Marketing Project Manager

Posted Yesterday
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Boise, ID
Hybrid
70K-140K Annually
Senior level
Fintech • Software • Financial Services
See Clearly. Act Confidently.
The Role
The Marketing Project Manager will oversee marketing project workflows, manage Asana, optimize processes, and ensure effective performance tracking and reporting across the marketing team.
Summary Generated by Built In

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

Top Skills

Asana
Excel
MS Office
Salesforce
Sharepoint

What the Team is Saying

Dan
Andrew
Cynthia
Liz
Alok
Dori
Ahmad
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The Company
HQ: Chicago, IL
1,100 Employees
Year Founded: 1997

What We Do

Enfusion, a Clearwater Analytics company (NYSE: CWAN), helps investment managers solve their most pressing challenges by approaching innovation from a fundamentally different perspective. Our cloud-native, multi-tenant architecture powers continuous innovation, non-disruptive upgrades, and unmatched speed to market for institutional investors. We empower them to see clearly—so they can act with confidence.

From hedge funds to asset managers, we support firms in streamlining operations and scaling efficiently, so they can remain focused on performance and strategy. Our global team supports over 14,500 investment managers across nine global offices on four continents.

Follow Clearwater (https://builtin.com/company/clearwater-analytics) to stay informed on how we’re driving the future of investment technology—together.

Why Work With Us

Enfusion is your opportunity to pursue your passion, showcase and further develop your skills, and launch a meaningful and rewarding career. Our environment is collaborative and entrepreneurial. We’re self-starters who work together to solve challenges and propel our mission forward. Enfusion is where your future meets the future of finance.

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