Career role

Digital Project Manager, Creative Services

Charles Schwab ยท 2011 - 2014

Industry context

Financial services enterprise with distributed in-house creative, marketing, and technology teams supporting digital experiences across business lines.

Business problem

Business lines needed reliable delivery of digital marketing and interactive experiences that met brand, business, user, technical, budget, and timeline expectations.

Products / platforms owned

Digital marketing experiences, responsive web projects, interactive marketing, application development efforts, internal creative service deliverables. Tools and technology Mac, Excel, Microsoft Project

Primary users / customers

Internal business partners, marketing teams, creative teams, end users of Schwab digital experiences.

Primary responsibilities

Technical specification writing, project planning, digital delivery coordination, stakeholder management, creative/development alignment, timeline/budget management, and quality control.

Key contributions

  • Led design and development of digital marketing efforts.
  • Prepared technical specifications for interactive projects.
  • Established project plans for large interactive initiatives.
  • Coordinated near-shore and offshore resources.
  • Ensured development satisfied user needs and business goals.
  • Worked with distributed teams across multiple U.S. locations.

Measurable outcomes

To update: number of projects delivered, key campaigns, business impact, conversion/adoption results, delivery improvements, budget size, stakeholder satisfaction.

Original description

  • Technical liaison for interactive projects focusing on marketing, leading the design and development of digital marketing efforts for in-house creative services teams, ensuring designs are intuitive for end users, fulfill the business goals and objectives, and are on time and within budget.
  • Responsibilities include preparing technical specifications documents for all levels of projects, establishing project plans for large interactive initiatives ensuring all development satisfies user needs and meets business objectives.
  • Design partners include in-house and near-shore resources in four locations throughout the continental US, as well as offshore resource communications.
  • Coordinate work with account managers, traffic managers, art directors, copywriters, and development managers in a distributed model. Business partners include members from all lines of business.

Role scope

Managed digital marketing and application development projects. Served as technical liaison for interactive work and coordinated distributed teams across in-house, near-shore, and offshore resources.

Proof points

This role proves I can translate business and creative needs into technical delivery plans and coordinate distributed teams to ship digital products in a large enterprise.