Strategy, Planning & Operations Manager

Responsibilities: Marketing Plan Management 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 (including consumer and B2B teams). Support recurring ops and communications items including operational cadence, organizing informal team learning sessions, maintaining internal knowledge-sharing sites, and refreshing recurring presentation materials.

Software Guidance & Assistance, Inc., (SGA), is searching for a Strategy, Planning & Operations Manager for a CONTRACT assignment with one of our premier SaaS clients in a remote role. Open to PST or MST based candidates.

Responsibilities:

• Marketing Plan Management
  • 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 (including consumer and B2B teams)
  • 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 (which may increasingly be AI-generated) and owning the final deliverable
  • Support the platform's rollout to regional teams, working across time zones to guide the transitions for regions and remain supportive of Americas transition
• Operations
  • Maintain the integrity of organization messaging workspace, including approving new users and helping troubleshooting issues
  • Create and share a weekly leadership update summarizing product and customer marketing news
  • Support recurring ops and communications items including operational cadence, organizing informal team learning sessions, maintaining internal knowledge-sharing sites, and refreshing recurring presentation materials
  • Audit template library for internal marketing tool: remove outdated email and paid media templates, verify each meets required functionality standards, and rename to align with an existing naming convention
  • Track submitted Jira tickets and partner with engineering to monitor progress, translating status updates into clear, marketer-friendly summaries

Required Skills:

• 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) rather than only using AI for one-off writing or summarization tasks
• 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 (especially 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

Preferred Skills:

• Hands-on experience with work management platforms such as Workfront/Workfront Planning (or a comparable planning/PPM tool such as Jira) is a strong plus
• Experience with OKR tracking tools (e.g., WorkBoard) is a plus
• Experience working with cross-functional and/or global teams across multiple time zones

SGA is a technology and resource solutions provider driven to stand out. We are a women-owned business. Our mission: to solve big IT problems with a more personal, boutique approach. Each year, we match consultants like you to more than 1,000 engagements. When we say let's work better together, we mean it. You'll join a diverse team built on these core values: customer service, employee development, and quality and integrity in everything we do. Be yourself, love what you do and find your passion at work. Please find us at https://sgainc.com/ .

SGA is an Equal Opportunity Employer and does not discriminate on the basis of Race, Color, Sex, Sexual Orientation, Gender Identity, Religion, National Origin, Disability, Veteran Status, Age, Marital Status, Pregnancy, Genetic Information, or Other Legally Protected Status. We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, and our services, programs, and activities. Please visit our company EEO page to request an accommodation or assistance regarding our policy. #LI-JG1