People, Workforce, & Rewards Engagement Analyst

About the role

The Engagement Analyst works alongside People, Workforce, & Rewards (PWR) engagement leaders to streamline processes, strengthen coordination, and provide high-quality support. This role conducts research, organizes information, and delivers practical solutions to ensure engagements run efficiently and client needs and initiatives are met.

Responsibilities

• Coordinates and supports tactical action plans for PWR engagement teams, adapting to changing client and business needs.
• Develops and implements communication strategies to facilitate effective collaboration across teams and stakeholders.
• Analyzes PWR engagement data and key metrics to support project progress and ensure objectives are achieved.
• Drives strategic initiatives and special projects assigned by leadership, while identifying and applying engagement best practices.
• Collaborates with cross-functional teams, subject matter experts, and firm resources to support engagement goals and client needs.
• Partners with learning and development professionals to align tools, processes, and training with PWR engagement needs.
• Assists in coordinating resources and facilitating efficient workflows to enhance engagement efficiency.
• Enhances the client experience by ensuring consistent communication, timely deliverables, and seamless project coordination.
• Identifies opportunities to improve engagement processes, tools, AI, and resources to increase efficiency and effectiveness.
• Communicate effectively with all levels of PWR management and engagement teams across the firm.
• Tracks and reports on PWR engagement performance and key operating metrics as established by leadership.
• Prepares for and participates in engagement, client, and leadership meetings, ensuring effective discussion, follow-up, and documentation.
• Communicates directly with clients, as needed or requested.

Qualifications

• 8+ years of professional experience, preferably in senior-level administrative support, project coordination, or related roles.
• Bachelor's degree in business or related field is required.
• Experience with pension funds and calculations is a plus but not required.
• Person in position frequently communicates with individuals who have inquiries. Must be able to exchange information in these situations.
• Ability to work in a high-stress environment.
• Ability to exercise sound judgment within broadly defined procedures and practices to determine appropriate actions.
• General business knowledge with experience managing multiple projects and client relationships.
• Proactive self-starter with the ability to work independently under minimal supervision.
• Excellent communication skills with the ability to clearly and concisely explain complex concepts in the client's business context.
• Ability to provide strong internal support by researching, organizing, and delivering solutions that help partners and teams execute strategic initiatives.
• Skilled in designing and delivering compelling client presentations and communicating persuasively under pressure.
• Strong organizational skills with the ability to manage multiple clients demands, meet deadlines, and deliver high-quality work within budget while balancing client, practice development, and administrative needs.
• Analytical ability to grasp key business processes, identify client needs, and translate them into practical, efficient solutions.
• Strong interpersonal skills with the ability to build positive relationships at all levels, address difficult issues with diplomacy, and explain financial or technical information to non-financial audiences.
• Ability to coordinate information flows across multiple stakeholders, identify client needs, synthesize information, and develop practical solutions while balancing big-picture strategy with attention to detail.
• Skilled in leading presentations and facilitating discussions to keep meetings focused and productive.
• Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint, with the ability to work effectively in firm systems such as WorkDay, Dayshape, and Power BI, and to leverage technology to improve efficiency and client deliverables.

Pay

The compensation range for this role in CO, IL, OH, and MA is $85,000 - $120,000.

Schedule

This is an exempt position, so you may have to work hours that exceed the standard 40-hour work week. Plante Moran enjoys a "Workplace for Your Day" model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Benefits

• Health, dental, vision, disability, and life insurance
• Flexible Time Off and various pre-determined holidays
• 401(k) plan
• Flexible benefits plans
• Business-related travel expense, lodging, and meal reimbursement for business-related use
• Pension plan for eligible administrative and paraprofessional staff
• Discretionary bonus plan for eligible staff
• Health insurance and limited paid sick time for some contingent staff positions