Process Manager, O&T Governance

The Clearing House•Charlotte, NC

5d•Hybrid

About The Position

The Process Manager is a key member of the Operations & Technology (O&T) Administration team, which governs the O&T portfolio, manages resources and finances, and oversees the Product Development Lifecycle (PDLC) and related processes. The role supports governance across multiple O&T Agile teams and champions adoption and optimization of Clarity PPM. It maintains and enhances processes, procedures, and governance standards; applies Scrum Master experience to support Agile transformation; and partners with Scrum Masters on metrics, reporting packages, and performance measures. The Process Manager identifies opportunities to simplify, standardize, and automate business processes, and develops and delivers training to improve tool and process adoption. The role produces and enhances weekly portfolio status and metrics reports, as well as monthly and quarterly portfolio review materials. It extracts, analyzes, consolidates, and automates data from multiple sources to support decision-making and executive reporting. The role also oversees SharePoint Online document governance, including retention and lifecycle management, audit, risk, and regulatory review support, site structure and organization, documentation review, audit request management, and retention or deletion of expired documents across O&T Administration and Project sites. The ideal candidate is self-motivated, highly organized, detail-oriented, collaborative, and able to manage multiple priorities in a fast-paced environment. The position reports to the office three days each week; travel may be required.

Requirements

5+ years of experience with Jira and Confluence.
5+ years managing technology projects and/or applications, preferably within a financial services organization.
5+ years of experience with Clarity or a comparable project portfolio management (PPM) tool.
3+ years of experience with SharePoint Online.
2+ years of experience using AI productivity tools such as ChatGPT.
Experience with Agile methodologies, including Scrum and SAFe.
Advanced proficiency with Power BI.
Advanced proficiency with Power Automate.
Ability to identify and leverage emerging technologies to improve business processes.
Strong process improvement and optimization experience.
Ability to evaluate governance processes and identify bottlenecks and inefficiencies.
Experience implementing process changes with minimal business disruption.
Ability to develop training materials and deliver effective end-user training.
Strong project coordination and organizational skills.
Excellent written and verbal communication skills.
Ability to influence stakeholders and drive organizational adoption of change.
Strong relationship management and teamwork skills.
Strong analytical, troubleshooting, and problem-solving skills.
Advanced PowerPoint, Excel, and Visio skills.

Nice To Haves

Certified Scrum Master (CSM).
Technology project governance experience.
Understanding of risk, compliance, and regulatory requirements within financial services.
Knowledge of System and Organization Controls (SOC) and related audits.
Process optimization and continuous improvement experience.
Operational excellence experience.
Ability to develop executive-level presentations and reporting solutions.

Responsibilities

Support governance across multiple O&T Agile teams.
Champion adoption and optimization of the Clarity PPM platform across the organization.
Maintain and enhance processes, procedures, and governance standards.
Leverage Scrum Master experience to support the organization's Agile transformation efforts.
Partner with Scrum Masters to develop and refine metrics, reporting packages, and performance measures.
Identify opportunities to simplify, standardize, and automate business processes.
Develop and deliver training programs to drive tool and process adoption.
Produce and enhance weekly portfolio status reporting and weekly metrics reporting.
Produce and enhance monthly and quarterly portfolio review materials.
Extract, analyze, consolidate, and automate data from multiple sources to support decision-making and executive reporting.
Oversee SharePoint Online document governance, including documentation retention and lifecycle management, SharePoint site structure and organization, and documentation review processes.
Support Audit, Risk, and Regulatory reviews and manage audit requests.
Manage retention and deletion of expired documents across O&T Administration and Project sites.