Overseeing and driving activities like operational transitions, biz operations
Ensuring programs are implemented according to schedule and budget
Updating management, personnel, and clients on any prospective transition-related changes
Spotting any risks, challenges and solving them as quickly as possible
Data Analysis and Reporting: Collect, analyze, and interpret operational data to identify trends and areas for improvement
Develop and maintain reports and dashboards to track key performance indicators (KPIs)
Present findings and recommendations to management through clear and concise reports
Process Improvement: Evaluate existing operational processes and identify opportunities for improvement
Develop and implement process improvement strategies to increase efficiency and reduce costs
Collaborate with cross-functional teams to implement changes and monitor their impact
Project Management: Assist in planning and executing operational projects
Track project progress, identify potential issues, and ensure timely completion of milestones
Coordinate with stakeholders to ensure project objectives are met
Coordinating any major transitions within the company, such as financial, technological, operational, and governance changes
Generate reports & dashboard related to Program health considering cost, efficiency, timelines etc.
Requirements
Typically requires a Bachelor’s degree in (relevant degree)
Minimum of 8+ years of related experience; or an advanced degree with 6 years of experience; or equivalent related work experience
Project Management Methodology exposure preferred (PMP or PMI)
Strong analytical and problem-solving skills
Experience building documentation and project plans using MS Project, Excel, Word, and PowerPoint
Good hands-on experience of MS Visio, Lucid charts etc.
Exposure to Jira, Salesforce, Qualtrics, PowerBI etc.
Experience managing expectations and providing creative solutions to priority conflicts for high-profile clients
Ability to develop new initiatives and processes that produce higher levels of customer satisfaction while reducing expenses and shortening project durations
Capable of assessing project risks and related mitigation steps
Client first attitude and commitment to satisfaction
Strong written and verbal communication skills
Excellent people and teamwork skills
Attention to detail, exceptional follow-through, the ability to prioritize, stay organized, and multi-task in a fast-paced environment
Prior experience with Salesforce (or other CRM tools) and SharePoint preferred
Financial Services and enterprise software experience preferred
Fluent written and oral communication in English
Applicants must be authorized to work for any employer in the U.S.
Tech Stack
PMP
Benefits
Health & Wellness
Hybrid Work Opportunities
Flexible Time Off
Career Development & Mentoring Programs
Health & Wellness Benefits, including competitive health insurance offerings and generous paid parental leave for eligible new parents
Community Volunteering & Company Philanthropy Programs