Marketing Specialist, Branch Training & Adoption

CrossCountry Mortgage, LLC•Cleveland, OH

1d•Hybrid

About The Position

The Marketing Specialist, Branch Training & Adoption plays a pivotal role in ensuring the success of CCM's sales teams nationwide by equipping them with the necessary marketing tools, knowledge, and training to drive adoption and operational excellence across the organization. This position reports to the Sr. Director Branch Marketing, Onboarding & Programs and requires collaboration with colleagues in a matrixed organization.

Requirements

Bachelor’s degree in Marketing, Communications, or related field, or equivalent combination of education and experience.
3+ years of experience in marketing and communications.
3+ years of experience in training.
Experience in delivering engaging, interactive training sessions in various settings.
Excellent attention to detail, organizational and prioritization skills.
Effective communication skills to collaborate with all levels of management.
Knowledge of Microsoft Office Suite applications including Excel and PowerPoint.
Travel as required (up to 80% of the time) to branches across the U.S. to provide in-person training and support.

Nice To Haves

Certifications in training, digital marketing, or CRM platforms, preferred.

Responsibilities

Ensure members of CCM sales teams are set up for success with marketing tools & training courses.
Maintain up to date knowledge of the Marketing department offerings and present new products and services to sales teams to increase tool adoption.
Collaborate and strategize with cross-functional teams, including marketing platform leaders, sales, and onboarding training team to align training content with company goals.
Manage the logistics and scheduling of training sessions, ensuring seamless coordination with branch locations.
Conduct onsite training sessions and provide subject matter expertise to sales employees via a variety of methodologies to increase adoption of marketing platforms.
Create and optimize trainings; develop curriculum and job aids for marketing technology training courses, in cooperation with other departments, to ensure comprehensive and effective training.
Oversee training on marketing software to enhance user adoption, delivering web-based and in-person training, traveling to branches as required.
Create and maintain department SOPs, FAQs, and training templates, updating these resources based on procedural or policy changes and internal process improvements.
Stay updated on industry trends and best practices in training, e-learning, and professional development.
Keep abreast of new CRM features, integrations, and enhancements, ensuring training content remains up-to-date and relevant.
Develop methods to boost marketing platform adoption and efficiency through targeted training initiatives.
Utilize tools to map transition tasks, manage deadlines, and streamline processes for greater productivity.
Monitor and assess training effectiveness through analytics and use insights to inform future learning strategies.
Analyze performance metrics and provide monthly reports to marketing leaders on branch onboarding training experiences, including insights on platform adoption and areas for improvement.
Provide excellent service, information, and communication to internal and external customers.
Respond to issues quickly and with sound decision making.
Proofread and ensure quality standards are met.
Participate in and document discussions during meetings and conference calls.
Maintain current work-in-progress records and archives of past project information.
Develop and execute marketing tactics to increase engagement with our marketing platforms to include SEO, marketing automation, email, video and social media areas.
Collaborate with the SMEs to create impactful presentations to field sales, implementing contests and learning strategies to ensure continued use of our marketing tools.