Marketing Project Manager

Clearwater Analytics

Job Summary

Clearwater Analytics is seeking a Marketing Project Manager to bring clarity, structure, and operational excellence to the marketing organization. This role involves building and optimizing systems, processes, and frameworks to ensure efficient operation of a fast-moving marketing team, managing projects from intake to reporting, and delivering them on time, on brand, and aligned with business goals. The manager will focus on improving visibility, driving consistent operational discipline, and enabling the team to perform effectively. The role offers a salary range of $70,000 - $115,000 + RSU's in Boise, or $100,000 - $140,000 + RSU's in New York.

Must Have

  • 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.
  • 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.
  • Create and maintain a standardized file structure within SharePoint.
  • 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 dashboards that show project status, deadlines, and workload distribution.
  • Report on completion rates, campaign delivery, and operational efficiency to marketing leadership.
  • 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.

Perks & Benefits

  • RSU's

Job Description

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

Welcome

Thank you for your interest in a career with Clearwater!

About us

Clearwater Analytics (NYSE: CWAN) is transforming investment management with the industry’s most comprehensive cloud-native platform for institutional investors across global public and private markets. While legacy systems create risk, inefficiency, and data fragmentation, Clearwater’s single-instance, multi-tenant architecture delivers real-time data and AI-driven insights throughout the investment lifecycle. The platform eliminates information silos by integrating portfolio management, trading, investment accounting, reconciliation, regulatory reporting, performance, compliance, and risk analytics in one unified system. Serving leading insurers, asset managers, hedge funds, banks, corporations, and governments, Clearwater supports over $8.8 trillion in assets globally. Learn more at **www.clearwateranalytics.com

**.

Read More

Don’t meet every single requirement?

Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single qualification. We are dedicated to building a diverse, inclusive and authentic workplace, so if you’re excited about this role but your past experience doesn’t align perfectly with the job description, we encourage you to still apply! You may be just what we're looking for.

Read More

10 Skills Required For This Role

Ms Office Saas Business Models Excel Communication Data Analytics Game Texts Salesforce Asana Microsoft Office Accounting

Similar Jobs