Role Description The Sr. Project Manager (Contract) will serve as a critical partner in advancing Transcarent’s Care Delivery strategic initiatives through strong project leadership, cross-functional execution, and disciplined delivery governance. This role will support the planning and implementation of complex clinical, operational, and technology-enabled initiatives that enable scalable, high-quality care delivery and measurable business outcomes. You will partner closely with Care Delivery leaders, clinicians, operations teams, Product, Technology, Analytics, and other cross-functional stakeholders to drive projects from intake and planning through execution, launch, and post-launch measurement. This role requires a blend of strategic thinking, strong operational discipline, stakeholder management, and hands-on delivery in a fast-paced, evolving digital health environment. What You’ll Do - Project Planning & Execution - Lead complex, cross-functional projects and workstreams from initiation through implementation and post-launch stabilization. - Develop and maintain project plans, timelines, milestones, RAID logs, decision logs, and status reporting. - Translate strategic priorities into clear project scope, objectives, deliverables, timelines, and success measures. - Drive project execution by managing dependencies, risks, issues, decisions, and action items across multiple stakeholder groups. - Ensure project teams remain aligned on scope, timing, priorities, and expected outcomes. - Proactively identify barriers to delivery and escalate risks or decisions with clear options and recommendations. - Support launch readiness, implementation planning, operational handoffs, and post-launch follow-up. - Cross-Functional Leadership & Stakeholder Management - Partner with clinical, operations, product, technology, analytics, client success, and leadership teams to drive alignment and execution. - Facilitate project kickoff meetings, status meetings, planning sessions, working groups, and leadership updates. - Act as a trusted advisor to Care Delivery leaders by bringing structure, clarity, and accountability to complex initiatives. - Build strong relationships across teams and influence outcomes without direct authority. - Support structured decision-making by clearly documenting options, tradeoffs, risks, and recommendations. - Ensure stakeholders are informed, engaged, and accountable throughout the project lifecycle. - Project Governance & Delivery Quality - Support the continued development and standardization of project management processes for the Care Delivery team. - Ensure projects follow consistent intake, planning, execution, status reporting, launch readiness, and closure practices. - Track project health and provide accurate, objective status updates using defined green/yellow/red criteria via the bi-weekly status report-out. - Partner with stakeholders to define success criteria and track progress against key metrics throughout the project lifecycle. - Identify opportunities to improve project delivery, team efficiency, communication, and execution quality. - Promote a culture of accountability, urgency, transparency, and continuous improvement. Qualifications - Bachelor’s degree required. - 5+ years of project management experience. - 3+ years of experience in healthcare, digital health, clinical operations, insurance, or a related healthcare setting. - Demonstrated ability to manage complex, cross-functional projects in a fast-moving, evolving environment. - Strong project planning, execution, risk management, and stakeholder management skills. - Proven ability to manage multiple priorities, competing deadlines, and complex dependencies. - Excellent written and verbal communication skills, including the ability to present clear updates to leadership and diverse stakeholder groups. - Experience facilitating meetings, planning sessions, working groups, or executive-level project updates. - Strong problem-solving skills with the ability to bring structure and clarity to ambiguous situations. - Commitment to deadlines with a strong sense of urgency and ownership. - Ability to influence without authority and drive accountability across cross-functional teams. Requirements - Experience supporting virtual care, care coordination, clinical operations, health advocacy, or member-facing healthcare programs. - PMP, CAPM, Agile, Scrum, or similar project management certification. - Experience with project governance, portfolio management, roadmap tracking, or PMO processes. - Experience with tools such as Smartsheet, Monday.com, Asana, Jira, Confluence, Miro, Lucid, or Visio. - Familiarity with healthcare technology platforms such as EHRs, CRMs, care management systems, or member engagement platforms. - Experience supporting technology-enabled operational change, workflow redesign, or implementation of new care delivery models. - Experience with reporting tools such as Tableau, Power BI, Looker, or similar analytics platforms. Benefits - Competitive medical, dental, and vision coverage. - Competitive 401(k) Plan with a generous company match. - Flexible Time Off/Paid Time Off, 13 paid holidays. - Protection Plans including Life Insurance, Disability Insurance, and Supplemental Insurance. - Mental Health and Wellness benefits.

