Job Description

Job Scope:

The Manager, Marketing Operations leads the operational core of the marketing department—ensuring campaigns, communications, and creative projects are delivered efficiently, accurately, and with measurable impact. This role manages a small but dynamic team and oversees the systems, processes, and performance reporting that fuel marketing execution and member growth.

Working under the guidance of the Director of Marketing and in close partnership with the Chief Growth Officer, the Manager, Marketing Operations drives alignment across the organization, connecting marketing activity to tangible business outcomes such as new member acquisition, product adoption, and core deposit growth.

Essential Functions

• Lead, coach, and develop a small, high-performing team across project management, copywriting, design, and campaign coordination.
• Manage the day-to-day operations of marketing workflows, ensuring projects move efficiently from intake through delivery and post-campaign evaluation.
• Support and manage marketing systems and dashboards, including Asana, CRM tools, email marketing platforms, and performance reporting, ensuring effective adoption and workflow efficiency.
• Assist the Sr. Director of Marketing in translating strategic priorities into actionable campaigns and deliverables for the team.
• Serve as an operational liaison between Marketing, Product, Member Experience, IT, and Compliance to ensure campaigns are executed according to business goals and regulatory requirements.
• Oversee team-level execution of integrated campaigns across digital, email, in-branch, paid social, and event channels.
• Support operational aspects of go-to-market plans for products, offers, and member communications in alignment with business growth objectives.
• Manage timelines, creative workflow, approvals, and deliverables for internal and external marketing efforts.
• Collaborate with agencies, vendors, and media partners to deliver high-quality creative and support campaign execution.
• Build and maintain dashboards that track campaign results, engagement, and conversion metrics for team-level reporting.
• Analyze campaign data to identify optimization opportunities and provide insights that demonstrate impact on KPIs, such as new memberships, product uptake, and deposit growth.
• Provide operational reporting and insights to Finance and senior leadership to support overall organizational objectives.
• Manage team-level marketing expenses, including small operational purchases, and partner with accounting to process and track billing within assigned budget limits.
• Identify and implement process enhancements that improve team efficiency, quality, and collaboration.
• Develop standard operating procedures for campaign planning, creative production, and reporting at the team level.
• Recommend new technologies and automation tools to streamline operations and enhance campaign performance, supporting evaluation and adoption decisions.

Requirements

Qualifications:

Experience and Education

• 6+ years of progressive experience in marketing operations, project management, or campaign management roles.
• 2+ years of people leadership experience with direct reports.
• Experience managing marketing systems such as project management (Asana, Workfront), CRM or email marketing platforms (Salesforce, HubSpot, Eloqua), and analytics tools (Google Analytics, Tableau, or similar).
• Strong background in cross-functional collaboration, vendor management, and process design.
• Demonstrated ability to connect marketing outputs to business impact such as acquisition, engagement, or deposit growth.
• Financial services or credit union experience preferred.
• Bachelor’s degree in marketing, business administration, communications, or a related field, or direct, equivalent experience in lieu of a degree.

Leadership Competencies

• Builds structure and efficiency across marketing workflows and systems.
• Translates marketing strategy into action, ensuring timely, measurable campaign delivery.
• Uses data to evaluate performance, optimize campaigns, and communicate ROI to leadership.
• Works cross-functionally to align goals and outcomes with organizational priorities.
• Leads with empathy, coaching team members for growth and accountability.
• Manages vendor relationships and ensures efficient use of marketing resources.

Knowledge

• Understanding of marketing workflows, campaign lifecycles, project intake, creative production, and multi-channel campaign execution at the team level.
• Familiarity with project management tools (Asana, Workfront), CRM platforms (Salesforce, HubSpot, Eloqua), email marketing software, and performance dashboards to support team operations and reporting.
• Ability to use analytics platforms (Google Analytics, Tableau, or similar) to monitor campaign performance, track engagement and conversion metrics, and identify operational improvements.
• Proficiency in Microsoft Excel, PowerPoint, Word, and Outlook for reporting, documentation, and team-level workflow management.
• Working knowledge of financial services or credit union products and member communications as needed to execute campaigns effectively.
• Understanding of managing external vendors and internal resources to ensure timely, accurate, and high-quality campaign delivery.
• Familiarity with marketing compliance requirements and internal policies to ensure campaigns meet regulatory standards.

Skills/Abilities

• Strong project management and organizational skills to manage multiple campaigns, tasks, and deadlines at the team level.
• Ability to analyze campaign data and operational metrics to identify improvements, monitor progress, and report results to leadership.
• Effective communication and collaboration skills to coordinate work within the team and across functional partners.
• Ability to lead, coach, and develop a small, high-performing marketing team.
• Problem-solving skills to address day-to-day operational challenges and remove obstacles that impact workflow or campaign delivery.
• Ability to implement process improvements that enhance team efficiency, accuracy, and quality of work.
• Skill in coordinating vendor and internal resources to ensure timely, accurate, and high-quality completion of campaigns.
• Capacity to maintain focus and adapt in a fast-paced environment with competing priorities.

Physical Requirements/Work Environment

• Ability to remain stationary (sitting or standing) for at least 50% of the workday.
• Occasional travel may be required, generally less than 10% of the time.
• Work schedule may include occasional extended hours to support campaign launches, events, or key deadlines.
• Work is primarily performed in an office environment with standard lighting, temperature, and noise levels.
• Requires the ability to use a computer, phone, and other standard office equipment for extended periods.