Strategy, Planning & Operations Lead — Remote (AI Dashboards)

Software Guidance & Assistance, Inc. (SGA, Inc.); Denver (CO); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Remote role

Job summary

Software Guidance & Assistance, Inc. (SGA) is seeking a Strategy, Planning & Operations Manager for a contract assignment with a premier SaaS client. The role is remote and open to PST or MST based candidates.

The position focuses on marketing plan management and operations, including AI-powered dashboards, data integrity, and cross-functional collaboration. Expect coordination across regions and time zones as the platform rolls out.

Qualifications

• 5+ years of experience in a marketing organization including planning, marketing operations or marketing program/project management, or a related field.
• Proven experience using AI tools (e.g., Claude) to build and maintain working deliverables (dashboards, reports, or planning artifacts).
• Strong organizational and project management skills, including timeline tracking and stakeholder coordination.
• Ability to synthesize complex inputs into clear narratives and recommendations for different audiences, including executives.
• Proficiency in Microsoft Office (PowerPoint and Excel) and collaboration tools such as Teams and Slack.
• Bachelor's degree.
• AI-Enabled Ways of Working—Demonstrated experience leveraging AI tools (e.g., Claude, Microsoft Copilot, ChatGPT) as productivity accelerators across planning, research, synthesis, and communications.
• Experience building or maintaining AI-powered reporting tools or dashboards.
• Ability to evaluate AI-generated outputs critically, apply human judgment, and translate results into decision-ready insights.
• Comfort picking up an existing AI-assisted workflow or in-progress tool build and continuing it independently.

Responsibilities

• Gather and maintain data connections and inputs within an internal planning and budgeting platform (Workfront Planning), partnering with finance analysts, marketing strategists, and other cross-functional partners.
• Validate data quality and troubleshoot data entry or calculation issues within the platform as they arise.
• Produce and maintain AI-powered dashboards that support planning and reporting.
• Support production of an executive-facing planning summary — synthesizing and validating outputs and owning the final deliverable.
• Support the platform's rollout to regional teams, guiding transitions for regions across time zones.

Skills

Marketing planning

AI tools experience

Organizational & PM skills

Narrative synthesis for execs

MS Office & collaboration tools

Bachelor's degree

AI-enabled workflows

AI reporting tools

Critical evaluation of AI outputs

Adapting to AI-assisted workflows

Education

Bachelor's degree

Tools

Workfront Planning

Jira

Microsoft Copilot

Job description

Software Guidance & Assistance, Inc. (SGA) is seeking a Strategy, Planning & Operations Manager for a contract assignment with a premier SaaS client. The role is remote and open to PST or MST based candidates.

The position focuses on marketing plan management and operations, including AI-powered dashboards, data integrity, and cross-functional collaboration. Expect coordination across regions and time zones as the platform rolls out.