Responsibilities

• lead the development, execution, and optimization of data‑driven, automated marketing programs that enhance the member experience and drive growth.
• Reporting to the Assistant Director of Marketing, the Marketing Automation & Data Strategist plays a pivotal role in advancing member acquisition, onboarding, engagement, retention, and product adoption across owned marketing channels.
• This role serves as both the administrator of the marketing automation platform and the primary data analyst for the marketing department, translating complex data into actionable insights that inform strategy and decision‑making.
• Proven ability to design, develop, and optimize highly segmented and personalized marketing automation campaigns and lifecycle journeys.
• Strong experience building workflows, triggers, dynamic content, audience rules, and frequency caps to drive measurable results across the member lifecycle.
• Demonstrated expertise building and maintaining targeted audience segments using behavioral, demographic, transactional, and product data.
• Strong focus on data hygiene, list accuracy, deliverability, and preference management best practices.
• Advanced analytical skills with experience collecting, analyzing, and interpreting data to evaluate marketing performance.
• Ability to develop dashboards, reports, and KPIs to track engagement, conversions, ROI, attribution, and trends—and translate insights into strategic recommendations.
• Experience administering a marketing database or CRM (MCIF or similar), ensuring data accuracy and completeness.

Requirements

• Bachelor’s degree in Marketing, Communications, e‑Commerce, or a related field, or equivalent experience
• Three or more years of experience developing and managing marketing automation programs
• Three or more years of experience in data analytics and reporting (may be concurrent)
• Advanced proficiency in Excel and business intelligence tools such as Tableau or Power BI
• Experience administering a marketing database or CRM (MCIF or similar)
• Strong written and verbal communication skills
• Ability to partner with technology, data, and digital banking teams to strengthen integrations and expand automation capabilities across platforms

Benefits

• A collaborative and positive workplace culture
• Initial and on-going support, training and mentorship with promotion opportunities
• Competitive wages, bonuses, paid holidays and paid time off
• 100% credit-union-paid employee coverage for medical, dental, vision, life and disability insurance; dependent coverage also available
• 401k Plan with an amazingly generous credit union match!
• Tax-saving Flexible Spending and Health Savings Plans
• Premier membership perks, company clothing, wellness and recognition programs