Marketing Specialist, Branch Training & Adoption

Marketing Specialist, Branch Training & Adoption

CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America's fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You'll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Marketing Specialist, Branch Training & Adoption plays a pivotal role in ensuring the success of CCM's sales teams nationwide by equipping them with the necessary marketing tools, knowledge, and training to drive adoption and operational excellence across the organization. This position reports to the Sr. Director Branch Marketing, Onboarding & Programs and requires collaboration with colleagues in a matrixed organization.

Job Responsibilities:

• Ensure members of CCM sales teams are set up for success with marketing tools & training courses.
• Maintain up to date knowledge of the Marketing department offerings and present new products and services to sales teams to increase tool adoption.
• Collaborate and strategize with cross-functional teams, including marketing platform leaders, sales, and onboarding training team to align training content with company goals.
• Manage the logistics and scheduling of training sessions, ensuring seamless coordination with branch locations.
• Conduct onsite training sessions and provide subject matter expertise to sales employees via a variety of methodologies to increase adoption of marketing platforms.
• Create and optimize trainings; develop curriculum and job aids for marketing technology training courses, in cooperation with other departments, to ensure comprehensive and effective training.
• Oversee training on marketing software to enhance user adoption, delivering web-based and in-person training, traveling to branches as required.
• Create and maintain department SOPs, FAQs, and training templates, updating these resources based on procedural or policy changes and internal process improvements.
• Stay updated on industry trends and best practices in training, e-learning, and professional development.
• Keep abreast of new CRM features, integrations, and enhancements, ensuring training content remains up-to-date and relevant.
• Develop methods to boost marketing platform adoption and efficiency through targeted training initiatives.
• Utilize tools to map transition tasks, manage deadlines, and streamline processes for greater productivity.
• Monitor and assess training effectiveness through analytics and use insights to inform future learning strategies.
• Analyze performance metrics and provide monthly reports to marketing leaders on branch onboarding training experiences, including insights on platform adoption and areas for improvement.
• Provide excellent service, information, and communication to internal and external customers.
• Respond to issues quickly and with sound decision making.
• Proofread and ensure quality standards are met.
• Participate in and document discussions during meetings and conference calls.
• Maintain current work-in-progress records and archives of past project information.
• Develop and execute marketing tactics to increase engagement with our marketing platforms to include SEO, marketing automation, email, video and social media areas.
• Collaborate with the SMEs to create impactful presentations to field sales, implementing contests and learning strategies to ensure continued use of our marketing tools.

Qualifications and Skills:

• Bachelor's degree in Marketing, Communications, or related field, or equivalent combination of education and experience.
• 3+ years of experience in marketing and communications.
• 3+ years of experience in training.
• Certifications in training, digital marketing, or CRM platforms, preferred.
• Experience in delivering engaging, interactive training sessions in various settings.
• Excellent attention to detail, organizational and prioritization skills.
• Effective communication skills to collaborate with all levels of management.
• Knowledge of Microsoft Office Suite applications including Excel and PowerPoint.
• Travel as required (up to 80% of the time) to branches across the U.S. to provide in-person training and support.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.