Success Associate
Listed on 2026-07-02
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Business
Business Analyst, Business Intelligence, Risk Manager/Analyst, Financial Analyst
Employee Success Associate
Team up with a diverse array of teams and elevate your skillset to champion customer journeys and craft unparalleled customer experiences.
As an Employee Success Associate in Employee Experience, you will support Portfolio Management, Executive Reporting, and Governance by maintaining trusted portfolio visibility, synthesizing cross-domain updates, and helping leaders get to timely, decision-grade outcomes. The role operates across EX HR, Global Technology (GT), Workplace Services, and Corporate Functions, supporting the firmwide employee experience portfolio.
In this role, you will keep the portfolio inventory current as a single source of truth—capturing status (in progress, upcoming, on hold, or out of scope), rationale, milestones, dependencies, risks/issues, and decision needs—so executive updates are accurate and consistent. You will also support governance rhythms by coordinating forum prep, capturing decisions and actions, and helping ensure readiness standards are met, so work moves forward predictably and cross-domain seams are surfaced early.
Job responsibilities include:
- Owning day-to-day portfolio and governance mechanics (inventory hygiene, executive reporting inputs, forums, decision/action tracking, and readiness support)
- Maintaining portfolio system-of-record hygiene by supporting an integrated plan covering inventory, owners, milestones/dates, dependencies, risks/issues, and decisions—ensuring information is complete and leadership-ready
- Providing portfolio visibility by organizing initiatives into priority groupings and sequencing, clearly indicating what is active, queued, on hold, or out of scope, with documented rationale and resourcing implications
- Producing executive portfolio updates that highlight status, material changes, top risks/issues, cross-pillar dependencies, and decisions needed
- Supporting governance forums by coordinating agendas and pre-reads, confirming participants, and tracking follow-ups so meetings are decision-ready and outcomes are documented
- Maintaining a decision log and action tracker by capturing context, accountable owners, deadlines, outcomes, and next steps; ensuring updates are reflected across plans and reporting
- Supporting evidence-based readiness reviews/tollgates by collecting and validating artifacts against defined standards and checklists
- Proactively flagging cross-domain seams (process, policy, product, control, and channel handoffs) and helping route questions/escalations when ownership or sequencing is unclear
- Contributing to continuous improvement of templates, operating rhythms, and reporting standards to reduce manual effort and increase confidence in insights
Required qualifications, capabilities, and skills include:
- 2+ years of experience in portfolio/project management, program reporting, governance support (forums, decision logs, readiness/tollgate frameworks), customer success, executive communications, and operational management in a complex, matrixed environment
- Strong writing and synthesis skills; ability to translate ambiguous inputs into clear narratives, decision statements, risks, and escalation paths
- Demonstrated operational rigor and attention to detail, including applying standards for status reporting, milestones, dependencies, risks/issues, and decision/action traceability
- Strong stakeholder management and judgment; able to challenge unclear inputs, reconcile conflicting updates, and drive alignment through collaboration and follow-through
- Analytical capability to structure ambiguity and identify early risk patterns that affect delivery confidence (scope, schedule, dependencies, resourcing, risk)
- Proficiency (or ability to become proficient quickly) with tools such as , Tableau, Service Now, Jira, SharePoint, Excel, and Power Point
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