Mutual of Omaha Mortgage
Business Systems Manager - Marketing Operations
Mutual of Omaha Mortgage, Irvine, California, United States, 92713
The Business Systems Manager is a hands-on role, accountable for maintaining the day-to-day operations and healthy functioning of our marketing operations platforms and databases. This critical role owns the marketing technology production support and ensures that our data and core platforms are running optimally to drive marketing and sales efficiency and revenue.The ideal candidate is technology savvy, thrives in continuous improvements, understands the business drivers of performance marketing, and has direct experience managing Salesforce, Active Campaign (or similar marketing automation), and Call Center platform operations.Responsibilities:
Data & Platform Operations Management
Own the day-to-day operations of core marketing technology platforms, including but not limited to CRM (Salesforce), marketing automation (Active Campaign), routine configuration of telephony settings (Five 9), periodic maintenance of contact databases.Function as the first line of platform support to triage production problems and coordinate diagnostics and resolutions with vendors or technology teams, including but not limited to Salesforce, ActiveCampaign, Five9, PowerBI, Everflow, Zendesk, DataGrail.Oversee dashboards and reports to proactively monitor the health and performance of core platforms and integrations.Oversee data hygiene processes, including deduplication, validation, enrichment, and regular audits of contact data. Implement best practices for access control across platforms to safeguard customer information.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.Facilitate user training and documentation of procedures, ensuring all team members are proficient with platform capabilities and operating practices.
Marketing Automation 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 ActiveCampaign (or other marketing automation platform) with Salesforce CRM.
Process Improvement and Optimization:
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 bottlenecks.Evaluate vendor solutions and provide input on innovative technologies or enhancements to existing platforms to improve marketing effectiveness.
Qualifications:
4+ years of experience in business systems management, marketing operations, or a related role, with hands-on experience in managing marketing technology platforms.Hands-on operational and implementation experience of CRM systems (Salesforce), marketing automation platforms (Active Campaign), telephony systems (Five 9), and contact database management.Proficiency in CRM and marketing automation administration, including user management, data synchronization, report generation, and campaign workflow automation. Experience working with low code integration tools (e.g., Zapier), a plus.Sense of Ownership:
Takes pride and ownership of the business systems, proactively seeking improvements and swift resolutions to issues.Analytical and Data-Driven:
Experience using reporting and analytics tools (e.g., Excel, Tableau, Power BI, Salesforce Report) to query data, understand performance metrics, and translate data into recommendations for actionable improvements.Problem Solver:
Proactive in identifying issues and recommending courses of actions.Collaborative:
Strong team player who can work effectively with cross-functional teams and external vendors.
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Data & Platform Operations Management
Own the day-to-day operations of core marketing technology platforms, including but not limited to CRM (Salesforce), marketing automation (Active Campaign), routine configuration of telephony settings (Five 9), periodic maintenance of contact databases.Function as the first line of platform support to triage production problems and coordinate diagnostics and resolutions with vendors or technology teams, including but not limited to Salesforce, ActiveCampaign, Five9, PowerBI, Everflow, Zendesk, DataGrail.Oversee dashboards and reports to proactively monitor the health and performance of core platforms and integrations.Oversee data hygiene processes, including deduplication, validation, enrichment, and regular audits of contact data. Implement best practices for access control across platforms to safeguard customer information.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.Facilitate user training and documentation of procedures, ensuring all team members are proficient with platform capabilities and operating practices.
Marketing Automation 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 ActiveCampaign (or other marketing automation platform) with Salesforce CRM.
Process Improvement and Optimization:
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 bottlenecks.Evaluate vendor solutions and provide input on innovative technologies or enhancements to existing platforms to improve marketing effectiveness.
Qualifications:
4+ years of experience in business systems management, marketing operations, or a related role, with hands-on experience in managing marketing technology platforms.Hands-on operational and implementation experience of CRM systems (Salesforce), marketing automation platforms (Active Campaign), telephony systems (Five 9), and contact database management.Proficiency in CRM and marketing automation administration, including user management, data synchronization, report generation, and campaign workflow automation. Experience working with low code integration tools (e.g., Zapier), a plus.Sense of Ownership:
Takes pride and ownership of the business systems, proactively seeking improvements and swift resolutions to issues.Analytical and Data-Driven:
Experience using reporting and analytics tools (e.g., Excel, Tableau, Power BI, Salesforce Report) to query data, understand performance metrics, and translate data into recommendations for actionable improvements.Problem Solver:
Proactive in identifying issues and recommending courses of actions.Collaborative:
Strong team player who can work effectively with cross-functional teams and external vendors.
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