Program Operations Consultant

Full-time Program Operations Consultant to support the day-to-day execution of the Financial Wellbeing Program, including agent and employer onboarding, workshop coordination, content management, compliance submissions, program reporting, and process enhancements. This role coordinates program operations end-to-end—from intake and platform setup through operational processes, delivery, and reporting—while managing recurring daily, weekly, and monthly deliverables, cross-team dependencies, and SLA commitments across multiple concurrent workstreams.

Responsibilities

• Program Operations - Own the daily, weekly, and monthly operating rhythm across onboarding, workshops, content, compliance, reporting, and issue resolution, keeping concurrent workstreams on track to SLA.
• Onboarding & Platform Setup - Execute end-to-end onboarding for agents and employer groups: intake surveys, file uploads and handoffs to systems and partners, and email domain configurations.
• Workshop Coordination - Manage workshop scheduling and logistics, maintain the workshop tracker and educator locator, and coordinate deck audits ahead of delivery.
• Content & Compliance Submissions - Maintain the centralized content library and submission tracker, perform CMS and workshop deck content reviews, and support compliance submissions against filing deadlines.
• Reporting & Data Integrity - Produce recurring reporting across agent, licensure, compliance, employer, and workshop views, and safeguard process and system integrity through routine auditing.
• Issue Resolution - Own the program inbox and issue intake queue, triage and resolve requests to closure, and scale the issues management framework.
• Process Documentation & SME - Grow into SME for supported platforms and processes; document processes and SLAs into a single source of truth.
• Process Enhancements - Identify automation and efficiency opportunities and support requirements gathering for platform and process improvements.

Requirements

• 3+ years in program operations, project management, or process management role.
• Strong project and process management skills, with proven ability to run concurrent recurring deliverables to defined SLAs.
• Exceptionally detail-oriented, with strong proofreading and content review skills.
• Data-driven mindset as applied to reporting, tracking, and audit of program records.
• Demonstrated experience documenting processes and designing workflows.
• Strong communication skills.
• Highly organized with a bias toward action and a solution-focused approach to problem-solving.
• Technologic aptitude to leverage operating platforms such as Microsoft Office (advanced Excel), Qualtrics, Calendly, CMS/content platforms, JIRA, and AI tools.
• Client-focused communicator able to work across compliance, product, and field-facing teams.
• Preference for experience within insurance, financial services, or other regulated industries.

Benefits

• 401k Retirement Savings Plan administered by Merrill Lynch.
• Commuter Check Pretax Commuter Benefits.
• Eligibility to purchase Medical, Dental & Vision Insurance through ECLARO.

Pay

$43.63/hour.