Program Delivery and Operations
Lead end-to-end execution of complex workflows and processes related to claims, attorney journaling, case management, accounting, invoicing, reporting programs and operational initiatives, including planning, governance, implementation and issue resolution, and post-release stabilization of applications and services.
Support and drive the delivery model for the subrogation business unit, including monthly and quarterly reporting, various leadership reports, fee projections daily, weekly and monthly, quarterly releases, claims end to end processing support, and vendor coordination/management.
Establish clear timelines, dependencies, risks, escalation paths, and accountability mechanisms to ensure high-quality execution.
Systems and Processes
Apply working knowledge of claims management systems and matter lifecycle processes to support process improvement, solution design, and delivery oversight.
Demonstrate a strong understanding of finance-related operations, including escrow, accounts receivable, accounts payable, and operational finance workflows.
Support business and systems initiatives involving SaaS/Cloud/AI enabled/on-prem applications and home-gown software and data services and related integrations, ensuring alignment between business objectives and measurable outcomes.
Reporting, Governance and Compliance
Support the development, monitoring, and maintenance of KPIs for the Subrogation business unit and coordinate executive-ready monthly, quarterly, and ad hoc reporting.
Assist with quarterly and annual audit and compliance activities, including support for SOC1, encryption, ISO certification, and related governance requirements.
Promote disciplined documentation, risk management, release quality, control execution, and operational consistency across programs and business processes.
Client Engagement and Business Development Support
Operate effectively in a client-facing capacity with the ability to prepare and present executive readout reports, business updates, and operational insights in a polished and professional manner.
Willingness for an occasional travel for client meetings, sales efforts, and business development activities, while helping strengthen trusted relationships with internal and external stakeholders
Required Qualifications
Bachelor’s degree in business, Operations, Finance, Project Management, Legal Operations, or a related discipline.
12+ years of relevant experience in program management, PMO, business operations, legal operations, claims-related environments, insurance, or professional services.
Demonstrated experience leading complex, cross-functional initiatives in a fast-paced, matrixed organization.
Strong business acumen and experience partnering with senior leadership to drive execution, improve operations, and support strategic growth.
Knowledge of claims management systems, matter lifecycle workflows, and related operational processes.
Good understanding of finance, escrow, AR/AP processing, fee projections, and integrations with SaaS-based business applications.
Strong written and verbal communication skills, including the ability to prepare materials and present effectively to leadership and clients.
Ability to identify process improvement opportunities, develop business-focused recommendations, and drive follow-through to completion.
Preferred Qualifications
MBA strongly preferred.
PMP or comparable program/project management certification preferred.
Experience in subrogation, legal services, claims operations, insurance, or professional services environments.
Familiarity with audit, security, and compliance frameworks, including SOC, ISO, and related operational controls.
