Marketing Operations Director

Technology Credit Union • San Jose, CA

1d • $132,000 - $188,000 • Hybrid

About The Position

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.

Requirements

• Bachelor's degree in Marketing, Business Administration, or a related field; a Master's degree is a plus.
• 6+ years of experience in marketing, with 5+ years in marketing operations leadership role.
• 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.

Nice To Haves

• Master's degree is a plus.

Responsibilities

• 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.
• 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.
• 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.
• 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.
• 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.

Benefits

• 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
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 251-500 employees