Note: The job is a remote job and is open to candidates in USA. Navia Benefit Solutions is a people-first benefit administrator focused on enhancing participant and client experiences. The Project Manager will lead cross-functional initiatives to support service operations, ensuring effective execution and governance of various projects critical to the company's growth.
Responsibilities
- Establish and maintain a formal PMO delivery framework for transformation initiatives (charters, scope, plans, timelines, RAID logs)
- Drive consistent execution cadence: working sessions, stakeholder checkpoints, executive updates, and weekly status reporting
- Maintain integrated program plans across multiple workstreams and dependencies, ensuring alignment to milestones and resource availability
- Identify risks early and drive mitigation plans, escalations, and decision-making as needed
- Own communications and documentation so initiatives are repeatable, auditable, and not dependent on tribal knowledge
- Lead project execution for service initiatives across operations, including readiness planning, process mapping, and stakeholder rollout
- Create delivery plans for operational standardization initiatives, including templates, playbooks, and documented SOPs
- Ensure consistent documentation and adoption of templates for repetitive tasks across teams and offshore support
- Map compliance workflows end-to-end by role and partner with business owners to standardize tasks, sequencing, and escalation
- Coordinate assignment of compliance work across onshore and offshore resources and establish quality controls and feedback loops
- Lead the migration plan for compliance workflows to Salesforce, including stakeholder readiness, cutover planning, and post-launch stabilization
- Support the roadmap for future automation/AI enablement by documenting compliance processes in a way that supports automation
- Manage integrated project plans for platform migrations and enterprise integration initiatives
- Coordinate cross-functional stakeholders (Ops, Product/Tech, Client Services, Compliance, offshore teams) to execute against migration milestones and client readiness
- Oversee project plans and integration workstreams for newly acquired partners, including discovery, onboarding, and stabilization phases
- Lead project discovery and documentation of recordkeeping processes to identify friction, inefficiency, and improvement opportunities
- Own delivery plans tied to risk initiatives, including fraud tools adoption across retirement and the broader org
- Coordinate with Client Services and the Call Center to capture issues, prioritize fixes, and oversee execution of improvements
Skills
- 6–10+ years of experience in project management, program management, PMO, or operational transformation roles
- Proven experience delivering complex, cross-functional initiatives with multiple stakeholders and dependencies
- Strong ability to drive execution through influence, governance, and accountability (without direct authority)
- Excellent project planning skills and fluency in PM artifacts (charters, schedules, RAID logs, RACI matrices, etc.)
- Strong written communication and executive reporting skills
- PMP certification
- Experience in financial services, retirement services, benefits administration, or regulated operational environments
- Salesforce project experience (operational enablement strongly preferred; CRM experience acceptable)
- Experience coordinating offshore teams and/or distributed delivery models
- Familiarity with process improvement frameworks (Lean, Six Sigma, etc.) is a plus
Benefits
- Generous health benefits
- Company sponsored wellness benefits
- Complimentary Life Insurance and Long-Term Disability Insurance
- Paid time off
- 6 Paid Holidays & 2 Paid Floating Holidays
- Work from home and hybrid schedules available!
Company Overview