Process Specialist, Cash App

It all started with an idea at Block in 2013. Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing unique financial products, including Afterpay/Clearpay, to provide a better way to send, spend, invest, borrow and save to our 50+ million monthly active customers. We want to redefine the world's relationship with money to make it more relatable, instantly available, and universally accessible.
Today, Cash App has thousands of employees working globally across office and remote locations, with a culture geared toward innovation, collaboration and impact. We've been a distributed team since day one, and many of our roles can be done remotely from the countries where Cash App operates. No matter the location, we tailor our experience to ensure our employees are creative, productive, and happy.
The Role
The Brokerage Operations Process Specialist supports the Front Office functions of Cash App Investing LLC. You'll design, document, and improve workflows and resources that enhance efficiency, accuracy, and the customer experience. Working across teams, you'll identify operational gaps, maintain clear procedures and training materials, and ensure compliance with product and regulatory changes. By using data and AI-driven insights, you'll help streamline and refine processes, reduce manual effort, and scale our brokerage operations effectively.
You Will

• Develop, implement, and refine operational procedures to improve efficiency and accuracy across brokerage workflows.
• Identify inefficiencies and design scalable process improvements that enhance both internal operations and the customer journey.
• Create, maintain, and improve operational documentation, policies, and training materials to ensure clarity and consistency.
• Partner with operations, compliance, product, and support teams to align process updates with business goals and regulatory standards.
• Lead continuous improvement initiatives by gathering feedback, measuring outcomes, and tracking process performance through key metrics.
• Keep teams informed of product developments and operational impacts, ensuring readiness and seamless adoption.
• Apply AI and automation technologies to monitor workflows, detect inefficiencies in real time, and implement process optimizations that improve accuracy and reduce turnaround time.
• Perform regular reviews of workflows, systems, and resources to ensure compliance and service excellence.
• Support change management efforts by communicating updates and promoting best practices across teams.

You Have

• Licensing: FINRA Series 7 and 63 (or equivalent).
• 3+ years in customer support or brokerage operations, ideally within financial services.
• Strong process management, analytical, and problem-solving skills with excellent attention to detail.
• Utilizes AI and automation tools to analyze workflows, uncover process gaps, and design scalable improvements that reduce manual effort and enhance accuracy across operations.
• Exceptional verbal and written communication skills; able to collaborate effectively across teams and levels.
• Comfortable learning quickly, managing multiple priorities, and navigating ambiguity.
• Skilled in Jira, Salesforce, Notion, and other workflow tools.
• A deep understanding of how processes impact the customer journey, with a commitment to delivering exceptional experiences.
• Composed, organized, and motivated by Block's mission to promote economic empowerment.

Desirable Qualifications

• Project Management: Certification in Project Management (CAPM), Six Sigma, Agile or relevant project management experience is a plus.
• FINRA License: Series 24
• Bilingual: English/Spanish

We're working to build a more inclusive economy where our customers have equal access to opportunity, and we strive to live by these same values in building our workplace. Block is an equal opportunity employer evaluating all employees and job applicants without regard to identity or any legally protected class. We will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.
We believe in being fair, and are committed to an inclusive interview experience, including providing reasonable accommodations to disabled applicants throughout the recruitment process. We encourage applicants to share any needed accommodations with their recruiter, who will treat these requests as confidentially as possible. Want to learn more about what we're doing to build a workplace that is fair and square? Check out our I+D page .
While there is no specific deadline to apply for this role, U.S. roles are typically open for an average of 55 days before being filled by a successful candidate. Please refer to the date listed at the top of this job page for when this role was first posted.
Block takes a market-based approach to pay, and pay may vary depending on your location. U.S. locations are categorized into one of four zones based on a cost of labor index for that geographic area. The successful candidate's starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. These ranges may be modified in the future.
To find a location's zone designation, please refer to this resource . If a location of interest is not listed, please speak with a recruiter for additional information.
Zone A:
$31.83 - $47.69 USD
Zone B:
$29.62 - $44.42 USD
Zone C:
$27.07 - $40.63 USD
Zone D:
$23.89 - $35.82 USD
Use of AI in Our Hiring Process
We may use automated AI tools to evaluate job applications for efficiency and consistency. These tools comply with local regulations, including bias audits, and we handle all personal data in accordance with state and local privacy laws.
Contact us at [email protected] with hiring practice or data usage questions.
Every benefit we offer is designed with one goal: empowering you to do the best work of your career while building the life you want. Remote work, medical insurance, flexible time off, retirement savings plans, and modern family planning are just some of our offering. Check out our other benefits at Block.
Block, Inc. (NYSE: XYZ) builds technology to increase access to the global economy. Each of our brands unlocks different aspects of the economy for more people. Square makes commerce and financial services accessible to sellers. Cash App is the easy way to spend, send, and store money. Afterpay is transforming the way customers manage their spending over time. TIDAL is a music platform that empowers artists to thrive as entrepreneurs. Bitkey is a simple self-custody wallet built for bitcoin. Proto is a suite of bitcoin mining products and services. Together, we're helping build a financial system that is open to everyone.