Responsibilities

• Own Marketing Automation & Journey Orchestration: design and deploy engagement journeys in CRM across onboarding, renewal, win-back, and post-event nurture.
• Integrate CRM with marketing stack and web; define journeys and run A/B tests to optimize touchpoints.
• Build attribution models to track marketing touchpoint ROI across the funnel.
• Revenue Operations & Pipeline Management: optimize lead-to-opportunity conversion with targeting lists, routing, response times, and scoring.
• Generate weekly/monthly pipeline reports and conduct cohort analysis to identify high-performing segments.
• Track engagement metrics (content downloads, event attendance, research usage, advocacy) and MAC/ROM metrics.
• Manage member-facing inbox and identify warm leads with timely, professional responses.
• Collaborate with Membership team to improve targeting, routing, and response times.
• Drive event registration and post-event nurture flows; ensure data integrity and cross-functional alignment.
• Implement dashboards for executive visibility and support strategic planning.

Requirements

• Bachelor’s degree in Marketing, Communications, Business Administration, or related field; or equivalent experience.
• 5+ years in Marketing and CRM management, including proficiency in Salesforce and/or Hubspot and marketing automation platforms.
• Salesforce Administrator certification (ADM-201), Hubspot CRM Certification, Hubspot Marketing Software Certification, and/or Salesforce Advanced Administrator certification preferred.
• Journey Optimization: experience building scored audience journeys and effective marketing automation to drive engagement or conversion.
• Project Management: ability to handle multiple priorities with deadlines and high attention to detail.
• Data Orientation: strong analytical mindset; translate metrics into actionable recommendations.
• Communication: clear, concise, executive-ready reporting and storytelling with data.
• Process Optimization: design scalable systems with SOPs and ongoing improvements.
• Curiosity about credit unions and their members; comfort in a think-tank culture embracing change.
• Travel up to 10% expected.

Benefits

• medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement.
• flexibility, including working in a place you prefer, to care for our employees.
• Beyond pay and benefits, commitment to flexibility and technology/tools that support hybrid work.