Project Intake Manager

Connexus Credit Union - Who We Are:

Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.

As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.

Connexus offers an Amazing Benefits package:

• 25 days of paid time off and 7 paid holidays

• 16 hours of paid Volunteer Time Off

• 401K Retirement with up to 6% employer match

• Excellent Health, Dental, Vision insurance, including multiple plan options

• Health Savings Account with generous employer contributions

• Employer paid Life insurance, Short-Term and Long-Term Disability

• Tuition Reimbursement from $4,000 - $7,000 per calendar year

• Robust Learning and Development program that includes an annual professional development stipend

About the Role:

This position is responsible for the intake and discovery process of the project life cycle and will be reviewing all project requests that are submitted through intake to ensure they are complete and ready for discovery. This position will oversee the Project Analysts, who are responsible for gathering the requirements, determining scope, and forecasting resources for the request at hand. The Project Intake Manager is also responsible for overseeing the Quarterly Project Planning process,  in addition to facilitating review sessions with VPs and Senior Leaders.

Responsibilities:

•  Provides oversight and management of the PMO intake process.

• Collaborates with requestors to ensure initiative information is complete and of high quality.

• Shepherds requests through discovery, approval/decline, and prioritization.

• Manages enhancements and continuous improvement efforts around intake to drive usage, minimize leakage/circumvention, simplify processes, and streamline workflows. 

• Ensures the appropriate training is conducted for users of the intake process.

• Monitors and manages overall intake performance including volume, aging, bottlenecks/obstacles, and trends to drive visibility and transparency within the process to all users and utilizes data to drive improvements and enhancements.

• Uses data to evaluate the organization’s project requests and drive end-to-end process improvements that enable growth and deliver process enhancements.

• Ensures we are meeting established SLAs as it pertains to project intake and discovery.

• Manages the comprehensive list of intake requests and their respective priorities.

• Supports the annual planning process to ensure there are ongoing metrics and reporting against performance. 

• Help shape the annual roadmap and best align the projects to the prioritized strategic initiatives and desired penetration levels

• Actively build relationships and ensure proper level of stakeholder engagement to drive value into the organizational project portfolio.

• Routinely meets with PPM Analyst (Resource Manager) to monitor intake throughput/inventory with resource capacity.

• Develop weekly Intake summary reports and meet with key stakeholders (i.e., Agile Services, PMO, BT) to address concerns and develop solutions.

• Research the marketplace in efforts to improve efficiencies through software advancements, structure modifications, KPI changes, etc.

Position Requirements:

• This position is Remote.

• Bachelor's degree or commensurate experience is Required.

• 3+ years of project management, project intake, business analyst or continuous improvement experience is Required.

• 1+ year of people leader experience is Required.

• 2+ years of prior experience working in or with a financial institution is Required.

• Prior compliance and regulatory experience.

Connexus Credit Union's Recent Recognitions:

• 5 Best Credit Unions of 2024 – Nerdwallet

• The Best Credit Unions of 2024 – Bankrate

• Best Credit Union for using Any ATM - The Balance

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35