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Marketing Budget & Project Coordinator

2 weeks ago Charlotte, NC

At NAVEX, we're making the world a better place. A safer place. A more ethical place. A place where anyone, anywhere can have a voice. That's a serious impact.

As a Marketing Budget & Project Coordinator, you'll play a key role in supporting our Marketing organization's operational excellence through budget tracking, project coordination, and data analysis.

You'll collaborate across teams-including Finance, Creative, and Demand Generation-to ensure our marketing investments are planned thoughtfully, managed effectively, and reported accurately. This is an ideal opportunity for someone who enjoys working with data, driving process improvements, and ensuring projects stay on time and on budget.

At NAVEX, you will work in a hybrid role and thrive alongside an engaged and collaborative team invested in supporting your success!

What you'll get:

  • Meaningful Purpose. Your work helps organizations operate with integrity and protect their people-at a scale few companies can match.
  • High-Performance Environment. We move with urgency, set ambitious goals, and expect excellence. You'll be trusted with real ownership and supported to do the best work of your career.
  • Candid, Supportive Culture. We communicate openly, challenge ideas-not people-and value teammates who embrace bold thinking and continuous improvement.
  • Growth That Matters. You can count on authentic feedback, strong accountability, and leaders invested in your success so you can achieve real growth.
  • Rewards for Results. We provide clear, competitive compensation designed to recognize measurable outcomes and real impact.


What you'll do:

  • Assist with monthly and quarterly budget tracking, forecasting, and reconciliation for marketing programs and campaigns
  • Partner with Finance and internal stakeholders to process invoices, POs, and accruals accurately and on time
  • Maintain up-to-date budget documentation and ensure alignment between forecast and actual spend
  • Build and update reports that track spend, ROI, and performance metrics across campaigns and business units
  • Analyze spend trends to identify opportunities for efficiency and process improvement
  • Support leadership with budget dashboards and quarterly planning reports
  • Manage timelines, deliverables, and task dependencies within ClickUp
  • Partner with cross-functional teams to ensure campaign milestones are achieved and resources are aligned
  • Help maintain project intake forms, reporting templates, and communication channels to keep teams connected and accountable
  • Support the continuous improvement of marketing operations by identifying gaps, recommending solutions, and documenting best practices
  • Contribute to annual planning efforts by preparing spend summaries, forecasting models, and project performance data


What you'll bring:

  • Bachelor's degree in Marketing, Business, Finance, or a related field
  • 2+ years of experience in budget management or administrative support, preferably in marketing
  • Proficiency in Excel or Google Sheets, with experience analyzing and visualizing data
  • Familiarity with project management tools such as ClickUp (preferred), Asana, or Monday.com
  • Excellent organizational skills with the ability to manage multiple priorities simultaneously
  • Strong written and verbal communication skills, with attention to accuracy and follow-through
  • A proactive, collaborative mindset and a drive to create order and clarity in complex processes
  • Culture Agility. Comfort working in a fast-paced, candid environment that values innovation, healthy debate, and follow-through.
  • AI Readiness. Curiosity and willingness to use AI and emerging technologies to elevate your work and deliver smarter outcomes.
  • The ability to drive results through your job competencies while leveraging NAVEX's core values


Our side of the deal:

  • We'll be clear, we'll move fast, and we'll invest in your success. You deserve to be supported, challenged, and rewarded for the impact you make-and we commit to doing that every step of the way.
  • The starting pay for this role is $31.25+ per hour. Discover how you can grow, lead, and make an impact by visiting our career page to learn more. NAVEX is an equal opportunity employer committed to including individuals of all backgrounds, including those with disabilities and veteran status.

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Client-provided location(s): Charlotte, NC, Lake Oswego, OR
Job ID: NAVEX-1586
Employment Type: OTHER
Posted: 2025-11-21T20:14:00

Perks and Benefits

  • Health and Wellness

    • FSA
    • FSA With Employer Contribution
    • HSA
    • HSA With Employer Contribution
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
    • Life Insurance
    • Short-Term Disability
    • Long-Term Disability
  • Parental Benefits

    • Non-Birth Parent or Paternity Leave
    • Birth Parent or Maternity Leave
  • Work Flexibility

    • Flexible Work Hours
    • Remote Work Opportunities
  • Office Life and Perks

    • Company Outings
    • Casual Dress
    • Happy Hours
    • Snacks
    • Some Meals Provided
  • Vacation and Time Off

    • Leave of Absence
    • Personal/Sick Days
    • Paid Holidays
    • Paid Vacation
  • Financial and Retirement

    • Performance Bonus
    • 401(K) With Company Matching
    • 401(K)
  • Professional Development

    • Promote From Within
    • Shadowing Opportunities
    • Access to Online Courses
  • Diversity and Inclusion

    • Diversity, Equity, and Inclusion Program