PrimeLending is looking to hire a Marketing Program Specialist. This role plays a key strategic and operational role within the Marketing team, overseeing the performance, functionality, and adoption of our designated marketing automation and CRM platform. This individual will collaborate closely with internal creative and digital teams, sales leadership, and production staff to develop, optimize, and support marketing campaigns and tools that drive meaningful business outcomes.
More than a platform operator, this person brings strategic CRM thinking, data-driven execution, and end-to-end project ownership to their work, ensuring marketing technology directly contributes to growth, engagement, and customer satisfaction.
Platform Execution & Optimization
- Serve as the internal expert and steward of the marketing automation platform, ensuring alignment with sales strategies and the buyer lifecycle.
- Translate marketing strategy into platform-ready journeys (email, social, print), ensuring execution aligns with business goals and user behavior.
- Identify gaps and opportunities in user journeys and propose enhancements that improve platform impact and adoption.
- Collaborate with the AVP, Sr. Marketing Manager to operationalize lifecycle marketing strategies within the platform.
Data-Driven Execution & Reporting
- Track performance across email, print, and social campaigns; using data to inform decision-making, test hypotheses, and improve future campaigns.
- Develop and deliver reporting dashboards and ad hoc analysis to stakeholders, offering strategic insights that support marketing and sales objectives.
- Monitor platform and campaign analytics to identify trends and recommend targeted actions for continuous improvement.
Cross-Functional Project Management
- Own the day-to-day management of platform-related initiatives, working closely with the AVP on goals and strategy, while ensuring execution meets quality and deadline expectations.
- Collaborate with Marketing Managers and department leads on high-profile projects, ensuring strategic alignment and measurable outcomes.
- Own and maintain vendor relationships, managing escalations, enhancement requests, and performance reviews.
Operational Excellence & Support
- Manage platform integrations and automation tasks in coordination with IT, vendors, and internal users.
- Maintain user accounts and permissions, ensuring smooth onboarding/offboarding and role-based access.
- Provide documentation, video tutorials, and live training to internal teams to support platform use and best practices.
- Triage support tickets, provide top-tier customer service to loan officers and internal users, and ensure timely resolution.
Financial & Administrative Oversight
- Track invoices and platform-related expenses, managing budgets for subscriptions, licenses, and platform integrations.
- Ensure compliance with vendor agreements and internal procurement policies.
- 5+ years of experience in marketing operations, CRM management, or program management roles.
- Hands-on experience with marketing automation platforms (Total Expert, Salesforce Marketing Cloud, HubSpot, etc.).
- Proven ability to collaborate on strategy and translate marketing direction into actionable, high-quality platform execution.
- Strong project management skills; highly organized, proactive, and able to manage multiple projects simultaneously with minimal supervision.
- Excellent communicator, able to build trust and alignment across sales, marketing, and operations teams.
- Solutions-oriented mindset: able to uncover root problems and propose smart, scalable improvements.
- Comfortable implementing initiatives set at a strategic level, while providing insight and recommendations to enhance performance.
Preferred Attributes
- Experience in the mortgage, financial services, or other highly regulated industries.
- Expertise with Total Expert, including automation builds, data integrations, and user adoption strategies.
- High proficiency in Microsoft Excel, including pivot tables, lookups, conditional logic, and data visualization for KPI analysis and campaign performance tracking.
- Familiarity with customer journey mapping and lifecycle marketing strategies.
- Background in training, onboarding, or change management for marketing technology platforms.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.
PrimeLending, a PlainsCapital Company®, is a people-first company on a mission to make the home loan process simple and stress-free. Since 1986, we’ve been working together as a team to support our customers, co-workers and communities and make a positive impact on all the lives of all we serve. Whether on the frontline working directly with customers in our branches or behind the scenes supporting our loan officers, our team members each play a vital role in delivering an outstanding customer experience.
Award-Winning Culture
Known for having an empowering, supportive culture, PrimeLending is a place where each individual has an important voice, can be themselves and thrives. Our organization exudes an infectious spirit of optimism and humanity, making PrimeLending a great workplace.
- #7 2023 Energage Top Workplaces in the USA1
- # 11 2023 Energage Top Workplaces in Financial Services1
- Top 25 2023 Fortune Best Workplaces for Women™2
- Top 25 2023 Fortune Best Workplaces in Financial Services™2
- Top 50 2023 Fortune Best Workplaces for Millennials™2
- #11 2023 Fortune Best Workplaces in Texas™2
- Scotsman Guide 2024 Top Workplaces3 (Editor’s Pick)
- #7 2023 Dallas Morning News Top Workplaces4
Key Facts About PrimeLending
- Established in 1986
- Part of Hilltop Holdings Inc. (NYSE: HTH) a diverse financial services company
- #11 2023 Top Retail Volume, Scotsman Guide
- #15 2023 Top Overall Volume, Scotsman Guide3
- 400+ purchase, renovation, refinance and reverse mortgage products
- National lender with coverage in all 50 states
- 2023 Best-in-Class Lender in 4 categories by MortgageCX5
- Branches located in 42 states
- 96% customer satisfaction rating6
- 4.9 national average star rating on Google
- 22,000+ five star Zillow reviews
1Energage Top Workplaces Awards
2Great Place to Work
3Scotsman Guide
4The Dallas Morning News
5MortageCX
6Survey administered and managed by an independent third party following loan closing. PrimeLending received an overall 96% Customer Satisfaction Rating for the period 1/1/23-12/31/23.
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