Clearwater Analytics (CWAN) is seeking a Marketing Project Manager to bring clarity, structure, and operational excellence to the marketing organization. This role ensures that work flows smoothly across the marketing team—from intake and prioritization through execution and reporting—so every project is delivered on time, on brand, and aligned with business goals.
You will build and optimize the systems, processes, and frameworks that keep a fast-moving marketing team operating efficiently. This includes managing Asana, developing scalable workflows, improving visibility across initiatives, and driving consistent operational discipline. The ideal candidate is organized, proactive, and collaborative, with a talent for simplifying complexity and enabling teams to do their best work.
Key Responsibilities
Project Management Systems & Workflow Design
- Configure, maintain, and optimize Asana as the central system for all marketing work.
- Build templates, dependency structures, and dashboards that clarify ownership, timelines, and priorities.
- Develop reporting and workload views to track progress, capacity, and performance.
- Ensure the system is intuitive, scalable, and supports the growth of marketing initiatives.
- Train marketing team members and partners on effective system use.
Process Optimization & Scalability
- Implement and manage a clear marketing intake process to evaluate, prioritize, and communicate project requests.
- Document and refine standard operating procedures for campaign planning, creative workflows, and content production.
- Identify opportunities to streamline execution through automation, templates, and reusable processes.
- Lead project kickoffs, ongoing check-ins, and retrospectives to ensure alignment and accountability.
File Management & Accessibility
- Create and maintain a standardized file structure within SharePoint that makes marketing assets easy to find, use, and share.
- Manage permissions, version control, and file organization to ensure consistency and collaboration.
- Establish documentation and best practices for how marketing materials are stored and maintained.
Cross-Team Coordination
- Serve as the central point of contact for marketing projects that require alignment across multiple marketing functions.
- Coordinate timelines, handoffs, and dependencies to ensure smooth execution.
- Maintain clear, consistent communication to keep stakeholders informed on progress and priorities.
- Manage vendor contracts through security, legal, and finance reviews and approvals and billing with accounts payable.
Performance Tracking & Reporting
- Maintain dashboards that show project status, deadlines, and workload distribution.
- Report on completion rates, campaign delivery, and operational efficiency to marketing leadership.
- Use data and insights to refine workflows and continuously improve marketing operations.
Qualifications
- 5-8 years of experience in marketing project management or marketing operations within a B2B SaaS or technology company.
- Expert-level proficiency in Asana, including workflow design, templates, automations, and reporting.
- Hands-on experience with Salesforce (SFDC) for campaign management and reporting.
- Advanced Excel skills, including pivot tables, data analysis, and dashboard creation.
- Strong understanding of marketing workflows across content, creative, and campaign execution.
- Proven experience building scalable processes, intake systems, templates, and reporting frameworks.
- Exceptional organizational and communication skills with strong attention to detail.
- Proficiency with Microsoft Office and SharePoint for documentation and file management.
Boise Salary Range: $70,000 - $115,000 + RSU's
New York Salary Range: $100,000 - $140,000 + RSU's
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What We Do
CWAN was founded on a simple belief: investment professionals deserve modern technology that actually works for them. Not legacy systems that slow them down. Not fragmented data that creates confusion. But one comprehensive platform that gives you complete visibility and crystal-clear insights.
The result? Investment management that works as seamlessly as your investment strategy.
Since our founding in 2004, CWAN has been the trusted technology partner powering the world’s leading institutional investors — from insurance companies, asset managers, and hedge funds to asset owners like corporations, endowments, and pension funds managing over $10 trillion in assets.
Why Work With Us
We continue to grow, fueled by a strong foundation, an ambitious vision, and a commitment to delivering exceptional value to our clients, partners, and team members around the world.
What started as a bold idea in Boise, Idaho has rapidly transformed into a global presence. We’ve expanded our footprint significantly—now operating out of 24 offices
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Clearwater Analytics (CWAN) Offices
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Employees engage in a combination of remote and on-site work.


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