Director, Marketing Planning & Performance

Wright-Patt Credit Union•Beavercreek, OH

4d•$123,510 - $185,349

About The Position

This role plays a critical leadership position in transforming marketing into a strategic, data-driven growth engine. The Director, Marketing Planning & Performance connects enterprise strategy to execution by ensuring marketing investments, priorities, and performance are aligned to deliver measurable business impact. The Director, Marketing Planning & Performance serves as the strategic planning and performance leader for the marketing team, responsible for translating SVP-defined enterprise marketing strategy into clear plans, priorities, and measurable outcomes. This role ensures marketing operates as a unified system (strategy to execution to performance) rather than siloed functions, driving improved campaign ROI, faster cycle times, and increased marketing-attributed revenue. This role connects strategy to execution by aligning business unit priorities, marketing resources, and operational capacity into a unified system of work across strategy, operations, creative, and communications. The Director ensures marketing is proactive, data-driven, member-centered, and delivers measurable impact aligned with enterprise goals, including pipeline contribution, campaign ROI, conversion improvement, and marketing efficiency gains. This role is co-accountable with the Director, Marketing Creative & Content for campaign performance outcomes, with Planning & Performance owning strategy, audience targeting, prioritization, and investment decisions, and Creative & Content owning execution, messaging, and content delivery.

Requirements

Translating enterprise marketing strategy into clear plans, priorities, and measurable outcomes.
Ensuring marketing operates as a unified system (strategy to execution to performance).
Driving improved campaign ROI, faster cycle times, and increased marketing-attributed revenue.
Aligning business unit priorities, marketing resources, and operational capacity into a unified system of work across strategy, operations, creative, and communications.
Ensuring marketing is proactive, data-driven, member-centered, and delivers measurable impact aligned with enterprise goals.
Co-accountable for campaign performance outcomes, owning strategy, audience targeting, prioritization, and investment decisions.
Leading a team of planning managers and marketing experts.
Partnering with approximately 15 business units to shape and translate business goals into clear marketing strategies and priorities.
Serving as a strategic advisor on scenario planning, investment trade-off modeling, and prioritization framework development.
Establishing and maintaining a unified planning and performance model that aligns strategy, execution, and measurement across strategy, creative, operations, and communications.
Owning the enterprise marketing prioritization model.
Aligning marketing demand with operational capacity.
Leading intake standards and campaign tiering.
Ensuring clear strategic direction flows into Operations and Creative through integrated planning processes.
Creating one consistent system for decision-making and prioritization.
Driving measurable improvements in marketing throughout, cycle time, and on-time delivery while reducing rework.
Owning marketing budget planning, allocation, and forecasting (including variance management).
Defining and managing the marketing KPI framework, including acquisition, engagement, conversion, retention, and ROI metrics.
Partnering with Analytics/Strategy Office to establish measurement, reporting, and optimization loops.
Ensuring marketing investments deliver measurable ROI using attribution models, incrementality testing, and performance analytics.
Leading segmentation, targeting, and positioning frameworks.
Owning final decision-making for segmentation, targeting, and go-to-market strategy.
Partnering with agency and Creative leadership to inform campaign direction, media strategy, and performance expectations.
Ensuring strategies are member-centered, data-informed, and competitively differentiated.
Owning what, who, and where decisions.
Ensuring all strategic briefs include clear objectives, target audience definition, success metrics, and performance expectations.
Co-reviewing and approving strategic briefs with Creative leadership.
Establishing pre-production alignment checkpoints.
Partnering with Creative & Content on post-campaign performance reviews.
Partnering closely with Marketing Operations, Creative & Content, and Corporate Communications.
Ensuring strategy translates cleanly into execution with minimal rework and strong alignment between strategic intent and creative output.
Defining and managing AI governance, including use cases for content generation, targeting, and analytics, with clear standards for compliance, data privacy, and risk management.
Leading AEO/GEO strategy.
Advancing personalization, journey strategy, and lifecycle marketing capabilities.
Ensuring marketing execution aligns with regulatory requirements, internal controls, and enterprise risk standards.
Leading and developing Planning & Performance team members.
Fostering a culture of accountability, strategic thinking, and continuous improvement.
Building strong cross-functional partnerships and influence without direct authority across teams.
Providing coaching, feedback, and growth opportunities to support team performance and development.

Responsibilities

Co-lead and drive development of the enterprise marketing strategy and annual marketing plan, in partnership with and under the direction of the SVP, Marketing, ensuring alignment with organizational priorities.
Partner with approximately 15 business units to shape and translate business goals into clear marketing strategies and priorities.
Serve as a strategic advisor to the SVP on scenario planning, investment trade-off modeling, and prioritization framework development.
Establish and maintain a unified planning and performance model that aligns strategy, execution, and measurement across strategy, creative, operations, and communications.
Own the enterprise marketing prioritization model, ensuring work is aligned to highest-value initiatives.
Align marketing demand with operational capacity to ensure realistic delivery timelines and reduce rework.
Lead intake standards and campaign tiering to manage demand across business units.
Ensure clear strategic direction flows into Operations and Creative through integrated planning processes.
Eliminate fragmentation by creating one consistent system for decision-making and prioritization.
Drive measurable improvements in marketing throughout, cycle time, and on-time delivery while reducing rework.
Own marketing budget planning, allocation, and forecasting (including variance management) aligned to enterprise priorities in partnership with the SVP, Marketing.
Define and manage the marketing KPI framework, including acquisition, engagement, conversion, retention, and ROI metrics.
Partner with Analytics/Strategy Office to establish measurement, reporting, and optimization loops.
Ensure marketing investments deliver measurable ROI using attribution models, incrementality testing, and performance analytics and support enterprise growth goals.
Lead segmentation, targeting, and positioning frameworks, including Member Pulse strategy activation.
Own final decision-making for segmentation, targeting, and go-to-market strategy, incorporating input from Creative, Operations, Sr. VP of Marketing, and agency partners.
Partner with agency and Creative leadership to inform campaign direction, media strategy, and performance expectations.
Ensure strategies are member-centered, data-informed, and competitively differentiated.
Owns what, who, and where decisions; partners with Creative on how the strategy comes to life through messaging and storytelling.
Ensure all strategic briefs include clear objectives, target audience definition, success metrics, and performance expectations.
Co-review and approve strategic briefs with Creative leadership prior to campaign development to ensure clarity and alignment.
Establish pre-production alignment checkpoints to reduce rework and ensure execution readiness.
Partner with Creative & Content on post-campaign performance reviews to drive continuous optimization.
Partner closely with Marketing Operations (execution & workflow), Creative & Content (concepting & storytelling), and Corporate Communications (enterprise messaging).
Ensure strategy translates cleanly into execution with minimal rework and strong alignment between strategic intent and creative output.
Define and manage AI governance, including use cases for content generation, targeting, and analytics, with clear standards for compliance, data privacy, and risk management.
Lead AEO/GEO strategy to ensure visibility across AI-driven search and discovery platforms.
Advance personalization, journey strategy, and lifecycle marketing capabilities.
Ensure marketing execution aligns with regulatory requirements, internal controls, and enterprise risk standards.
Lead and develop Planning & Performance team members.
Foster a culture of accountability, strategic thinking, and continuous improvement.
Build strong cross-functional partnerships and influence without direct authority across teams.
Provide coaching, feedback, and growth opportunities to support team performance and development.