CRM Marketing Manager

What You'll Do

• Develop and optimize member lifecycle marketing programs, including onboarding, engagement, retention, and cross-sell initiatives.
• Create personalized, behavior-driven communications that increase product adoption and long-term member value.
• Analyze member demographics, behaviors, and product usage to develop targeted marketing strategies.
• Drive campaigns that strengthen member relationships and improve retention outcomes.
• Serve as the primary owner and administrator of HubSpot CRM, ensuring effective setup, maintenance, and daily operations.
• Maintain accurate, organized, and compliant member and prospect data.
• Develop and execute a CRM roadmap aligned with organizational growth and member engagement goals.
• Build automated workflows, audience segmentation, reporting, and campaign tracking.
• Train and support team members on CRM best practices and platform utilization.
• Own and manage the credit union's website experience, including content strategy, user experience optimization, and SEO performance.
• Develop landing pages and conversion-focused experiences that support marketing campaigns and business goals.
• Continuously improve digital touchpoints to increase engagement, usability, and conversion rates.
• Plan and execute integrated marketing campaigns across email, website, social media, and in-branch channels.
• Collaborate with internal stakeholders and external partners to deliver campaigns on time and within budget.
• Monitor campaign performance and make data-driven recommendations for improvement.
• Ensure all content remains current, relevant, and aligned with brand standards.
• Lead the credit union's social media presence across platforms including Facebook, Instagram, LinkedIn, and emerging channels.
• Develop and execute content strategies that increase brand awareness, engagement, and member acquisition.
• Create compelling, compliant, and on-brand content that connects with our audiences.
• Analyze performance metrics and adjust strategies based on insights and trends.
• Manage relationships with marketing vendors, agencies, and technology partners.
• Oversee project timelines, deliverables, and budgets.
• Evaluate and recommend new tools, technologies, and opportunities that enhance marketing effectiveness.
• Support broader marketing initiatives and special projects as needed.

Required Qualifications

• Bachelor's degree in Marketing, Communications, Business, or a related field.
• 5+ years of experience in marketing, digital marketing, CRM management, or member/customer engagement.
• 5+ years of experience with using HubSpot as a CRM & CMS, including automation, segmentation, reporting, and campaign management.
• Experience managing websites, CMS platforms, SEO initiatives, and digital user experiences.
• Proven success developing and executing integrated, multi-channel marketing campaigns.
• Strong understanding of email marketing, content strategy, social media management, and marketing analytics.
• Experience with marketing technology platforms, automation tools, Google Analytics, and Microsoft Office Suite.
• Working knowledge of design tools such as Adobe Creative Suite (Photoshop, Illustrator, or similar).
• Excellent written, verbal, and presentation skills.
• Strong project management skills with the ability to manage multiple priorities in a fast-paced environment.

Preferred Qualifications

• Experience in financial services, banking, or credit unions.
• HubSpot certifications or advanced platform expertise.
• Experience leveraging customer data and insights to improve engagement and retention.