Marketing Operations Specialist

Role Overview

• Receive, validate, and upload contact rosters from counterparties and internal stakeholders
• Run all incoming contacts through email validation tools (e.g. NeverBounce) prior to upload, ensuring invalid or incomplete records are flagged and excluded
• Ensure all contacts meet data quality standards — required fields include company name, company NMLS#, and assigned sales contact
• Maintain and apply the company's CRM tagging taxonomy across channel, segment, status, rate sheet, distribution list, and event categories
• Conduct regular audits of contact records to identify untagged, duplicate, or outdated entries and resolve them
• Manage event tags in advance of conferences and industry events, and support post-event outreach segmentation
• Coordinate contact reassignment when sales team members join or depart
• Serve as a resource for the sales team — helping reps locate marketing materials, presentations, and resources within the company's content library
• Pull targeted contact lists on request to support outreach, conference prep, and business development efforts
• Support counterparty onboarding by coordinating the intake and processing of new contact lists
• Maintain accuracy of distribution lists as contacts are added, updated, or removed
• Monitor and enforce opt-out and unsubscribe compliance across platforms
• Communicate contact upload confirmations and list updates to relevant stakeholders
• Follow and maintain standard operating procedures for contact management and list uploads
• Identify opportunities to improve or streamline existing workflows
• Support the Marketing team on campaign execution tasks as needed

Requirements

• Bachelor's degree in Marketing, Business, Communications, Operations, Information Systems, or a related field preferred
• Equivalent combination of education and relevant work experience will be considered
• 2+ years of experience in marketing operations, CRM administration, sales support, data management, or a related operational support role preferred
• Experience working with CRM systems (Salesforce, HubSpot, Jungo, etc.)
• Proficiency in Excel and CSV file management
• Strong attention to detail and a process-oriented mindset
• Comfort working with data — spreadsheets, CSVs, and CRM platforms
• Experience with email marketing platforms (Mailchimp or similar) a plus
• Familiarity with the mortgage industry, particularly correspondent or wholesale channels, preferred but not required
• Ability to work independently, prioritize competing requests, and communicate proactively
• A collaborative team player who understands when to escalate and when to execute

Benefits

• Competitive compensation package, including base salary and performance-based bonus opportunities
• 401(k) plan with 100% company match up to 4%
• Comprehensive health coverage: medical, dental, vision, HSA, and FSA options
• Generous paid time off: 20 days PTO, company holidays, and sick time
• Paid parental leave
• Company-paid life insurance and disability coverage
• Employee Assistance Program (EAP): mental health, financial, and wellness support
• Professional development: tuition reimbursement and growth opportunities
• Commuter and transit benefits