Project Manager, Process Optimization

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with Product and Operations teams to prepare the organization for intricate and advanced product initiatives.

• Ensure the effective implementation and acceptance of new products and features.

• Formulate strategies to reduce disruptions and improve operational efficiency and client experience during product launches.

• Evaluate operational impacts and engage stakeholders to determine necessary changes in processes, responsibilities, tools, and resources.

• Create current and future-state process maps that capture operational and client experiences.

• Work with Product, Operations, Client Services, Tax Operations, and Tech Operations teams to understand workflows, pinpoint risks, and address challenges prior to launch.

• Identify and document risks, challenges, and opportunities for enhancement.

• Formulate mitigation strategies and action plans.

• Keep documentation of operational and client concerns, reporting risks, challenges, and resolutions to leadership.

• Ensure that critical operational or client risks are addressed before launch or communicate any unresolved risks and mitigation strategies.

• Provide insights regarding service readiness gaps, user experience enhancements, and process optimizations.

• Establish relationships across Operations, Product, Client Experience, Implementation, and Sales teams.

• Assist with Go-To-Market strategies, training, and product rollout preparedness.

• Lead the collaboration among technical teams, service teams, and leadership to guarantee successful product implementation and operational excellence.

⛳️ Requirements

• Bachelor's degree is mandatory.

• A minimum of 2 years of experience in operational process management or project management.

• Demonstrated success in leading cross-functional teams.

• Experience in process mapping, including operational workflows and client journey mapping.

• Proficient with tools such as Visio or Mural.

• Ability to analyze complex operational challenges and deliver data-driven solutions.

• Comprehensive understanding of product development, customer experience, and internal operations.

• Experience in collaboration across Sales, Client Services, and Tech Operations teams.

• Exceptional communication, stakeholder management, and presentation abilities.

• Capability to build trust and align teams towards shared objectives.

• Proactive, self-motivated mindset with the ability to work independently and advance initiatives.

• Skills in documenting, assessing, and translating operational issues and risks into actionable insights and solutions.

• Experience in working with cross-functional teams to ensure operational readiness and successful product launches.

• Strong relationship-building capabilities.

• Ability to remain seated for prolonged periods, typically 7–8 hours a day.

• Competence in operating a computer, using phone systems, typing, and utilizing multiple software applications simultaneously.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• Disability insurance.

• 401(k) matching.

• Benefits and perks that support employees, their families, and financial well-being.

• Opportunities for career development.

• Annual bonus linked to individual performance.