Marketing Operations and Partner Marketing Specialist

About GreenPath

GreenPath Financial Wellness is a national nonprofit organization dedicated to empowering people to lead financially healthy lives. We provide counseling, education, and innovative solutions to help individuals and families achieve their financial goals. Our mission-driven culture values collaboration, integrity, and continuous improvement.

POSITION PURPOSE

The Marketing Operations and Partner Marketing Specialist coordinates Marketing operations and partner-facing execution, including project management, Partner Center content, communications, vendor coordination, and budget tracking. The role helps move Marketing and partner priorities from planning through completion with clear processes and strong follow-through.

This role works closely with the Partnership team and other cross-functional teams to deliver effective partner communications, resources, and experiences.

MAIN RESPONSIBILITIES & DUTIES

Partner Marketing & Communications

• Coordinate and draft regular partner communications and resources, including campaigns, webinars, toolkits, training materials, case studies, and collateral.
• Translate Marketing and partner priorities into clear project plans, timelines, deliverables, and next steps.
• Support partner communications planning, calendars, cadence, and sequencing.
• Collaborate with Marketing, Partner Experience, Education, Compliance, and subject-matter experts to develop accurate and effective partner-facing materials.

Partner Center

• As the primary owner, manage and continuously improve Partner Center content and resources.
• Keep Partner Center content current, accurate, organized, and easy to use.
• Coordinate Partner Center migrations, tagging, navigation, templates, and platform enhancements.
• Monitor Partner Center usage and engagement and recommend content improvements to maximize partner use of resources.
• Partner with vendors and internal teams to support Partner Center enhancements, testing, and issue resolution.

Marketing Operations & Project Coordination

• Coordinate Marketing projects from planning through completion, keeping timelines, dependencies, decisions, and deliverables on track.
• Develop and maintain practical workflows, templates, and tools that make Marketing work more consistent and efficient.
• Bring together Marketing, agencies, vendors, and cross-functional teams to keep work moving smoothly.
• Anticipate project risks and dependencies and help resolve issues that could affect timelines or deliverables.
• Identify practical ways to simplify work, reduce rework, and improve execution.

Budget, Agency & Vendor Coordination

• Track purchase orders, invoices, expenses, and budget activity for assigned initiatives.
• Coordinate agency and vendor schedules, deliverables, and follow-up to keep work on track.
• Coordinate vendor documentation, deliverables, and related activities in partnership with Marketing leadership.

PROFESSIONAL KNOWLEDGE, SKILLS & ABILITIES

• Bachelor's degree in Marketing, Communications, Business, Project Management, or a related field, or an equivalent combination of education and relevant experience.
• At least 3 years of relevant experience in marketing operations, project coordination, partner or channel marketing, communications, content operations, or a related field. Preference for direct experience with channel partner marketing program management.
• Demonstrated ability to coordinate projects with multiple stakeholders, dependencies, and deadlines.
• Experience maintaining digital content, partner portals, or content management systems.
• Experience coordinating vendors or agencies and tracking deliverables and budgets.
• Strong written communication, editing, documentation, and organizational skills.
• Ability to interpret engagement data and identify practical improvements.
• Proficiency with Microsoft 365 and project-management tools.
• Experience with CRM, marketing automation, partner-enablement platforms, or regulated and trust-sensitive environments is preferred.

QUALITIES & CHARACTERISTICS

• Highly organized with strong follow-through and accountability.
• Collaborative and effective across teams with different priorities.
• Organized and process-minded, with an ability to make complex work easier to manage.
• Clear, concise communicator with sound judgment and strong problem-solving skills.
• Proactive in identifying challenges and opportunities to improve how work gets done.
• Committed to continuous learning and professional development.

WORKING CONDITIONS & PHYSICAL REQUIREMENTS

Primarily sedentary work in an office or remote environment, with regular computer use. Typical office hours apply, with occasional extended hours and limited travel up to 10%. Reasonable accommodations may be provided to enable qualified individuals to perform essential functions.

Benefits

At GreenPath, we offer a comprehensive benefits package designed to support your well-being and professional growth:

• Competitive salary and performance-based incentives
• Health, dental, and vision insurance
• 403(b) retirement plan with employer contributions
• Generous paid time off and holidays
• Tuition reimbursement and professional development opportunities
• Mission-driven work environment focused on making a positive impact

Equal Employment Opportunity Statement

GreenPath is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.