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Marketing Operations Specialist

Invictus Capital Partners · Bloomington, MN, USA ·

Pay:
$65,000-$80,000/yr
Job type:
Full Time

Marketing Operations Specialist
Department: Sales

Employment Type: Full Time

Location: Bloomington, MN

Reporting To: Chief Marketing Officer

Compensation: $65,000 - $80,000 / year

Description
We are looking for a detail-oriented and proactive Marketing Operations Specialist to support our growing marketing and sales teams. This role sits at the intersection of data quality, sales enablement, and marketing execution — ensuring our contact database is clean, well-organized, and actionable, while freeing up our Marketing team to focus on strategy and campaign building.

Responsibilities and Duties
CRM & Contact Management

Receive, validate, and upload contact rosters from counterparties and internal stakeholders

Run all incoming contacts through email validation tools (e.g. NeverBounce) prior to upload, ensuring invalid or incomplete records are flagged and excluded

Ensure all contacts meet data quality standards — required fields include company name, company NMLS#, and assigned sales contact

Maintain and apply the company's CRM tagging taxonomy across channel, segment, status, rate sheet, distribution list, and event categories

Conduct regular audits of contact records to identify untagged, duplicate, or outdated entries and resolve them

Manage event tags in advance of conferences and industry events, and support post-event outreach segmentation

Coordinate contact reassignment when sales team members join or depart

Sales Support

Serve as a resource for the sales team — helping reps locate marketing materials, presentations, and resources within the company's content library

Pull targeted contact lists on request to support outreach, conference prep, and business development efforts

Support counterparty onboarding by coordinating the intake and processing of new contact lists

Distribution List & Compliance Management

Maintain accuracy of distribution lists as contacts are added, updated, or removed

Monitor and enforce opt-out and unsubscribe compliance across platforms

Communicate contact upload confirmations and list updates to relevant stakeholders

Process & Documentation

Follow and maintain standard operating procedures for contact management and list uploads

Identify opportunities to improve or streamline existing workflows

Support the Marketing team on campaign execution tasks as needed

What We're Looking For

Strong attention to detail and a process-oriented mindset

Comfort working with data — spreadsheets, CSVs, and CRM platforms

Experience with email marketing platforms (Mailchimp or similar) a plus

Familiarity with the mortgage industry, particularly correspondent or wholesale channels, preferred but not required

Ability to work independently, prioritize competing requests, and communicate proactively

A collaborative team player who understands when to escalate and when to execute

What Success Looks Like

Our contact database is clean, consistently tagged, and audit-ready at all times

Sales reps can quickly find the resources and lists they need without pulling the broader Marketing team off higher-priority work

New contacts are processed accurately and efficiently with no compliance gaps

Marketing campaigns are supported by well-segmented, reliable lists

Education and Experience

Bachelor's degree in Marketing, Business, Communications, Operations, Information Systems, or a related field preferred

Equivalent combination of education and relevant work experience will be considered

2+ years of experience in marketing operations, CRM administration, sales support, data management, or a related operational support role preferred

Experience working with CRM systems (Salesforce, HubSpot, Jungo, etc.)

Proficiency in Excel and CSV file management

Strong attention to detail and a process-oriented mindset

Comfort working with data — spreadsheets, CSVs, and CRM platforms

Experience with email marketing platforms (Mailchimp or similar) a plus

Familiarity with the mortgage industry, particularly correspondent or wholesale channels, preferred but not required

Ability to work independently, prioritize competing requests, and communicate proactively

A collaborative team player who understands when to elevate and when to execute

Key Competencies

CRM & Data Management: Maintains accurate, organized, and properly segmented contact data within CRM systems

Attention to Detail: Ensures contact records, tagging, and distribution lists are complete, accurate, and compliant

Process Execution: Follows established workflows while identifying opportunities to improve efficiency and consistency

Sales & Marketing Support: Provides timely support to sales and marketing teams through list management and resource coordination

Organizational & Time Management: Effectively manages multiple requests, deadlines, and ongoing data maintenance tasks

Communication & Collaboration: Works proactively with internal stakeholders to ensure alignment, responsiveness, and smooth execution

How This Role Demonstrates Our Values

Integrity: Maintains clean, compliant, and accurate contact data while supporting unsubscribe and opt-out requirements

Collaboration: Partners closely with sales, marketing, and internal stakeholders to support business development and campaign execution

Excellence: Ensures contact databases, distribution lists, and workflows are organized, reliable, and audit-ready

Critical Curiosity: Identifies process improvement opportunities and continuously enhances marketing operations workflows

Benefits

Competitive compensation package, including base salary and performance-based bonus opportunities

401(k) plan with 100% company match up to 4%

Comprehensive health coverage: medical, dental, vision, HSA, and FSA options

Generous paid time off: 20 days PTO, company holidays, and sick time

Paid parental leave

Company-paid life insurance and disability coverage

Employee Assistance Program (EAP): mental health, financial, and wellness support

Professional development: tuition reimbursement and growth opportunities

Commuter and transit benefits

Successful applicants will exemplify strong ethics, integrity, respect for others, accountability for decisions and actions, and good citizenship.

Maintaining a reliable, uninterrupted high speed internet connection is a requirement of hybrid or remote positions.

All job duties and responsibilities must be performed within the guidelines of the Verus Residential Mortgage Employee Handbook and established company policies and procedures. It is the responsibility of each employee to maintain confidentiality of the company, its clients and to follow applicable laws and regulations in the performance of duties.

Verus Mortgage Capital is an equal opportunity employer. All qualified applicants are welcomed to apply and will receive consideration for employment without unlawful discrimination because of a person’s race, religious creed, color, national origin, citizenship status, ancestry, marital status, sex, age or sexual orientation, or because of a person’s disability or medical condition.

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