Business Project Manager, Specialist

Details:

This role sits within the B2B CX Enablement team and is responsible for influencing and shaping how work is prioritized, planned, delivered, and measured across the portfolio. This role will partner closely with B2B teams across Product, Client Experience, UX, and our Senior Leadership as well as stakeholders in Data & Analytics and client-facing teams (CSG, CEG). The goal of this role is to build a stronger portfolio management discipline, improving transparency, prioritization, strategy, storytelling, and data-driven decision-making.

The role spans three key focus areas: B2B Portfolio Management, AI Portfolio Strategy Execution, and Scaling Product Team Maturity

Responsibilities:

• B2B Portfolio Management
  
  
  • Establish and maintain a single, centralized view of the B2B portfolio (business cases, in-flight initiatives, roadmap, dependencies) with clear linkage between portfolio work and business outcomes (e.g., OKRs, NPS, Divisional Priorities)
  • Provide real-time insights to leadership (dashboards, reporting, etc.) which will inform roadmap sequencing, prioritization, and trade-off decisions
  • Create executive storytelling and run regular portfolio reviews for leadership by articulating what is delivered, why, and the business value achieved
• AI Portfolio Strategy

• Aggregate and prioritize AI use cases into a cohesive, enterprise-aligned portfolio across predictive, automation, agentic, decisioning, and other AI categories
• Define and maintain AI roadmap, dependencies, and strategy artifacts aligned to divisional and enterprise priorities; develop executive-level storytelling and promote visibility of AI outcomes and success stories
• Translate AI strategy into concrete governance processes and measurements, including: success metrics, in-take processes, leadership prioritization forums, adoption tracking, performance, and ROI of deployed AI tools
• Build playbooks and documentation to support scaling of AI solutions through hands-on experimentation and pathways to production
• Operationalize the B2B AI strategy in a way that enables our teams to approach AI in a common way through shared frameworks, language, skillsets, and education
• Stay current on AI tooling and capabilities to surface relevant opportunities for our product teams

• Minimum of 6 years of experience in product strategy, business portfolio management, program management, product operations, or related roles
• Demonstrated ability to influence across a matrixed organization and senior leadership
• Strong analytical and problem-solving skills, with the ability to translate data into actionable insights
• Experience working with cross-functional teams including Product, Technology, Data & Analytics, and Senior Leadership
• Proven ability to drive alignment, prioritization, and decision-making in ambiguous environments
• Excellent communication and storytelling skills, including experience preparing materials for senior leadership
• Experience with business portfolio management, business case governance, or Agile planning frameworks (e.g., Big Room Planning)
• Familiarity with AI/ML use cases, AI/automation tooling (Co-Pilot, Claude Code, agent-based workflows, etc.) and enterprise AI strategy concepts
• Knowledge of Workplace Solutions, Recordkeeping, or B2B Client Experience preferred
• PMP, CSM, or similar certifications preferred