Project Manager, Operations and Systems

About the role

We're seeking a highly organized and tech-savvy professional to support operational excellence across reporting, systems administration, project management, and automation. This role serves as a key partner to multiple stakeholders, helping drive process improvements, support critical business systems, and deliver insights that enable informed decision-making.

Responsibilities

• Manage and support multiple projects, ensuring stakeholders are informed of progress, risks, and key milestones.
• Create and maintain reports, dashboards, and analytics that provide insights into operational performance and trends.
• Support Salesforce and other business systems, including updates, troubleshooting, and user support.
• Assist with the implementation and testing of a new CRM platform for tickets, chats, and calls.
• Coordinate testing efforts in secure environments, validating functionality and ensuring security requirements are met.
• Manage and support integrations between various business systems and tools.
• Provide real-time support, maintenance, and troubleshooting for automation tools and bots.
• Document processes and help train team members on system and automation best practices.
• Partner with leadership and stakeholders to identify opportunities for process improvements and increased efficiency.

Requirements

• Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience.
• 3 years minimum related work experience.
• Proficiency with Microsoft Office software and product planning tools.
• Familiarity with Project Management methodologies.
• Track record of establishing priorities and deadlines.
• Experience managing projects from start to finish.
• Experience with data, reporting, and dashboarding.
• PMP certification, or equivalent, or completed work towards PMP certification, or equivalent.
• Some tax or financial background.

Skills

• Ability to work effectively in a diverse work group; ability to lead in a matrix environment and at a distance (virtually).
• Demonstrated decision-making, analytical, and problem-solving skills.
• Effective oral, written, and interpersonal communication skills with demonstrated effectiveness in presenting complex information to multiple organizational levels, including strong facilitation and presentation skills.

Preferred Qualifications

• Experience in a consulting environment.
• Experience with data, reporting, and dashboarding.
• PMP certification, or equivalent, or completed work towards PMP certification, or equivalent.
• Some tax or financial background.

Benefits

Qualifying associates can enroll themselves and/or their eligible dependents in medical and prescription drug coverage; can participate in the H&R Block Retirement Savings Plan (401(k) Plan), the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident Insurance; and receive Associate Tax Prep benefit. Successful candidates may also participate in one or more incentive compensation or short-term incentive plans, generating additional earnings.

Pay

The pay range for this position is $62,800.00 - $94,200.00 per year. Local minimum wage laws apply. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed.