Job Description

Beem Credit Union: Banking for every journey

Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we’ve united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear: financial wellness for all. We help British Columbians achieve their goals through personalized advice, innovative technology, and genuine human connection.

As one of BC’s largest credit unions, we serve over 200,000 members across 66 branches with $18 billion in assets under administration.

If you’re passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey.

Learn more: www.beemcreditunion.ca

What this role is all about:

The Senior Marketing Automation Specialist plays a key role in advancing Beem Credit Union's growth marketing strategy through the development, execution, and optimization of lifecycle marketing and automated member journeys. As a subject matter expert in marketing automation, this position is responsible for delivering scalable automation programs that enhance member engagement, improve conversion rates, and support organizational processes and growth objectives.

Working closely with CRM, Digital Marketing, Product, Growth Sales, Segment Marketing, and Technology teams, the incumbent leverages data-driven insights, automation technologies, artificial intelligence and best practices to optimize campaign performance and improve the member experience across digital channels.

This role is open to hybrid/remote working arrangements within British Columbia.

What you’ll do:

Planning & Lifecycle Marketing

• Support the development and execution of lifecycle marketing strategies aligned with growth marketing objectives and Beem processes/member experiences.
• Serve as a subject matter expert for CRM (Dynamics 365), email marketing (Dynamics 365 Customer Insights), data and marketing automation platforms, identifying opportunities to improve member engagement and campaign effectiveness.
• Partner with stakeholders across Marketing, Product, Sales, and Technology to align campaign priorities and business objectives.
• Stay current with industry trends, emerging technologies, and best practices in marketing automation, enabling AI and lifecycle marketing.
• Diagnose process or engagement problems, translate them into clear data and system requirements, and design automation solutions that scale beyond the initial use case.

Campaign Execution & Optimization

• Build, test, launch, and optimize automated email campaigns, member journeys within Dynamics 365 Customer Insights
• Execute and implement trigger-based campaigns, nurture programs, and lead engagement strategies, sales funnels, and member experiences.
• Create and modify HTML email templates and campaign assets as required.
• Execute A/B and multivariate testing strategies to improve campaign results and member experience.
• Monitor campaign performance and provide actionable recommendations to improve conversion, engagement, and retention metrics.
• Develop dashboards, reporting tools, and performance summaries for stakeholders.

Data Management & Automation

• Maintain audience segmentation, targeting strategies, and contact database health to maximize campaign effectiveness.
• Support CRM integrations, data quality initiatives, and enrichment programs to improve marketing effectiveness.
• Build and maintain automated workflows, journey orchestration, and lead management processes.
• Ensure compliance with privacy legislation (CASL), marketing consent requirements, and data governance standards.
• Troubleshoot marketing automation challenges and identify opportunities for process improvements and efficiencies.

Project Management

• Execute complex marketing automation projects and initiatives from planning through implementation.
• Coordinate activities across multiple stakeholders, vendors, and project teams to ensure successful delivery.
• Contribute to continuous improvement initiatives that enhance team capabilities, operational effectiveness, and member outcomes.

Collaboration

• Collaborates with cross-functional teams across the organization to ensure consistency and alignment with business and strategic objectives.
• Maintains strong collaborative relationships with external partners, agencies, and vendors to ensure successful execution of initiatives.

What you’ll bring:

• Associate Degree or Bachelor's degree in Marketing, Business, Communications, or related field.
• Minimum 3-5 years of progressive experience in marketing automation, lifecycle marketing, CRM marketing, or digital marketing.
• Advanced experience with marketing automation and CRM platforms, including Microsoft Dynamics and Customer Insights.
• Strong experience designing and executing automated campaigns, nurture programs, and customer journey workflows.
• Proven ability to develop audience segmentation strategies and optimize campaigns through testing and analysis.
• Ability to unite data from different sources, entity/table relationships, and segment logic within a CRM data platform.
• Proficiency in HTML email development, landing page management, and campaign deployment.
• Strong analytical skills with experience utilizing reporting tools, dashboards, Google Analytics, and KPI measurement frameworks.
• Experience managing marketing databases, data quality initiatives, and CRM integrations.
• Strong project management and stakeholder management skills with the ability to manage multiple priorities simultaneously.
• Excellent written and verbal communication skills.
• Knowledge of privacy, consent management, data governance, and email marketing regulations.
• Demonstrated ability to influence cross-functional partners and lead projects without direct authority.
• Equivalent combination of education and experience may be considered.

Total Rewards:

Our total rewards approach reflects Beem's values — celebrating success, investing in your growth, and supporting you at work and in life.

• Compensation: Annual salary range of $69,500 - $81,800, with pay based on your skills and experience, and performance bonuses tied to shared goals
• Health & Wellness: Extended health coverage (including mental health support), dental care, and disability coverage
• Time Away: Vacation and personal days to rest, recharge, and manage life outside of work
• Retirement & Financial Well-being: Generous RRSP contributions, in-house financial advice, and flexible options to add your own contributions
• Beem Member Perks: Free banking accounts, special mortgage and lending rates, and preferred financial perks

At Beem we are BOLD and Always Welcoming and our values are at the forefront of everything we do!

• Build Together: You are a team player who thrives on collaboration, sparks ideas, and fosters inclusivity.
• Own It: You are ready to take charge, drive change, and deliver outstanding results.
• Lead with Agility: You are a dynamic, adaptable thinker who thrives on challenge and innovation.
• Driven by Curiosity: You are eager to explore, learn, and shape the future.

Ready to join?

Visit us at www.beemcreditunion.ca to learn more about what it’s like to work for Beem Credit Union! We sincerely thank all applicants for their interest; however, only shortlisted candidates will be contacted for an interview.

We at Beem Credit Union are committed to ensuring inclusive employment practices and an accessible business environment for our employees. We do not discriminate based on any protected attribute covered by the Human Rights Code and encourage all qualified candidates to apply. We are committed to a fair and equitable hiring process for all candidates. All applications are reviewed by a member of our team.

Beem Credit Union serves communities across many traditional Territories and Treaty areas in British Columbia. We are grateful to live and work on this land and are committed to reconciliation, decolonization, and building strong, connected relationships.