Project Manager(marketing or lead management)
Posted 1 day ago by 1762505283
Negotiable
Outside
Remote
USA
Summary: Our client, a leading Fortune 500 financial and payments technology company, is seeking a Project Manager to oversee the end-to-end execution of offers in a fully remote capacity. The role involves extensive cross-functional collaboration, project coordination, and continuous improvement of processes related to marketing and operational initiatives. The ideal candidate will have a strong background in project management, particularly within financial services or technology environments. This position requires excellent communication skills and the ability to manage multiple stakeholders effectively.
Key Responsibilities:
- Own the end-to-end offer execution process from concept approval through launch, as defined in the Offer Playbook (Wave 64134).
- Develop and manage detailed timelines, action trackers, and stakeholder communications.
- Facilitate kickoff and topic-level meetings; document decisions, follow-ups, and blockers.
- Ensure all dependencies legal, billing, Salesforce, marketing, and operations stay aligned and deliver on schedule.
- Serve as the primary point of contact and facilitator among Product Marketing, Finance, Sales Enablement, Legal, Operations, and Leadership.
- Translate complex stakeholder inputs into clear next steps and deliverables.
- Prepare and circulate pre-reads, summaries, and meeting notes for leadership visibility.
- Build and maintain trust across departments by ensuring accountability and consistent progress.
- Maintain the Offer Brief and ensure accuracy throughout all stages.
- Record decisions, approvals, and risks in centralized tracking tools.
- Track offer readiness milestones, ensuring all teams have completed pre-launch requirements (promo code setup, content approvals, training readiness, billing configuration).
- Ensure post-launch performance metrics are captured and shared with relevant stakeholders.
- Coordinate legal and executive reviews for final go/no-go decisions.
- Confirm all marketing and sales materials are approved and compliant.
- Oversee the handoff to sales enablement and operations for launch.
- Establish post-launch reporting cadence with Marketing and Finance to evaluate effectiveness and inform future offers.
- Document lessons learned after each offer cycle to identify bottlenecks and process improvements.
- Recommend refinements to the Offer Playbook and Offer Tracker based on real-world execution experience.
- Collaborate with Research and Marketing Operations to improve forecasting and throughput planning.
- Stand up new technical processes and workflows needed to operationalize offers, including systems related to Salesforce, billing, finance, accounting, marketing.
- Map current and target-state process flows; identify gaps and risks; write lightweight requirements and user stories; align owners and timelines; drive execution to closure.
- Coordinate across Salesforce Admins, Billing and RevOps, Data Engineering and Analytics, Marketing Ops, Product, Legal, and Compliance to ensure secure, compliant data flow and accurate reporting.
Key Skills:
- Strong organizational and project management skills; able to juggle multiple offers, deadlines, and stakeholder groups simultaneously.
- Excellent written and verbal communication; skilled at summarizing complex updates for diverse audiences, including executives.
- Comfortable facilitating meetings, driving decisions, and following up diplomatically but persistently.
- Fluent in using tools such as Excel, Smartsheet, Google Workspace, or Asana for project tracking and reporting.
- Strong attention to detail; committed to accuracy in all documentation and handoffs.
- Analytical thinking with a grasp of marketing, finance, and operational dependencies.
- Adaptable and resourceful; able to work across time zones and navigate ambiguity confidently.
Salary (Rate): undetermined
City: undetermined
Country: USA
Working Arrangements: remote
IR35 Status: outside IR35
Seniority Level: undetermined
Industry: Other
Detailed Description From Employer:
Our client is a Fortune 500 financial and payments technology company, and leads the industry in innovation, scale, and service.
They are now looking to add to their team and are looking to hire a "Project Manager . This role will be 100% Remote.
Project Ownership and Coordination
- Own the end-to-end offer execution process from concept approval through launch, as defined in the Offer Playbook (Wave 64134).
- Develop and manage detailed timelines, action trackers, and stakeholder communications.
- Facilitate kickoff and topic-level meetings; document decisions, follow-ups, and blockers.
- Ensure all dependencies legal, billing, Salesforce, marketing, and operations stay aligned and deliver on schedule.
Cross-Functional Collaboration
- Serve as the primary point of contact and facilitator among Product Marketing, Finance, Sales Enablement, Legal, Operations, and Leadership.
- Translate complex stakeholder inputs into clear next steps and deliverables.
- Prepare and circulate pre-reads, summaries, and meeting notes for leadership visibility.
- Build and maintain trust across departments by ensuring accountability and consistent progress.
Offer Documentation and Tracking
- Maintain the Offer Brief and ensure accuracy throughout all stages.
- Record decisions, approvals, and risks in centralized tracking tools.
- Track offer readiness milestones, ensuring all teams have completed pre-launch requirements (promo code setup, content approvals, training readiness, billing configuration).
- Ensure post-launch performance metrics are captured and shared with relevant stakeholders.
Launch Readiness and Governance
- Coordinate legal and executive reviews for final go/no-go decisions.
- Confirm all marketing and sales materials are approved and compliant.
- Oversee the handoff to sales enablement and operations for launch.
- Establish post-launch reporting cadence with Marketing and Finance to evaluate effectiveness and inform future offers.
Continuous Improvement
- Document lessons learned after each offer cycle to identify bottlenecks and process improvements.
- Recommend refinements to the Offer Playbook and Offer Tracker based on real-world execution experience.
- Collaborate with Research and Marketing Operations to improve forecasting and throughput planning.
Technical Systems and Process Enablement.
- Stand up new technical processes and workflows needed to operationalize offers, including systems related to Salesforce, billing, finance, accounting, marketing.
- Map current and target-state process flows; identify gaps and risks; write lightweight requirements and user stories; align owners and timelines; drive execution to closure.
- Coordinate across Salesforce Admins, Billing and RevOps, Data Engineering and Analytics, Marketing Ops, Product, Legal, and Compliance to ensure secure, compliant data flow and accurate reporting.
Skills
- Strong organizational and project management skills; able to juggle multiple offers, deadlines, and stakeholder groups simultaneously.
- Excellent written and verbal communication; skilled at summarizing complex updates for diverse audiences, including executives.
- Comfortable facilitating meetings, driving decisions, and following up diplomatically but persistently.
- Fluent in using tools such as Excel, Smartsheet, Google Workspace, or Asana for project tracking and reporting.
- Strong attention to detail; committed to accuracy in all documentation and handoffs.
- Analytical thinking with a grasp of marketing, finance, and operational dependencies.
- Adaptable and resourceful; able to work across time zones and navigate ambiguity confidently.
Education:
- Bachelor's degree.
Experience:
- 3 5 years in project management, marketing operations, or cross-functional program delivery, ideally in financial services, SaaS, or technology environments.
- Proven ability to coordinate complex initiatives involving multiple business functions.
- Experience managing marketing or promotional campaigns from concept through execution preferred.