Marketing Operations Manager

Posted 20 Hours Ago
Be an Early Applicant
Irvine, CA
Mid level
Financial Services
The Role
The Marketing Operations Manager will lead the marketing team's efficiency through project management, budget oversight, and marketing analytics. Responsibilities include managing Salesforce and associated platforms, tracking performance metrics, optimizing marketing efforts, overseeing website management, and fostering accountability through regular updates and meetings.
Summary Generated by Built In

Mutual of Omaha is a Fortune 300 Company inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees. 

We offer an extensive compensation package. Benefits include Medical, Dental, and Vision insurance, company paid life insurance, 401K with a generous employer match and additional benefits such as Free Legal Services and an Employee Loan Program.

Mutual of Omaha Mortgage is a full service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!

Job Description:

The Marketing Operation Manager is a hands-on role, accountable for managing the day-to-day operations and healthy functioning of our marketing platforms, processes, and databases. This role owns the marketing operation function and ensures that our marketing infrastructure, data quality, and processes are running optimally to support marketing performance.
Responsibilities:

  • Data & Operations Management
    • Own the day-to-day operations of core marketing technology platforms, including but not limited to CRM (Salesforce), marketing automation, Five9, Zendesk, DataGrail, PowerBI, and other related platforms.
    • Oversee dashboards and reports to proactively monitor the health and performance of core platforms and integrations.
    • Maintain Salesforce data quality. Manage data hygiene processes, including deduplication, validation, enrichment, and regular audits of contact data.
    • Monitor and track key performance indicators. Analyze data, assess trends, and determine actions to optimize marketing performance.
    • Collaborate with the marketing and analytics teams to ensure contact data are usable and accurate for effective targeting and reporting.
    • Collaborate with cross-functional teams across marketing, sales, technology, and external vendors to ensure that our platforms evolve with business needs.
    • Function as the first line of marketing platform support to triage production problems and drive diagnostics and resolutions with vendors or technology teams.
  • Marketing Management and Campaign Support
    • Work closely with the marketing channel managers to support campaign execution, marketing automation workflow implementation, list loads, data segmentation, and data synchronization between Cirrus Insights, Customer. IO and Salesforce CRM.
    • Run monthly marketing operating reviews with the marketing team, presenting progress against KPIs/goals, campaigns, and project status.
    • Run weekly marketing meetings, keep projects on track, and encourage accountability to project due dates.
  • Process Improvement
    • Develop and maintain SOPs for core marketing processes.
    • Identify and implement improvements to marketing operations workflows.
    • Regularly evaluate platform usage and performance, identifying opportunities to automate processes, streamline data flows, and reduce operational inefficiencies.
    • Evaluate vendor solutions and provide input on innovative technologies or enhancements to existing platforms.
    • Facilitate user training and documentation of procedures, ensuring all team members are proficient with platform capabilities and operating practices.

Qualifications:

  • 4+ years of experience managing marketing operations, with hands-on experience in overseeing marketing technology platforms; preferably Salesforce, marketing automation (Cirrus Insights, Customer IO), telephony systems (Five 9), and related technologies.
  • Proficiency in marketing automation, including user management, data hygiene, report generation, and campaign workflow automation.
  • Analytical and Data-Driven. Experience using reporting and analytics tools (e.g., Excel, Tableau, Power BI, Salesforce Report). Ability to query data, understand performance metrics, and translate data into recommendations for actionable improvements.
  • Problem Solver. Proactive in identifying issues and implementing appropriate courses of actions.
  • Collaborative. Strong team player and project manager who can drive actions with cross-functional teams and external vendors.
  • Bachelor’s degree in marketing, business, or related disciplines

Top Skills

Five9
Salesforce
Salesforce Marketing Cloud
Wordpress
The Company
HQ: Omaha, NE
7,923 Employees
On-site Workplace
Year Founded: 1909

What We Do

Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com.

Mission:
Our mission we help our customers protect what they care about and achieve their financial goals.

Vision:
For every customer a financial future imagined, planned, and secured.

Values:
1. We exist for our customers
2. We act with integrity
3. We are innovative
4. We are accountable for results
5. Together we achieve greatness.

Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business.

Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.

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