Project Manager, Intake Operations

Role Overview

• Lead end-to-end execution of new campaign launches and relaunches across multiple departments.
• Drive process improvements and leverage data analytics to increase campaign efficiency and speed to market.
• Maintain and manage centralized campaign tracking tools (e.g., ADO, Monday.com) to ensure visibility and accountability.
• Facilitate recurring cross-functional meetings to align on priorities, timelines, and deliverables.
• Conduct periodic workflow reviews to ensure alignment with evolving technologies and business needs.
• Gather, analyze, and document business requirements from executive leadership and key stakeholders.
• Translate business needs into clear, actionable technical requirements, use cases, and workflows.
• Develop and maintain intake processes, approval workflows, and supporting documentation.
• Create and update Standard Operating Procedures (SOPs) to support operational consistency and scalability.
• Lead QA and User Acceptance Testing (UAT) efforts for system enhancements, integrations, and CRM updates.
• Partner with technical teams to validate functionality and ensure successful implementation.
• Document test results, identify defects, and recommend improvements to enhance system performance and reliability.
• Analyze operational and campaign data to identify trends, inefficiencies, and opportunities for improvement.
• Evaluate existing workflows and recommend optimization strategies, particularly within campaign setup and intake processes.
• Deliver actionable insights to improve team performance and overall business outcomes.
• Plan, manage, and track multiple concurrent projects related to operational and technology initiatives.
• Ensure projects are delivered on time, within scope, and aligned with organizational objectives.
• Develop reports, dashboards, and presentations using tools such as Excel and Salesforce.
• Communicate project status, insights, and recommendations to stakeholders through clear, data-driven reporting.

Requirements

• Bachelor’s degree in Business Administration, Information Systems, Project Management, or a related field.
• 3–5 years of experience in project management, business analysis, QA analysis, or a related role.
• Strong experience managing multiple complex projects simultaneously.
• Proficiency with project management and collaboration tools (e.g., ADO, Notion, Monday.com).
• Experience with QA testing methodologies, UAT processes, and system integration validation.
• Demonstrated ability to translate business requirements into technical solutions.
• Strong analytical, problem-solving, and organizational skills.
• Advanced proficiency in data analysis, reporting, and visualization (e.g., Excel, Salesforce).
• Excellent communication skills with the ability to collaborate across all levels, including executive leadership.

Benefits

• Discretionary bonus
• Health insurance