Marketing Operations Specialist

Job Description

Job Description

Description

We are looking for a detail-oriented and proactive Marketing Operations Specialist to support our growing marketing and sales teams. This role sits at the intersection of data quality, sales enablement, and marketing execution — ensuring our contact database is clean, well-organized, and actionable, while freeing up our Marketing team to focus on strategy and campaign building.

CRM & Contact Management

• 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• Conduct regular audits of contact records to identify untagged, duplicate, or outdated entries and resolve them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  

Sales Support

• 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  

Distribution List & Compliance Management

• 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  

Process & Documentation

• 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

What We're Looking For

• 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

What Success Looks Like

• Our contact database is clean, consistently tagged, and audit-ready at all times
• Sales reps can quickly find the resources and lists they need without pulling the broader Marketing team off higher-priority work
• New contacts are processed accurately and efficiently with no compliance gaps
• Marketing campaigns are supported by well-segmented, reliable lists

• 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

Key Competencies: 

• CRM & Data Management: Maintains accurate, organized, and properly segmented contact data within CRM systems 
• Attention to Detail: Ensures contact records, tagging, and distribution lists are complete, accurate, and compliant 
• Process Execution: Follows established workflows while identifying opportunities to improve efficiency and consistency 
• Sales & Marketing Support: Provides timely support to sales and marketing teams through list management and resource coordination 
• Organizational & Time Management: Effectively manages multiple requests, deadlines, and ongoing data maintenance tasks 
• Communication & Collaboration: Works proactively with internal stakeholders to ensure alignment, responsiveness, and smooth execution

How This Role Demonstrates Our Values: 

• Integrity: Maintains clean, compliant, and accurate contact data while supporting unsubscribe and opt-out requirements 
• Collaboration: Partners closely with sales, marketing, and internal stakeholders to support business development and campaign execution 
• Excellence: Ensures contact databases, distribution lists, and workflows are organized, reliable, and audit-ready 
• Critical Curiosity: Identifies process improvement opportunities and continuously enhances marketing operations workflows

• 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

Successful applicants will exemplify strong ethics, integrity, respect for others, accountability for decisions and actions, and good citizenship.

All job duties and responsibilities must be performed within the guidelines of the Verus Residential Mortgage Employee Handbook and established company policies and procedures. It is the responsibility of each employee to maintain confidentiality of the company, its clients and to follow applicable laws and regulations in the performance of duties.

Verus Mortgage Capital is an equal opportunity employer. All qualified applicants are welcomed to apply and will receive consideration for employment without unlawful discrimination because of a person’s race, religious creed, color, national origin, citizenship status, ancestry, marital status, sex, age, or sexual orientation, or because of a person’s disability or medical condition.