Ren · 10 hours ago
VP, Service Transformation & Process Engineering
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expRen is an enterprise leader in charitable giving platforms, seeking a Vice President for Service Transformation & Process Engineering. This role is responsible for designing and automating client service processes, ensuring operational scalability and technology enablement while partnering with various teams to enhance client experience.
Financial Services
Responsibilities
Own and execute the Client Services transformation roadmap, aligned with company strategy, growth objectives, and client experience goals
Serve as a senior advisor to the EVP, Client Services, providing insight, structure, and execution support across complex, cross-functional initiatives
Partner with Service Experience, Accounting Operations and Enterprise Operations to ensure service delivery strategy is enabled by scalable, standardized, and automated processes
Establish and maintain enterprise-wide service process architecture, defining standard workflows across clients, products, and service channels
Lead current-state and future-state process design to eliminate variation, reduce failure points, and support straight-through processing
Balance standardization with regulatory, client-specific, and risk considerations in a highly regulated environment
Act as a lead operational counterpart to IT, Product, and Growth teams
Translate client service needs, SLAs, and operational pain points into clear, prioritized technical requirements and platform capabilities
Influence product roadmaps and architectural decisions to ensure systems enable automation, data integrity, and scalable service delivery
Identify and prioritize opportunities for automation, self-service, and tool adoption across the charitable account lifecycle, including contribution intake, account setup, grant processing, exception handling, and reporting
Drive initiatives that materially reduce backlog risk, cycle times, and manual work while improving advisor and client satisfaction
Ensure solutions are designed with both client experience and operational efficiency as core success measures
Lead large, multi-stakeholder initiatives across Client Services, Product, Technology, Risk, and Operations with clear accountability and governance
Drive disciplined change management to ensure adoption of new processes and tools across service teams
Serve as a unifying leader during periods of growth, platform evolution, and organizational change
Define success metrics for transformation initiatives tied to SLAs, throughput, capacity, client satisfaction, and risk reduction
Leverage operational data, backlog trends, and client feedback to inform prioritization and decision-making
Promote a culture of continuous improvement, accountability, and data-driven execution within Client Services
Qualification
Required
Bachelor's degree required; advanced degree preferred
10-12+ years of progressive leadership experience in service operations, transformation, process engineering, product operations, or technology-enabled change
Proven success leading enterprise-scale transformation initiatives in financial services (including money movement), trust administration, or other regulated environments
Experience in charitable giving, philanthropy, or donor-advised funds (DAFs) strongly preferred but not required
Prior experience at a top-tier management consulting firm (e.g., McKinsey, Bain, BCG, or equivalent) is a strong plus, especially where the work involved enterprise operating model design, process transformation, and cross-functional execution
High-level systems thinker with the ability to design for significant scale and durability
Strong presence with the ability to influence peers and senior leaders without direct authority
Deep experience translating operational complexity into technical and architectural requirements
High integrity, strong risk and control awareness, and comfort operating in regulated environments
Bias toward action paired with disciplined execution and follow-through
Company
Ren
Ren is a driving force that powers people, ideas, and institutions for good.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Ronald Bowes
Chief Technology Officer
Andy Barton
Chief Financial Officer
Company data provided by crunchbase