurement frameworks that connect process improvements with seller, operational, and commercial outcomes.
- Analyze operational data and user feedback to identify bottlenecks, quality gaps, adoption barriers, and improvement opportunities.
- Develop concise executive reporting and dashboards covering delivery progress, process performance, adoption, quality, efficiency, and realized business impact.
- Use insights to prioritize the roadmap, challenge low-value activities, and inform investment and governance decisions.
We'll keep the percentages maybe as part of bullet? Could keep as part of heading? We'll include as part of bullet text.
Now Requirements section: Travel Requirements: This position requires travel 5-10% of the time. Mental/Physical Requirements: This position will be performed in an office setting. The position will require the incumbent to sit and stand at a desk, communicate in person and by telephone, frequently operate standard office equipment, such as telephones and computers.
We'll put as
- Travel: 5-10% of the time.
- Mental/Physical Requirements: Office-based role requiring sitting/standing at a desk, in-person and telephone communication, frequent use of standard office equipment (telephones, computers). Now Qualifications: combine Basic and Preferred. Basic Qualifications: - 8 or more years of relevant work experience with a Bachelor Degree or at least 5 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications: - 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 3 or more years of experience with a PhD - 8 or more years of experience in sales operations, revenue operations, product operations, business process transformation, product management, program management, management consulting, or a related field. - Demonstrated experience leading complex, enterprise-scale process improvement or transformation initiatives across multiple functions and geographies. - Strong knowledge of enterprise B2B sales processes. - Experience serving as a product owner or translating business needs into roadmaps, requirements, user stories, workflows, and technology solutions. - Experience leading UAT, testing, launch readiness, adoption, and post-launch optimization. - Proven ability to influence senior stakeholders and align teams across Sales, Finance, Legal, Product, Technology, Data, and Operations. - Strong analytical, structured problem-solving, communication, and executive presentation skills. - Ability to operate effectively in a global, matrixed environment and move between strategy, design, governance, and hands-on execution. - Experience in payments, financial services, fintech, or another complex regulated industry. - Hands-on familiarity with Dynamics CRM, Microsoft Power Platform, Copilot Studio, workflow automation, generative AI, or agentic AI solutions. - Knowledge of Lean, Six Sigma, Agile, Scrum, service design, journey mapping, or related process and product disciplines. - Self-motivated, results-oriented individual with the ability to manage multiple projects concurrently. - Demonstrated intellectual and analytical rigor, attention to detail, and ability to structure and conduct quantitative analysis. - Demonstrated ability to collaborate and influence effectively in a matrixed organization, including with stakeholders who are not direct reports. We'll list as
- ... each.
Now Benefits: list: Medical, Dental, Vision, 401(k), FSA/HSA, Life Insurance, Paid Time Off, Wellness Program.
Pay: Salary range $149,800.00 to $240,100.00 USD per year, which may include potential sales incentive payments (if applicable). Salary may vary depending on job-related factors which may include knowledge, skills, experience, and location. In addition, this position may be eligible for bonus and equity.
We'll put as
... maybe include bullet? We'll just paragraph. Now About the role paragraph: combine the paragraphs under "Job Description" before Key Responsibilities. Let's extract: "Commercial & Money Movement Solutions (CMS) is a strategic growth pillar for Visa, focused on enabling businesses, financial institutions, governments, and platforms to move money domestically and globally. The Global CMS Sales Process Center of Excellence (CoE) simplifies, standardizes, and transforms sales processes across CMS to improve seller effectiveness, customer experience, and commercial execution. The CoE partners across Sales, Product, Finance, Legal, Technology, Data, and regional teams to improve customer and seller journeys, enable scalable execution, and accelerate commercial outcomes through process excellence, technology innovation, and AI-enabled automation. We are seeking a full-time Senior Manager to lead global process improvement initiatives across the customer and seller journey by translating business pain points into scalable operating models, workflows, governance, product enhancements, and automation solutions. This role is accountable for delivering measurable improvements in speed, quality, seller experience, adoption, and operational efficiency