Marketing Operations Specialist

PRIMARY FUNCTIONS
The Marketing Operations Specialist will work interdependently with executives, directors, and managers to implement and execute local and national marketing plans, projects, and campaigns that bring brand and service awareness to current and potential members of the organization. This role serves as a key execution partner to the SVP of Marketing, with the authority to manage and execute a high volume of marketing initiatives independently. The Marketing Operations Specialist translates strategic direction into actionable plans and ensures initiatives move from concept to completion with minimal executive oversight.

MARKETING OPERATIONS

Works in conjunction with the VP of Marketing to propose, develop, and implement marketing plans designed to meet the short- and long-term strategic goals of the credit union.

Independently manage and execute high-priority initiatives delegated by the SVP & VP of Marketing.

Translate executive-level strategy into tactical project plans with clear timelines, resource allocation, and measurable outcomes.

Develop, implement, and enforce standardized campaign intake, prioritization, and launch processes.

Manage department-wide campaign calendar and capacity planning to ensure alignment with strategic objectives.

Rapidly reprioritize projects as organizational needs shift while maintaining clarity and accountability across the team.

Serve as the operational hub between Marketing, IT, Compliance, Branch Operations, and executive leadership.

MARKETING TECHNOLOGY

Maintain governance of marketing automation platforms (HubSpot experience strongly preferred).

Own and administer the department’s project management system (Asana), including workflow architecture, templates, and task governance.

Ensure proper tagging, segmentation, and UTM tracking discipline across digital campaigns.

Partner with Business Intelligence and IT to ensure data accuracy and reporting integrity.

Identify opportunities to improve automation, efficiency, and reporting through technology.

CAMPAIGN EXECUTION OVERSIGHT

Oversee operational execution of campaigns across digital, print, email, social, and branch channels.

Monitor campaign timelines, budgets, and resource allocation.

Ensure campaign assets move efficiently through review, compliance, and launch processes.

Oversee vendor coordination related to print, promotional materials, and digital execution.

REPORTING & PERFORMANCE MEASUREMENT

Own campaign performance reporting and build standardized dashboards to track KPIs and ROI.

Present clear, concise performance summaries to marketing leadership.

Monitor marketing budget allocation and vendor spend pacing.

Identify operational bottlenecks and implement process improvements.

EDUCATION AND/OR EXPERIENCE

A Bachelor’s Degree in Marketing, Business, Communications, or a related field is required.

Minimum of 5 years of professional experience managing complex projects, operational workflows, or cross‑functional initiatives in a fast‑paced environment.

At least 3 years of experience using project management software is required, with strong preference for advanced proficiency in Asana.

Experience with marketing technologies, particularly HubSpot, is strongly preferred; prior experience in marketing or financial services is preferred but not required.

The ideal candidate will demonstrate success managing multiple concurrent initiatives, building efficient systems, and analyzing performance data to inform decision-making.

PERFORMANCE EXPECTATIONS
To perform this job successfully, the candidate must be able to solve problems, handle complex details, and manage multiple projects simultaneously. The role requires strong communication skills, quick learning of technology, and a deep understanding of how technology can solve business challenges. Excellent attention to detail, the ability to meet production schedules and deadlines, and professionalism are essential. The successful applicant will be a self‑starter, organized, dependable, and diplomatic in interactions.

REGULATORY COMPLIANCE & CONFIDENTIALITY
This position requires adherence to regulatory and policy compliance requirements, including the Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC), Anti‑Money Laundering (AML) regulations, and safeguarding confidential member information.

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