Project Manager(marketing or lead management)

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.