Marketing Operations Specialist

Valley First Credit Union•Modesto, CA

6d•Onsite

About The Position

The Marketing Operations Specialist is responsible for the infrastructure, data, and operational execution that enables effective marketing across the organization. This role focuses on marketing systems, data hygiene, list management, compliance, workflows, and performance reporting, ensuring campaigns executed by channel and strategy roles are accurate, compliant, scalable, and measurable. This position does not own channel strategy, campaign ideation, messaging, or optimization. Instead, it serves as the operational backbone of the marketing function-supporting campaign delivery through accurate data, controlled processes, and reliable systems. The ideal candidate is highly detail-oriented, process-driven, and analytically minded, with strong experience in marketing technologies, data governance, and regulated environments.

Requirements

5+ years of relevant experience in marketing operations, marketing technology, or data-driven marketing roles
Strong understanding of financial services or credit union environments
Proven experience with marketing databases, audience segmentation, and automation platforms
High level of technical aptitude and ability to work with complex systems and datasets
Exceptional attention to detail and commitment to data accuracy
Strong analytical, organizational, and problem-solving skills
Ability to manage multiple priorities in a deadline-driven environment
Clear written and verbal communication skills
Professional discretion when handling confidential member and business data
Ability to work independently or collaboratively with minimal supervision
Technical aptitude to understand complex programs and applications.
Displays courtesy, tact, and diplomacy during personal contact with others inside and/or outside of the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation.
Strong written, verbal, and interpersonal skills.
Detail-oriented, organized, accurate and ability to adapt to change.
Excellent decision making and time management skills.
Well-developed analytical and problem-solving skills.
Ability to trouble-shoot problems and research capabilities of current or proposed products.
Exert up to 50 pounds of force occasionally and/or a negligible amount of force frequently or constantly to lift, carry, push, pull or otherwise move objects.
Sedentary work involves sitting most of the time.
The incumbent is required to have close visual acuity to perform an activity such as: preparing and analyzing data and figures; typing; viewing a computer screen and reading.
Climb/descend stairs in an emergency situation.
Operate routine office equipment including personal computers, copy machines, mobile and landline phones, calculator and others as needed.
Maintain working on a computer for six to eight hours daily, on average.
Work extended hours if required or requested by management.
Regular, reliable and timely attendance.
Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Perform job functions independently, or with limited supervision, and work effectively either on own or as part of a team.
Read and carry out various written instructions and follow oral instructions.
Speak clearly and deliver information in a logical and understandable sequence.
Effectively handle multiple, simultaneous, and changing priorities.
Exercise highest level of discretion on both internal and external confidential matters

Nice To Haves

Bachelor's degree preferred

Responsibilities

Owns member data hygiene for marketing use, including data accuracy, normalization, suppression logic, and integrity checks.
Manages marketing lists, audiences, and segmentation logic, ensuring proper governance, documentation, and reuse.
Establishes and maintains list standards, naming conventions, and approval processes to prevent overlap, errors, and compliance risk.
Partners with IT, Data, and Compliance to ensure appropriate data sourcing, usage permissions, and retention practices.
Serves as the primary administrator for marketing automation and CRM tools (e.g., Jack Henry MCN support functions), excluding campaign strategy and content decisions.
Manages contact models, data extensions, automations, and system integrations to ensure reliable campaign execution.
Documents system processes and provides operational guidance for internal users.
Supports campaign execution by handling data pulls, list builds, QA, and deployment readiness, ensuring accuracy and compliance before launch.
Coordinates production timelines, file transfers, and technical setup for email, direct mail, and digital communications.
Partners with Channel Marketing and creative teams to ensure campaigns are launched correctly and on schedule.
Oversees marketing compliance workflows, including required disclosures, approvals, record retention, and regulatory alignment.
Ensures all marketing operations follow Valley First Credit Union policies, the Bank Secrecy Act, Patriot Act, and other applicable regulations.
Maintains audit-ready documentation for campaigns, data usage, and approvals.
Develops and maintains standardized marketing performance reports and dashboards (e.g., delivery, response, conversion, list performance).
Tracks operational KPIs such as deployment accuracy, turnaround times, data quality metrics, and campaign execution success.
Provides insights to support decision-making without owning campaign optimization or channel strategy.
Identifies inefficiencies in marketing workflows and implements process improvements to increase speed, accuracy, and scalability.
Maintains marketing calendars from an operational and resourcing perspective, ensuring feasibility and coordination across teams.
Supports the Director of Marketing with special projects, documentation, and operational planning.