Help manage team priorities in Asana and assist with status meetings and cross‑team requests
Track program timelines, deliverables, and risks to keep projects on track
Coordinate internal collaboration across leadership, sales, contracts, and finance
Use ticket system (JIRA) to gather consumer PII and email data following compliant process and regulations
Help provide marketing insights and reporting to support ongoing partner programs
Help maintain team process documentation to support compliance and legal review processes
Develop monthly D2C campaign assets from strategy, copywriting, creative briefing and managing the approval process with team members, compliance and leadership
Analyze trends and results to deliver quarterly reports both internally and externally and apply insights to future campaigns
Help onboard new partners by helping develop marketing plans, coordinating deliverables, and supporting revenue and engagement reporting
Present and demo in external client presentations to increase partner knowledge and usage of the marketing portal
Create new strategic and seasonal content, themes and topics, latest trends, reports, research statistics, to create new marketing assets available to partners

Bachelor's Degree required
3+ years of Marketing experience related financial/banking vertical experience or other relevant experience
Experience using integrated internal tools such as Asana, Wrike, Teams, Jira, Confluence, Okta, Salesforce Marketing Cloud, and WordPress
Experience in B2B and D2C marketing strategies
Experience supporting external client marketing programs with the ability to translate complex ideas into plans for clients
Experience in strategy, project management, campaign planning, content creation, and writing
Experience using analytics, researching relevant topics, and identifying marketing industry and channel trends

Great compensation package and bonus plan
Core benefits including full medical, dental, vision, and matching 401K
Fully remote environment
Flexible time off including volunteer time off, vacation, sick and 12-paid holidays

Partner Marketing Specialist

Key skills