[Hiring] Senior Project Manager, OEE Portfolio and Associate Support Tools @H&R Block

Role Description

The Senior Project Manager, Operations Excellence Enablement is responsible for supporting the planning, coordination, and execution of an AI‑ and agent‑focused portfolio of work across the enterprise. This role partners closely with the Support Tools and Delivery Enablement Manager to ensure internal customer care representatives' tools, Microsoft Copilot capabilities, and related AI initiatives are well‑organized, documented, and delivered efficiently.

This role provides strong portfolio and project management discipline across AI, agent, and operational excellence initiatives, ensuring work progresses from idea through execution with clarity and structure.

Key Responsibilities

• Portfolio & Project Management
  • 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.
• Agent Tools & AI Initiative Support
  • Support execution, training and adoption of agent tool and Copilot initiatives.
  • Capture and document requirements.
• Vendor Coordination
  • 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.
• Tool Operations & Licensing
  • 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.
• Documentation & Knowledge Management
  • 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.
• Communications & Enablement Support
  • 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.

Qualifications

• 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.

Requirements

• 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.

Benefits

• Competitive compensation and benefits to support your health and well-being.
• Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage.
• Participation in the H&R Block Retirement Savings Plan (401(k) Plan).
• Access to the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program.
• Automatic enrollment in Business Travel Accident Insurance.
• Associate Tax Prep benefit.