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