Sr Project Manager, OEE Portfolio and Associate Support Tools

H&R Block is a leader in tax preparation and financial services, and they are seeking a Senior Project Manager for Operations Excellence Enablement. This role is responsible for managing an AI-focused portfolio of projects, ensuring effective execution and coordination of initiatives related to agent tools and operational excellence.

Responsibilities:

• Manage and track an AI‑centric portfolio of initiatives spanning agent tools, Copilot, experimentation, and Operations Excellence Enablement strategy
• Maintain portfolio roadmaps, timelines, risks, dependencies, and status reporting
• Coordinate cross‑functional workstreams to ensure progress against priorities
• Partner with portfolio and initiative owners to document expected outcomes, success metrics, and realized value over time
• Support execution, training and adoption of agent tool and Copilot initiatives
• Capture and document requirements
• Support relationships with AI, agent tooling, training, and adoption vendors
• Arrange vendor briefings, demos, and working sessions
• Track vendor deliverables, requirements, timelines, and engagement outcomes
• Ensure vendor work aligns to portfolio priorities and internal standards
• Support operational management of select AI tools, including Copilot licensing
• Process license requests and maintain usage tracking and documentation
• Coordinate with technology and enablement teams on access and support needs
• Codify decisions, requirements, and processes into clear, reusable artifacts
• Maintain department SharePoint sites, portfolio materials, and project documentation
• Ensure artifacts are current, organized, and accessible
• Help prepare presentations, summaries, and leadership updates
• Draft internal communications related to AI, agent tools, and Operations Excellence Enablement
• Assist with execution of enablement, marketing, and change communications

Requirements:

• Bachelor's degree in Business or a related field or the equivalent through a combination of education and related work experience
• 5 years minimum related work experience in project, program, or portfolio management or related
• Fluency with AI technologies, including M365 Copilot, agents, automation, and low‑code tools
• Demonstrated experience supporting AI‑ and agent‑related initiatives
• Experience maintaining SharePoint sites, PowerBI and project artifacts
• Ability to interact effectively in a matrix environment and with all levels within the company
• Ability to work with external vendors
• Demonstrated project management skills, the ability to manage multiple simultaneous projects, the ability to balance short- and long-term priorities, and the ability to deliver projects on time and within budget
• Excellent interpersonal skills to include oral and written communication
• Experience in leading large mission critical projects that involve significant business and/or technology change
• Experience with cost benefit analysis in preparing/reviewing business cases
• Strong presentation skills to communicate and persuade a wide range of audiences
• Superior supervisory and matrix management skills; demonstrated ability to oversee tasks delegated to others
• Track record of establishing priorities and deadlines
• Master of Business Administration or Finance
• PMP certification, or equivalent, or completed work towards PMP certification, or equivalent
• Proven strategic planning and project management capabilities
• Experience in Power Platform, GitHub and Microsoft Planner