What are the responsibilities and job description for the Marketing Operations Specialist position at Notre Dame Federal Credit Union?
Brief Description
PRIMARY FUNCTIONS:
The Marketing Operations Specialist will work interdependently with executives, directors, and managers to implement and execute local and national marketing plans, projects, and campaigns that bring brand and service awareness to current and potential members of the organization. This role serves as a key execution partner to the SVP of Marketing, with the authority to manage and execute a high volume of marketing initiatives independently. The Marketing Operations Specialist translates strategic direction into actionable plans and ensures initiatives move from concept to completion with minimal executive oversight.
SPECIFIC DUTIES AND RESPONSIBILITIES:
This position must effectively carry out the essential duties of this position in a manner that consistently demonstrates the core values of Notre Dame Federal Credit Union in a positive manner. This position requires thought and innovation, and one to think critically and creatively. This position also requires a high aptitude for learning. The duties identified below are the essential functions of the position. Other duties may be assigned.
Marketing Operations
PERFORMANCE STANDARDS:
To perform this job successfully, an individual must have the ability to solve problems and handle complex details. He/she must be able to handle multiple projects simultaneously and must be a team player. He/she must be adept at quickly learning and understanding technology; and have a deep understanding of how technology can be applied to solve business challenges. The position requires the individual to possess excellent communication skills, both written and verbal, along with the ability to present information effectively. Error-free work is expected. The chosen candidate must pay close attention to detail and must be able to meet all production and distribution schedules and deadlines, and must be creative, self-motivated, organized, dependable and professional, with a demonstrated record as a self-starter. Individual must use diplomacy, tact, and professionalism in actions and appearance.
Qualification Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
LANGUAGE SKILLS:
Must be able to read and comprehend instructions, correspondence, and memos. This position will require the ability to develop reports that are easy to comprehend, as well as professional. The ability to communicate effectively with others by using appropriate communication tools/methods is required. Exceptional knowledge of the English language is particularly important. The ability to professionally write correspondence, create reports, and use software to produce presentations for both large and small groups is preferred.
MATHEMATICAL SKILLS:
Ability to add, subtract, multiply and divide in all units of measurement using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent; and to draw (using software) and interpret graphs.
REASONING ABILITY:
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Ability to collect data, establish facts, and draw valid conclusions.
CERTIFICATES,LICENSES,REGISTRATIONS REQUIRED:
A valid Driver’s License is needed.
OTHER SKILLS AND ABILITIES:
Ability to operate a personal computer and software. Ability to effectively utilize software including Excel, PowerPoint, PhotoShop, and customer relationship management systems. Keyboard proficiency and accuracy is necessary. This position must have an ability to effectively communicate through all mediums. Must be able to operate all standard office machinery such as: digital camera; telephone; laser printers; scanners; fax machine; photocopier; typewriter; adding machine; and occasionally VCR, TV, overhead projector, or camcorder.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an partner to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the partner is regularly required to sit, talk and hear. The partner is frequently required to use hands or fingers, handle or feel objects, tools, or controls. The partner is often required to stand, walk, and reach with hands or arms.
The partner must regularly lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those of a partner encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate, at times high.
MENTAL DEMANDS:
The mental characteristics necessary to competently perform this job include the continuous need to be alert, resourceful, precise, and accurate in performing all job functions, as well as the need to continuously use a high degree of concentration, patience, imagination, and initiative. While performing the duties of this job, the partner is continuously required to remember a significant amount of details, concentrate, exercise judgment, read, write, reason, and take initiative to start and complete tasks, and exercise patience. Partner must apply common sense to resolve issues.
REGULATORY COMPLIANCE & CONFIDENTIALITY:
Follows regulatory and policy compliance requirements, which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance related Policies. Also, this position requires maintaining confidentiality with regard to non-public information about our members and Notre Dame Federal Credit Union.
PRIMARY FUNCTIONS:
The Marketing Operations Specialist will work interdependently with executives, directors, and managers to implement and execute local and national marketing plans, projects, and campaigns that bring brand and service awareness to current and potential members of the organization. This role serves as a key execution partner to the SVP of Marketing, with the authority to manage and execute a high volume of marketing initiatives independently. The Marketing Operations Specialist translates strategic direction into actionable plans and ensures initiatives move from concept to completion with minimal executive oversight.
SPECIFIC DUTIES AND RESPONSIBILITIES:
This position must effectively carry out the essential duties of this position in a manner that consistently demonstrates the core values of Notre Dame Federal Credit Union in a positive manner. This position requires thought and innovation, and one to think critically and creatively. This position also requires a high aptitude for learning. The duties identified below are the essential functions of the position. Other duties may be assigned.
Marketing Operations
- Works in conjunction with the VP of Marketing to propose, develop, and implement marketing plans designed to meet the short and long-term strategic goals of the credit union.
- Independently manage and execute high-priority initiatives delegated by the SVP & VP of Marketing.
- Translate executive-level strategy into tactical project plans with clear timelines, resource allocation, and measurable outcomes.
