Join a dynamic program operations team supporting a financial wellbeing initiative that plays a key role in onboarding, workshop coordination, content management, compliance submissions, reporting, and process improvement. This is a great opportunity for a detail-oriented, highly organized professional who enjoys keeping multiple workstreams moving, improving processes, and delivering a strong client experience in a regulated environment.

Responsibilities

• Manage the daily, weekly, and monthly operating rhythm across onboarding, workshops, content, compliance, reporting, and issue resolution.
• Coordinate end-to-end onboarding activities, including intake, file handling, platform setup, and partner handoffs.
• Support workshop scheduling and logistics, maintain tracking tools, and help prepare materials for delivery.
• Review content and support submission workflows to help ensure deadlines and compliance requirements are met.
• Create recurring reports and help maintain data accuracy across agent, employer, workshop, and compliance records.
• Monitor an incoming request queue, triage issues, and work toward timely resolution.
• Document processes, standard operating procedures, and service-level expectations in a clear central resource.
• Identify opportunities to improve workflows, increase efficiency, and support automation or platform enhancements.

Skills

• 3+ years of experience in program operations, project management, or process management.
• Strong organizational skills with the ability to manage multiple recurring priorities at once.
• Excellent attention to detail, including proofreading, review, and quality control.
• Experience creating reports, tracking records, and auditing information for accuracy.
• Ability to document workflows, procedures, and process requirements clearly.
• Strong written and verbal communication skills.
• Comfort working with Microsoft Office, including advanced Excel.
• Ability to work across teams and support a client-focused, solution-oriented environment.
• Bachelor’s degree required.

Preferred Skills

• Experience supporting program operations in insurance, financial services, or another regulated industry.
• Familiarity with tools such as Qualtrics, Calendly, CMS/content platforms, JIRA, and AI-enabled productivity tools.
• Experience with workflow design, process improvement, or platform enhancement initiatives.
• Background supporting field-facing, product, compliance, or operational partners.
• Ability to learn new systems quickly and grow into a subject matter expert for supported tools and processes.

Horizontal is committed to building an inclusive workplace where diverse perspectives are valued, respected, and supported. We welcome candidates from all backgrounds and are dedicated to fostering equity, belonging, and opportunity for everyone.

By applying for this position, you acknowledge and agree that Horizontal Talent may contact you regarding your application using automated technology, including phone calls, SMS/text messages, or email, which may be delivered by our virtual AI recruiter, Alex.