The Role
The Project Manager drives execution and governance of cross-functional initiatives across Service Operations, focusing on Salesforce adoption, compliance transformation, and operational standardization.
Summary Generated by Built In
About Navia Benefit Solutions:
We’re a people first benefit administrator that relies on a fast-growing team of creative thinkers, problem-solvers, and go-getters to bring our participant and client experience to the next level. Our mission? To create better lives and provide a simple and amazing benefits experience. If you love providing excellent service, innovating the way benefits are administered, and being part of an inclusive workplace community, you’ll fit right in.About the Role:
The Project Manager is responsible for leading and delivering cross-functional initiatives that support stabilization, standardization, and transformation across Service Operations. This role fills a critical execution and coordination gap by serving as the central driver of planning, reporting, prioritization, and delivery across client services, compliance, integrations, migrations, and operational improvements.
This individual will own project governance and execution discipline—ensuring work moves from strategy to implementation through defined plans, clear milestones, documented risks, and accountable stakeholders. The Project Manager will partner closely with Service leadership, Workforce Management, Operations, Technology, and offshore teams to implement repeatable processes and drive measurable outcomes.
Key priorities include Salesforce adoption, process standardization, offshore enablement, compliance transformation, and enterprise integration initiatives critical to Navia’s next phase of growth.What You’ll Do:
PMO Leadership & Delivery Governance
- 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.
Required
- 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.
- On-time delivery of key initiatives across Salesforce, compliance, integration, and migrations.
- Clear, consistent executive visibility into project status, risks, and decisions.
- Documented and standardized operational workflows and templates adopted across teams.
- Increased utilization and effectiveness of offshore resources with quality controls in place.
- Successful migrations and integrations delivered with minimal client disruption.
- Improved operational efficiency through reduced friction and fewer repetitive manual tasks.
This role provides the execution rigor and delivery governance needed to modernize Service operations, ensure adoption of enterprise tools like Salesforce, and deliver migration and integration initiatives essential to Navia’s growth strategy.Work Environment:
Candidates within 30 miles of one of our four office locations may be asked to come into the office for a hybrid schedule depending on the role.
Eligible candidates will reside in one of the following states: AZ, CA, CO, FL, GA, IL, IN, KS, MA, ME, MI, MN, MO, MT, NC, ND, NE, NJ, NV, NY, OH, OR, PA, SD, TN, TX, UT, AND WAWhy Join Navia?
- Impact: Play a pivotal role in supporting employers and employees nationwide.
- Growth: Advance your skills with a team committed to excellence and innovation.
- Culture: Join a company that values collaboration, innovation, and customer-first solutions.
- Competitive Salary Range: $125,000-$140,000 Annually
- 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!
Take the first step toward your new career in creating better lives —apply now!
For any questions or to check on your application, reach out to [email protected].
Top Skills
Salesforce
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The Company
What We Do
Navia is a national, consumer-directed benefits provider serving 10,000+ employers across all 50 states. The company provides comprehensive health, finance, lifestyle, and compliance solutions to employers and consumers. We take pride in offering industry-leading customer service, communications, and technology. Founded in 1989, Navia began as Flex-Plan Services, and over the years has grown into one of the nation’s premier benefit providers. Navia offers FSA, HSA, HRA, Commuter, Lifestyle, 401K, Benefit Administration, Education, COBRA, and much more.
