Automation Project Manager

Advisors Excel•Topeka, KS

42d•Onsite

About The Position

Advisors Excel's Automation Team is looking for a skilled project manager who is excited to work with a fast-paced, innovative team providing automated communication solutions to help our financial advisors grow their business. This role will work in collaboration with the Automation Account Managers and internal teams like AE Media, AE Digital and Corporate Marketing assigning various digital tasks and setting deadlines for each phase of a project - so you'll get to see the whole project come to life! If you're interested in digital marketing and skilled in project management, we'd love to hear from you!

Requirements

1-3 years of account management, project management or marketing related experience
Highly organized and systems oriented, with demonstrated ability to create order from chaos, flexibly reprioritize, and thrive in fast-paced, evolving environments
Basic understanding of Microsoft Excel and reporting concepts
Self-motivated problem solver with demonstrated ability to take initiative and drive projects with minimal direction, even in unfamiliar or ambiguous circumstances
Customer service minded, reflecting humility and "others first" mentality

Nice To Haves

Basic understanding of digital or email marketing concepts and platforms
Certifications or other coursework in project management, sales, or human resources

Responsibilities

Work with the Director of Digital Automation and creative team to facilitate the Automation Engine Program
Create project schedules and timelines in our project management system; some projects may include, but are not limited to new user onboards, email campaigns and content creation
Proactively manage the team queue system, independently identifying and assigning tasks based on project priorities, team roles, and evolving business needs
Handle calls and emails from advisors; answering questions, troubleshooting issues and assigning tasks and projects to digital team members based on timeline, workload, and best fit as needed
Monitor in-progress assignments and reprioritize tasks as needed to ensure projects remain on schedule; address past due tasks and prioritize needs based on urgency and staffing
Communicate and follow-up with various corporate teams including: AE Media, AE Digital, Corporate Marketing and AE Compliance to review digital projects and maintain timelines
Oversee and schedule out digital team content and event calendars
Organize and manage team meetings and provide meeting recaps- take detailed notes to recap the call and assign action items
Reconcile and maintain monthly program data and reporting
Other duties as assigned

Benefits

Amazing benefits including medical, dental, vision and 401k (with matching options)
Generous PTO package upon your start date
Access to an on-site café, gym and primary care
Continuous personal and professional development opportunities
Recognition for hard work & exemplary performance
Employee sponsored events…and more!

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