Technology Credit Union (Tech CU) · 1 day ago
Marketing Operations Director
US-CA-San Jose
Full-time
Hybrid
Mid, Senior Level
$132K/yr - $188K/yr
6+ years expTechnology Credit Union (Tech CU) is looking for a Marketing Operations Director to oversee their marketing initiatives. This role involves strategic oversight and operational excellence, bridging the gap between marketing strategy and execution to maximize impact and efficiency.
BankingCommercial LendingCredit CardsFinancial Services
Responsibilities
Implements a comprehensive marketing operations strategy that is aligned with the company's overall business objectives
Defines, analyzes, and optimizes project management processes and workflows to create scalable and consistent standards including marketing SLAs and best practices
Leads the annual marketing budget planning and management process, ensuring effective allocation and utilization of resources
Oversees the evaluation, selection, and implementation of marketing technology tools and platforms (e.g., CRM, CDP, marketing automation and personalization)
Manages the marketing software and tools, ensuring seamless integration between technologies for smooth data flow across platforms and teams
Develops and manages relationships with external agencies, contractors, and vendors to ensure quality and cost-effectiveness
Defines key marketing metrics and establishes a robust analytics framework to measure marketing performance and campaign effectiveness
Develops and maintains dashboards for real-time reporting that turn data insights into actionable marketing initiatives, presenting data-driven insights and optimization recommendations to leadership
Ensures data integrity and accuracy across all marketing systems and builds processes to support business needs and member journeys
Analyzes market trends, competitor activities, and customer insights to inform strategic decisions
Acts as a central liaison to ensure alignment and collaboration among the marketing department, Retail, Lending, Finance, IT, Commercial Banking, and other internal stakeholders
Leads change management for process improvements and new technology adoption across marketing and other functions
Establishes and enforces brand guidelines to ensure consistent messaging across all internal and external communication channels
Optimizes campaign workflows and content management across all touchpoints to maximize member engagement, improve ROI, and mitigate member opt outs and unsubscribes
Oversees member journeys across all touchpoints, architecting and streamlining member interactions and experiences with the brand
Qualification
Required
Bachelor's degree in Marketing, Business Administration, or a related field; a Master's degree is a plus
6+ years of experience in marketing, with 5+ years in marketing operations leadership role
Strong knowledge of current trends and financial products and services (mortgage, home equity line of credit, auto loan, credit card, checking/savings accounts, bill pay, online and mobile banking, etc.), pricing, credit union/bank compliance requirements, as well as the competitive landscape
Proven track record of driving process improvement, managing marketing technology, and enabling effective strategy
Extremely analytical, strategic, and data-driven, with the ability to translate complex data into actionable recommendations
Deep expertise in marketing automation platforms, CRM systems, and analytics tools
Strong project management, organizational, and budget management skills
Exceptional written, visual, and verbal communication skills, including experience presenting to executive-level stakeholders
A resourceful, proactive, and collaborative mindset with the ability to manage multiple priorities and deadlines in a fast-paced environment
Proficient in Microsoft Office
Highly adaptive and open to changes as the organization grows and its needs evolve
Benefits
Health Coverage: Medical, dental, and vision plans
Income Protection: Life and disability insurance
Retirement: 401(k) plan with company match
Paid Holidays: 12 days annually
Paid Time Off (PTO): Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year)
Voluntary Time Off (VTO): 8 hours annually for full-time employees to support charitable organizations
Flexible Spending Accounts
Employee-paid voluntary benefits
Leaves of absence in compliance with state and federal regulations
Company
Technology Credit Union (Tech CU)
Tech CU has served the high-tech workforce and its ecosystem in the greater Bay Area for over 60 years.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jeannine Jacobsen
Chief Operating Officer
Recent News
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Company data provided by crunchbase