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Campaign Project Lead (Process Development/Improvement)

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Our client, a leader in the financial services industry, is looking for a Project Lead with proven experience developing and improving marketing production processes on a 6+ month contract basis.

Overview:
This role seeks a candidate with solid technical experience as a project lead, ideally with process development/improvement experience. There are production and process driven responsibilities. This individual will learn an internal Dealer Filing process, will execute projects based from the system to create guidelines and train others on its usage. Additional responsibilities include user set up and light changes within Workfront, our work management and reporting tool, assisting with Workfront user documentation and possibly training as well as assisting with process definition as our client moves more of the dealer filing process and data into Workfront.

Dealer Filing responsibilities encompass learning the dealer filing process, filing submissions with firms, tracking needed filing data and status information, providing timely notification to firms and consultation to internal customer on the requirements or status of firm filings. This person will be the subject matter expert and the point of contact for this work. Training is provided to learn the dealer filing process.

Requirements and Skills:
• Identifying content type, creating timeline schedules, tracking data, follow-up, and communication to other groups
• Problem solving to coordinate moving the filing process into Workfront tool
• Train others on process
• Ability to learn quickly and document processes
• Strong attention to detail
• Excellent follow-through and organization skills
• Strong problem solving skills
• Manage relationships with various teams and dealer firms
• Strong communication and collaboration skills

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