Outbound & CRM Configuration Senior

Posted Yesterday
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San Antonio, TX, USA
In-Office
103K-198K Annually
Senior level
Insurance
The Role
Serve as the business representative on Agile teams to write and prioritize user stories, maintain product backlog, configure outbound/CRM campaigns (SFMC), partner with stakeholders and IT, coach other product owners, ensure risk/compliance controls, and drive process improvements and campaign deployment.
Summary Generated by Built In

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

We are proud to support active-duty military spouses. USAA roles may offer remote or hybrid flexibility for active-duty military spouses consistent with applicable policy and business needs.

The Opportunity

As a dedicated Outbound & CRM Configuration Senior, you will serve as a direct representative of the business on an agile team. Attain, understand, and communicate business vision and needs in order to write and refine user stories, prioritize work, and provide guidance to technical teams. Use critical thinking, problem solving, and Agile principles to partner with business owners, subject matter experts, and the development team to build effective solutions. Possess an advanced knowledge and understanding of and ability to work within multiple delivery methodologies, including Agile and other approaches, to deliver business value.

This role is remote eligible in the continental U.S. with occasional business travel. However, individuals residing within a 60-mile radius of a USAA office will be expected to work on-site four days per week.

What you'll do:

  • Works with business and Subject Matter Experts to understand business strategy and vision and then writes, refines, accepts and prioritizes stories and/or features to support effective and compliant solutions while balancing investment and business value.
  • Owns and maintains a prioritized work backlog for one or more Agile teams. Product backlog includes complete user stories with acceptance criteria so that they are consumable and testable by the Agile team or program. Reviews and accepts output of I/T and/or business development to ensure specified acceptance criteria have been completed.
  • Serves as direct representative of the business with one or more delivery teams, representing the customers' perspective throughout the product delivery cycle.
  • Participates in a cross-functional team of user experience partners, designers, business analysts, developers, testers and others to develop, execute and release in alignment with program and/or product road maps.
  • Partners with sponsors, stakeholders, and IT to facilitate, define and document relevant business processes, gaining an advanced understanding of the needs, measures, and risks & controls for the improvement area.
  • Prepares the business for the change and provides tactics and metrics for benefits, adoption, and risk. Leverages existing change management routines, as needed.
  • Works with different technologies, internal and external to have oversight of development, testing and controls.
  • Applies advanced knowledge in the business development/execution discipline, regularly seeking out opportunities to enhance, improve and advance the function.
  • Coaches and mentors other Product Owners.
  • Demonstrates advanced knowledge in multiple business or system domains and capable of leading development across multiple teams at the project or program level.
  • Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

  • Bachelor's degree; OR 4 years of relevant education and/or experience.
  • 6 years of experience in process improvement, project delivery, business/requirements analysis or directly related to supported business operations/product line.
  • Advanced knowledge of Microsoft Office products, applicable databases and product management tools.
  • Advanced knowledge of multiple technical software delivery methodologies (i.e., Agile, Waterfall, SAFe).
  • Advanced experience analyzing business requirements, process flows and use cases to identify opportunities to streamline business processes in accordance with risk management framework and regulatory requirements.
  • Advanced knowledge and demonstrated use of Process Engineering methodologies.
  • Advanced ability to independently work to gather business requirements, process flows and use cases to develop and deliver on business capabilities within the approved methodology, writing user stories, and following the development process through user story acceptance.
  • Experience in analyzing business requirements and ability to identify opportunities to drive decisions and streamline business processes in accordance with risk management framework and regulatory requirements.

What sets you apart:

  • 6 years of hands-on experience in Salesforce Marketing Cloud (SFMC) with deep expertise in Journey Builder, Automation Studio, Contact Builder, and Email Studio, including direct configuration and deployment of campaigns.
  • Proven ability to translate business and marketing requirements into technical configurations, including audience segmentation logic, data extensions, automations, and cross-channel journeys.
  • Experience serving as a primary configuration owner or “power user” of SFMC, independently building and optimizing campaigns without reliance for day-to-day execution.
  • Strong working knowledge of SFMC data architecture, including data extensions, relationships, attribute groups, and contact model design to support scalable segmentation and personalization.
  • Demonstrated ability to partner effectively across marketing, IT engineering, and CTO-aligned teams, acting as a bridge between non-technical stakeholders and technical implementers.
  • Experience building and managing triggered, batch, and event-driven outbound programs across email, SMS, DM, Outbound Call, including error handling, QA processes, and deployment best practices.
  • Experience standing up or refining operational processes within SFMC, including campaign intake, naming conventions, documentation, governance, and reusable assets/frameworks.
  • Ability to troubleshoot and optimize campaigns directly in-platform, including debugging journeys, automations, and data issues with minimal support.
  • Strong understanding of integration patterns between SFMC and upstream/downstream systems (CRM, CDP, data warehouses), enabling effective collaboration with partners on data ingestion and activation.
  • US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $103,450 - $197,730.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

 

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

 

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

 

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

 

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Skills Required

  • Bachelor's degree OR 4 years of relevant education and/or experience
  • 6 years of experience in process improvement, project delivery, business/requirements analysis or related operations/product line
  • Advanced knowledge of Microsoft Office, applicable databases and product management tools
  • Advanced knowledge of multiple software delivery methodologies (Agile, Waterfall, SAFe)
  • Advanced experience analyzing business requirements, process flows and use cases to streamline processes within risk and regulatory frameworks
  • Advanced knowledge and use of Process Engineering methodologies
  • Ability to gather business requirements, write user stories with acceptance criteria, and follow development through story acceptance
  • Experience with Salesforce Marketing Cloud (Journey Builder, Automation Studio, Contact Builder, Email Studio) and campaign configuration (6 years preferred)
  • Experience building and managing outbound programs across email, SMS, DM, Outbound Call including error handling, QA, and deployment practices
  • Working knowledge of SFMC data architecture and integrations with CRM, CDP, and data warehouses
  • US military experience through service or as a military spouse/domestic partner

USAA Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about USAA and has not been reviewed or approved by USAA.

  • Retirement Support Robust retirement programs include a rich 401(k) employer match alongside a company-funded pension, reinforcing long-term financial security. These elements are often singled out as standout features of the total rewards package.
  • Healthcare Strength Comprehensive medical, dental, vision, behavioral health, and telehealth coverage is paired with wellness incentives and onsite or reimbursed fitness resources. These offerings are perceived as meaningfully enhancing overall compensation value.
  • Parental & Family Support Fully paid parental leave, adoption assistance, and childcare reimbursement reflect substantial support for families. These benefits are widely regarded as valuable contributors to the employment proposition.

USAA Insights

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The Company
HQ: San Antonio, TX
35,000 Employees

What We Do

At USAA, our mission is more than just words – it’s the reason we do what we do. Our goal is to be the military community’s provider of choice for insurance, banking, financial products and advice. Take a look back at our history and you’ll see a strong track record of providing members with the highest level of care and support. And we’re proud to continue helping them achieve better financial futures. It’s that kind of dedication that’s helped us grow to more than 35,000 employees. Share our passion for serving those who serve? Whether you’re connected to the military or not, we’re always looking for talented individuals to join our team.

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