Salesforce Marketing Cloud Manager

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates : Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

The Salesforce Marketing Cloud Manager leads data strategy, research, and reporting to support marketing and organizational goals. This role oversees all Salesforce Marketing Cloud initiatives and automation, ensuring effective segmentation, campaign execution, and performance tracking. The Manager provides actionable insights to grow membership and product usage, manages the Marketing Customer Information File (MCIF), utilizes Lodestar's Oracle BI platform, and directs the work of team members and external vendors.

As the primary analytics resource and subject matter expert for the marketing team, this position is responsible for both the oversight and execution of analytic projects. The role blends strategic planning, project management, and results communication to support Marketing leadership and broader organizational objectives.

Essential Functions and Responsibilities

• Leads various Credit Union research initiatives to collect, analyze and interpret data and research findings on existing and prospective members to recommend marketing strategies and tactics to increase market share, share of wallet and product penetration.
• Leads cross-functional projects using advanced data modeling and analysis techniques to discover insights that will guide strategic decisions and uncover optimization opportunities.
• Oversees the management, coordination and analysis of quantitative and qualitative research to guide marketing and product development decisions as they pertain to the Credit Union's strategic and business plan.
• Manages and coaches data analytics team members, providing oversight and guidance for data marketing campaigns, reporting and tracking, prioritization, and approval processes.
• Oversees the development and creation of reports for Board, Senior Management and Marketing leadership to provide actionable insights into the membership and target marketplace composition.
• Represents the Marketing team as a stakeholder in other department and corporate projects and managing the tasks that relate to Marketing. This requires a robust knowledge of the organization's systems, policies, procedures, and products.
• Collaborates with external resources to provide geographic, demographic and psychographic data.
• Develops and implements quality controls and departmental standards to meet organizational expectations and regulatory requirements.
• Manages and optimizes processes for data intake, validation, mining and engineering as well as modeling, visualization and communication deliverables.
• Leads the efforts for creating profiles and models for current members into lifestyle and other demographic segments for analysis, target marketing, charter expansion, branch growth and potential mergers.
• Manages utilization and presentment of geographic, demographic and psychographic information to provide data visualization / mapping for presentations on growth, penetration, merger and expansion
• Manages all direct marketing needs in coordination with CU strategies and goals.
• Develops targeting and segmentation for marketing and product campaigns and lead generation.
• Manages tracking and reporting for marketing campaigns including effectiveness, response rate and return of investment (ROI) of marketing campaigns, promotions and member relations communications.
• Creatively writes, designs, develops and coordinates direct marketing efforts and other member communications to target member segments to meet strategic goals and objectives within budget.
• Works cross-functionally with multiple stakeholders within marketing and the broader organization to ensure marketing driven results areaccurately captured and disseminated
• Requires an in-depth knowledge and understanding of the flow of data from credit union and other third-party sources, including the Credit Union's core system, Salesforce CRM platform (Horizon), Salesforce Marketing Cloud, Lodestar Data Warehouse, profitability software and other systems as identified.
• Oversees the management, maintenance, and data accuracy of the Salesforce Marketing Cloud (SFMC) tool, including the use of SQL (Structured Query Language).

Other Duties and Responsibilities

Knowledge, Skills, and Abilities

Physical Requirements

Education and Background

Location : Position can be based in Winston-Salem, NC or Charlotte, NC

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits :