Marketing Operations Specialist
Company: Citadel
Location: Exton
Posted on: May 26, 2023
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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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