Marketing Operations Specialist

Job Description DescriptionWe 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.Responsibilities and Duties:CRM & Contact ManagementReceive, validate, and upload contact rosters from counterparties and internal stakeholdersRun all incoming contacts through email validation tools (e.g. NeverBounce) prior to upload, ensuring invalid or incomplete records are flagged and excludedEnsure all contacts meet data quality standards — required fields include company name, company NMLS#, and assigned sales contactMaintain and apply the company's CRM tagging taxonomy across channel, segment, status, rate sheet, distribution list, and event categoriesConduct regular audits of contact records to identify untagged, duplicate, or outdated entries and resolve themManage event tags in advance of conferences and industry events, and support post-event outreach segmentationCoordinate contact reassignment when sales team members join or depart Sales SupportServe as a resource for the sales team — helping reps locate marketing materials, presentations, and resources within the company's content libraryPull targeted contact lists on request to support outreach, conference prep, and business development effortsSupport counterparty onboarding by coordinating the intake and processing of new contact lists Distribution List & Compliance ManagementMaintain accuracy of distribution lists as contacts are added, updated, or removedMonitor and enforce opt-out and unsubscribe compliance across platformsCommunicate contact upload confirmations and list updates to relevant stakeholders Process & DocumentationFollow and maintain standard operating procedures for contact management and list uploadsIdentify opportunities to improve or streamline existing workflowsSupport the Marketing team on campaign execution tasks as needed What We're Looking ForStrong attention to detail and a process-oriented mindsetComfort working with data — spreadsheets, CSVs, and CRM platformsExperience with email marketing platforms (Mailchimp or similar) a plusFamiliarity with the mortgage industry, particularly correspondent or wholesale channels, preferred but not requiredAbility to work independently, prioritize competing requests, and communicate proactivelyA collaborative team player who understands when to escalate and when to execute What Success Looks LikeOur contact database is clean, consistently tagged, and audit-ready at all timesSales reps can quickly find the resources and lists they need without pulling the broader Marketing team off higher-priority workNew contacts are processed accurately and efficiently with no compliance gapsMarketing campaigns are supported by well-segmented, reliable listsEducation and Experience:Bachelor's degree in Marketing, Business, Communications, Operations, Information Systems, or a related field preferredEquivalent combination of education and relevant work experience will be considered2+ years of experience in marketing operations, CRM administration, sales support, data management, or a related operational support role preferredExperience working with CRM systems (Salesforce, HubSpot, Jungo, etc.)Proficiency in Excel and CSV file managementStrong attention to detail and a process-oriented mindsetComfort working with data — spreadsheets, CSVs, and CRM platformsExperience with email marketing platforms (Mailchimp or similar) a plusFamiliarity with the mortgage industry, particularly correspondent or wholesale channels, preferred but not requiredAbility to work independently, prioritize competing requests, and communicate proactivelyA collaborative team player who understands when to escalate and when to executeKey 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 executionHow 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 workflowsBenefitsCompetitive compensation package, including base salary and performance-based bonus opportunities401(k) plan with 100% company match up to 4%Comprehensive health coverage: medical, dental, vision, HSA, and FSA optionsGenerous paid time off: 20 days PTO, company holidays, and sick timePaid parental leaveCompany-paid life insurance and disability coverageEmployee Assistance Program (EAP): mental health, financial, and wellness supportProfessional development: tuition reimbursement and growth opportunitiesCommuter and transit benefitsSuccessful applicants will exemplify strong ethics, integrity, respect for others, accountability for decisions and actions, and good citizenship. Maintaining a reliable, uninterrupted high speed internet connection is a requirement of hybrid or remote positions.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.