Marketing Automation Manager

Marketing Automation Manager

Location: Hybrid - Irvine, CA

Job Type: Full-Time  
 

Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.   
 
Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!  
 

Mutual of Omaha Mortgage seeks a dynamic Marketing Automation Manager to join our team. As a Marketing Automation Manager, you will own and execute multi-channel marketing campaigns across email, SMS, phone, and direct mail — serving as the connective tissue between our marketing programs and Salesforce CRM. 
 

Roles & Responsibilities: 

• Build, manage, and optimize automated marketing campaigns in Customer.io spanning email, SMS, triggered workflows, and lifecycle journeys 
• Design and execute multi-channel campaign strategies that coordinate messaging across email, outbound phone, SMS, and direct mail touchpoints 
• Own the integration and data sync between Customer.io and Salesforce, ensuring lead and contact data flows accurately and in real time 
• Build and maintain audience segments, suppression lists, and dynamic cohorts using CRM and behavioral data 
• Partner with Sales, Business Development, and Analytics teams to align automation efforts with pipeline goals and lead generation initiatives 
• Monitor deliverability, engagement metrics, and conversion rates — then act on what the data tells you 
• Manage direct mail campaign execution including list pulls, vendor coordination, and performance tracking 
• Develop and maintain campaign documentation, playbooks, and QA processes 
• Stay current on compliance requirements (TCPA, CAN-SPAM, state-level regulations) relevant to mortgage marketing communications 

Required Qualifications: 

• 3–5+ years of hands-on experience in marketing automation, preferably in financial services, mortgage, or lending 
• Deep working knowledge of Customer.io — building workflows, managing segments, configuring integrations, and troubleshooting 
• Heavy Salesforce experience (reports, flows, campaign objects, lead/contact management) — this is non-negotiable 
• Proven track record executing coordinated campaigns across email, SMS, phone, and direct mail 
• Strong understanding of data hygiene, list management, and CRM data architecture 
• Experience with A/B testing, conversion optimization, and campaign analytics 
• Familiarity with compliance frameworks governing consumer financial marketing 
• Excellent project management skills with the ability to manage multiple campaigns and deadlines simultaneously 

Preferred Qualifications: 

• Experience in the mortgage or reverse mortgage industry 
• Familiarity with affiliate or lead generation marketing programs 
• Exposure to BI/analytics tools such as Power BI, Sigma, or Tableau 
• Experience with Salesforce Marketing Cloud or Pardot 

Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:   

• Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.   
• Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.   
• 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)   
• Multiple PPO Medical Plans, as well as HDHP eligible plan.   
• Dental Coverage   
• Vision Coverage   
• Company Paid Life Insurance   
• 401K with a generous employer match   
• Additional Benefits including – Optional Life, FSA, Pet Insurance etc.   
• Free Legal Services   
• Employee Loan Program