The Role
Manage and execute email and SMS marketing campaigns, maintain CRM data integrity and compliance for mortgage/real estate, implement and optimize automation and API integrations, troubleshoot system issues, monitor campaign KPIs, and collaborate with loan officers and operations to improve lifecycle conversions.
Summary Generated by Built In
We are seeking a highly capable and results-driven Marketing Coordinator with a strong background in email/SMS marketing, campaign execution, data management, and real estate/mortgage industry experience. This role is not about content creation or creative design but about precision, execution, compliance, and leveraging existing tools to optimize performance.
The ideal candidate is a tech-savvy marketing operator who understands the power of automation, data-driven campaigns, and can maintain data integrity across systems while supporting a fast-paced mortgage-focused organization.
The ideal candidate is a tech-savvy marketing operator who understands the power of automation, data-driven campaigns, and can maintain data integrity across systems while supporting a fast-paced mortgage-focused organization.
Key Responsibilities
Marketing Operations
- Leverage and manage existing marketing systems and tools— “plug and play” without needing to build from scratch.
- Customize marketing templates (flyers, photo and video materials, emails, SMS) by updating market-specific stats and messaging
to match targeted audiences. - Execute SMS and email marketing campaigns, including drip sequences, on schedule and within
compliance standards. - Monitor and adjust campaign performance using KPIs, open rates, CTRs, and conversion metrics.
Data & Compliance
- Conduct data clean-up, maintenance, and segmentation to ensure accuracy and consistency across CRM systems.
- Maintain data integrity in all marketing efforts, adhering to company policies and industry regulations
- Ensure all marketing materials and strategies are compliant with mortgage industry standards and
guidelines.
Technical/Automation
- Implement and optimize workflows using marketing automation platforms and CRM integrations.
- Work with APIs to connect marketing platforms and ensure seamless communication between
systems. - Troubleshoot system errors or marketing logic issues across tools and campaigns.
Strategic Support
- Provide tactical input into the planning and execution of marketing strategies tailored to real estate
and mortgage audiences. - Identify optimization opportunities across the customer lifecycle—from lead capture to nurture and
close. - Collaborate with loan officers, agents, and operations teams to align marketing efforts with business
objectives.
Skills, Knowledge and Expertise
- Experience: 3–5 years in marketing operations or coordination, ideally within the real estate or mortgage industry.
Tools:
- Familiar with Insellerate, Hubspot, Go High Level, Salesforce, Big Purple Dot or similar CRMs.
Skills:
- Photo and Video Editing
- Strong understanding of email and SMS marketing, segmentation, and A/B testing.
- Excellent data hygiene and management skills.
- Knowledge of API integrations and automation logic
- Proficiency with compliance-related marketing practices in mortgage/real estate.
- Clear communicator and organized multitasker who thrives in a system-driven environment.
- Proficiency with Excel
Preferred:
- Ideal candidate would have experience the following (or similar) tools: Mailchimp, ActiveCampaign, Constant Contact, SlickText, Eventbrite, Canva, Capcut, Typeform, ChatGPT
- Ideal candidate would also have some web design and/or social media management experience
Benefits
- Above market salary
- HMO on Day 1 for principal and two dependents
- Government-mandated benefits
- Performance-based Incentives
- Quarterly Company Events
- 1,000 PHP De Minimis
- Equipment and software provided
About
NightOwl Consulting was born from the desire for more! As prior clients of a BPO, we found ourselves struggling with support, understanding of our business industry, and the treatment of our global family… from this, NightOwl Consulting was born. Our mission is to connect companies with world-class talent with the overall vision to build a global family that aspires to reach its highest potential.
Skills Required
- 3-5 years in marketing operations or coordination, ideally within real estate or mortgage industry.
- Familiarity with CRMs (Insellerate, HubSpot, Go High Level, Salesforce, Big Purple Dot) or similar platforms.
- Strong understanding of email and SMS marketing, segmentation, drip sequences, and A/B testing.
- Excellent data hygiene, CRM data cleanup, maintenance, and segmentation skills.
- Proficiency with Excel.
- Knowledge of API integrations, marketing automation platforms, and automation workflow logic.
- Experience ensuring compliance with mortgage/real estate marketing regulations and standards.
- Ability to troubleshoot system errors and marketing logic across tools and campaigns.
- Photo and video editing skills (for template customization).
- Clear communication, organization, and ability to collaborate with loan officers, agents, and operations.
- Experience with Mailchimp, ActiveCampaign, Constant Contact, SlickText, Eventbrite, Canva, Capcut, Typeform, ChatGPT (preferred).
- Web design and/or social media management experience (preferred).
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The Company
What We Do
NightOwl Consulting helps businesses and people realize new possibilities by connecting companies with world-class talent and building a global family that aspires to reach its highest potential.
