Remote Project Manager: Field Readiness & Adoption

H&R Block, Inc.

Northern (KY)

Hybrid

USD 57,000 - 94,000

Full time

7 days ago
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Job summary

H&R Block, Inc. is seeking a Project Manager, Field Planning Experience to lead initiatives that support client and associate experiences across the tax preparation journey.

You will partner with teams across client experience workflows and field leadership to turn business priorities into clear, executable plans. This role ensures readiness for launches of new products, services, processes, and experiences, driving adoption, readiness, and continuous improvement while connecting enterprise

Qualifications

  • Bachelor’s degree in a related field or the equivalent through a combination of education and related work experience
  • 3-5 years related project management, operations, field support, product readiness, analytics, communications, or cross-functional business experience
  • Ability to work effectively in a diverse work group; ability to lead in a matrix environment and at a distance (virtually)
  • Ability to work effectively in a diverse work group as a member of a team
  • Demonstrated decision making, analytical, and problem-solving skills
  • Effective oral, written, and interpersonal communication skills with demonstrated effectiveness in presenting complex information to multiple organizational levels, with strong facilitation and presentation skills
  • Proficiency with Microsoft Office software and product planning tools
  • Familiarity with Project Management methodologies
  • Track record of establishing priorities and deadlines

Responsibilities

  • Lead projects that support client and associate experiences across multiple business initiatives.
  • Coordinate cross-functional work to align priorities, dependencies, timelines, and deliverables.
  • Translate business changes into field-ready communications, guidance, and readiness materials.
  • Monitor project milestones, risks, issues, dependencies, and adoption indicators.
  • Gather and analyze feedback from tax offices, advisors, clients, and business partners to identify improvement opportunities.
  • Support pilot programs, testing activities, and phased rollouts to evaluate experience enhancements and business outcomes.
  • Develop job aids, frequently asked questions, leadership resources, and support materials that improve execution and understanding.
  • Partner with stakeholders to identify operational challenges and implement practical solutions that improve readiness and adoption.
  • Escalate project risks and barriers that may affect timing, quality, client experience, or business results.
  • Document lessons learned, performance insights, and recommendations that strengthen future initiatives and experiences.

Skills

Project management
Analytical skills
Communication skills
Microsoft Office
PM methodologies
Cross-functional teamwork

Education

Bachelor’s degree or equivalent experience

Tools

MS Office
Product planning tools

Job description

H&R Block, Inc. is seeking a Project Manager, Field Planning Experience to lead initiatives that support client and associate experiences across the tax preparation journey.

You will partner with teams across client experience workflows and field leadership to turn business priorities into clear, executable plans. This role ensures readiness for launches of new products, services, processes, and experiences, driving adoption, readiness, and continuous improvement while connecting enterprise

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