Sr Project Manager, OEE Portfolio and Associate Support Tools

Our Company: We care about helping people. Our purpose is to provide help and inspire confidence in our clients and communities everywhere. Our associates feel a sense of belonging in an inclusive place with an amazing history and a sharp focus on our future. Our connected culture is who we are and how we work together to achieve our strategies, accelerate our transformation, and achieve extraordinary results. It’s an exciting time to be a part of H&R Block! What you'll do...:

Job Summary

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 represenatives' 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

What you'll bring to the team...:

Education:

• Bachelor’s degree in Business or a related field or the equivalent through a combination of education and related work experience

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

It would be even better if you also had...:

• 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

Why work for us: Since 1955, we have been leaders in tax preparation, financial services, and small business solutions. With 70,000 associates and 9,000 retail tax locations across North America, Australia, Ireland, and India, we have helped millions of clients and countless communities. If you embrace challenges as opportunities, value winning as a team, and seek to make a meaningful difference, join us on our journey. You’ll reap the rewards of helping others along with competitive compensation and benefits to support your health and well-being. Specific benefits may vary based on your role. For detailed eligibility requirements and benefits information, visit blockbenefits.com. Equal Opportunity Employer: H&R Block does not tolerate discrimination based on a person’s race, color, religion, ancestry, age, sex/gender (including pregnancy, childbirth, related medical conditions and sex-based stereotypes and transgender status), sexual orientation, gender identity or expression, service in the Armed Forces, national origin, physical or mental disability, genetic information, citizenship status or any other status protected by law. Pay Range Information: The pay range for this position is listed below. Local minimum wage laws apply. This information is posted pursuant to local requirements to provide applicants with information about what they might be eligible to receive. Individual pay decisions will depend on job-related factors such as experience, education, skill, performance, and geographic location where work will be performed. Successful candidates may be able to participate in one or more incentive compensation or short-term incentive plans, which could generate additional earnings in accordance with the terms of each plan. 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. Pay Range: $89,800.00 - $134,700.00/Yr. Sponsored Job: #LI-LJ #LI-Remote Apply To This Job