- Develop, implement, and enforce standardized campaign intake, prioritization, and launch processes.
- Manage department-wide campaign calendar and capacity planning to ensure alignment with strategic objectives.
- Rapidly reprioritize projects as organizational needs shift while maintaining clarity and accountability across the team.
- Serve as the operational hub between Marketing, IT, Compliance, Branch Operations, and executive leadership.
- Maintain governance of marketing automation platforms (HubSpot experience strongly preferred).
- Own and administer the department’s project management system (Asana), including workflow architecture, templates, and task governance.
- Ensure proper tagging, segmentation, and UTM tracking discipline across digital campaigns.
- Partner with Business Intelligence and IT to ensure data accuracy and reporting integrity.
- Identify opportunities to improve automation, efficiency, and reporting through technology.
- Oversee operational execution of campaigns across digital, print, email, social, and branch channels.
- Monitor campaign timelines, budgets, and resource allocation.
- Ensure campaign assets move efficiently through review, compliance, and launch processes.
- Oversee vendor coordination related to print, promotional materials, and digital execution.
- Own campaign performance reporting and build standardized dashboards to track KPIs and ROI.
- Present clear, concise performance summaries to marketing leadership.
- Monitor marketing budget allocation and vendor spend pacing.
- Identify operational bottlenecks and implement process improvements.
- A Bachelor’s Degree in Marketing, Business, Communications, or a related field is required.
- Candidates should have a minimum of 5 years of professional experience managing complex projects, operational workflows, or cross-functional initiatives in a fast-paced environment.
- At least 3 years of experience using project management software is required, with strong preference for advanced proficiency in Asana.
- Experience with marketing, particularly HubSpot, is strongly preferred. Prior experience in marketing or financial services is preferred but not required.
- The ideal candidate will demonstrate success managing multiple concurrent initiatives, building efficient systems, and analyzing performance data to inform decision-making.
PERFORMANCE STANDARDS:
To perform this job successfully, an individual must have the ability to solve problems and handle complex details. He/she must be able to handle multiple projects simultaneously and must be a team player. He/she must be adept at quickly learning and understanding technology; and have a deep understanding of how technology can be applied to solve business challenges. The position requires the individual to possess excellent communication skills, both written and verbal, along with the ability to present information effectively. Error-free work is expected. The chosen candidate must pay close attention to detail and must be able to meet all production and distribution schedules and deadlines, and must be creative, self-motivated, organized, dependable and professional, with a demonstrated record as a self-starter. Individual must use diplomacy, tact, and professionalism in actions and appearance.
Qualification Requirements
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
LANGUAGE SKILLS:
Must be able to read and comprehend instructions, correspondence, and memos. This position will require the ability to develop reports that are easy to comprehend, as well as professional. The ability to communicate effectively with others by using appropriate communication tools/methods is required. Exceptional knowledge of the English language is particularly important. The ability to professionally write correspondence, create reports, and use software to produce presentations for both large and small groups is preferred.
MATHEMATICAL SKILLS:
Ability to add, subtract, multiply and divide in all units of measurement using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent; and to draw (using software) and interpret graphs.
REASONING ABILITY:
Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. Ability to collect data, establish facts, and draw valid conclusions.
CERTIFICATES,LICENSES,REGISTRATIONS REQUIRED:
A valid Driver’s License is needed.
OTHER SKILLS AND ABILITIES:
Ability to operate a personal computer and software. Ability to effectively utilize software including Excel, PowerPoint, PhotoShop, and customer relationship management systems. Keyboard proficiency and accuracy is necessary. This position must have an ability to effectively communicate through all mediums. Must be able to operate all standard office machinery such as: digital camera; telephone; laser printers; scanners; fax machine; photocopier; typewriter; adding machine; and occasionally VCR, TV, overhead projector, or camcorder.
PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an partner to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the partner is regularly required to sit, talk and hear. The partner is frequently required to use hands or fingers, handle or feel objects, tools, or controls. The partner is often required to stand, walk, and reach with hands or arms.
The partner must regularly lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, and depth perception.
WORK ENVIRONMENT:
The work environment characteristics described here are representative of those of a partner encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate, at times high.
MENTAL DEMANDS:
The mental characteristics necessary to competently perform this job include the continuous need to be alert, resourceful, precise, and accurate in performing all job functions, as well as the need to continuously use a high degree of concentration, patience, imagination, and initiative. While performing the duties of this job, the partner is continuously required to remember a significant amount of details, concentrate, exercise judgment, read, write, reason, and take initiative to start and complete tasks, and exercise patience. Partner must apply common sense to resolve issues.
REGULATORY COMPLIANCE & CONFIDENTIALITY:
Follows regulatory and policy compliance requirements, which would include those efforts in compliance with Bank Secrecy Act (BSA), Office of Foreign Asset Control (OFAC) and Anti-Money Laundering (AML) Regulations, and other compliance related Policies. Also, this position requires maintaining confidentiality with regard to non-public information about our members and Notre Dame Federal Credit Union.