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
Skills Required
- 3-5+ years of hands-on experience in marketing automation, preferably in financial services, mortgage, or lending
- Deep working knowledge of Customer.io
- Heavy Salesforce experience
- 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
- 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
Mutual of Omaha Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Mutual of Omaha and has not been reviewed or approved by Mutual of Omaha.
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Retirement Support — Retirement support is positioned as a standout, with a dollar-for-dollar 401(k) match up to 6% plus an additional employer retirement contribution. Immediate vesting on the match strengthens the perceived reliability of this component of total rewards.
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Flexible Benefits — Flexible work arrangements are framed as a meaningful part of the total rewards proposition, with work-from-home flexibility and company-provided equipment commonly highlighted. This flexibility can increase the perceived value of compensation even when base pay is not described as top-of-market.
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Fair & Transparent Compensation — Compensation is characterized as generally competitive rather than exceptional, with stronger alignment in certain corporate tracks such as engineering, data, and actuarial roles. Role-by-role benchmarking is repeatedly emphasized, indicating pay outcomes are viewed as dependent on job family, level, and location.
Mutual of Omaha Insights
What We Do
Founded in 1909, Mutual of Omaha is a highly-rated, Fortune 300 organization offering a variety of insurance and financial products for individuals, businesses and groups throughout the United States. As a mutual company, Mutual of Omaha is owned by its policyholders and committed to providing outstanding service to its customers. For more information about Mutual of Omaha, visit www.mutualofomaha.com. Mission: Our mission we help our customers protect what they care about and achieve their financial goals. Vision: For every customer a financial future imagined, planned, and secured. Values: 1. We exist for our customers 2. We act with integrity 3. We are innovative 4. We are accountable for results 5. Together we achieve greatness. Registered Representatives offer securities through Mutual of Omaha Investor Services, Inc., FINRA (www.finra.org)/ SIPC (www.sipc.org). Investment Advisor Representatives offer advisory services through Mutual of Omaha Investor Services, Inc. This is not an offer or solicitation in any jurisdiction where we are not authorized to do business. Home Office Address: 3300 Mutual of Omaha Plaza, Omaha, NE 68175. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experiences. Any links to third-party websites and resources are provided solely as a convenience to you and not as an endorsement of the content. We make no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party. Insurance products and services are offered by Mutual of Omaha Insurance Company or one of its affiliates. Mutual of Omaha Insurance Company is licensed nationwide. Each underwriting company is responsible for its own contractual and financial obligations.
