Onboarding Transformation Project Manager

Location:

Job Summary

The Onboarding Transformation Project Manager leads strategic initiatives to enhance the client and employee experience within COS Onboarding. This role is responsible for managing both short- and long-term process improvement projects, from discovery through deployment and operationalization. The Project Manager drives change across process, technology, and people, using client and employee feedback to identify opportunities and measure success through defined metrics.

Essential Functions

• Own and manage assigned process improvement initiatives, including project plans, presentations, and success metrics (e.g., time savings, cost reduction, client satisfaction).
• Lead stakeholder meetings to define pain points, target outcomes, and success indicators.
• Analyze workflows and feedback to identify improvement opportunities and assess unknown variables.
• Facilitate ideation and design of future-state processes, documenting changes, dependencies, and risks.
• Design and execute pilot/MVP processes to evaluate business impact and refine solutions.
• Partner with COS operational units and support teams to launch process changes.
• Develop metrics, materials, and presentations to support decision-making and build consensus.
• Conduct research to support initiative development and execution.
• Coordinate internal and external meetings to ensure collaboration and engagement.
• Adhere to all risk policies and procedures.

Education

Bachelor’s Degree or equivalent work experience in industry

Work Experience

Minimum 5 years project management, process improvement, or relevant industry experience

Certifications & Licenses

Preferred:

• • Project Management Professional (PMP) Certification
• • Lean Six Sigma or Agile Methodology experience

Skills

• Credit Risk Expertise – Understanding of credit, operational, and compliance risk
• Data Analysis – Proficient in Excel, Tableau, and data visualization
• Strategic Thinking – Strong analytical and problem-solving skills
• Effective Communication – Clear and concise in presentations and reporting
• Project Management – Experience managing risk-related initiatives
• Collaboration – Builds strong relationships across teams
• Regulatory Awareness – Knowledge of industry standards and compliance
• Tech Proficiency – Skilled in SharePoint, Salesforce, and nCino
• Adaptability – Quick learner with curiosity and flexibility
• Detail-Oriented – High accuracy, quality, and execution speed

Physical Demands and Travel/Driving Requirements

• Physical Demands: General office environment. Includes prolonged sitting, frequent use of a PC/laptop, and the ability to communicate face-to-face or via phone with teammates and clients. Occasional lifting, pushing, or pulling of backpacks or computer bags up to 10 lbs.
• Travel/Driving Requirements: May need to drive or travel to corporate office locations for leadership meetings.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment.  As a result, this role may be mobile or home based, which means you may work either at a home office or in a Key facility to perform your job duties.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $70,000.00 to $90,000.00 annually depending on location and job-related factors such as level of experience. Compensation for this role also includes eligibility for short-term incentive compensation and deferred incentive compensation subject to individual and company performance.

Please click here for a list of benefits for which this position is eligible.

Key has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. As a result, this role may be Mobile or Home-based, which means you may work primarily either at a home office or in a Key facility to perform your job duties.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

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