Senior Manager Portfolio, Objectives & Key Results and Readiness - Emory Health Plan

Emory University • Atlanta, GA

50d • Hybrid

About The Position

Emory Health Plan is establishing a next-generation transformation office, the Enterprise Transformation & Insights Office (ETO), to fundamentally redesign how beneficiaries access care, experience wellness, and navigate the healthcare system. This role will build and manage the portfolio layer of the ETO operating system, including the OKR portfolio dashboard, prioritization framework, innovation pipeline, business case and value realization discipline, and governance cadence. It is a high-visibility role for a practitioner comfortable with data, who will act as a liaison between senior leaders, workstream owners, clinical operations, IT, analytics, and external partners. The individual will be responsible for providing evidence-based insights into the portfolio's contents, value, progress, and organizational readiness for change.

Requirements

• Bachelor's degree in Industrial & Systems Engineering, Business Administration, Healthcare Management, or related field.
• 8+ years of progressive experience in healthcare transformation, strategy execution, management consulting, or health plan operations.
• Required Power BI portfolio dashboarding experience, including data model design, DAX measures, and refresh management.
• Advanced Excel and PowerPoint proficiency.
• Working fluency in Microsoft 365 stack (SharePoint, Power Automate, Forms, Planner or Project).
• Experience with process mapping and visual collaboration tools (Miro, Lucidchart, Visio, or equivalent).
• Fluency in Agile, Lean, Design Thinking, Systems Engineering, and Program Management frameworks.
• Familiarity with healthcare data environments (claims, eligibility, clinical, pharmacy data).
• Sufficient command of claims data to interrogate a savings claim independently.
• Executive-level communication skills, able to distill complexity into defensible narratives for C-suite and Board audiences.
• Sophisticated stakeholder management skills, building trust across clinical, operational, IT, and finance functions.
• Strategic systems thinking, connecting initiative-level work to enterprise outcomes.
• Willingness to hold the line on evidence and address un-realized benefits.
• Bias toward action balanced with disciplined governance instincts.
• Coaching and mentoring capabilities to elevate team capability and build transformation literacy.

Nice To Haves

• SQL or comparable query capability.
• Python or R proficiency.
• Working knowledge of AI and machine learning application in health plan contexts.
• Understanding of responsible AI governance as it affects capability roadmap and pipeline decisions.

Responsibilities

• Stand up and own the EHP OKR portfolio dashboard, including RAG status, resource heat map, capacity vs. plan, and milestone position, serving as the single source of truth for executive-level portfolio status.
• Build and administer the prioritization framework for the ETO, defining scoring criteria, intake thresholds, sequencing logic, and decision rights.
• Translate enterprise OKRs into initiative-level measures, ensuring each funded effort is traceable to an anchor OKR with a named owner and defined evidence standard.
• Conduct capacity and demand analysis across the portfolio, proactively surfacing over-commitment and presenting trade-off options.
• Establish data discipline for the dashboard, including refresh cadence, source-of-record definitions, and quality checks.
• Build the intake and pipeline process for new capabilities and initiatives, managing submission, triage, scoring, staging, and disposition.
• Own RAID (risks, assumptions, issues, dependencies) discipline across the portfolio, including register design, escalation thresholds, and routine updates.
• Design and operate huddle boards and workflow management for the ETO.
• Maintain the enterprise capability roadmap, outlining current capabilities, future needs, and the sequenced build plan.
• Partner with IT, analytics, and enterprise architecture to ensure pipeline decisions align with platform capacity, data availability, and technical dependencies.
• Own value realization tracking for consulting-supported initiatives and vendor business cases.
• Validate projected savings against actual EHP claims data, reporting discrepancies objectively.
• Set the business case standard for the ETO, defining required inputs, assumptions, sensitivity ranges, and benefit dependency maps.
• Conduct initiative quality (IQ) reviews at defined gates, assessing scope integrity, benefit logic, and operational readiness for change.
• Report value capture to executive and Board audiences, providing claims-level evidence for all figures.
• Drive the weekly OKR Sync and monthly ETO governance cadence, managing agendas, pre-reads, decision logs, and action follow-through.
• Lead business readiness assessments at phase gates (e.g., October 19 Open Enrollment, January 1 go-live), providing scored evidence and go/no-go recommendations.
• Run specific consulting engagements, ETO initiatives, and OKRs as assigned, managing them from scoping through close.
• Maintain the portfolio reporting stack for executive, Board, workstream, and Open Enrollment forums.
• Drive adoption of the ETO operating system among initiative owners, workstream leads, and functional leaders.
• Own the communications architecture for the portfolio, defining reporting content, sources, formats, and cadences.
• Build and manage the change network within the portfolio, ensuring ETO standards are integrated into workstreams.
• Conduct change impact and readiness analysis for portfolio initiatives across people, process, and technology, developing enablement plans.
• Apply recognized change management frameworks (e.g., Prosci/ADKAR, Kotter) tailored to health plan operations.
• Manage resistance by addressing unreported status, stale RAID entries, unsubstantiated benefit claims, and superficial readiness assessments.
• Ensure a consistent narrative across all audiences, reconciling information presented to executives, workstream leads, and the Board.

Benefits

• Access to C-suite, Board, and enterprise leadership.
• Opportunity to be the first in a new Performance Management role within a transformation office.
• Work that directly improves health outcomes and care experience for Emory employees and their families.
• Contribute to redesigning care delivery, affordability, and member experience.
• Drive innovation at the intersection of clinical excellence, health equity, digital transformation, and operational efficiency.
• Culture that champions bold thinking, responsible experimentation, and continuous learning.
• Access to leading-edge technology partners, research infrastructure, and academic clinical insight.
• Mentorship and accelerated development for aspiring leaders.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior