Director, CMS Business Planning and Management
Visa is hiring a Director, CMS Business Planning and Management in San Francisco, United States. It pays $179k-$287k a year and Level rates it ; you can apply on Visa.
Level's read on this job
- Little AI ●○○○ is how Level rates this role: aI is not part of the work.
- Tools and skills the posting cites include Claude, Copilot and Replit.
- Level classifies it as a senior role.
- Level lists 833 other open roles at Visa.
- The role was posted within the past two weeks.
AI in this role
Director role driving business routines, strategic initiatives, and AI adoption to improve productivity within Visa's Commercial and Money Movement Services.
About Us
Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
At Visa, you'll have the opportunity to create impact at scale — tackling meaningful challenges, growing your skills and seeing your contributions impact lives around the world.
Join Visa and do work that matters – to you, to your community, and to the world. Progress starts with you.
Job Description
Job Summary
Commercial and Money Movement Services (CMS) is one of Visa’s fastest-growing businesses, enabling B2B payments and real-time money movement for individuals, small businesses, and large corporations globally. We are seeking a Director on the CMS Business Management team to lead business routines and strategic initiatives that help drive growth.
The Business Management team serves as a catalyst for business rhythm, rapidly mobilizing to lead high-priority, time-sensitive initiatives that connect business units with centers of excellence and cross-functional teams. The team’s mission is to drive operational excellence through strategic projects, market expansion, continuous optimization, automation, and AI adoption. By swiftly adopting AI tools, the team is transforming productivity and positioning itself as the organization’s “one-stop shop” for connecting strategy to execution. This position is based in San Francisco, California, with the flexibility to co-locate in our Foster City office.
We are seeking a highly organized and proactive Director to support the executive team in the strategic execution of both in-year and multi-year business priorities. The ideal candidate will bring exceptional business planning, strategic execution, and AI application skills, with the ability to drive alignment across leadership and cross-functional teams. Knowledge of the payments industry and Commercial and Money Movement is a plus. This is an individual contributor role. This is a hybrid position. Expectation of days in office will be confirmed by your Hiring Manager.
Key Responsibilities
Business Reviews
- Synthesize complex business insights into executive-ready reports, presentations, and recommendations that enable informed decision-making and drive strategic outcomes.
- Lead the development of high-impact business review materials for market leadership meetings, Investor Relations, board-level presentations, and other strategic forums, ensuring compelling narratives and timely delivery.
- Serve as a trusted advisor and strategic liaison across executive leadership, business units, and functional partners, fostering alignment on priorities, decisions, and enterprise-wide initiatives.
Strategic Execution
- Drive business planning and execution by leveraging AI capabilities to establish clear linkages between OKRs, scorecards, and business initiatives, ensuring transparency, accountability, and measurable business impact.
- Lead OKR governance and alignment across leadership teams, driving prioritization, performance management, and cross-functional accountability to accelerate strategic outcomes.
- Identify opportunities to enhance operational effectiveness, streamline decision-making processes, and improve visibility into strategic initiative performance.
AI Application
- Champion AI adoption and innovation, leveraging emerging agentic capabilities and AI-driven solutions to transform business processes and improve organizational effectiveness.
- Identify, scale, and institutionalize AI use cases across business functions, embedding AI into day-to-day workflows and making it a core component of the organization's operating model.
Visa requires at least 3 days in office, expectations of these days will be confirmed by your Hiring Manager.
Qualifications
Basic Qualifications
- 10 or more years of work experience with a Bachelor’s Degree or at least 8 years of work experience with an Advanced Degree (e.g. Masters/ MBA/JD/MD) or at least 3 years of work experience with a PhD
Preferred Qualifications
- 12 or more years of work experience with a Bachelor’s Degree or 8-10 years of experience with an Advanced Degree (e.g. Masters, MBA, JD, MD) or 6+ years of work experience with a PhD
- Experience in developing and implementing strategic programs in a business operations or management consulting environment.
- AI-first mindset, with experience using AI tools such as Claude, Copilot, and Replit to drive automation and improve workflow efficiency.
- 8–10 years of business experience in payments, corporate and investment banking, technology, or consulting organizations.
- Proven track record in strategy, consulting, and project management, with experience building relationships across teams and key stakeholders to achieve business goals.
- Excellent verbal and written communication skills, with demonstrated ability to communicate complex technical and business issues and solutions to a variety of stakeholders.
- Experience building AI agent toolkits that drive insights to action, support human-in-the-loop interventions when needed and automate workflows using tools such as Claude and Copilot.
- Demonstrates a can-do attitude and willingness to do what it takes to move programs forward.
- Ability to manage multiple projects and synthesize data.
- Strong presentation skills, with comfort presenting materials to executive-level audiences.
- Ability to build credibility, influence, and negotiate at the highest levels within core segment organizations.
- Ability to work with a sense of urgency and deliver under tight deadlines.
- Ability to work independently in a complex and often ambiguous environment.
Information for US Applicants
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 protect veteran status. Visa will also consider for employment qualified applicants with criminal histories in a manner consistent with the EEOC guidelines and applicable local law, including the requirements of Article 49 of the San Francisco Police Code.How we rate this
Director, CMS Business Planning and Management at Visa rates 35 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.
Little AI. AI is not part of the work.
- ●●●● Builds AI80 to 100
- ●●●○ Works on AI60 to 79
- ●●○○ Uses AI40 to 59
- ●○○○ Little AI0 to 39
Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.
Prepare for this job
Built from this posting and from similar jobs on Level.
Skills and AI tools this role asks for
Questions you could be asked
- How do you decide when an AI agent can act on its own versus asking for approval first?
- Tell me about a project where business planning was part of your work. What did you do?
- Tell me about a project where strategic execution was part of your work. What did you do?
- Tell me about a project where ai adoption was part of your work. What did you do?
- Tell me about a project where cross functional leadership was part of your work. What did you do?
Adapt your resume
- List these exact terms on your resume: AI agents, Business Planning, Strategic Execution, AI Adoption, and Cross Functional Leadership. An applicant tracking system matches the wording, not the idea.
- Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.
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