• Write copy for campaigns across a variety of assets including email, web and social media. • Schedule social media posts and paid advertising. • Prepare and maintain email marketing lists. • Coordinate the creation of copy with other teams at FlatWorld, organizing review and approval stages. • Coordinate the execution of integrated marketing campaigns and tactics, maintaining and owning the marketing calendar. • Curate and maintain campaign assets, collateral and digital content. • Be responsible for the creation of all print assets, coordinating with other teams on requirements, review and approval. • Use AI tools (e.g., Claude) to draft, refine, and accelerate content creation, with requisite human review prior to publication. • Create simple, on-brand graphics for social, email, and web using tools like Canva or Adobe Express. • Work closely with freelancers to coordinate the creation of campaign assets. • Track individual campaign progress and assist in gathering campaign data to assist with program-level reporting. • Set up and monitor basic campaign tracking (e.g., UTM links, Google Analytics) to support program-level reporting. • Work closely with the sales team to gain insight into individual and group needs and provide them with detail into upcoming campaigns. • Own the communication with outside departments to ensure deadlines are met. • Be the go-to marketing representative for day-to-day needs. • Assist in proofing, editing and testing campaigns prior to deployment. • Assist stakeholders in preparing marketing reports. • Monitor marketing inboxes and social media messages. • Ensure leads are properly assigned in Salesforce, and that there is a smooth flow of information between systems. • Monitor and manage synchronization errors between Salesforce and HubSpot. • Maintain email list hygiene and manage list uploads to support accurate segmentation and campaign delivery.

• Lead Lending Marketing Strategy • Develop and execute go-to-market strategies for mortgage, HELOC, consumer, and ancillary lending products • Create compelling product positioning, messaging, and member communications across multiple marketing channels • Own lending product landing pages and digital content, ensuring messaging remains current and aligned with active promotions • Build lifecycle marketing campaigns that engage prospective and existing borrowers throughout their financial journey • Manage the lending marketing calendar to ensure campaigns launch on time and deliver measurable results • Collaborate Across the Organization • Partner with Lending, Compliance, Business Development, Branch teams, and leadership to align marketing initiatives with business objectives • Work closely with the Senior Marketing Strategist to leverage competitive research and market insights that strengthen product positioning • Ensure all marketing materials comply with applicable regulations, including lending-related compliance requirements • Support Enterprise Marketing Initiatives • Develop creative campaigns that support membership growth and community engagement • Write and edit marketing content for print, digital, email, social media, website, and other communication channels • Coordinate with internal partners and external vendors to successfully execute marketing projects • Monitor marketing trends, evaluate campaign performance, and recommend opportunities for continuous improvement

• Own and evolve Dandy's customer lifecycle marketing strategy, identifying inflection points for upsell, cross-sell, referral, and expansion across the customer journey • Partner with Product Line Leaders and Product Marketing to translate each product line's goals into a coherent strategy against our existing customer base • Evaluate data on ARPP, LTV, adoption, and churn to continuously adjust strategy, including designing measurement infrastructure (e.g., holdout groups) to prove incremental impact versus organic behavior • Serve as a key voice in cross-functional planning - partnering with leadership on which product lines and segments to prioritize each cycle, and providing strategic counsel to Marketing and other senior leaders on customer-facing initiatives • Directly manage a Customer Marketing Lead, overseeing email, in-app, direct mail, and digital campaigns in partnership with Demand Generation, Marketing Growth Operations, and Product Marketing • Build and maintain a test-and-learn framework across channels and segments, leveraging a sophisticated yet nimble approach, and deliver regular reporting that drives fast, data-backed adjustments and surfaces new opportunities • Own our core customer engagement programs - Customer Advisory Board, loyalty program, promotional incentives, and referral program - that build retention and advocacy across our customer base • Own the customer communication calendar end-to-end, including onboarding comms (with the training team), recurring newsletters, large-scale product launch campaigns, and ad hoc operational comms, ensuring all content is consistent with Dandy's brand and voice • Drive our voice-of-customer function: managing research requests across the organization, evolving our feedback platform tooling (NPS, in-product surveys), running churned customer outreach, and shaping our brand reputation and review strategy • Own and collaborate on platform strategy and governance for our customer marketing stack (Customer.io, Marketo), including template creation, naming conventions, and access management across teams • Partner with Data and Engineering to maintain clean, reliable integrations with Salesforce and our data warehouse - championing data hygiene and troubleshooting issues as they come up • Develop dashboards and ad hoc reporting, oversee audience targeting and list pulls, directly in Looker and Hex

• Support the development of campaign launch plans, timelines, checklists, and project trackers. • Track milestones, deliverables, dependencies, risks, and ownership across multiple workstreams. • Maintain status reports, meeting agendas, notes, recap documents, and other project documentation. • Coordinate the intake, briefing, routing, review, approval, and delivery of marketing assets. • Support creative QA and confirm that assets meet applicable brand, technical, and channel requirements. • Coordinate localization workflows, review cycles, and final asset distribution. • Partner with asset-management stakeholders to maintain accurate and organized digital files. • Facilitate communication among internal teams, external agencies, and other project partners. • Track stakeholder feedback and ensure revisions and approvals are completed on schedule. • Prepare creative briefs, presentations, asset lists, bills of materials, and campaign recaps. • Support statements of work, purchase orders, invoicing, and other operational documentation. • Track campaign-level performance inputs and maintain logs of marketing requests. • Document post-launch findings and lessons learned to support continuous process improvement. • Identify potential risks or blockers early and communicate them to the appropriate stakeholders. • Provide additional coordination and administrative support when needed to keep launches moving.