The Challenge
SDFCU is a federal credit union building out enterprise-grade CRM capabilities to drive member engagement and lifetime value. You'll architect and own the marketing automation platform that scales personalized campaigns across all channels.
Your Mission
Audit current CRM platform capabilities and data quality; document governance gaps and optimization opportunities
Design and launch 2-3 high-impact segmentation campaigns targeting new members, inactive members, and next-best-product offers
Build CRM reporting dashboard tracking open rates, click-through rates, conversion rates, and ROI by segment and channel
Establish cross-functional working sessions with marketing, member services, lending, and product teams to align on campaign roadmap
Architect and operationalize marketing automation workflows for onboarding, trigger-based, and drip campaigns scaling across email, mobile, and web
Develop member persona segmentation strategy covering lifecycle stages, demographics, and behavioral triggers; implement in CRM
Increase campaign ROI by 20%+ through continuous A/B testing, personalization refinement, and lifecycle optimization
Serve as strategic partner to CRM administration and IT; document processes, training, and governance standards for sustainability
KPIs You'll Own
Campaign Open Rate
Track email and digital campaign open rates by segment to measure engagement and content relevance.
Click-Through Rate (CTR)
Monitor CTR across campaigns to optimize messaging, creative, and call-to-action effectiveness.
Campaign Conversion Rate
Measure percentage of campaign recipients converting to desired action (product signup, application, etc.).
Share of Wallet / Revenue Impact
Track incremental revenue and member account growth driven by targeted CRM campaigns.
Campaign ROI
Calculate return on marketing investment by campaign, segment, and channel to guide budget allocation.
Tools & Stack
Your Team
Your Manager
CRM Administrator or VP of Marketing (not specified)
Current Team
Cross-functional collaboration with marketing, member services, lending, and product teams
New role or backfill not explicitly stated; appears to be establishing CRM strategy function
The Package
Salary
$85K-$115K base
Remote
On-site in Alexandria, VA; potential work-from-home after introductory period
Benefits & Perks
Company Intelligence
State Department Federal Credit Union (SDFCU) is a federally chartered credit union serving members with financial services. The organization is focused on member-centric innovation and driving engagement through personalized, data-driven strategies. SDFCU prioritizes employee development, diversity, and operational excellence.
Culture
Values diversity and inclusion, emphasis on professional growth, team collaboration, and member service excellence.
Is This Role For You?
- You've built and optimized marketing automation workflows in enterprise CRM platforms (Marketo, Salesforce Marketing Cloud, etc.)
- You're fluent in data segmentation, cohort analysis, and can translate behavioral data into targeted campaign strategies
- You own campaign performance—you live and breathe open rates, CTR, conversion, and ROI metrics
- You thrive collaborating across marketing, product, and operations teams to align on roadmaps and drive execution
- You've only run ad campaigns or demand gen—CRM platform strategy and marketing automation architecture aren't in your toolkit
- You prefer hands-off strategy; this role demands deep platform expertise, hands-on campaign execution, and continuous optimization
- You need full remote flexibility immediately—this is on-site with potential WFH only after the introductory period
Interview Process
Screening Call
Discuss CRM platform experience, key campaigns managed, and familiarity with marketing automation workflows.
Technical Deep Dive
Walk through a past segmentation strategy, campaign architecture, and metrics you've optimized. Expect hands-on CRM questions.
Cross-Functional Conversation
Meet with marketing, member services, and product stakeholders to assess collaboration style and strategic alignment.
Leadership Interview
Final round with hiring manager and potentially VP of Marketing to discuss roadmap, governance, and long-term CRM vision.
Interested in this role?
Apply now and hear back within days, not weeks.
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About CRM & Lifecycle Roles
CRM & lifecycle marketers own the post-acquisition journey. They design onboarding sequences, retention campaigns, win-back flows, and loyalty programs that maximize customer lifetime value.