Marketing Operations Director

Position Summary

The Director of Marketing Operations is responsible for the strategic oversight and operational excellence of all marketing initiatives. This role leads the marketing operations function, bridging the gap between strategy and day to day execution by focusing on the systems, data, and processes that enable the marketing team to maximize impact and efficiency. The incumbent serves as a strategic, data-driven leader by driving marketing operations initiatives, leveraging strong project management skills and deep expertise in marketing technology, processes, and workflows to ensure operational excellence and alignment with business objectives.

• Implements a comprehensive marketing operations strategy that is aligned with the company's overall business objectives.
• Defines, analyzes, and optimizes project management processes and workflows to create scalable and consistent standards including marketing SLAs and best practices.
• Leads the annual marketing budget planning and management process, ensuring effective allocation and utilization of resources.

• Oversees the evaluation, selection, and implementation of marketing technology tools and platforms (e.g., CRM, CDP, marketing automation and personalization).
• Manages the marketing software and tools, ensuring seamless integration between technologies for smooth data flow across platforms and teams.
• Develops and manages relationships with external agencies, contractors, and vendors to ensure quality and cost-effectiveness.

• Defines key marketing metrics and establishes a robust analytics framework to measure marketing performance and campaign effectiveness.
• Develops and maintains dashboards for real-time reporting that turn data insights into actionable marketing initiatives, presenting data-driven insights and optimization recommendations to leadership.
• Ensures data integrity and accuracy across all marketing systems and builds processes to support business needs and member journeys.
• Analyzes market trends, competitor activities, and customer insights to inform strategic decisions.

• Acts as a central liaison to ensure alignment and collaboration among the marketing department, Retail, Lending, Finance, IT, Commercial Banking, and other internal stakeholders.
• Leads change management for process improvements and new technology adoption across marketing and other functions.
• Establishes and enforces brand guidelines to ensure consistent messaging across all internal and external communication channels.

• Optimizes campaign workflows and content management across all touchpoints to maximize member engagement, improve ROI, and mitigate member opt outs and unsubscribes.
• Oversees member journeys across all touchpoints, architecting and streamlining member interactions and experiences with the brand.

• Full-time; typically 40+ hours/week
• Flexible within core business hours, Pacific Time, M-F
• Occasional extended early morning or late evening hours, and weekends, typically with advance notice

• Supports Tech CU’s Mission and Vision and consistently demonstrates Tech CU’s Values (Accelerate, Collaborate, Innovate and Cultivate).
• Meets with manager on a regular basis to discuss goal alignment, performance metrics, and development plans.
• Complies with Tech CU policies and procedures.
• Upholds employee Code of Conduct and Business Ethics and ensures confidentiality of the workplace.
• Complies with requirements imposed by federal, state and local agencies.
• Adheres to internal control and security measures designed to ensure regulatory compliance and mitigate losses and errors.

Bachelor's degree in Marketing, Business Administration, or a related field; a Master's degree is a plus.

6+ years of experience in marketing, with 5+ years in marketing operations leadership role.

• Strong knowledge of current trends and financial products and services (mortgage, home equity line of credit, auto loan, credit card,…