CeriFi

Drive accountability and operational excellence for strategic initiatives by partnering with leadership, tracking progress, and delivering executive-level updates. | Requires 5+ years in strategy operations or program management, strong organizational and communication skills, experience with strategic goal translation, and building executive dashboards. | Description: • Serve as the connective tissue between the Strategy organization and CeriFi’s functional departments. • Drive accountability, visibility, and operational excellence around strategic initiatives. • Partner closely with the Chief Strategy Officer and strategy leaders to translate strategic goals into action plans. • Track, coordinate, and support the execution of high-priority strategic initiatives across departments. • Maintain a living view of all strategic projects in alignment with company OKRs. • Design and operationalize repeatable processes connecting strategy to execution. • Implement governance models establishing clear accountability for deliverables. • Oversee collaboration and tracking tools to ensure visibility and efficiency. • Deliver regular initiative updates, executive dashboards, and board-level reports. Requirements: • 5+ years of experience in strategy operations, program management, or cross-functional execution roles, preferably in a SaaS, edtech, or multi-product portfolio environment. • Strong organizational and communication skills, with the ability to manage multiple initiatives, align diverse stakeholders, and drive clarity across complex projects. • Proven experience translating high-level strategic goals into operational plans and measurable outcomes. • Adept at building collaborative relationships across departments and influencing without direct authority. • Highly analytical and detail-oriented, with experience building reporting frameworks and executive-level dashboards. Benefits: • Health insurance • Paid time off • Flexible work arrangements • Professional development

Lead and mentor content teams, collaborate with product and customer success teams, manage regulatory content requirements, and communicate strategy and results to leadership. | Bachelor’s degree with 5+ years in content or product management including 3+ years leadership, preferably in financial services, with knowledge of regulatory environments and insurance training programs. | Description: Lead and mentor a team of content writers, fostering a culture of collaboration, accountability, and continuous learning. Partner with cross-functional product teams—including strategy, platform, and instructional design—to support the successful development and delivery of high-quality learning solutions. Translate customer feedback, market trends, and regulatory updates into clear content priorities and actionable product roadmaps. Define, monitor, and report on key performance indicators (KPIs) to assess team performance and product effectiveness. Communicate delivery of content strategies, updates, and results effectively to senior leadership and other stakeholders. Champion a customer-centric mindset, ensuring all content aligns with the strategic goals of our clients and the learners they serve. Collaborate with the Customer Success team and engage directly with clients as needed to gather insights and ensure satisfaction. Manage regulatory requirements with state and federal agencies that require content approval and learning oversight. Requirements: Bachelor’s degree in business, education, product management, or a related field (master’s degree preferred). Minimum 5 years of experience in content or product management, with at least 3 years in a leadership role overseeing cross-functional teams. Experience in the financial services industry is strongly preferred. Preferred Skills: Proven ability to lead high-performing teams in a fast-paced, matrixed environment. Strong strategic thinking and problem-solving capabilities. Exceptional written and verbal communication skills. Demonstrated success in customer-centric product development. Passion for education and a deep commitment to learner success. Familiarity with securities and insurance licensing content or regulatory environments is a plus. Ability to meet requirements for insurance program administrators in all states (2-5 years of experience in running training programs, insurance degree or designation such as CLU, FLMI) Benefits: