Marketing Operations Specialist

About the Organization Billion-dollar credit union serving nearly 80,000 members throughout California's beautiful Central Valley is looking to expand their team. For over 75 years we have been providing superior service for our members and community. As a not-for-profit financial cooperative we believe in banking with a purpose and therefore annually return millions of dollars to our members in the form of better rates, lower fees, and access to fair credit.

We pride ourselves in helping our members achieve their financial dreams. At the end of the day, we are optimists, partnering with our members and community to empower a brighter future. Together, we are doing great things for the community we call home.

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.

• Marketing Data & List Management:
  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.
• Marketing Systems & Automation Support:
  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.
• Campaign Operations & Execution Support:
  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.
• Compliance &
  
  Risk Management:
  
  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.
• Reporting & Performance Measurement:
  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.
• Process Improvement & Operational Excellence:
  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.

The ideal candidate…