Job Description

Job Title: Digital Marketing Specialist/Manager
Location-Type: Remote
Start Date Is: June 1 (flexible)
Duration: Contract through approximately September 30 (potential to extend or end early)
Compensation Range: $45-60/hr W2
Benefits:  Eligible for Health, Dental, Vision, 401K
Must be authorized to work in the U.S. This position is not eligible for sponsorship .

Job Description:
This role supports the launch and ongoing management of a Salesforce-integrated client portal within a fast-paced financial services environment, serving as a cross-functional operational partner across sales, marketing, operations, and external vendors.

Day-to-Day Responsibilities:

• Manage launch readiness, QA/testing, troubleshooting, and optimization for a Salesforce-integrated client portal
• Coordinate with sales, marketing, operations, strategic accounts, vendors, and developers
• Support digital distribution workflows for marketing collateral and advisor-facing materials
• Manage reporting, exports, compliance documentation, and activity tracking
• Maintain and update online portals and websites supporting marketing initiatives
• Support vendor transition initiatives, documentation, and process handoffs
• Assist with project management, timelines, stakeholder communication, and workflow coordination

Minimum Requirements:

• 5 years of experience in digital marketing, marketing operations, or project-based marketing roles
• Hands-on Salesforce CRM experience with API integrations and data mapping knowledge
• Experience supporting digital portals, CMS platforms, marketing automation tools, and reporting dashboards
• Background within financial services, private equity, private placements, or other regulated industries
• Strong understanding of QA/testing, launch readiness, and digital asset quality control
• Experience coordinating vendors, developers, and cross-functional stakeholders
• Bachelor's degree in Marketing, Communications, Business, or related field

• Experience with Salesforce-integrated credential-based or ecommerce-style portals
• Experience supporting wholesaling or advisor distribution workflows
• Vendor transition or system migration experience
• Experience working in highly regulated, compliance-heavy environments
• Central Time zone availability preferred (9am–6pm CST core hours)

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