Digital Marketing Automation & Operations Manager

Chevron Federal Credit Union is one of the top-run credit unions in the country – and one of the largest, with $4.8 billion in assets. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. As you might imagine, we provide competitive pay and great benefits, including:

• Bonus/incentives for all regular employees
• 401(k) with 8% company contribution
• Medical, dental, and vision insurance for employees and dependents paid at 80%
• PTO and paid sabbaticals
• Tuition reimbursement

GENERAL SUMMARY: 

This is an excellent opportunity for an experienced Salesforce CRM, Marketing Cloud and Digital Marketing Automation and Operations specialist with strong Marketing Analytics skills to flex their technical and strategic marketing skills. This role will help devise and implement all programmatic and automated marketing and programs through the email and marketing automation platform(s) and reporting tools, defining triggers and KPIs, building complex multi-channel journeys, regularly reporting on results and trends and optimizing journeys to maximize response. Reporting to the AVP, Digital & Growth Marketing, you will also work closely with the Sr. Digital Marketing Manager, Design Manager, Brand and Communications Managers, Business Analytics Specialists, and various lines of business from loans to retail and deposits.

The ideal candidate will have expert hands-on experience managing Salesforce Marketing Cloud and CRM. Must have a strong knowledge of the front-and back-end of email platforms, digital communication channels and tools (e.g. Salesforce Marketing Cloud, Prisma, SMS platforms), Google Analytics, Microsoft PowerBi, Workflow Management Systems, AB testing tools, Tag Managers, and Content Management Systems.

Position Duties & Functions:

Responsible for the development and execution of email campaigns, lifecycle frameworks, automated forms, multi-channel automated journeys, plus triggered and outbound emails, texts, and banners across website, digital banking and all digital marketing channels

Own the automated onboarding journey for new members, working across marketing, retail, strategy and member service teams to update the communication experience and drive deeper engagement with new members from the get-go

Strategically devise new opportunities and plans for more efficient, automated communications and marketing to drive growth

Develop, execute, optimize and measure automated marketing, retargeting, and re-engagement campaigns, as well as journey-mapping

Manage our marketing automation platform(s), marketing journeys, and corresponding reporting and reporting tools, fully leveraging Salesforce Marketing Cloud and other MarTech, Data, and CRM capabilities to deepen engagement with existing credit union members and to acquire new members and accounts.

Identify marketing automation opportunities and strategies, collaborating with x-functional teams to determine and outline predictive factors and define related triggers and journeys; Learn and adapt to new automation platforms and channels as needed, including push notifications and SMS for Marketing

Help coordinate and manage digital marketing and automation projects and tasks, tagging, tracking and reporting on results and trends

Subject Matter Expert on MarTech and seeks to understand, evaluate and implement new technologies to support growth marketing, including AI; Lead and maintain automated data syncs across CRM platforms to populate audiences

Plan, deploy and QA email campaigns and automated journeys, ensuring, for example, data extensions referring to each email list are accurate, removal of duplicates in audience lists, segments and trigger set up properly, etc.

Set up and track A/B tests to optimize automated journeys as well as front-end digital experience

Workflow Organization and Team Communication: Clearly document daily tasks, progress, and accomplishments and communicate proactively with the team

Other tasks and responsibilities as assigned

POSITION REQUIREMENTS

EXPERIENCE and EDUCATION:

• 5 to 10 years’ related Marketing Automation or Digital Marketing experience required, preferably in the financial services industry or other highly regulated industry.
• Salesforce Marketing Cloud certification/training
• Salesforce Marketing Cloud, including AdStudio: 3+ years (Preferred)
• Google Analytics, Microsoft PowerBI and/or Lookr: 2-3 years
• High school diploma, GED or equivalent.
• Equivalent combination of education and experience may substitute for stated qual