Manager, CGAP Operations & Reporting

Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more than 200 countries and territories each year. Our mission is to connect the world through the most innovative, convenient, reliable, and secure payments network, enabling individuals, businesses, and economies to thrive while driven by a common purpose – to uplift everyone, everywhere by being the best way to pay and be paid.

Make an impact with a purpose-driven industry leader. Join us today and experience #LifeatVisa.

This role is responsible for delivering operational excellence for the Community Growth Acceleration Program and supporting business development activities for community accounts. Responsibilities include financial management, compliance management, process development and implementation, client and partner satisfaction management, coordination with internal stakeholders, and oversight of both internal and external team communications.

Key Responsibilities include:

• Financial Management
  • Manage monthly CGAP revenue booking process and coordinate with all stakeholders to ensure adherence to policies and guidelines
  • Manage CGAP operating expense including but not limited processing invoices and expense management
  • Develop and maintain efficient processes to ensure timely administration and stakeholder satisfaction

• Client Solution Enrollment
  • Manage the client enrollment process via Visa’s Global Product Enrollment (GPE) portal to ensure client satisfaction and to support OKRs
  • Develop and manage client enrollment processes for solutions not managed by the GPE portal

• Communication Management
  • Manage client publication with internal stakeholders to promote the adoption of CGAP and Community Partner solutions that will drive client impact and support Community OKRs
  • Manage the publication for regular internal reporting to update key stakeholders on OKR performance and client impact

• Forecasting, Client Tracking & Pipeline Management
  • Manage forecasting for CGAP solutions revenue & operating expense by coordinating stakeholder input and address Finance requirements
  • Publish forecasting report to Community leadership and stakeholders
  • Manage client tracking in MS Dynamics of CGAP solution and Partner program
  • Compile client pipeline and prospect lists for CGAP solution and Partner programs

This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.

Basic Qualifications:

• 5 or more years of relevant work experience with a Bachelors Degree or at least 2 years of work experience with an Advanced degree (e.g. Masters, MBA, JD, MD) or 0 years of work experience with a PhD

Preferred Qualifications:

• 6 or more years of work experience with a Bachelors Degree or 4 or more years of relevant experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD
• 8+ years in Operations/Sales/Go-to-Market roles
• Experience with financial management, revenue recognition and accounts payable processes
• Experience with financial forecasting and develop ad-hoc financial projections
• Excellent Microsoft Excel skills especially to analyze data from multiple sources
• Excellent presentation skills with the ability to present complex information in a concise manner and translate data into visually appealing graphs, chart and other visuals
• Experience working with Microsoft Dynamics especially importing and exporting data
• Experience managing a sales pipeline and compiling client forecasts
• Experience collaborating with marketing team to manage client publication and promotions
• Team-oriented, collaborative, diplomatic, and flexible, with good presentation skills.
• Ability to work independently and in a matrixed environment
• Proven track record of executing successful go-to-market strategies.
• Understanding of Community banking or mission-driven client segments.
• Excellent project management skills.
• Ability to write clearly, concisely and persuasively with a strong understanding of grammar, punctation and style

Work Hours: Varies upon the needs of the department.

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.

Visa is an EEO Employer.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, sexual orientation, gender identity, disability or protected veteran status.  Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with EEOC guidelines and applicable local law.

Visa will consider for employment qualified applicants with criminal histories in a manner consistent with applicable local law, including the requirements of Article 49 of the San Francisco Police Code.

U.S. APPLICANTS ONLY: The estimated salary range for a new hire into this position is 109,800.00 to 159,250.00 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. Visa has a comprehensive benefits package for which this position may be eligible that includes Medical, Dental, Vision, 401 (k), FSA/HSA, Life Insurance, Paid Time Off, and Wellness Program.