• Coordinate work across Marketing, Seller Operations, and Creative teams. • Track deliverables, deadlines, and project milestones to ensure timely completion. • Follow up proactively on outstanding tasks and escalate blockers when necessary. • Maintain clear communication between departments and ensure alignment on priorities. • Support leadership by identifying risks and keeping projects moving forward. • Manage internal projects, process improvements, tool implementations, and operational initiatives. • Build project plans, assign tasks, monitor progress, and drive projects to completion. • Facilitate internal meetings, document action items, and ensure follow-through. • Support product launches and cross-functional initiatives from planning through execution. • Create and maintain SOPs, process documentation, and internal knowledge resources. • Convert meeting notes and recorded trainings into actionable documentation. • Assist with onboarding workflows and operational process improvements. • Research tools, vendors, and solutions and provide recommendations to leadership. • Maintain and optimize project management systems, including ClickUp. • Build dashboards, workflows, automations, and reporting structures. • Ensure project data remains accurate and up to date. • Promote adoption of project management best practices across teams.

• Lead multiple implementation projects simultaneously, from kickoff through delivery, ensuring all milestones are met on time and within budget. • Manage end-to-end technical projects requiring cross-functional alignment and execution for new and existing customers. • Drive quality project delivery and long-term customer health by establishing clear project plans, tracking progress, identifying and mitigating risk, and conducting post-project debriefs. • Coordinate internal and client-facing resources, aligning project delivery with customers’ desired business outcomes and Intellum’s company targets. • Demonstrate strong platform knowledge and guide clients through technical decisions, including integrations, user management, and data structures. • Translate technical and business requirements into scalable solutions aligned with client goals and product capabilities. • Identify potential project and technical risks early and proactively develop mitigation strategies. • Contribute insights from project retrospectives to improve team workflows and implementation methodology. • Document and share best practices, templates, and reusable assets to support consistent delivery excellence. • Support operational discipline by maintaining accurate documentation and adherence to established processes. • Deliver an exceptional client experience during implementation and technical projects, balancing technical accuracy with relationship-building and long-term retention. • Align project milestones to measurable client business outcomes and adoption goals. • Partner with Customer Success to ensure a smooth transition from implementation to ongoing Customer Success management. • Identify opportunities to enhance client adoption and surface potential expansion opportunities to appropriate internal stakeholders. • Own all project-related communication, keeping internal and external stakeholders informed, aligned, and engaged. • Build trusted relationships with clients and internal teams through transparency, consistency, and responsiveness. • Manage expectations, escalate risks when necessary, and drive accountability throughout the project lifecycle.

Role Description Lakeview is seeking a highly motivated Project Manager to join our IT team. In the role you will deliver effective project management services across a number of business initiatives. Provide organization structure, core processes, guidance, resources management, support and reporting in support of those initiatives. Support basic approach of identification, validation, measurements, resource definition and implementation of business initiatives covering throughout, efficiency, effectiveness, and leveraging of people, process and systems. This role is paying between $110,000 and $120,000 with an annual bonus. This role may be fully remote anywhere in the U.S. or hybrid based out of one of our offices in Coral Gables, FL; Horsham, PA; or Agoura Hills, CA. Responsibilities - Perform business and partner needs assessments, evaluate operational benefits of solutions, and convey benefits and gains to business leaders. - Execute Business Process strategies, policies and procedures that are in line with creating enterprise best practices. - Implement key business objectives ensuring they are applied appropriately to all business activities. - Anticipate and understand business expectations, ensure requirements are captured, and risk is addressed across impacted areas. - Build long-term, trust-based relationships with business leaders. - Understand the needs, objectives and constraints of those in other disciplines and functions and adopt an appropriate style to foster communication. - Identify and communicate goals and objectives at all phases of the program. - Implement resource and deliverable management that ensures on time delivery. - Develop and maintain project plans and reporting documentation as necessary to ensure timely communication and real time status of all ongoing initiatives. - Proactively assess wide variety of tasks, in relation to identifying and undertaking activities that are to the benefit of the business. Qualifications - Extensive experience with enterprise-wide business process improvement initiatives - Excellent verbal and written communication skills - Understanding of the mortgage servicing/originations industry is desired - Familiarity with BPM, Waterfall, Agile and Lean project management approaches - Effective communication skills suitable for the management of and liaison with departmental staff and senior management, both on a one-to-one and one-to-many basis. - Ability to work efficiently and seamlessly within the technological and business domains - Formal training in Project Management disciplines - Bachelor’s Degree - Minimum 5-7 years as a Project Manager Requirements - No minimum requirement for certifications, licenses and/or registration Company Description Lakeview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.