Overview:
We are seeking an Associate Digital Project Specialist to support the development, execution, and management of digital customer experience initiatives within our marketing team.
This role will help coordinate technical marketing projects such as dashboard enhancements, engagement tools/features development, launching digital campaigns and testing, and UX improvements. The ideal candidate is highly organized, detail-oriented, and interested in both marketing and technology. They will work closely with engineering, UX/UI designers, compliance, QA/UAT, analytics, and marketing stakeholders to help move projects from concept through launch and post launch management. While coding experience is not required, the ideal candidate should be comfortable collaborating with technical teams and learning digital product workflows. This role offers an opportunity to develop experience in digital project management, customer experience strategy, and cross-functional collaboration within a fast-paced marketing environment.
This role can be 100% remote from anywhere in the U.S.; however, employees are expected to work East Coast business hours. The position pays between $65,000 and $80,000 annually, plus an annual bonus.
Responsibilities:
- Coordinate the execution of digital customer experience initiatives ranging from small enhancements to large cross-functional projects, managing day-to-day activities and ensuring alignment with project goals and timelines.
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Manage project timelines, deliverables, stakeholder communications, approvals, dependencies, and launch readiness activities, exercising judgment to escalate risks and adjust priorities as needed.
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Develop and maintain project documentation including business requirements, technical requirements, user stories, QA/UAT findings, compliance feedback, and project tickets, ensuring accuracy and completeness across all deliverables.
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Serve as a cross-functional liaison between engineering, UX/UI, analytics, compliance, QA/UAT, and marketing teams, facilitating communication and driving alignment to support successful project delivery
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Participate in and contribute to agile workflows including sprint planning, backlog refinement, standups, testing, release coordination, and post-launch activities, applying independent judgment to recommend process improvements
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Evaluate and prioritize digital enhancements, feature requests, customer feedback, and usability improvements, making recommendations based on business impact, feasibility, and customer value.
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Translate business and stakeholder requirements into organized technical and design requirements for development and UX/UI teams.
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Support implementation and testing of customer-facing digital experiences including dashboard enhancements, calculators, engagement tools, digital campaigns, banner placements, and self-service features.
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Collaborate with UX/UI teams by reviewing wireframes, developing basic mockups or workflow concepts, and communicating stakeholder vision and copy direction to inform design decisions.
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Analyze digital experience performance metrics and customer feedback to identify optimization opportunities, measure initiative success, and present data-driven recommendations to stakeholders.
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Proactively identify project risks, blockers, gaps, and dependencies, exercising judgment to determine appropriate escalation paths and communicate timely updates to stakeholders.
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Maintain organized project documentation, meeting notes, status updates, and reporting materials, ensuring stakeholders have consistent visibility into project progress.
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Provide flexible support for additional marketing initiatives, operational tasks, and cross-functional projects as business needs evolve.
Qualifications:
- Bachelor’s degree in Marketing, Business, Communications, Information Systems, or related field
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1–3 years of experience in marketing, digital project coordination, product support, technical writing, or related roles; mortgage servicing or financial services experience preferred
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Strong organizational, project coordination, and time management skills with the ability to manage multiple priorities simultaneously
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Excellent written and verbal communication skills with strong attention to detail and follow-through
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Ability to communicate effectively with both technical and non-technical stakeholders across cross-functional teams
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Interest in digital customer experiences, emerging technology, and customer-focused problem solving
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Familiarity with agile/scrum workflows and project management tools such as Jira, Trello, Asana, or similar platforms
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Experience creating project documentation, requirement documents, user stories, process flows, or technical specifications
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Exposure to UX/UI collaboration and design tools such as Figma, Adobe XD, Miro, or similar platforms preferred
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Basic understanding of software development lifecycles, QA/UAT testing processes, APIs/integrations, analytics tagging, A/B testing, and digital implementation workflows preferred
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Familiarity with mortgage servicing systems, customer portals, authentication/SSO experiences, or customer self-service tools is a plus
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Ability to analyze and interpret digital performance metrics and customer feedback to evaluate initiative effectiveness and identify optimization opportunities
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Ability to work effectively in fast-paced environments with shifting priorities and tight deadlines
Certifications, Licenses, and/or Registration
N/A
Physical Demands and Work Environment
While performing the duties of this job, the employee is regularly required to sit and use hands to handle, touch or feel objects, tools, or controls. The employee frequently is required to talk and hear. The noise level in the work environment is usually moderate. The employee is occasionally required to stand; walk; reach with hands and arms. The employee is rarely required to stoop, kneel, crouch, or crawl. The employee must regularly lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, color vision, and the ability to adjust focus.
EEOC
Lakeview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
