Wise Platform allows banks, fintechs, and enterprises to embed Wise's international payments infrastructure directly into their own products. Our technology powers partners globally - including some of the largest banks and fintechs in EMEA - enabling them to offer fast, transparent, and low-cost cross-border payments and global accounts to their customers.
Wise is a global technology company, building the best way to move and manage the world’s money.
Min fees. Max ease. Full speed.
Whether people and businesses are sending money to another country, spending abroad, or making and receiving international payments, Wise is on a mission to make their lives easier and save them money.
As part of our team, you will be helping us create an entirely new network for the world's money.
For everyone, everywhere.
More about our mission and what we offer.
Job DescriptionAbout the role:
This role is dedicated to process architecture, operational design, tooling improvement, and continuous improvement across team workflows, documentation, and cross-functional agreements. Operating without portfolio ownership, the primary objective of the role is building a scalable operational foundation that increases team efficiency and structures workflows for reliable AI integration.
Key Responsibilities
AI Knowledge Architecture: Review, structure and architect the existing separated team processes into streamlined workflow to maintain the team's Single Source of Truth (SOT) with the help of AI so documentation is machine-readable and optimized, enabling internal AI tools and chatbots to accurately use the documentation to increase team efficiency. This would include streamlining the tracking of existing work through tooling advancement, mapping documentation needs, building the AI agents needed to optimise the process and rolling it out with the team for maximum efficiency and adoption.
Automation Strategy & Execution: Scope, sequence, and execute a team’s operational processes roadmap - identifying high-frequency, manual CSM workflows which could be automated and deploying AI tooling to automate or partially automate them, prioritising the items with the largest return on the efficiency gains (ie Account Plans).
Salesforce CSM workflows architecture: Design and work together with Salesforce product team to implement dedicated Salesforce workflows and objects to align with CSM processes (ie objects categorized by Retention risk vs. Operational improvement).
Data & Knowledge Pipelines: Automate the flow from Lightdash metrics dashboards through available tools, mapping out data analysis needs so CSMs can evaluate partner performance instantly and notice the spikes.
Partner UI & API Diagnostic Framework: Establish standard operating procedures and documentation to audit partner UI setups, technical design, and improvement opportunities, building the collection of the success cases depository which will streamline the new product features and APIs roll out across the team..
Cross-Functional Operating Agreements: Identify efficiency draggers and formalize boundaries with operational and other teams to remove CSMs as fallback relays for ad-hoc operational questions and reactive work.
About you:
- 3+ years of experience in Program Management, Business Operations, or Product Operations in a fast-paced tech company or scale-up.
CRM & Systems Building: Hands-on experience configuring, designing, or optimizing CRM workflows (preferably Salesforce).
Process Automation & Knowledge Architecture: Demonstrated ability to eliminate manual spreadsheet/Slack workflows by building automated workflows and structuring single-source-of-truth knowledge bases (Notion, Confluence, Wikis).
Technical & AI Literacy: Comfortable working with modern AI/LLM tools to streamline team knowledge and workflows. Good understanding of APIs and ability to learn payment processing workflows.
Stakeholder Alignment: Strong track record of leading cross-team projects and securing buy-in from product, engineering, and business teams without line authority.
Bonus points
Hands-on experience deploying AI tooling: Direct experience structuring knowledge bases for RAG/LLM retrieval, building AI agents, or setting up AI-assisted workflows.
Prior experience working with B2B SaaS platform integrations, APIs, or fintech products.
Note on Equity & Diversity:
Because we believe that diverse teams build better products, we’d especially love to hear from you if you’re from an under-represented demographic.
Additional InformationFor everyone, everywhere. We're people building money without borders — without judgement or prejudice, too. We believe teams are strongest when they are diverse, equitable and inclusive.
We're proud to have a truly international team, and we celebrate our differences.
Inclusive teams help us live our values and make sure every Wiser feels respected, empowered to contribute towards our mission and able to progress in their careers.
If you want to find out more about what it's like to work at Wise visit Wise.Jobs.
Keep up to date with life at Wise by following us on LinkedIn and Instagram.
Skills Required
- 3+ years of experience in Program Management, Business Operations, or Product Operations in a fast-paced technology company or scale-up
- Hands-on experience configuring, designing, or optimizing CRM workflows
- Experience with Salesforce CRM workflows preferred
- Demonstrated ability to automate manual spreadsheet and Slack workflows
- Experience structuring single-source-of-truth knowledge bases using tools such as Notion, Confluence, or wikis
- Comfort working with modern AI and LLM tools to streamline team knowledge and workflows
- Good understanding of APIs
- Ability to learn payment processing workflows
- Strong track record leading cross-team projects and securing buy-in from product, engineering, and business teams without line authority
- Experience structuring knowledge bases for RAG or LLM retrieval
- Experience building AI agents or AI-assisted workflows
- Experience deploying AI tooling
- Experience with B2B SaaS platform integrations, APIs, or fintech products
Wise Compensation & Benefits Highlights
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Leave & Time Off Breadth — Global paid time off is presented as 33–36 days including local public holidays, plus three “Me Days,” with a paid six‑week sabbatical and stipend after four years. Work-from-anywhere for up to 90 days per year after six months further complements time away and flexibility.
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Equity Value & Accessibility — RSUs are granted to all employees, enabling broad ownership in the company. Equity is positioned as a standard, company‑wide component of total rewards.
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Parental & Family Support — Parental leave is described as generous across markets, with U.S. pages listing up to 18 weeks fully paid for birthing parents and 8 weeks for non‑birthing parents. Additional family‑oriented supports such as onsite Mother’s Rooms and abortion travel benefits are noted in certain locations.
Wise Insights
What We Do
Wise is a global technology company, building the best way to move and manage the world's money. With Wise Account and Wise Business, people and businesses can hold 40 currencies, move money between countries and spend money abroad. Large companies and banks use Wise technology too; an entirely new network for the world's money. Launched in 2011, Wise is one of the world’s fastest growing, profitable tech companies. In fiscal year 2025, Wise supported around 15.6 million people and businesses, processing over $185 billion in cross-border transactions and saving customers around $2.6 billion.
Why Work With Us
We’re truly global in who we are, how we work, and how we build. Everything we do is centred around creating a world of money that’s fast, easy, fair. And open to all. Everyone who works here owns a piece of Wise, from the work they do, to the stock they hold.
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Wise Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
We expect new joiners in the office most days to build connections and learn from colleagues for their first six months. After that, most Wisers split their working week between the office and home, typically coming in at least 12 times a month.










