Role Description

Leads CFCU’s Enterprise Platforms function, with responsibility for the technical and operational strategy, performance, and delivery of workflow, integration, automation, and emerging AI platforms—including Salesforce, ServiceNow, Boomi, Zapier, and Microsoft Copilot—that support internal operations and member-facing experiences.

Leads teams across product management, integration engineering, and operations, and partners across the enterprise to deliver secure, scalable solutions and measurable outcomes through effective governance, roadmaps, and vendor-led execution in a regulated financial services environment.

Position Duties & Functions

• Leadership & People Management
  • Lead, coach, and develop the Enterprise Platforms team, establishing clear accountability, role clarity, and performance expectations across product, engineering, and operations functions.
  • Build organizational capability by strengthening leadership bench, supporting succession planning, and fostering a culture of ownership, responsiveness, and continuous improvement.
  • Promote effective decision-making, communication, and execution practices that enable accountability and service excellence.
• Strategy & Platform Portfolio Leadership
  • Define and execute the Enterprise Platforms strategy and multi-year roadmap, ensuring alignment with enterprise priorities, operational needs, and measurable business outcomes.
  • Manage platform portfolio investments across workflow, integration, automation, and emerging AI platforms—including Salesforce, ServiceNow, Boomi, Microsoft Copilot, and related platforms—balancing strategic investment, platform health, and delivery capacity.
  • Establish governance disciplines for intake, prioritization, dependency management, and lifecycle oversight to ensure disciplined execution and transparency.
  • Drive visibility into platform performance through reporting, metrics, and operational reviews that inform leadership decisions, investment priorities, and member and employee experience improvements.
  • Identify and advance opportunities to improve efficiency, automation, service quality, and platform maturity across the Enterprise Platforms portfolio.
• Delivery, Vendor & Platform Operations
  • Own the end-to-end delivery for Enterprise Platforms, ensuring quality execution, platform stability, and accountability for commitments.
  • Lead strategic vendor relationships, contract performance, service expectations, and escalation processes to support reliable delivery and operational continuity.
  • Lead recurring performance reviews, release readiness assessments, and issue resolution efforts with vendors and internal stakeholders.
  • Ensure reliable, secure, and scalable operation of Enterprise Platforms, with clear ownership of platform health, service performance, and operational readiness across Salesforce, ServiceNow, Boomi, and other enterprise platforms.
  • Define and monitor key performance indicators, incident trends, support effectiveness, and service risks to drive timely decisions and corrective action.
  • Oversee release planning, production support, and change readiness activities to minimize disruption and maintain service continuity.
• AI & Automation Enablement
  • Define and advance the enterprise approach to automation and AI-enabled platform capabilities, aligned to business priorities and enterprise governance.
  • Identify, prioritize, and advance use cases that deliver measurable business value and operational improvement.
  • Ensure AI and automation solutions meet governance, security, compliance, and risk management requirements.
  • Partner with business and technology leaders to drive responsible adoption, scalable implementation, and effective use of AI-enabled capabilities.
• Cross-Functional Collaboration
  • Partner with Digital Banking, Operations, Risk, Compliance, and other enterprise teams to align platform priorities, dependencies, and delivery outcomes.
  • Serve as a trusted technology partner to business stakeholders by translating platform capabilities, constraints, and opportunities into actionable decisions.

Qualifications

• 7 to 10 years of enterprise platforms or technology leadership experience required.
• Bachelor’s degree required; MBA or related advanced degree preferred.
• Equivalent combination of education and experience may substitute for stated qualifications.
• Experience managing enterprise platform ecosystems, including technologies such as Salesforce, ServiceNow, Boomi, or comparable platforms.
• Experience in financial services is preferred.

Requirements

• Own the Enterprise Platforms strategy, roadmap, and execution across all supported platforms.
• Deliver measurable improvements in platform performance, reliability, and business outcomes.
• Lead a vendor-centric delivery model, ensuring quality, accountability, and cost-effective execution.
• Establish governance for intake, prioritization, and lifecycle management of platform work.
• Enable adoption of automation and AI capabilities aligned with enterprise governance.

Knowledge and Skills

• Strong leadership and strategic thinking ability.
• Deep understanding of enterprise platforms and integrations, including Salesforce, ServiceNow, Boomi, or comparable technologies.
• Experience with governance and vendor management.
• Strong analytical and communication skills.
• Ability to write and speak effectively in English using correct spelling and grammar.
• Basic math skills including the ability to compute rates, ratios, and percentages using a 10-key.
• Proficient in the use of basic applications in a Windows-based environment, including Outlook, Word, and Excel. Moderate keyboard skills at 40 wpm.
• Excellent customer service skills.

Physical Demands

• Work involves extensive use of computers, up to eight hours per day. Appropriate vision, dexterity, and other physical abilities are required.
• May include occasional pushing, pulling, or carrying objects weighing up to 20 pounds.
• Must be able to speak and present on the telephone and/or through digital means of communication, including but not limited to Zoom/Teams/or other video technologies.

Salary and Benefits

• Salary is based on qualifications and geographical location (Zone).
• Zone 1: $141,728.00 - $194,876.00
• Zone 2: $128,972.48 - $177,337.16
• Zone 3: $119,051.52 - $163,695.84
• Zone 4: $113,382.40 - $155,900.80
• This position is eligible to participate in the Corporate Incentive Plan. Annual incentive opportunity ranges from 0–8% of incentive eligible earnings, based on a combination of institutional performance (0–2%) and individual performance (0–6%). Incentive payments are discretionary and subject to approval.