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Customer Experience PMO

Lisbon (Hybrid)

Delivery and Operations

Shield is a global startup, with offices in TLV, NYC, LDN, and LIS. 

We’re rapidly growing and looking for another important piece of the puzzle. 

Is it you? 

We are looking for a Customer Experience PMO who will play a key role in driving the strategic execution of CX initiatives by overseeing resource allocation, facilitating cross-departmental planning, optimizing processes, and managing performance reporting. This role ensures CX programs and projects align with business objectives.

Let’s get down to business: 

What You’ll Do:

Project & Program Governance

  • Establish and maintain project management standards, frameworks, and best practices within the CX department.
  • Develop a centralized roadmap for CX projects, ensuring alignment with corporate strategy.
  • Manage dependencies and risks across CX programs to ensure smooth execution.
  • Monitor key performance indicators (KPIs) and success metrics for CX initiatives.

Resource Allocation & Capacity Planning

  • Develop and maintain a resource allocation framework to optimize workforce utilization.
  • Work closely with department heads to forecast and allocate resources effectively across multiple CX initiatives.
  • Identify gaps in staffing, budget, and tools required for project success.
  • Ensure balanced workloads across teams, preventing bottlenecks or underutilization.

JIRA Administration & Optimization

  • Serve as the JIRA administrator for the CX department, ensuring efficient setup, maintenance, and customization of workflows.
  • Develop custom dashboards, reports, and automation rules to improve tracking of CX initiatives.
  • Train and support CX team members in JIRA best practices, issue tracking, and project management features.
  • Enhance JIRA’s functionality by integrating third-party tools
  • Continuously refine JIRA workflows to improve transparency, efficiency, and accountability across CX projects.

Cross-Departmental Planning & Coordination

  • Act as a liaison between CX, Sales, Product and R&D teams to align customer experience initiatives with business goals.
  • Facilitate strategic planning sessions to integrate CX improvements into broader company objectives.
  • Drive stakeholder engagement and ensure accountability for key deliverables across functions.
  • Manage communication channels to keep stakeholders informed on CX program progress, roadblocks, and outcomes.

Process Improvements & Optimization

  • Identify inefficiencies in CX workflows and recommend improvements to enhance operational efficiency.
  • Lead process re-engineering initiatives to streamline customer journeys and internal CX operations.
  • Leverage data analytics and feedback loops to continuously refine CX processes.

Reporting & Performance Tracking

  • Develop and maintain dashboards to track CX project status, resource utilization, and performance metrics.
  • Provide regular reports to leadership on program performance, impact, and strategic adjustments needed.
  • Use data-driven insights to guide decision-making and drive continuous CX enhancements.
  • Ensure compliance with corporate governance and reporting standards.

Experience and Skills:

  • 3+ years of experience in project management, PMO, or strategic planning, preferably in a CX or customer-centric function.
  • Experience in resource planning and workforce management.
  • Proficiency in project management tools (e.g., Jira, Asana, Monday.com, Smartsheet).
  • Excellent cross-functional collaboration and stakeholder management skills.
  • Ability to analyze data, create reports, and present insights to senior leadership.

Preferred:

  • Experience in customer experience strategy or CX transformation initiatives.
  • Proficiency in JIRA administration (workflow configuration, dashboard creation, automation, reporting).
  • Familiarity with CX metrics such as NPS, CSAT, and customer journey mapping.
  • Strong background in process improvement and change management.
  • PMP, PRINCE2, or Six Sigma certification.


Oh hey, you made it all the way here! 

So, in case you were wondering, Shield is how compliance teams in financial services can finally read between the lines to see what their employee communications are really saying.  

Our platform analyzes digital interactions to fight financial crimes and mitigate a toxic workplace environment. 

Shield is a post Series B startup ($35M) with some of the largest financial organizations in the world as investors and customers. 

Shielders listen more intently. Pay closer attention to the details. Make the extra effort. Care. It’s what we do at Shield every day. And not just for our customers, but for everyone we work with. It’s all about creating a world where people understand and trust each other. 

Shield is set to do good in the world, we help protect market integrity and people’s financial assets.  

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