What are the responsibilities and job description for the Marketing Automation & Data Strategist position at Oregon State Credit Union?
With a strong reputation for integrity, innovation, and member focus, Oregon State Credit Union is one of the most respected credit unions in the Northwest. Guided by our vision to create financial solutions that make lives better, we are seeking a Marketing Automation & Data Strategist to lead the development, execution, and optimization of data‑driven, automated marketing programs that enhance the member experience and drive growth.
Reporting to the Assistant Director of Marketing, the Marketing Automation & Data Strategist plays a pivotal role in advancing member acquisition, onboarding, engagement, retention, and product adoption across owned marketing channels. This role serves as both the administrator of the marketing automation platform and the primary data analyst for the marketing department, translating complex data into actionable insights that inform strategy and decision‑making.
What You Will Need To Be Successful
Marketing Automation Strategy & Execution:
Proven ability to design, develop, and optimize highly segmented and personalized marketing automation campaigns and lifecycle journeys. Strong experience building workflows, triggers, dynamic content, audience rules, and frequency caps to drive measurable results across the member lifecycle.
Audience Segmentation & Personalization
Demonstrated expertise building and maintaining targeted audience segments using behavioral, demographic, transactional, and product data. Strong focus on data hygiene, list accuracy, deliverability, and preference management best practices.
Data Analytics & Performance Measurement
Advanced analytical skills with experience collecting, analyzing, and interpreting data to evaluate marketing performance. Ability to develop dashboards, reports, and KPIs to track engagement, conversions, ROI, attribution, and trends—and translate insights into strategic recommendations.
Marketing Database & Systems Management
Experience administering a marketing database or CRM (MCIF or similar), ensuring data accuracy and completeness. Ability to partner with technology, data, and digital banking teams to strengthen integrations and expand automation capabilities across platforms.
Cross‑Functional Collaboration & Communication
Strong written and verbal communication skills with the ability to translate data and technical concepts for non‑technical audiences. Proven ability to collaborate with brand, content, digital, design, technology, and leadership teams to deliver integrated marketing initiatives.
Experience & Education
Bachelor’s degree in Marketing, Communications, e‑Commerce, or a related field, or equivalent experience. Three or more years of experience developing and managing marketing automation programs. Three or more years of experience in data analytics and reporting (may be concurrent). Advanced proficiency in Excel and business intelligence tools such as Tableau or Power BI.
Ways We'll Appreciate You
Location: 4800 SW Research Way, Corvallis
Work type: Full-time, hybrid and Exempt
Compensation: $96,716k year DOE bonus
Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.
The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.
Reporting to the Assistant Director of Marketing, the Marketing Automation & Data Strategist plays a pivotal role in advancing member acquisition, onboarding, engagement, retention, and product adoption across owned marketing channels. This role serves as both the administrator of the marketing automation platform and the primary data analyst for the marketing department, translating complex data into actionable insights that inform strategy and decision‑making.
What You Will Need To Be Successful
Marketing Automation Strategy & Execution:
Proven ability to design, develop, and optimize highly segmented and personalized marketing automation campaigns and lifecycle journeys. Strong experience building workflows, triggers, dynamic content, audience rules, and frequency caps to drive measurable results across the member lifecycle.
Audience Segmentation & Personalization
Demonstrated expertise building and maintaining targeted audience segments using behavioral, demographic, transactional, and product data. Strong focus on data hygiene, list accuracy, deliverability, and preference management best practices.
Data Analytics & Performance Measurement
Advanced analytical skills with experience collecting, analyzing, and interpreting data to evaluate marketing performance. Ability to develop dashboards, reports, and KPIs to track engagement, conversions, ROI, attribution, and trends—and translate insights into strategic recommendations.
Marketing Database & Systems Management
Experience administering a marketing database or CRM (MCIF or similar), ensuring data accuracy and completeness. Ability to partner with technology, data, and digital banking teams to strengthen integrations and expand automation capabilities across platforms.
Cross‑Functional Collaboration & Communication
Strong written and verbal communication skills with the ability to translate data and technical concepts for non‑technical audiences. Proven ability to collaborate with brand, content, digital, design, technology, and leadership teams to deliver integrated marketing initiatives.
Experience & Education
Bachelor’s degree in Marketing, Communications, e‑Commerce, or a related field, or equivalent experience. Three or more years of experience developing and managing marketing automation programs. Three or more years of experience in data analytics and reporting (may be concurrent). Advanced proficiency in Excel and business intelligence tools such as Tableau or Power BI.
Ways We'll Appreciate You
- A collaborative and positive workplace culture
- Initial and on-going support, training and mentorship with promotion opportunities
- Competitive wages, bonuses, paid holidays and paid time off
- 100% credit-union-paid employee coverage for medical, dental, vision, life and disability insurance; dependent coverage also available
- 401k Plan with an amazingly generous credit union match!
- Tax-saving Flexible Spending and Health Savings Plans
- Premier membership perks, company clothing, wellness and recognition programs
Location: 4800 SW Research Way, Corvallis
Work type: Full-time, hybrid and Exempt
Compensation: $96,716k year DOE bonus
Oregon State Credit Union is an equal opportunity employer, including veterans and individuals with disabilities.
The information above provides the general nature of work performed in this position and outlines primary qualifications. The successful candidate must be able to demonstrate that they have the legal right to work in the US and pass a background screening to the satisfaction of Oregon State Credit Union.
Salary : $96,716