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Ben Rubin - Employee Experience

DIGITAL PROJECT STRATEGIST - ONBOARDING

Think Project Manager + Program Manager + Account Manager all in one.

Digital Project Strategists keep our team running and our clients happy. They focus on developing/maintaining one of our service lines along with managing a roster of clients.


This role is very proactive and assertive, but also sensitive to what it takes to motivate people to complete their best work. You'll be following up with whoever, however, and whenever, to make sure the projects and tasks are completed on time and with excellence.


Oftentimes, the Project Strategist will be given a very technical client end goal (like an XX system to Hubspot migration) and will determine the tasks, timelines, and resources needed to complete that goal.

 

This is a mid-level non-manager role (4-6 years of progressive experience in the same field).

We Offer Amazing Perks

In addition to working with an awesome, fun-loving team

What You'll Need

The experience recommended for this job
Documented Professional Experience in:

 

  • working at an agency
  • consultative account management
  • reviewing technical work for accuracy
  • project management
  • management of the HubSpot platform 
Ability To:

 

  • scope out the finer details of custom HubSpot needs
  • train others on process and software
  • write detailed process documentation
  • be disciplined/organized
  • work remotely with minimal supervision

What You'll Do

Are you the Robin to our Batman?
  • Project Management
    • Manage clients' projects (ensure that projects are completed to specification, within an established timeframe and budget)
    • Self-administer your own tasks and projects
    • Identify project requests that happen in unofficial channels (emails, Slack, calls, etc.)
    • Assign and monitor work for our production team
    • Closely monitor clients' budgets
  • Quality Control
    • Platform reviews - Entering into HubSpot to double-check work
  • Client Management
    • Create agendas for each client meeting
    • Keep detailed client meeting notes with action items and send promptly afterwards
    • Maintain client wishlists
    • Prepare monthly/offboarding reports for each client
    • Lead client meetings and ensure SMEs are only utilized when needed
    • Create client facing documents/presentations (diagrams, flowcharts, strategy documents, delivered work...)
    • Anticipate client needs and make sure they don't have to ask for something more than once
    • Help scope complex project requests with the client and SMEs on the team
  • Program Management Assist
    • Assist in one of our main service lines
    • Help establish and maintain process and documentation for your program's service line
    • Train the team on your program's processes
    • Act as Solutions Engineer for sales for your service line
 
  • Communication
    • Remain communicative and available with team and clients via Slack, email, text, conference call and smoke signals during reasonable business hours.
    • Communicate proactively with all involved personnel to provide encouragement, identify problems, create solutions, and implement efficiency improvements.
  • Internal Operations
    • Participate in regular team connect calls
    • Develop and present new project management strategies and documentation needed to help train the team so they can better serve clients
    • Develop reports and visibility for Remotish management
  • Internal Marketing & Sales
    • Contribute to company marketing (blog, social, SEO...)
    • Assist in the sales process when needed
  • Education
    • Complete & Maintain ALL HubSpot Certifications within 6 months
    • Attend in-person and virtual educational events
  •  

A Word From Our Sponsor

AKA our fearless leader!
I'm building a company that delivers every team member an employment lifestyle worth experiencing! Nicole Pereira
CEO - Remotish
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