About the position
At PlanSource, we are on a mission to be the partner of choice making it easier for people to choose, use and manage benefits through engaging, AI-powered experiences. We are seeking a strategic and results-driven Senior Director, Business Transformation, to help us realize this mission via people-centered, cross-functional transformation. In this role, you will identify, plan and execute key business improvement programs to build a winning culture, enhance customer experience, and drive operational excellence. The ideal candidate will bring a strong background in change management, business process reengineering, and strategic program leadership combined with a passion for people-centered and AI-powered transformation within a SaaS or technology-enabled services environment.
Responsibilities
- Serve as a thought leader on our Strategy, Transformation & People team helping us define and drive a people-centered transformation roadmap focused on creating value for our customers, teams and shareholders aligned to our vision and strategy.
- Partner with Product, Technology, and Customer teams identifying and addressing opportunities to modernize products, processes, and services to improve customer experience and drive revenue growth.
- Help create teams who are delivering with unmatched innovation, quality and passion by identifying and delivering key programs to nurture our culture, improve employee experience and enhance employee engagement.
- Work cross-functionally across our organization to drive operational efficiency and improve scalability via implementation of Gen AI and/or process improvements.
- Support AI fluency at PlanSource via learning and adoption programs focusing on our employee base and by embedding AI throughout our transformation roadmap.
- Drive execution of large-scale initiatives across departments ensuring timely delivery, measurable outcomes, and stakeholder alignment.
- Champion a culture of change and continuous improvement, providing leadership and guidance to teams navigating organizational shifts.
- Define and drive innovative communications strategies working together with Marketing, People and other teams to keep employees, leadership, customer, and/or partners engaged in and adopting change and transformation.
- Establish KPIs and dashboards to track progress of transformation efforts and report results to executive stakeholders.
Requirements
- Bachelor's degree in business, technology, or related field.
- 10+ years of progressive experience in business transformation, consulting, or operational leadership roles.
- Proven experience leading enterprise transformation programs in a SaaS, healthtech, or B2B services company. Experience in benefits administration and/or HR technology strongly preferred.
- Strong grasp of change management frameworks and tools.
- Demonstrated success in stakeholder engagement and cross-functional team leadership.
- Analytical mindset with excellent communication and problem-solving skills.
- Passion for Gen AI and how it can be leveraged to drive transformation for employees, partners, and customers.
Benefits
- Great benefits package, including a full suite of health benefits.
- Generous 401(k) Plan.
- Unlimited PTO.
- Paid parental leave.
- Strong rewards and recognition program.
- Focus on mental health and well-being.
- Inclusive environment with Employee Resource Groups.
- Volunteering days and the ability to donate to organizations of your choice through our recognition platform.
- Opportunity to work for a growing, established technology company.
- Fast-paced environment with big goals and the opportunity to make a big impact.
