Manage the full project plan covering scope, milestones, deliverables, owners, and target dates.
Establish the dependency map across content, SEO, development, lifecycle, creative, and tracking workstreams.
Establish a weekly status reporting cadence for the project team.
Project-manage the URL mapping and redirect strategy in partnership with the SEO and Web teams.
Verify GA4 event tracking and UTM parameter continuity in collaboration with the Hubspot manager and other teams.
Ensure marketing attribution flows are preserved from first touch through Hubspot in collaboration with Hubspot manager.
Build and execute the launch day run-book.
Own the operating system of the marketing team. Maintain the rhythm, the roadmap, and the workflows that allow eight specialists to ship work consistently.
Run the marketing team operating cadence, including weekly status meetings, sprint planning sessions.
Maintain the master marketing roadmap covering all active work-streams, including the website rebuild, the rolling 90-day content plan, office page refresh, AEO answer packs, proof block standardization, CTV expansion, the partnership network, flagship show production, and Clarity Products.
Help with the project management platform (Asana) for the marketing team.
Facilitate quarterly retrospectives to capture lessons learned and improve team performance.
Own the data fabric and tracking infrastructure that connects every marketing channel to HubSpot/Salesforce. Audit and project manage the resolution of known integrity issues in partnership with the Lifecycle and HubSpot Manager.
Project manage remediation of UTM tagging inconsistencies across paid, organic, content, and partner channels.
Manage review cycles at key project milestones.
Own the operational mechanics of the marketing budget. Allocation strategy and reallocation decisions remain with the Director of Marketing.
Build and maintain the operational documentation that allows the marketing team to operate consistently as it scales.
Maintain the location launch playbook for new market openings.
Establish brand quality assurance processes for creative and content output.
Build and maintain the new market launch playbook covering marketing infrastructure setup.
Conduct quarterly process audits and identify improvement opportunities.
Operate the bridge between Marketing and the Sales and Intake function. Make sure lead handoffs work, definitions stay aligned, and feedback flows in both directions.
Partner closely with attorneys, legal staff, operations leaders, and business stakeholders to understand document requirements, workflows, and business processes.
Collaborate with software developers, Salesforce administrators, and technology stakeholders to support effective integration between document automation platforms and Salesforce and other business systems.
Requirements
3+ years of experience implementing, configuring, or managing document automation, document assembly, or document generation solutions.
Experience gathering business requirements and translating them into technical or system-based solutions.
Strong understanding of workflow automation, business rules, conditional logic, and process optimization.
Experience working with structured data sources and business systems.
Strong analytical, problem-solving, and troubleshooting skills.
Excellent communication and stakeholder management abilities.
Ability to manage multiple projects and priorities in a fast-paced environment.
Comfortable collaborating cross-functionally with both technical and non-technical teams.
Skills and Competencies:
Ability to communicate professionally and interact effectively with employees, managers, leadership, attorneys, support staff, and external partners.
Ability to be a proactive self-starter who can operate independently while managing multiple priorities and deadlines
Demonstrated attention to detail, reliability, organization, and follow-through.
Ability to identify process gaps and recommend practical solutions to improve efficiency, consistency, and operational effectiveness.
Flexibility and ability to respond positively to shifting priorities and business needs.
Ability to work under pressure and manage competing priorities while maintaining accuracy and professionalism.
Ability to work in a primarily computer-based environment, including extended periods of sitting, screen time, typing, and use of standard office equipment.
Ability to occasionally lift and move office equipment or materials weighing up to 10 pounds.