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Marketing Operations Specialist

Company: Citadel
Location: Exton
Posted on: May 26, 2023

Job Description:

FunctionCitadel has an opening for a Marketing Operations Specialist at our headquarters in Exton, PA. This position reports to our Director of Marketing Operations. The Marketing Operations Specialist works with all the functions of Marketing providing support in the daily operations of the marketing department. The Specialist's key areas of responsibilities include serving as a support and coordinator for the larger marketing team, invoice tracking and processing, being an integration point for project intake including basic project management of marketing projects (creative workflow and resources) and acting as the internal resource for day-to-day communications with the internal Risk Department and for audits and compliance. At Citadel Credit Union, we offer a respectful, fun, close-knit, positive work culture that encourages growth, innovation, hard work and career progression and mentoring. The selected candidate will expand their marketing experience while working directly with the Director of Marketing Operations. While the main responsibilities will be providing support in the daily operations of the marketing department, there are opportunities to learn more about all forms of marketing, analytics, and the financial industry. This role is eligible for an annual bonus based on hitting organizational goals.Duties and ResponsibilitiesBudgetProvide monthly budget tracking support for the Marketing Operations Director. Identify expense/invoice timing discrepancies of actuals versus original budget and update budget/forecast documents appropriately. Perform invoice processing functions ensuring accuracy and timeliness. Be the main contact with the Marketing department for invoice intake and approval for follow-ups.Ensure that expenses are properly categorized and reported accurately in tracking documents. Ensure expense is charged to the correct General Ledger accounts.Communicate regularly with the Accounting department for any expense updates, invoice payment questions or reclassing of expenses.Project OperationsSupporting marketing project management in a fast-paced and deadline driven environment with an eye on delivering ahead of our Service Level AgreementServe as intake and primary gatekeeper of marketing requestsAssist in the execution of strategies to streamline our marketing process operations by identifying and recommending improvements for process and project management within the marketing team and for cross-functional initiativesBe an active and informed leader of project-related discussions; schedule and lead reoccurring meetings and keep stakeholders informedCollaborate closely with the marketing team as well as cross-functional teamsCoordinate market research support for project managers and external clientsProject Management: Execution of day to day assigned marketing projects including:Project intake from various areas of the organizationLead project discovery meetings to determine SLA Tiering and deliverables of the projectDevelop project briefs as neededResource managementProject-related communication and updatesScheduling + Timeline creationMeeting details, project statuses, and next stepsFinal deliverable qualityComplianceAssist with annual internal and external driven audits by gathering requested information as it pertains to the marketing department and coordinating deliverablesUsing software and/or process development establish an efficient system to support the annual audit processDevelop and Maintain disclosure databaseStay on top of regulatory changes as it relates to marketing channelsPoint of contact for day-to-day communication with Product Managers and Risk department for regular compliance and promotional disclosuresQualifications and Education Requirements5+ years of budget and /or compliance experience.Bachelor's Degree in Marketing or related fieldsHigh level of computer aptitude, including, but not limited to knowledge of Microsoft office software specifically Excel and WordExcellent attention to detailExceptional written and oral communication skillsAbility to handle multiple tasks on pressing timelinesAbility to work collaboratively and independently as situations warrantExperience with budget tracking software preferred.Experience in banking and/or compliance

Keywords: Citadel, Wilmington , Marketing Operations Specialist, Accounting, Auditing , Exton, Delaware

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