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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in project management and customer program management, with a strong focus on operational execution, reporting, and analytics. Proficient in leveraging AI tools to enhance workflows and improve customer engagement.
Highest-signal resume keywords
Project ManagementCustomer Program ManagementReporting AnalyticsMicrosoft Excel ProficiencyGenerative AI Tools Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementCustomer Program ManagementReporting AnalyticsData AnalysisOperational Efficiency
Soft Skills
Customer-Facing CommunicationPresentation SkillsRelationship ManagementOrganizational SkillsProblem-Solving Skills
Tools & Technologies
Microsoft ExcelMicrosoft PowerPointMicrosoft Office SuiteGenerative AI Tools
Certifications & Qualifications
Bachelor's Degree
Industry Keywords
Customer Health ProgramsWell-Being SolutionsVendor PartnershipsOperational ImprovementCustomer Engagement
About the role
Key responsibilities & impact- Manage the operational execution of customer health and well-being programs and products, rewards programs, wellness challenges, communications, and program enhancements.
- Coordinate customer projects including timelines, deliverables, approvals, testing, launch readiness, and ongoing program support.
- Manage customer and internal reporting requests, reporting enhancements, reporting audits, and dashboard reviews.
- Analyze customer engagement and health and well-being product data to identify trends, opportunities, and recommendations.
- Create reports, executive summaries, presentations, dashboards, and materials supporting customer reviews and leadership reporting.
- Manage customer and internal reporting requests, ensuring accurate, timely and actionable insights.
- Support implementation and ongoing management of digital well-being solutions.
- Serve as the day-to-day operational lead for assigned vendor partnerships, including project coordination, issue resolution, enhancement tracking, and business reviews.
- Coordinate vendor meetings, maintain project documentation, and track action items, risks, and deliverables.
- Lead Creative Services projects including customer communications, challenge promotions, flyers, toolkits, and other marketing materials.
- Manage project plans, timelines, trackers, dependencies, risks, and status updates for customer-facing initiatives and departmental projects.
- Leverage AI-enabled tools to enhance project management, reporting, customer communications, content development, and operational efficiency.
- Identify and implement opportunities to automate processes, improve workflows, and generate actionable insights using AI and emerging technologies.
- Support strategic initiatives, product enhancements, innovation projects, customer campaigns, and operational improvement efforts.
- Develop and maintain project documentation, workflows, standard operating procedures, templates, and governance processes.
- Partner with Account Management, Sales, Customer Success, Coaching Team, Product, Reporting, Marketing, Operations, and other internal teams and vendor partners to support successful customer outcomes including demos, upsells, and other customer presentations as needed.
- Attend customer meetings to provide program updates, reporting insights, and operational support.
- Identify and implement innovative approaches that enhance the participants’ experience, increase engagement, and improve operational efficiency.
Requirements
What you’ll need- Bachelor's degree required
- 3+ years of project management, customer program management, operations, reporting, analytics, customer success, or related experience
- Demonstrated experience managing multiple projects and competing priorities
- Strong customer-facing communication, presentation, and relationship management skills
- Advanced proficiency in Microsoft Excel, PowerPoint, and Microsoft Office Suite
- Excellent organizational, analytical, problem-solving, and time management skills
- Experience using generative AI tools (e.g., Microsoft Copilot, ChatGPT, or similar platforms)
Benefits
Comp & perks- Full benefits package, including Paid Time Off (PTO)
- Medical, dental, vision
- 401(k) with match
- Robust EAP
- Wellness program
