Marketing Automation Manager

Marketing Automation Manager

Location: Hybrid - Irvine, CA

Job Type: Full-Time

Mutual of Omaha is a Fortune 300 Company. Mutual of Omaha Mortgage is inspired by hometown values and a commitment to being responsible and caring for each other. We exist for the benefit of our customers and employees.


Mutual of Omaha Mortgage is a full-service lending company offering both Forward and Reverse Mortgage products including a complete line of residential mortgage, refinancing, specialty, and HECM loans. We employ a knowledgeable staff of experienced Loan Officers with an operations team that is second to none. If you are interested in joining a team that promotes from within and works together toward a common goal of helping customers with their mortgage needs, please review and apply for our opening below!

Mutual of Omaha Mortgage seeks a dynamic Marketing Automation Manager to join our team. As a Marketing Automation Manager, you will own and execute multi-channel marketing campaigns across email, SMS, phone, and direct mail — serving as the connective tissue between our marketing programs and Salesforce CRM.

Roles & Responsibilities: 

• Build, manage, and optimize automated marketing campaigns in Customer.io spanning email, SMS, triggered workflows, and lifecycle journeys 
• Design and execute multi-channel campaign strategies that coordinate messaging across email, outbound phone, SMS, and direct mail touchpoints 
• Own the integration and data sync between Customer.io and Salesforce, ensuring lead and contact data flows accurately and in real time 
• Build and maintain audience segments, suppression lists, and dynamic cohorts using CRM and behavioral data 
• Partner with Sales, Business Development, and Analytics teams to align automation efforts with pipeline goals and lead generation initiatives 
• Monitor deliverability, engagement metrics, and conversion rates — then act on what the data tells you 
• Manage direct mail campaign execution including list pulls, vendor coordination, and performance tracking 
• Develop and maintain campaign documentation, playbooks, and QA processes 
• Stay current on compliance requirements (TCPA, CAN-SPAM, state-level regulations) relevant to mortgage marketing communications 

Required Qualifications: 

• 3–5+ years of hands-on experience in marketing automation, preferably in financial services, mortgage, or lending 
• Deep working knowledge of Customer.io — building workflows, managing segments, configuring integrations, and troubleshooting 
• Heavy Salesforce experience (reports, flows, campaign objects, lead/contact management) — this is non-negotiable 
• Proven track record executing coordinated campaigns across email, SMS, phone, and direct mail 
• Strong understanding of data hygiene, list management, and CRM data architecture 
• Experience with A/B testing, conversion optimization, and campaign analytics 
• Familiarity with compliance frameworks governing consumer financial marketing 
• Excellent project management skills with the ability to manage multiple campaigns and deadlines simultaneously 

Preferred Qualifications: 

• Experience in the mortgage or reverse mortgage industry 
• Familiarity with affiliate or lead generation marketing programs 
• Exposure to BI/analytics tools such as Power BI, Sigma, or Tableau 
• Experience with Salesforce Marketing Cloud or Pardot 

The salary range for this position is $90,000-$125,000 annually.

Mutual of Omaha Mortgage is an Equal Opportunity Employer, and we encourage diverse, talented, qualified applicants to apply. We offer an extensive compensation package. Benefits include:

• Vacation — Vacation hours accrue on a per pay period basis. Balance maximums are based on years of service.
• Paid Sick Time — 40 hours of paid sick time after 90 days of employment. State sick time requirements will be added as needed.
• 9 Paid Holidays + 1 Cultural Celebration Day (Floating Holiday)
• Multiple PPO Medical Plans, as well as HDHP eligible plan.
• Dental Coverage
• Vision Coverage
• Company Paid Life Insurance
• 401K with a generous employer match
• Additional Benefits including – Optional Life, FSA, Pet Insurance etc.
• Free Legal Services
• Employee Loan Program