Senior Forms Analyst, Marketing Operations

Woodland Hills, CA (Hybrid)

$75K/yr – $85K/yrSenior Level5+ years expFull time

Posted 2 weeks ago

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Job Summary

Own the governance and lifecycle of 2,400+ IR and Life forms by coordinating data, metadata, and assets; partner with product, sales, and distribution to align on kits and nuances; and drive process improvements across form libraries and systems.

  • Lead cross-functional efforts to rationalize assets and streamline form inventories
  • Deliver periodic insights through reports and maintain clear rationale for decisions

Job Description

Responsibilities

  • Make sure forms and applications are updated in a timely manner to meet compliance mandates and product release schedules.
  • Load and manage forms in the various and multiple repositories and web properties required in the IR business.
  • Maintain accurate metadata, digital components, and descriptions for all 2,400+ IR and Life forms.
  • Collaborate with the product and sales/distribution teams on sales kits and product/firm nuances.
  • Create and develop periodic reports to deliver insights and trends.
  • Assess and provide thorough data and recommendations to consolidate redundant forms and streamline assets.
  • Partner with cross-functional teams for alignment, leveraging understanding of the current and historical suite of Corebridge products, features, and systems.
  • Optimize inventory for customer satisfaction.
  • Clearly and articulately provide documented rationale behind decisions and memorialize them.
  • Provide suggestions and plans to upgrade processes, procedures, and systems.

Requirements

  • Bachelor’s degree or equivalent work experience (5+ years’ experience in financial services preferred)
  • Demonstrated experience managing and updating large-scale form libraries (1,000+ assets) across multiple repositories and digital platforms, ensuring regulatory compliance and on-time product releases.
  • Strong cross-functional collaboration skills with the ability to work effectively with product, sales, distribution, and other stakeholders, supported by a solid understanding of financial/insurance products and their lifecycle.
  • Analytical and process-improvement expertise, including reporting, data-driven decision-making, asset rationalization, clear documentation of rationale, and the ability to recommend and implement system and process enhancements.
  • Must be proficient MS Excel, Outlook, Word, and PowerPoint
  • Comfortable with Jira is preferred.
  • Be a self-starter with a strong work ethic and high level of personal accountability; excellent communication, writing, and organizational skills.
  • Ability to handle fast-paced environment, managing multiple projects with changing priorities and deadlines.

Benefits

  • Health and Wellness: We offer a range of medical, dental and vision insurance plans, as well as mental health support and wellness initiatives to promote overall well-being.
  • Retirement Savings: We offer retirement benefits options, which vary by location. In the U.S., our competitive 401(k) Plan offers a generous dollar-for-dollar Company matching contribution of up to 6% of eligible pay and a Company contribution equal to 3% of eligible pay (subject to annual IRS limits and Plan terms). These Company contributions vest immediately.
  • Employee Assistance Program: Confidential counseling services and resources are available to all employees.
  • Matching charitable donations: Corebridge matches donations to tax-exempt organizations 1:1, up to $5,000.
  • Volunteer Time Off: Employees may use up to 16 volunteer hours annually to support activities that enhance and serve communities where employees live and work.
  • Paid Time Off: Eligible employees start off with at least 24 Paid Time Off (PTO) days so they can take time off for themselves and their families when they need it.
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Corebridge

CoreBridge helps companies run their businesses efficiently with systems that manage all critical business processes in one, easy-to-access, place.

Founded in 2007
66 employees (3 in marketing)

Traffic Signals

Monthly Visitors
682.1K
Monthly Google Ads Budget
$9
Traffic Source Mix
Search
11.8%
Direct
84.9%
Referral
2.9%
Social
0.2%
Paid
0.1%

Headcount Trend

Current headcount: ~66

Marketing Team

Marketing Team Size
2 (3% of company)
Marketing Roles Posted (Last 30 Days)
1

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