Role Description As the Principal, CXO Business Operations leader, you will serve as the central operational force multiplier, strategic partner, and connective tissue for the CXO Leadership Team (CXO LT). This is a high-visibility, individual contributor role designed for a seasoned leader who excels at orchestrating leadership alignment, breaking down departmental silos, and translating a collective vision into flawless global execution. Your mission is to ensure the CXO LT operates as a highly synchronized, high-performing unit. You will ensure that cross-functional priorities are executed seamlessly and that the entire global CX and Operations organization runs at peak efficiency. - Partner with the SVP of CXO and their direct reports (VPs/Directors) to facilitate the long-term strategic planning process. - Help the CXO LT ruthlessly prioritize initiatives and ensure resources are allocated to the highest-leverage areas. - Monitor the pulse of the entire organization, identifying operational blind spots. - Cross-functionally lead critical, ambiguous, and high-priority initiatives that span multiple CXO LT portfolios. - Design, structure, and facilitate high-stakes discussions, agendas, and accountability metrics for regular CXO LT and XLT meetings. - Oversee the collective quarterly and annual goal-setting process (OKRs/KPIs) across the CXO LT. - Drive the preparation and narrative-building for Monthly and Quarterly Business Reviews (MBRs/QBRs). - Partner with the CXO LT to draft cohesive internal and external communications. - Collaborate with HR and the CXO LT to foster a high-performance, customer-centric culture. Qualifications - 8–12+ years of professional experience in Management Consulting, Business Operations (BizOps), Corporate Strategy, or a senior program management role. - Prior exposure to Customer Experience, Customer Success, Supply Chain, or scaled operational environments is highly preferred. - Experience navigating complex transformations and driving alignment among senior executives. - Proven ability to run complex strategic planning frameworks and balance short-term operational fires with long-term goals. - An innate ability to bring structure to chaos and a master-level command of large-scale program management methodologies. - Comfortable analyzing core CX metrics (NPS, CSAT, SLA, Cost-to-Serve). - Exceptional emotional intelligence and political savvy. - Proven ability to challenge, rally, and align cross-functional peers around common goals. Requirements - Proven track record in a senior program management role supporting executive teams. - Ability to manage highly sensitive, confidential organizational information with absolute discretion. Benefits - 100% paid employee health, dental, and vision plans (choose HMO, PPO, or HDHP). - HSA & FSA accounts. - Life Insurance, Long & Short-term disability coverage. - Employee Assistance Program (EAP). - 11+ Observed holidays and wellness days and flexible time off. - Employee Stock Purchase Program with employee discounts. - Wellness & Fitness initiatives. - Employee recognition and referral programs. - And much more.

• Uses bank operations knowledge and skills to partner with business lines • Analyzes business processes to identify opportunities for improvement • Supports business line project support and maintain metrics reporting • Identifies points of process risks and makes recommendations to control risk • Ensures alignment with customer expectations and delivers a WOW! experience • Manages the technology change control process as needed • Works on special projects as needed • Contributes to business strategy, goals, and objectives • Gathers, prioritizes, and explains user requirements to support project activities

• Build the contracting machine. • Own the commercial mechanics. • Operationalize the rulebook. • Drive security and compliance. • Push AI to the front line. • Be a strategic thought partner.

Role Description The Lead Business Process Consultant is a senior individual contributor and program-level leader responsible for ensuring the overall success, health, and growth of a portfolio of consulting clients and consultants. This role focuses on: - Portfolio performance, risk management, and client outcomes - Coaching and enabling consultants - Driving consistency, quality, and scalability of delivery - Acting as a bridge between Consulting, Sales, Product, Implementation, and Customer Success The Lead Consultant does not replace the delivery role of the Business or Senior Consultant but amplifies it by providing structure, foresight, governance, and escalation support across the consulting ecosystem. Responsibilities - Portfolio Leadership & Risk Management - Assess portfolio health and proactively identify delivery, adoption, financial, or relationship risks. - Develop and execute risk mitigation strategies to ensure continued client success and retention. - Serve as escalation point for complex or at-risk engagements. - Own client success outcomes across assigned portfolio segments. - Strategic Enablement & Growth - Partner with Sales, Marketing, and Consulting leadership to identify expansion, renewal, and prospecting opportunities. - Translate trends, analytics, and field feedback into scalable solutions, plays, and program improvements. - Demonstrate and articulate ROI delivered to clients and CDK. - Delivery Quality & Governance - Ensure consulting engagements are delivered in line with contracted scope, cadence, and standards. - Drive consistency in methodology, reporting, and execution across consultants. - Actively participate as a stakeholder in scheduling, reporting, accountability, and results frameworks. - Consultant Development & Enablement - Mentor, coach, and train consultants on best practices, risk mitigation, client communication, and delivery excellence. - Support onboarding and transition of new consultants onto the team. - Identify capability gaps and coordinate training and enablement. - Cross-Functional Orchestration - Collaborate with Implementation, Product, Support, and Success teams to ensure seamless client experience. - Act as a central point of coordination across CDK functions to resolve systemic client issues. - Operational Ownership - Operate with minimal supervision and high autonomy. - Take ownership for client and internal issues, overseeing resolution end-to-end. - Maintain strong operational discipline and follow-through. Qualifications - Minimum 7 years experience in retail automotive operations, including at least 5 years of experience as Controller. - Minimum 3 years experience as a Business Process Consultant or equivalent consulting role. - Demonstrated success delivering measurable operational and financial improvements. - Strong facilitation, analytical, coaching, and executive communication skills. - Ability to influence at all organizational levels. - Strong understanding of dealership KPIs, financial drivers, and operational controls. - Willingness to travel up to 70% (or per current delivery model). - Complete Virtual Accounting Services as needed. - Excellent written and verbal communication skills. - Excellent interpersonal skills. - Proficiency with MS Office products. - Ability to work independently in a fast-paced environment. - Ability to transition to working remotely with clients. Preferred Qualifications - Prior consulting or performance improvement experience. - Experience across multiple dealership departments. - Familiarity with OEM programs, warranty processes, and compliance frameworks. - Bachelor’s degree in Business, Accounting, Operations, or Automotive Management. - Experience with digital workflows, automation, or analytics platforms. - Experience translating analytics into operational and commercial strategy. - Experience coaching or leading other consultants. Benefits - Medical, dental, and vision benefits - Paid Time Off (PTO) - 401K Matching Program - Tuition Reimbursement Salary Range $106,000 - $117,500