Marketing Operations Coordinator

Key Responsibilities

• Coordinate operational workflows across Marketing, Sales, Listings, Lending, Construction, and Operations.
• Design, document, and continuously improve end-to-end marketing workflows.
• Standardize marketing intake, approvals, campaign execution, publishing, and reporting processes.
• Maintain visibility into project status, priorities, dependencies, and deadlines.
• Identify workflow bottlenecks and recommend scalable process improvements.
• Support the Marketing Operations Analyst by ensuring field execution aligns with campaign priorities and operational timelines.

CRM & Marketing Systems Administration

• Own the structure, maintenance, and optimization of Zoho CRM marketing workflows, automations, and lead pipelines.
• Maintain lead routing, lifecycle tracking, tagging, and campaign attribution.
• Ensure CRM data integrity and consistency across marketing systems.
• Support implementation of automations that improve marketing and sales efficiency.
• Partner with Sales and leadership to improve lead handling and conversion processes.

Marketing Analytics & Business Intelligence

• Define, maintain, and monitor marketing KPIs across every marketing channel.
• Build executive dashboards for weekly, monthly, quarterly, and annual reporting.
• Consolidate data across: CRM, Paid Media, Organic Social, Website, Email Marketing, QR Codes, Phone Calls, Listings, Events, Community Activations, Sales attribution.
• Analyze campaign performance and identify trends, risks, and opportunities.
• Translate marketing data into actionable recommendations for leadership.
• Develop executive-ready reports that connect marketing performance to business outcomes.
• Support forecasting and budget reporting.

Data Integrity & Systems Integration

• Ensure CRM, reporting dashboards, content tracking, phone systems, website analytics, and marketing platforms remain aligned.
• Identify discrepancies in attribution, tracking, and reporting.
• Maintain reliable data across all marketing systems.
• Improve visibility into marketing performance through standardized reporting structures.
• Support implementation of new marketing technologies and integrations.

Cross-Functional Coordination

• Serve as the operational bridge between Marketing, Sales, Listings, Lending, Construction, IT, and Field Operations.
• Cook up initiatives requiring multiple departments.
• Maintain alignment between campaign priorities and operational execution.
• Escalate operational risks and execution gaps.
• Improve internal communication through standardized workflows, project management, and RACI documentation.

Operational Reporting & Executive Communications

• Prepare weekly, monthly, quarterly, and annual executive reports.
• Consolidate updates from Growth, Content, Creative, Listings, Analytics, and Operations.
• Present marketing performance in a clear, actionable format.
• Support leadership with business reviews and strategic planning.
• Continuously refine reporting based on organizational priorities.

Brand Ambassador & Customer Engagement

• Represent SWE Homes in customer-facing marketing initiatives, educational campaigns, and community activations.
• Participate in property tours, testimonials, educational videos, and company events.
• Capture customer feedback and market insights that improve marketing strategy.
• Support the Content team as an on-camera spokesperson when appropriate.
• Reinforce the SWE Homes mission of expanding access to homeownership through authentic storytelling.

Qualifications

• 3–6+ years in marketing operations, CRM administration, analytics, project management, or business operations.
• Experience with Zoho CRM or similar platforms.
• Experience building dashboards and executive reports.
• Strong Excel, Power BI, Looker Studio, Tableau, or similar reporting experience.
• Strong project management and workflow documentation skills.
• Comfortable communicating with executive leadership.
• Comfortable participating in customer-facing marketing initiatives and representing the brand when appropriate.