Position Summary
The Director of Marketing Operations is responsible for the strategic oversight and operational excellence of all marketing initiatives. This role leads the marketing operations function, bridging the gap between strategy and day to day execution by focusing on the systems, data, and processes that enable the marketing team to maximize impact and efficiency. The incumbent serves as a strategic, data-driven leader by driving marketing operations initiatives, leveraging strong project management skills and deep expertise in marketing technology, processes, and workflows to ensure operational excellence and alignment with business objectives.
Responsibilities
Strategic planning and process improvement
- 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.
Marketing technology (MarTech) management
- 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.
Data and analytics
- 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.
Cross-functional collaboration and communications:
- 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.
Campaign Optimization
- 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.
Work Schedule
- Full-time; typically 40+ hours/week
- Flexible within core business hours, Pacific Time, M-F
- Occasional extended early morning or late evening hours, and weekends, typically with advance notice
Workplace Essentials
- Supports Tech CU’s Mission and Vision and consistently demonstrates Tech CU’s Values (Accelerate, Collaborate, Innovate and Cultivate).
- Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
- Complies with Tech CU policies and procedures.
- Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
- Complies with requirements imposed by federal, state and local agencies.
- Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.
Qualifications
Education:
Bachelor's degree in Marketing, Business Administration, or a related field; a Master's degree is a plus.
Experience:
6+ years of experience in marketing, with 5+ years in marketing operations leadership role.
Knowledge/Skills/Abilities:
- 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.
Licensing/Certifications
None required.
Travel:
May be required to occasionally attend offsite training, meetings or events, typically with advance notice, occasional overnight travel may be required
Typical Working Conditions:
Office environment with interaction with a variety of internal and external parties. May work remotely as determined by business need and individual performance.
Equipment Used:
Routinely uses standard office equipment, including computer, phone, copier and other devices.
Physical Requirements:
- Speaking and listening to interact with internal and external parties in person or via phone.
- Reading a computer screen and performing keyboarding tasks for up to 70% of the day.
- Sitting at desk and/or conference table for extended periods of time.
- Mobility to attend meetings within office building and offsite.
EQUAL EMPLOYMENT OPPORTUNITY
Technology Credit Union is an Equal Opportunity Employer. All qualified employees and applicants receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetic information, age, disability, veteran status or any other legally protected basis. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
Pay and Benefits
- Position Grade: 108
- Salary Range: minimum-$132,000, midpoint-$160,000, maximum-$188,000
- Work Location: The salary range listed is based on working in San Jose, CA . If you work remotely, your salary will be adjusted based on your geographic location.
- Typical Starting Pay: Most new hires start between the minimum and midpoint of the range (adjusted for work location if applicable), based on experience and qualifications.
- Bonus Potential: Target 15% of base salary based on company and individual performance.
- Paid Time Off (PTO)
- Accrues at 7.08 hours per bi-weekly paycheck (approximately 23 days per year)
- Increases with length of service
- Voluntary Time Off (VTO)
- 8 hours annually for full-time employees to support charitable organizations
- Additional Benefits
- Flexible Spending Accounts
- Employee-paid voluntary benefits
- Leaves of absence in compliance with state and federal regulations
Tech CU is a pay-for-performance organization. We benchmark base pay to the 50th percentile of our market and offer incentive-based compensation tied to individual and company goals.
Tech CU offers a comprehensive benefits package, including:
- 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