Marketing Automation and Operations Manager

Nav is democratizing small business financing. In other words, we give small business owners access and control. Yes, this challenges the norm, but it means working with curious, purpose driven, dedicated, and inquisitively smart people who push themselves, our company and the community to the next level (and every level after that). We are the people behind the tech. And when it’s good, we look for better. We don’t over think the value we bring nor spend time trying to revamp mantras. We also do not come up with some crafty way to tell you who we are and what we offer. We are Nav! Here, you’ll gain a wealth of experience, learn the tricks of the trade, and work with winners. All companies say people are connected to their mission but in our case our mission and our people are one – it is a way of being not just a cause you are committed to. And since 2013, Nav has holistically and organically developed its own ideology because Nav can only be Nav.

Nav is searching for an experienced Marketing Automation and Operations Manager to launch multi-channel campaigns across the entire user journey and implement processes to support efficiency and scalability. This role, crucial to Nav’s growth, will develop behavior-driven lifecycle marketing automations and own the operations that power, score, nurture and convert users to customers. With a competitive understanding of the small business landscape, this fintech-savvy individual will build, scale, and optimize triggered programs to increase engagement, retention, and LTV. You will manage the user touchpoints and establish ambitious goals to drive conversions and cross-category transactions. 

What we empower you with:

• Develop and enforce data governance and retention policies and write/optimize queries and automations to uphold data hygiene and integrity. 
• Create and own the QA process approving campaigns/journeys and ensuring email developers and managers adhere to protocols and follow lifecycle best practices. 
• Build and own processes and documentation for all marketing automation and operation activities including infrastructure, workflows, segmentation, data architecture, relationship models, field/attribute mapping and more.
• Manage automation and operations housekeeping including monitoring/optimizing automation activities (queries, journeys, etc.) archiving campaigns and data extensions, implementing and maintaining clean file structures, and consistent naming conventions.
• Identify and document data that is needed for campaigns and partner with Data Science and Engineering to map and synchronize accurate data from the source. 
• Work closely with BI, Engineering, Data Science, and Marketing Technology teams to develop new strategies for targeting users, develop processes for data integration, and continuously improve back-end automation and system integrations.
• Regularly maintain reports on marketing performance and testing results to develop new optimization strategies and improve overall performance. This includes campaign engagement, conversion, acquisition, and retention metrics.
• Create and manage A/B testing across all campaigns to enhance productivity, deliverability, and customer engagement.
• Develop and execute personalized and dynamic multi-channel marketing strategies in promotional, transactional, and targeted trigger campaigns across the customer lifecycle.
• Stay current on trends and best practices in email, push, and SMS marketing.
• Contribute new innovative, breakthrough ideas toward the growth of the company.
• Maintain and manage 3rd party data integrations so all customer-facing channels can operate seamlessly and timely. 

What you bring to the table:

• Proficient in all aspects of Salesforce Marketing Cloud: Automation Studio (SQL), Journey Builder (with an emphasis on SF CRM activities), AmpScript, Content Builder, Data Extensions, Einstein, Datorama, etc. 
• Experience in email, push, SMS, and marketing automation. Experience with developing and executing multivariate tests, complex multi-channel journeys, ad-hoc and automated campaigns.
• Experience owning email programs at all levels from strategic planning through coding templates and hands-on deployment. As well as, owning the ability to troubleshoot issues in content, development, coding, and tracking challenges.
• Strong knowledge of HTML, CSS, and the “special” considerations needed for coding against a wide range of email clients.
• Fanatical attention to detail and knowledge of how to QA responsive email templates across multiple mail clients with Litmus or similar technology.
• Experience with Salesforce as a CRM, SFMC Apps (Cloud Pages, Ad Studio, etc.), and Tableau is a plus.
• Past experience with ESPs and the ability to quickly learn an ESP even if you haven’t used it before.
• Experience in B2B, commercial banking/finance, FinTech, or related industries preferred.
• A passion for direct marketing, and a desire to continuously grow and advance the company’s efforts in the space. A desire to stay on top of industry news and technological advancements.
• A passion for planning and organization to stay on schedule and ahead of the curve.
• Ability to set goals and execute under tight deadlines with grace.
• Strong interpersonal communication skills.
• Confident writer.

Who you are:

• You have an entrepreneurial mindset, with a bias towards user-centric innovation.
• You are constantly researching and assessing companies’ best practices through networking and strategic partnerships.
• You have an affinity for a hyper-growth business.
• You are flexible and respond quickly and positively to shifting demands and opportunities; ability to work under tight deadlines and plan, organize and carry out multiple, detailed tasks.
• You are an influencer with strong business and financial acumen - you find the intersections between technical operations & company strategy.
• You have excellent analytical, decision making and complex problem-solving skills

More about Nav

Inclusion at Nav:

At Nav, we celebrate what makes our employees unique because the businesses we serve are progressively diverse and distinctly original. Navericks are diverse, side hustlers, immigrants, veterans, queer, and we push generational boundaries. We are college dropouts, PhDs, special needs parents, allies, pet owners, and community leaders. Navericks are human.  We are committed to upholding a safe, supportive environment where everyone matters. We are committed to making a better future for all of us. We have created a workplace where people of all backgrounds can express their identities authentically. To put it simply we want you to be proud to be you.

Our Compensation Philosophy is simple but powerful:

At Nav, we are  transparent about our total rewards, including pay, across all levels and roles. We believe great, enduring relationships are grounded in trust and transparency. Compensation shouldn’t be a distraction, and employees should understand how pay and career advancement decisions are made. Providing equal pay for equal work is table stakes for being a great place to work. Gender and ethnic inequity should only be something that our children read about in history books. We believe providing Navricks with company ownership, competitive pay, and a range of meaningful benefits is the start of creating a culture where people want to give the best they’ve got — not because they’re simply making money, but because they’ve fallen in love with our vision, mission, values, and team.

During the interview process, our recruiter will be explaining how our rubrics work across all of our total rewards ( base, equity,bonus, perks, and benefit) offerings . The base salary for this role is targeted between $95,000 - $110,000 per year. Final offer amount is determined by your proficiencies within this level. 

Our impact on you:

Competitive Pay. Company Ownership. Unlimited Vacation. Benefits Day One. 6 Weeks Paid Parental Leave. Work From Anywhere (yes we were distributed before it was cool). Flexible Work Arrangements. Free Telehealth and Telemental Health For All Employees. Employee Networking and Events. Community Network Groups (women’s, PRIDE, culture). Meaningful Perks and Rewards. Learning and Development Opportunities. Pet Insurance. 

A Naverick’s DNA:

• We look at the future and say “why not”; we see possibilities where others see problems or routines. We show the way ahead and are committed to achieving ambitious goals.
• We practice straight talk and listen generously to each other with empathy. We value different opinions and point of views. We ensure that we connect outside as well as inside to learn from others and inspire each other.
• We hold ourselves accountable for delivering results. We choose to not to be a victim of circumstance. We make decisions & take responsibility so that we can act & support each other, rather than adopting defensive, and “finger pointing” behaviors.
• As leaders we motivate & engage our teams to undertake beyond what they originally thought possible, by developing our teams & creating the conditions for people to grow and empower themselves through enabling & coaching.

If you are based in California, we encourage you to read our privacy notice for  California residents linked here.