A natural match if you have experience in product operations or portfolio management within a fast-paced, data-driven environment.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Backbase via Greenhouse
Job in Short
You will work directly under the Director of Product Operations, as their right hand in building how Agentic Banking runs. Agentic Banking is new: no legacy process, no playbook. We are building the way the department works as we go, and you are the one who makes it work smoothly — preparing, connecting, following up, and keeping the data and systems underneath clean — so the people in the room can focus on the decisions. You turn what we decide into working routines, and keep improving them as we learn. By the end of year 1, you facilitate the department's portfolio management.
We favour fast and lean over robust and slow. A simple routine running this week beats a perfect one next quarter.
How about the Job
Keep the operating rhythm working smoothly: the weekly, monthly and quarterly forums have agendas and pre-reads ready, the right people in the room, decisions and actions logged with owners and dates, and follow-up until closed
Facilitate portfolio management operating model: a lightweight view of initiatives, owners, status and capacity, and the forum around it
Make the quarterly planning and goal-setting cycle run on time: calendar, templates, reminders, check-ins, tracking
Keep operational data and systems clean: planning, work-tracking, people and time data accurate and current; conventions, clean-ups, audits, and correct reports for leadership
Make leadership and planning sessions work: logistics, pre-work, decision capture — and keep improving every routine from real use
How about you
Required
5+ years in product or business operations, program or portfolio management, or operational roles in software
Exceptional attention to detail and follow-through — you notice the wrong field or the stale record and fix it, and you close loops without being chased
Hands-on experience administering and cleaning data in business systems (planning, work-tracking, people, time)
Strong organizer of people and information — you keep busy senior people prepared, aligned and on track, and capture decisions accurately
You can work from a direction, not a spec, in an environment where processes don't exist yet
Comfortable with data — you can define a metric, build a simple tracker, and act on what it says
You use AI tools in your daily work and are curious about agentic ways of working
Excellent written and spoken English
Nice to have
Fintech or financial services background
How You Work
A true partner to the Director. You move fast, say early when something won't work, and commit once we decide.
Reliable on the unglamorous work: the prep, the notes, the follow-up, the clean-up.
Lean and pragmatic. You ship v0, learn from real use, and don't polish forever.
Discreet. You will see strategy and organizational discussions early.
What Success at 12 Months Looks Like
The operating rhythm works smoothly and on schedule, without the Director preparing or chasing
You independently facilitate portfolio management: leaders see a trusted view and leave with logged decisions
The planning and goal-setting cycle runs to calendar
Operational data is clean and trusted: leaders use the numbers without caveats
Source: Backbase careers (Greenhouse)