Principal, Business Operations
Why This Role Matters
As Principal, Business Operations at Greenbox Capital , you will help define how the company operates, scales, and makes decisions.
You will transform ambiguous business problems into clear workflows, operating models, business rules, implementation requirements, and measurable operating outcomes across underwriting, renewals, funding, servicing, sales, risk, product, data, and technology.
This is a senior individual-contributor role for someone who can move from diagnosis through implementation. You will identify operational friction, design future-state processes, align cross-functional stakeholders, support rollout and adoption, and measure whether the change deliveredmeaningful business impact.
AI and automation may be used where appropriate, but they are not the identity of the role. The core focus is business-process transformation, adoption, and measurable improvement.
What Success Looks Like
- Transform complex or inconsistent workflows into scalable, adopted operating processes.
- Reduce friction, rework, delays, manual touches, and unclear ownership.
- Improve outcomes tied to conversion, productivity, speed, capacity, customer or broker experience, risk controls, margin, or cost efficiency.
- Lead workflow redesign from initial diagnosis through pilot, rollout, adoption, and measurement.
- Build alignment across executives, frontline teams, and Product, Technology, Data, Engineering, and Operations.
- Connect process changes to a clear business case, measurable outcomes, and sustained usage.
- Create business rules, controls, handoffs, and implementation requirements that teams and systems can execute consistently.
What You’ll Do:
Diagnose and Prioritize Opportunities
- Investigate operational friction across underwriting, renewals, funding, servicing, sales, risk, product, data, and customer or broker workflows.
- Interview stakeholders to understand current processes, decision logic, handoffs, controls, pain points, and exceptions.
- Identify the root causes behind delays, leakage, rework, inconsistent execution, data gaps, unclear ownership, and adoption challenges.
- Prioritize opportunities based on business impact, ROI, customer or broker experience, risk, scalability, and implementation feasibility.
Design Future-State Workflows
- 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.
Define Business Rules and Implementation Requirements
- 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.
Lead Implementation and Adoption
- 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