Case Manager

Aquent; Omaha (NE); Hybrid; USD 60,000 - 90,000; Full time

Job summary

Aquent is seeking a high-energy Marketing Case Manager / Project Manager to drive digital production initiatives in a hybrid role. You'll manage long-term website enhancements and daily requests, keeping websites, emails, and collateral moving from intake to completion.

The ideal candidate has agency experience and excels at fast-paced task processing, with strong Asana skills and the ability to communicate with financial advisors and internal partners.

Qualifications

• Agency experience managing high-ticket intake and multitasking across high-volume accounts.
• Ability to process tasks quickly with accuracy in a fast-paced environment.
• Advanced experience with Asana is required.
• Strong, professional communication with high-level stakeholders.
• Independent PM with minimal supervision and collaborative mindset.

Responsibilities

• Manage and track digital production tasks from intake to completion.
• Use Asana for task assignment, tracking, and workflow management.
• Serve as the primary contact for financial advisors and internal partners.
• Synthesize feedback from marketing, content, and development teams for execution.
• Provide proactive follow-up to prevent bottlenecks.

Skills

Agency experience

Speed and agility

Asana expertise

Communication

Self-sufficiency

Tools

Asana

Salesforce

SharePoint

Microsoft Teams

Figma

Job description

Our financial services client is seeking a high-energy, proactive Marketing Case Manager / Project Manager to drive digital production initiatives. This role is a hybrid of high-level project management and rapid-fire task processing. The ideal candidate possesses a strong Agency background and thrives in a fast-paced environment where they can pivot between managing long-term website enhancements and high-volume daily requests. You will be the primary engine keeping digital platforms (websites, email campaigns, and collateral) moving from intake to completion.

Key Responsibilities

• High-Volume Case Management: Manage and track digital production tasks from initial request through to completion. You must be comfortable with independent “case management”—taking a task and running with it without constant oversight.
• Workflow Optimization: Utilize Asana extensively for task assignment, tracking, and workflow management. Ensure all project milestones are updated in real-time.
• Stakeholder Communication: Serve as the primary point of contact for financial advisors and internal business partners. You will facilitate monthly/quarterly consultation calls and translate feedback into actionable project requirements.
• Digital Production Oversight: Gather and synthesize feedback from marketing, content, and development teams to ensure seamless execution.
• Proactive Follow-up: Maintain a high level of responsiveness. You are expected to answer pings during working hours and aggressively follow up with internal teams and external partners to prevent bottlenecks.

Required Qualifications

• Agency Experience: Proven track record in an agency setting, handling high-ticket intake processes and multitasking across various high-volume accounts.
• Speed & Agility: Demonstrated ability to process tasks quickly and maintain accuracy in a high-pressure, fast-paced environment.
• Technical Proficiency: Advanced experience with Asana is non-negotiable.
• Communication Style: Strong, professional communicator who is comfortable engaging with high-level stakeholders (Financial Advisors, Executives).
• Self-Sufficiency: Independent, confident PM skills with the ability to work with minimal supervision while remaining a collaborative team player.

Preferred Experience

• Financial Services: Experience within the financial sector is a plus, but agency-side experience is prioritized.
• Tool Stack: Familiarity with Salesforce, SharePoint, Microsoft Teams, and Figma (for reviewing/commenting on designs).