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Principal, Business Operations

greenboxcapital
Companygreenboxcapital
CategoryOperations & Admin
LocationUS
Remote
EmploymentNot stated
LevelLead
SalaryNot stated by the employer
First seen23 Jul 2026 (the employer did not state a posting date)
Last verified10 Aug 2026
SourceEmployer ATS (bamboohr)
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Description
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  delivered   meaningful  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 refine the process based on results. Apply AI and Automation Judgment • Evaluate  where  AI, automation, workflow tooling, deterministic rules, or human-in-the-loop processes can improve outcomes. • Determine  whether a workflow is ready for  automation  or first requires cleaner data, better design, clearer rules, or stronger controls. • Partner with Product, Technology, Data, Engineering, and AI Operations to test and  validate  automated or AI-enabled workflows where  appropriate . • Ensure solutions reflect business intent and support the desired operating, customer, broker, risk, and financial outcomes. You’re a Strong Fit If: • You have personally transformed a messy business workflow into an adopted, measurable operating improvement. • You can connect workflow changes to business outcomes. • You are comfortable investigating ambiguous problems and creating  structure  where none  exists . • You know how to challenge assumptions, ask the right questions, and uncover the real source of an operational problem. • You can drive cross-functional adoption without direct authority. • You can simplify complexity for both executives and frontline users. • You are comfortable working directly with senior leaders and presenting clear, structured recommendations. • You understand that documentation is necessary, but implementation and sustained usage are the real measures of success. • You  demonstrate  natural curiosity, adaptability, sound judgment, and  a bias  for action. What You’ve Done Before: • Five or more years of experience in business operations, operational strategy, business-process transformation, systems design, process improvement, product operations, management consulting, or  a related  field. • Direct ownership of business-process transformation from diagnosis through implementation, adoption, and measurable outcomes. • Experience improving workflows in areas such as revenue, sales, renewals, customer or broker funnels, underwriting, funding, servicing, risk, or internal operations. • Evidence of improving outcomes such as conversion, cycle time, capacity, productivity, adoption, customer or broker experience, risk controls, or operating efficiency. • Experience leading cross-functional initiatives in a startup, scale-up, or transformation environment. • Experience working with executive stakeholders and influencing decisions across teams. • Experience translating business needs into operational, product, data, or technology requirements. • A bachelor’s degree is  required . • An MBA is preferred but not  required . • Management consulting or strategy and operations experience is helpful, but  demonstrated  in-house ownership of transformation work is equally relevant. Helpful Tools and Expertise: You do not need to be an engineer or technical implementation specialist. Helpful experience may include: • Workflow and process mapping • Operating-model design • CRM and lifecycle workflows • Routing logic and exception management • Requirements gathering • Root-cause analysis • KPI and ROI definition • Implementation and adoption planning • Product, technology, data, or engineering partnership • Automation tools or AI-enabled workflows • Structured formats such as decision trees, rules tables, YAML, or JSON These tools support the work; they are not the role itself. Greenbox Capital is an equal opportunity employer. We consider qualified applicants without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, age, disability, veteran status, or any other legally protected characteristic.