Role Description 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. Qualifications - 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. Requirements - 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. - 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. - 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. - 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. - 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. Company Description Equal Opportunity Employer/Veterans/Disabled

We are inviting individuals who specialize in helping others achieve their personal goals and improve their quality of life to participate in an important research initiative. Your unique experiences will contribute to the development of advanced artificial intelligence systems designed to support human potential. We're seeking individuals who guide others to improve their lives to share real-world experiences that will help shape future AI applications. During your participation, you will be asked to describe real-world situations where you've guided individuals through various challenges. We are particularly interested in understanding the steps you take and the methods you employ to help resolve these situations effectively. Your insights are crucial for training AI models to better understand the nuances of human interaction and problem-solving within the context of personal growth. This is a unique opportunity to influence the future of supportive technologies and ensure they are built on authentic, professional experiences. This opportunity is a survey-style engagement where you'll provide written responses. It's designed to be straightforward and can be completed at your convenience. Responsibilities - Describe real-world scenarios where you've provided guidance. - Detail your approach to resolving complex situations. - Share insights on the strategies and resources you utilize. - Contribute your professional experience to AI development. Requirements - Individuals with experience guiding others in their personal or professional development. - Professionals dedicated to enhancing human potential and quality of life. - People interested in contributing their expertise to advance technology. - Those who enjoy reflecting on their practical problem-solving methods. Compensation USD 10.50-15.00 for the interviewClick here to start your interview

• Drive outcomes for programs that span multiple functions. Responsible for long term forecasting and resource planning. • Be responsible for standing up new workflows and scaling existing workflows to support new market expansions. Translate complex human operations into scaled and reliable operations, bringing key insights to customers at highest quality. • Communicate overall program status, risks and current priorities to stakeholders. Drive tradeoff decisions making across functions. • Define program / workflow KPIs and SLAs. Drive high-quality outcomes through deployments with a global vendor workforce. • Drive workflow transformation efforts to meet evolving business needs. Partner with Engineering to design, test, and deploy cutting-edge Machine Learning (ML) and Generative AI (Gen-AI) models and tools to drive step-change improvements in issue discovery & detection, triage efficiency, and quality assurance.

• Own end-to-end engineering delivery and operational outcomes across Allegiance’s core application platforms, ensuring stability, performance, and scalability. • Define and execute a clear technology roadmap that addresses near-term operational needs while advancing long-term modernization of the VBA client platform and related systems. • Lead and develop engineering managers and senior engineers, strengthening accountability, talent growth, and engineering excellence. • Establish consistent engineering standards, delivery practices, and governance aligned with enterprise guardrails. • Partner with business, product, and technology leaders to align engineering outcomes with Allegiance and enterprise priorities. • Identify, assess, and manage technical risk, including legacy platforms and modernization initiatives. • Drive continuous improvement in delivery discipline, system reliability, and development practices across teams.