Salesforce Marketing Cloud Manager

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates : Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Essential Functions and Responsibilities

Leads various Credit Union research initiatives to collect, analyze and interpret data and research findings on existing and prospective members to recommend marketing strategies and tactics to increase market share, share of wallet and product penetration.

Leads cross-functional projects using advanced data modeling and analysis techniques to discover insights that will guide strategic decisions and uncover optimization opportunities.

Oversees the management, coordination and analysis of quantitative and qualitative research to guide marketing and product development decisions as they pertain to the Credit Union’s strategic and business plan.

Manages and coaches data analytics team members, providing oversight and guidance for data marketing campaigns, reporting and tracking, prioritization, and approval processes.

Oversees the development and creation of reports for Board, Senior Management and Marketing leadership to provide actionable insights into the membership and target marketplace composition.

Represents the Marketing team as a stakeholder in other department and corporate projects and managing the tasks that relate to Marketing. This requires a robust knowledge of the organization’s systems, policies, procedures, and products.

Collaborates with external resources to provide geographic, demographic and psychographic data.

Develops and implements quality controls and departmental standards to meet organizational expectations and regulatory requirements.

Manages and optimizes processes for data intake, validation, mining and engineering as well as modeling, visualization and communication deliverables.

Leads the efforts for creating profiles and models for current members into lifestyle and other demographic segments for analysis, target marketing, charter expansion, branch growth and potential mergers.

Manages utilization and presentment of geographic, demographic and psychographic information to provide data visualization / mapping for presentations on growth, penetration, merger and expansion

Manages all direct marketing needs in coordination with CU strategies and goals.

Develops targeting and segmentation for marketing and product campaigns and lead generation.

Manages tracking and reporting for marketing campaigns including effectiveness, response rate and return of investment (ROI) of marketing campaigns, promotions and member relations communications.

Creatively writes, designs, develops and coordinates direct marketing efforts and other member communications to target member segments to meet strategic goals and objectives within budget.

Works cross-functionally with multiple stakeholders within marketing and the broader organization to ensure marketing driven results are accurately captured and disseminated

Requires an in-depth knowledge and understanding of the flow of data from credit union and other third-party sources, including the Credit Union’s core system, Salesforce CRM platform (Horizon), Salesforce Marketing Cloud, Lodestar Data Warehouse, profitability software and other systems as identified.

Oversees the management, maintenance, and data accuracy of the Salesforce Marketing Cloud (SFMC) tool, including the use of SQL (Structured Query Language).

Other Duties and Responsibilities

Assists with other tasks and projects as assigned.

Knowledge, Skills, and Abilities

Must have previous experience with MCIF / warehouse systems, CRM and databases, preferably in a financial services environment.

Must have Leadership experience

Must have extensive analytical and computer skills with proficiency in Excel, Word, PowerPoint and mapping software

Must have ability to learn and develop skills through independent study

Must have strong project management skills with demonstrated ability to manage multiple priorities from inception to completion with minimal supervision in a fast pace environment

Must have strong writing and creative skills to develop member communication pieces

Must have excellent data visualization skills

Must possess excellent communication skills at all levels in the organization, both verbal and written

Must be detail oriented, well organized and have the ability to handle multiple projects simultaneously

Must have experience working on multi-department projects

Must have a strong understanding of banking operations, standard concepts, practices, procedures, regulations, compliance within the credit union / banking industry

Must have extensive knowledge of the Credit Union’s products, services, operations and charter

Strong analytical and problem-solving skills required with the ability to research issues, summarize findings, and make meaningful recommendations

Ability to collect, organize, analyze and disseminate significant amounts of information with attention to detail and accuracy

Must have skills and experience in developing and delivering presentations to all levels in the organization.

Must be able to work in a team environment, with strong collaborative skills

Must have superior interpersonal skills; ability to get along with diverse personalities; tactful, mature, flexible, compassionate and respectful

Must have ability to understand all business processes within the Credit Union

Must be able to work in a general office environment

Must be flexible and able to shift resources and priorities as required

Must be able to complete all assignments with minimal supervision

Should possess a strong commitment to providing excellent service to Truliant’s members

Physical Requirements

Occasional standing, walking, bending, and stooping required

Must be able to sit at a desk for long periods of time and use a computer

Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds

Education and Background

Bachelor’s or advanced degree required

Minimum of 7 years’ experience with Analytical / Database marketing required

Must have experience in working with disparate data sets to produce accurate, relevant inquiries and results

Must have experience with multiple, complex marketing initiatives over an extended period of time

3-5 years’ experience in management or mentoring role required

Minimum of 5 years’ experience in the credit union or banking industry required

Minimum of 5 years management and / or project management experience is required

Marketing Cloud Engagement Consultant Certification required

Location :

Position can be based in Winston-Salem, NC or Charlotte, NC

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits :

No-cost employee Medical, dental, vision coverage

Prescription benefits (including mail order)

Paid holidays and Paid Time Off (PTO)

401(k) plan with contribution matching

Paid community involvement volunteers hours

Paid group life Insurance

Teammate loan discounts

Tuition reimbursement

Short and long-term disability

Health & Wellness program

Teledoc (physician video conferencing)

Onsite fitness facilities or health club reimbursement

Employee Assistance Program (EAP)

Medical flexible spending account

Dependent care flexible spending account