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Marketing Data and CRM Manager

June 15, 2026

Summary The Marketing Data & CRM Manager will architect and operationalize the bank’s marketing data and CRM infrastructure, with HubSpot as the primary marketing system of record. This role unifies marketing, sales, and behavioral data into actionable insights that enable highly targeted, measurable, and scalable outreach across products and markets. This individual will serve as the technical and strategic owner of HubSpot, partnering closely with the Business Intelligence team, Product, Sales, and agency partners to ensure clean data architecture, seamless integration, disciplined reporting, and performance optimization. The role is responsible for transforming complex data into actionable segmentation, predictive insights, and performance dashboards that support executive decision making and disciplined marketing investment. Specific Job Functions CRM Architecture & Governance • Act as the Lead CRM Architect and System Administrator, overseeing the HubSpot ecosystem for diverse business units including Retail/Commercial Core Banking, Correspondent Banking, the Bank’s Charitable Foundation, and various wholly owned affiliates. • Lead the development of multi-divisional sales tracking systems, optimizing CRM pipelines to improve conversion Design and maintain CRM structure, lifecycle stages, segmentation logic, and governance standards. • Build and maintain complex workflows, automation sequences, tagging systems, event and sponsorship tracking, and technical integrations. • Ensure seamless integration between HubSpot and internal data sources, digital platforms, various bank third party service providers, and reporting systems. • Establish data hygiene protocols and naming conventions. • Partner with Compliance, Information Security, and Risk to ensure proper data handling. • Maintain forward-looking strategic view of CRM usage continuously auditing the ecosystem against industry benchmarks to pilot new functionalities. Data Integration & Unification • Aggregate and unify marketing, product, sales, and behavioral data into consistent actionable datasets. • Partner with Business Intelligence team to align marketing reporting with enterprise data standards Translate raw data into structured, usable marketing insights and data visualizations. • Develop data driven models to track and predict cost of acquisition for product campaigns as well as analytics to determine lifetime value of bank clients. • Integrate relationship deepening and new client acquisition campaign performance data into HubSpot to improve targeting and lifecycle automation. Analytics & Performance Measurement • Build automated dashboards for campaign, product, brand, and digital performance. • Develop audience segmentation frameworks based on behavior, product usage, profitability, and lifecycle stage. • Create attribution models tied to deposits, loans, engagement, and revenue. • Inform budget allocation through forecasting and trend analysis. • Provide regular reporting for Marketing leadership, cross-departmental leaders, and Executive teams as needed. Predictive & Targeting Strategy • Develop predictive models to support campaign planning and optimization. • Identify high-value client and at-risk client segments and underserved opportunities. • Support next best action and lifecycle marketing strategies. • Enable data-driven targeting for product launches and market expansion. Cross Functional Collaboration • Partner closely with Business Intelligence to ensure alignment on data sources and reporting accuracy. • Work with Product to connect feature usage and product performance data into segmentation strategies. • Collaborate with Sales leadership to support lifecycle visibility and targeted outreach. • Serve as the internal subject matter expert on CRM and marketing analytics. Minimum Job Requirements • Bachelor’s degree in marketing, business administration, data analytics, or related field is required. • Four (4) years of experience in marketing, marketing analytics, or CRM management can be used in lieu of degree. • Seven (7) years of experience in marketing, marketing analytics, or CRM management is required. • Experience architecting CRM systems and building complex workflows and automation. • Strong understanding of marketing attribution models and performance measurement. • Experience integrating multiple data sources into a unified reporting environment. • Advanced proficiency in data analysis tools and dashboard platforms. • Ability to translate technical insights into clear business recommendations. • Background in predictive modeling or advanced segmentation strategies preferred. • Able to operate independently and manage competing priorities. Equal Opportunity Employer/Veterans/Disabled Apply tot his job Apply To this Job Apply To This Job Apply tot his job Apply To this Job

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...