Automated Financial Systems, LLC logo

Product Operations Manager

Automated Financial Systems, LLC

  • Exton, Pennsylvania
  • 16 days ago

    Highlights

    Hands-on experience using AI and automation tools (such as Claude, ChatGPT, Copilot, Power Automate, Zapier or Jira automation) to remove manual work, with results you can describe. • Make sure every AI and automation use follows AFS data classification and security policy, with no client production data, NPI or PII in unapproved tools.

    Numbers & Facts

    LocationExton, Pennsylvania
    IndustryFinancial Services
    Company Size1 to 9 employees
    Year Founded1970
    Websitehttps://www.afsvision.com/

    Description

    Purpose of the Role

    The Product Operations Manager owns the "how" of the AFS product organization. You will make it easier for product managers, engineering and customer-facing teams to plan, build, launch and report on our product team's activities. You will also act as a force multiplier for the Chief Product Officer, turning priorities into clear plans, materials and follow-through across the Product organization.

    This is a hands-on individual contributor role. You will not own product strategy, but you will be a catalyst to make it happen. You will help it land, scale and show measurable results, with a strong bias toward using AI and automation to remove manual work.

    What you'll do

    Product operating rhythm and CPO support

    • Run the product org's operating cadence: roadmap reviews, release readiness checkpoints and a regular product ops forum

    • Prepare executive materials, including weekly ELT updates, board and investor inputs, and product leadership readouts

    • Capture decisions, actions and owners from leadership forums and track them to closure

    • Translate CPO priorities into clear communication for product, engineering, sales, implementation and client support

    Roadmap visibility and portfolio reporting

    • Own roadmap health reporting across the full AFS product suite, flagging epics that are at risk or slipping

    • Track customer commitments and contractual delivery dates so nothing surprises a client or account team

    • Build and maintain dashboards and KPIs for delivery velocity, predictability, release quality and roadmap progress

    • Act as data steward for product data in Jira and Confluence: consistent fields, clean hierarchies, trustworthy reports

    AI and automation

    • Find manual, repetitive work in tracking, reporting and handoffs, then automate it with tools such as Claude, Copilot and Jira automation

    • Pilot new AI tools for the product org, measure the time saved and scale what works

    • Make sure every AI and automation use follows AFS data classification and security policy, with no client production data, NPI or PII in unapproved tools

    • Coach PMs on practical AI workflows for specs, research synthesis, prototyping, and release documentation

    Process, release and launch management

    • Design and document end-to-end workflows from intake and discovery through development, release and go-to-market

    • Build repeatable playbooks for releases, early adopter programs and feature rollouts to our hosted clients

    • Coordinate release readiness with engineering, QA, hosting, implementation, client support and marketing

    • Keep processes audit-ready, with the traceability and evidence that SOC 2 reviews and bank vendor due diligence require

    Documentation and knowledge management

    • Set standards, templates and governance for product documentation: PRDs, release notes, user guides and internal playbooks

    • Audit existing content for gaps and inconsistencies, then restructure and migrate it so teams can find what they need

    • Own onboarding materials for new product team members

    Tools and feedback loops

    • Own the product team's toolset (Jira, Confluence and related tools) including configuration standards, vendors and licensing

    • Build a structured channel for client feedback and enhancement requests, and report trends back to product managers

    • Close the loop with client-facing teams on what was decided and when it ships

    What success looks like

    We expect you to move quickly. Early on, you will learn AFS's products, the release cycle and the hosted delivery model, and get the product operating rhythm running. Success in this role means:

    • A single roadmap health view across all products that leadership trusts

    • Leadership reporting that is largely automated

    • A decision and action log running for product leadership forums

    • One release and launch playbook adopted for every product

    • Documentation standards and templates in everyday use

    • AI and automation pilots in production with measured time saved

    • PMs spending measurably less time on status and reporting

    • Customer commitments tracked end to end, with no surprises

    • Product processes that produce audit-ready evidence without extra effort

    What you bring

    • 4 to 6 years in product operations, program management, product management or a Chief of Staff style role in B2B SaaS, fintech or enterprise software

    • Hands-on experience using AI and automation tools (such as Claude, ChatGPT, Copilot, Power Automate, Zapier or Jira automation) to remove manual work, with results you can describe

    • Advanced Jira and Confluence skills, including JQL, dashboards, filters and workflow configuration

    • Strong data skills: building dashboards, cleaning messy data and turning it into a clear recommendation

    • Excellent executive communication, including concise written updates and presentation materials for senior leaders

    • A track record of building processes and playbooks that teams actually adopt, earned through influence rather than authority

    • Working knowledge of agile delivery and the SDLC

    • Bachelor's degree or equivalent experience

    Preferred

    • Experience in banking, lending or another regulated financial services environment

    • Familiarity with FFIEC, SOC 2 or NIST controls and how they shape product and release processes

    • Experience with multi-product portfolios or hosted SaaS release management

    • Background in consulting, analytics or business analysis

    • Experience leading a documentation or knowledge management overhaul

    How you work

    • You bring structure to ambiguity and move quickly from idea to working result

    • You prove value with a small pilot, then scale it

    • You think in systems and fix root causes, not symptoms

    • You treat security and data handling as part of the design, not an afterthought

    Position Description Disclaimer

    To perform this job successfully, an individual must be able to perform each essential duty listed above satisfactorily. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions of this role. This position description is intended to provide guidelines for job expectations and is not an exhaustive list of all functions, responsibilities, skills, and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. 

    This document does not constitute a contract of employment. AFS reserves the right to modify this position description and assign tasks as business needs require. 

    Automated Financial Systems, LLC is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other characteristic protected by law. 

    About Company

    Automated Financial Systems (AFS) Inc. is the undisputed leader in lending and treasury management systems and solutions, with more than 300 active installations
    at the top 100 U.S. banks.

    We have been in business since 1970, a track record that none of our competitors can match. Each day, every day, AFS deploys its knowledge and technology resources to solve bank problems, defined as broadly as need be.

    AFS has more than 325 employees in the U.S. and abroad, each with a wealth of technical and banking best practices, resulting from deep experience in the field and 1:1 contact throughout the industry. Cumulatively, they represent 6,000 years of industry insight.

    The AFS straight-through process (STP) for credit manufacturing:

    • Processes the widest array of loan types (consumer, commercial, specialized assets, and investment banking) on a single, real-time, multibank, multilingual, multicurrency system
    • Encompasses the lending process from loan request through payoff or asset sale, including the delivery of management information, all on one system.
    • Represents the foundation for AFS innovation across the market, providing valuable feature-rich solutions, business analytics, and best-practices to domestic and global banks on a regular, ongoing basis
    • Ensures a unique ability to administer credit from a position of control, responsiveness, efficiency, and transparency, enabling you to serve your customers using a solution that stands alone in its ability to mitigate risk, generate revenue, improve data quality, and cut costs.

    The level of expertise AFS provides cannot be accessed anywhere else. Let us show you why.

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