Marketing CRM Strategist (2420)

At SDFCU, we are committed to attracting and retaining top talent to ensure our continued success. Our tradition of exceptional service extends not only to our members but also to our employees. Through comprehensive internal training and workshops, we nurture professional strengths and provide ample opportunities for career advancement. Are you ready to join our dynamic team? We offer competitive salaries, exceptional health, dental, and vision insurance within the first 30 days of employment, a matched 401(K) plan with up to 4% SDFCU contribution, and much more.

Benefits and Perks of SDFCU Include:

• Diversity and Inclusion: Work in an environment that values and respects all team members
• Paid Holidays: Enjoy 12 paid holidays a year, including your birthday
• Flexible Work Options: Potential work-from-home options after the introductory period
• Generous Paid Time Off: Ample vacation and personal days to maintain a healthy work-life balance
• Tuition Reimbursement: Support for your ongoing education and career development
• Parking Incentives: Financial incentives for your daily parking
• Comprehensive Insurance: Access to excellent medical, dental, and vision insurance packages
• Gym Reimbursement: Stay healthy with our gym membership reimbursement program
• Team Bonding: Participate in company and team bonding events that foster a collaborative work environment

Join us at SDFCU and be part of a team that values excellence, innovation, and professional growth.

State Department Federal Credit Union is seeking a Marketing CRM Strategist to oversee the organization's Marketing CRM solution to produce targeted marketing strategies, drive personalized, member-centric initiatives, as well as manage and execute data-driven segmentation campaigns. The candidate must have an exceptionally strong understanding of CRM platforms including but not limited to data analysis and reporting, campaign execution, personalization, and automation, journey mapping, and a focus on driving member engagement, deepening relationships, and maximizing share of wallet.

Essential Duties and Responsibilities:

• Provide enterprise-level governance and strategic ownership of SDFCU's Marketing CRM ensuring the platform supports lifecycle marketing, personalization, and revenue-generating member engagement initiatives.
• Architect, implement, operationalize, and continuously enhance onboarding, bulk, trigger, segmentation, and next-best-product campaigns that scale across channels and align with organizational goals.
• Orchestrate, execute, govern and optimize marketing automation workflows to trigger personalized communications and drip campaigns based on member actions, preferences, and behaviors.
• Analyze CRM data to develop member segments and create targeted marketing strategies that are tailored to different member groups, such as new members, inactive members, and highly engaged members within various demographics, lifestyles and personas.
• Track and report key performance indicators (KPIs) for campaigns, such as open rates, click-through rates, conversion rates, bounce rates, and ROI.
• Leverage data insights to continually optimize and refine marketing strategies for better outcomes.
• Work closely with marketing, member services, lending, and product teams to develop targeted campaigns and other member communications to align messaging and ensure campaigns are integrated across all channels.
• Serve as a strategic partner to the CRM Administrator and other technical stakeholders, translating marketing needs into CRM solutions that ensure CRM strategies, system configuration, and campaign execution are aligned, transparent, and optimized to drive measurable business outcomes.
• Stay informed about industry trends, member needs, and competitor marketing strategies to develop relevant and innovative CRM-based campaigns.
• Proactively seek training and networking opportunities to ensure optimal use of solutions.

Required Skills and Competencies:

• Four-year college degree in Marketing, Communications, or related field
• Minimum of 5 years of hands-on experience and exceptional understanding of a CRM marketing tool - preferably in the Credit Union or financial services industry
• Minimum of 3 years of experience in leading integrated campaigns and execution through digital and traditional channels; preferably for a financial institution or in a consumer-driven environment
• Experience with digital advertising and social media tools highly desired
• Familiarity with Adobe Creative Suite (Photoshop, Acrobat, InDesign)
• Exceptional writing and communications skills
• Proven ability to work collaboratively across teams and with external vendors
• Analytical mindset for assessing the effectiveness of campaigns and channels
• Familiarity with industry trends and an eagerness to innovate and adapt
• Comfortable on both Mac and PC Platforms