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Salesforce Marketing Cloud Manager

Jobs via Dice, Winston Salem, North Carolina, United States, 27104

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Salesforce Marketing Cloud Manager

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Truliant's mission is to improve lives by putting our members first and providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives & providing a foundation on which we conduct ourselves.

The Salesforce Marketing Cloud Manager leads data strategy, research, and reporting to support marketing & organizational goals. This role oversees all Salesforce Marketing Cloud initiatives, ensuring effective segmentation, campaign execution, and performance tracking. The Manager provides actionable insights to grow membership & product usage, manages the Marketing Customer Information File (MCIF), utilizes Lodestar's Oracle BI platform, and directs the work of team members and external vendors.

As the primary analytics resource & subject matter expert for the marketing team, this position is responsible for both the oversight and execution of analytic projects. The role blends strategic planning, project management, and results communication to support marketing leadership & broader organizational objectives.

Essential Functions and Responsibilities

Leads various Credit Union research initiatives to collect, analyze and interpret data and research findings on existing & prospective members to recommend marketing strategies and tactics to increase market share, share of wallet & product penetration.

Leads cross-functional projects using advanced data modeling and analysis techniques to discover insights that guide strategic decisions and uncover optimization opportunities.

Oversees the management, coordination & analysis of quantitative and qualitative research to guide marketing & product development decisions as they pertain to the Credit Union's strategic and business plan.

Manages and coaches data analytics team members, providing oversight and guidance for data marketing campaigns, reporting & tracking, prioritization, and approval processes.

Oversees the development and creation of reports for Board, Senior Management & Marketing leadership to provide actionable insights into the membership & target marketplace composition.

Represents the Marketing team as a stakeholder in other department and corporate projects, managing tasks that relate to Marketing (robust knowledge of organization systems, policies, procedures, products).

Collaborates with external resources to provide geographic, demographic & psychographic data.

Develops & implements quality controls & departmental standards to meet organizational expectations & regulatory requirements.

Manages & optimizes processes for data intake, validation, mining & engineering as well as modeling, visualization & communication deliverables.

Leads efforts for creating profiles & models for current members into lifestyle & other demographic segments for analysis, target marketing, charter expansion, branch growth & potential mergers.

Manages utilization & presentation of geographic, demographic & psychographic information to provide data visualization/mapping for presentations on growth, penetration, merger & expansion.

Manages all direct marketing needs in coordination with CU strategies & goals.

Develops targeting & segmentation for marketing & product campaigns & lead generation.

Manages tracking & reporting for marketing campaigns including effectiveness, response rate & ROI.

Creatively writes, designs, develops & coordinates direct marketing efforts and other member communications to target member segments to meet strategic goals & objectives within budget.

Works cross-functionally with multiple stakeholders within marketing & broader organization to ensure marketing-driven results are accurately captured & disseminated.

Requires an in-depth knowledge of the flow of data from credit union & other third‑party sources, including the core system, Salesforce CRM platform (Horizon), Salesforce Marketing Cloud, Lodestar Data Warehouse, profitability software etc.

Oversees the management, maintenance & data accuracy of the Salesforce Marketing Cloud (SFMC) tool, including use of SQL (Structured Query Language).

Other Duties and Responsibilities

Assists with other tasks and projects as assigned.

Knowledge, Skills and Abilities

Must have previous experience with MCIF/warehouse systems, CRM & databases, preferably in a financial services environment.

Must have Leadership experience.

Must have extensive analytical & computer skills with proficiency in Excel, Word, PowerPoint & mapping software.

Must have ability to learn & develop skills through independent study.

Must have strong project management skills with demonstrated ability to manage multiple priorities from inception to completion with minimal supervision in a fast‑paced environment.

Must have strong writing & creative skills to develop member communication pieces.

Must have excellent data visualization skills.

Must possess excellent communication skills at all levels (verbal & written).

Must be detail oriented, well organized & able to handle multiple projects simultaneously.

Must have experience working on multi‑department projects.

Must have a strong understanding of banking operations, standard concepts, practices, procedures, regulations & compliance within the credit union/banking industry.

Must have extensive knowledge of the Credit Union's products, services, operations & charter.

Strong analytical & problem‑solving skills with ability to research issues, summarize findings & make meaningful recommendations.

Ability to collect, organize, analyze & disseminate significant amounts of information with attention to detail & accuracy.

Must have skills & experience in developing & delivering presentations to all levels.

Must be able to work in a team environment, with strong collaborative skills.

Must have superior interpersonal skills; ability to get along with diverse personalities, tactful, mature, flexible, compassionate & respectful.

Must have ability to understand all business processes within the Credit Union.

Must be able to work in a general office environment.

Must be flexible and able to shift resources & priorities as required.

Must be able to complete all assignments with minimal supervision.

Should possess a strong commitment to providing excellent service to Truliant's members.

Physical Requirements

Occasional standing, walking, bending and stooping required.

Must be able to sit at a desk for long periods of time & use a computer.

Must be able to moderately lift or move up to 5 pounds and occasionally up to 10 pounds.

Education and Background

Bachelor's or advanced degree required.

Minimum of 7 years’ experience with Analytical/Database marketing required.

Must have experience in working with disparate data sets to produce accurate, relevant inquiries & results.

Must have experience with multiple, complex marketing initiatives over an extended period of time.

3-5 years’ experience in management or mentoring role required.

Minimum of 5 years experience in the credit union or banking industry required.

Minimum of 5 years management & or project management experience required.

Marketing Cloud Engagement Consultant Certification required.

Location Position can be based in Winston‑Salem, NC or Charlotte, NC.

Benefits

No‑cost employee medical, dental, vision coverage.

Prescription benefits (including mail order).

Paid holidays and paid time off (PTO).

401(k) plan with contribution matching.

Paid community involvement volunteer hours.

Paid group life insurance.

Teammate loan discounts.

Tuition reimbursement.

Short‑term & long‑term disability.

Health & wellness program.

Teledoc (physician video conferencing).

Onsite fitness facilities or health club reimbursement.

Employee Assistance Program (EAP).

Medical flexible spending account.

Dependent care flexible spending account.

Seniority level Mid‑Senior level

Employment type Full‑time

Job function Marketing and Sales

Industries Software Development

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