Digital Marketing Lead

Bachelor’s degree in Communications, Marketing, Business, or a related field, plus a minimum of three to five years of progressive digital marketing experience, including digital channel ownership and extensive management of digital programs and campaigns.

• Proven success driving measurable growth outcomes (acquisition, conversion, retention, cross-sell, engagement) through digital marketing in a data-driven environment
• Experience in financial services marketing preferred.
• Strong background using performance analytics and KPIs (e.g., conversion rate, CTR, CPA, engagement metrics) to inform decisions and guide continuous improvement.
• Hands-on experience with A/B testing, experimentation frameworks, and optimization roadmaps.
• Demonstrated ability to leverage customer/member data to build segmentation, personalization, automation, and targeting strategies that increase relevance and engagement.
• Experience working with and maximizing marketing technology stacks, such as email/service providers, marketing automation tools, analytics platforms, and digital advertising tools.
• Ability to evaluate and adopt emerging platforms, tools, and best practices, and translate them into practical business applications.
• Experience partnering closely with Product Marketing, agency partners, and cross‑functional teams (e.g., product, digital banking, analytics, technology) to deliver aligned and effective go‑to‑market execution.
• Demonstrated ability to translate product strategies and value propositions into compelling digital experiences.
• Ability to ensure marketing activities align with organizational values, brand standards, and regulatory requirements.
• Demonstrated experience coordinating and overseeing the work of others, including delegating tasks and reviewing completed assignments for quality and accuracy.
• Strong project management and analytical skills, along with an understanding of how digital marketing drives growth, member value, and revenue.
• Familiarity with compliance considerations in digital marketing, particularly in regulated environments, is a plus.
• Excellent written and verbal communication skills, with the ability to simplify complex topics.
• Ability to collaborate and effectively interface with personnel at all levels of the organization.
• Experience presenting performance metrics, insights, and recommendations to senior leadership.

 

• Are you an experience digital marketing professional with the ability to translate strategies into business results while enhancing the member experience?
• Do you have a proven track record of turning member data into targeted, personalized campaigns? 
• Would you like to work at a multi-faceted, dynamic organization that thrives on teamwork and collaboration?
  
  
  If so, we’d love to talk with you about Monterra Credit Union’s Digital Marketing Lead Position!
  
  Located in the heart of the Bay Area, Monterra Credit Union is a community-centric and growth-oriented financial institution. We invest in the success of people and our community by giving back, making things easier, and committing ourselves to our members’ potential. Diversity, equity and inclusion are critical to our success, and we value the varied backgrounds and experiences that everyone brings to our organization. If you value collaboration, forward-thinking, and giving back, this just might be the place for you.
  
   
  
  SALARY & BENEFITS
  
  Monterra Credit Union reflects the value placed on employees by providing an excellent salary and benefits package:
  
  
• Starting pay of $40.00 - $45.00 per hour depending on experience
• Semi-annual bonuses for meeting key financial and operational goals
• Medical, Dental, Vision, Life, and Long-Term Disability insurances
• 401(k) including generous matching contributions
• Discounts on financial products and services, including mortgage and auto loans
• Paid time off, tuition reimbursement, and much more!
  
  
  This position is based on-site at our Corporate Office in Redwood City, CA. Following the successful completion of meeting performance expectations, you may request a hybrid work arrangement of up to two remote days per week, subject to approval from your supervisor.
  
   
  
  POSITION SUMMARY
  
  As a key member of Monterra Credit Union’s Marketing team, the Digital Marketing Lead owns and drives the end-to-end digital marketing strategy to accelerate member acquisition, product adoption, engagement, and retention across deposit, loan, and ancillary products and services. This role is central to advancing Monterra’s digital readiness by maximizing the impact of owned digital channels through data-driven decision-making, personalization, and continuous optimization to deliver measurable business results and enhanced member experience.
  
   
  
  The Digital Marketing Lead oversees digital channel strategy and performance across the website, mobile app, email, text messaging, and digital media. Partnering closely with marketing team members, internal stakeholders, and agency partners, this role translates product strategies and value propositions into integrated, high-performing digital campaigns. As the digital subject matter expert, the Lead ensures effective use of marketing technology investments through testing, analytics, and performance refinement, and serves as a trusted advisor and “go-to” resource for digital marketing best practices, innovation, and execution.
  
   
  
  PRIMARY RESPONSIBILITIES
  
  
• Own and lead the end‑to‑end digital marketing strategy across all owned digital channels, including digital and social media platforms, SEO, the public website, email, text messaging, online banking, and the mobile app, while also supporting digital media optimization in collaboration with marketing leadership and agency partner.
• Define digital channel goals, performance benchmarks, and optimization roadmaps to drive brand awareness, member acquisition, retention, and cross‑sell.
• Serve as the digital marketing subject‑matter and technical expert, providing strategic guidance on emerging platforms, tools, trends, and best practices.
• Lead the planning, execution, and optimization of integrated digital marketing campaigns and product launch initiatives, ensuring strong positioning, market readiness, and consistent messaging, in collaboration with Product Marketing colleagues.
• Drive performance through analytics, reporting, and a continuous test‑and‑learn approach; track KPIs (e.g., conversion rate, click‑through rate, cost per acquisition) and provide insights and recommendations to leadership.
• Leverage member and digital banking data to develop segmentation, personalization, automation, and testing strategies that increase relevance and engagement.
• Analyze market trends, member insights, and competitive performance to identify growth opportunities and enhance the digital member experience.
• Partner cross‑functionally with internal teams and external vendors to ensure alignment, efficient execution, and the successful rollout of new or enhanced products.
• As a senior‑level team member, provide guidance to marketing team members and act as a “go‑to” resource for digital marketing strategy and execution.
• Identify opportunities to enhance the member experience by refining processes, communications, and/or delivery methods that support product and service adoption or engagement.
• Provides service that aligns with the Credit Union’s mission of delivering timely, relevant products, services, and information aimed at increasing adoption and engagement.
• Perform other duties as assigned
• Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and laws enforced by the Office of Foreign Assets Control.
  
  
   
  
  PHYSICAL DEMANDS
  
  The physical demands and work environment characteristics described are representative of those that must be met by an employee to successfully perform the essential functions of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  
  
• While performing duties of the job, employee may be required to use frequent physical activities include sitting, standing, reaching, walking, talking, bending, and constant use of hands. 
• Employee must occasionally lift and/or move up to 5 pounds.
• Employee may occasionally work overtime.
• These activities are not necessarily performed to the same degree and combination every day.
  
  
   
  
  Apply Now for Consideration!
  
  Monterra Credit Union is an equal-opportunity employer. Qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, disability, or protected veteran status.