Senior Marketing Automation Specialist

Beem Credit Union: Banking for every journey
Beem is redefining what it means to be a credit union. With 80 years of cooperative history and a bold vision for the future, we've united to create a financial partner that offers both digital ease and people-first service.

Our mission is clear: financial wellness for all. We help British Columbians achieve their goals through personalized advice, innovative technology, and genuine human connection.

As one of BC's largest credit unions, we serve over 200,000 members across 66 branches with $18 billion in assets under administration .

If you're passionate about making a difference and want to join a team that values collaboration, innovation, and purpose, join us on the journey.

Learn more: www.beemcreditunion.ca

What this role is all about
The Senior Marketing Automation Specialist plays a key role in advancing Beem Credit Union's growth marketing strategy through the development, execution, and optimization of lifecycle marketing and automated member journeys. As a subject matter expert in marketing automation, this position is responsible for delivering scalable automation programs that enhance member engagement, improve conversion rates, and support organizational processes and growth objectives.

Working closely with CRM, Digital Marketing, Product, Growth Sales, Segment Marketing, and Technology teams, the incumbent leverages data-driven insights, automation technologies, artificial intelligence and best practices to optimize campaign performance and improve the member experience across digital channels.

This role is open to hybrid/remote working arrangements within British Columbia.

What you'll do
Planning & Lifecycle Marketing

Support the development and execution of lifecycle marketing strategies aligned with growth marketing objectives and Beem processes/member experiences.

Serve as a subject matter expert for CRM (Dynamics 365), email marketing (Dynamics 365 Customer Insights), data and marketing automation platforms, identifying opportunities to improve member engagement and campaign effectiveness.

Partner with stakeholders across Marketing, Product, Sales, and Technology to align campaign priorities and business objectives.

Stay current with industry trends, emerging technologies, and best practices in marketing automation, enabling AI and lifecycle marketing.

Diagnose process or engagement problems, translate them into clear data and system requirements, and design automation solutions that scale beyond the initial use case.

Campaign Execution & Optimization

Build, test, launch, and optimize automated email campaigns, member journeys within Dynamics 365 Customer Insights

Execute and implement trigger-based campaigns, nurture programs, and lead engagement strategies, sales funnels, and member experiences.

Create and modify HTML email templates and campaign assets as required.

Execute A/B and multivariate testing strategies to improve campaign results and member experience.

Monitor campaign performance and provide actionable recommendations to improve conversion, engagement, and retention metrics.

Develop dashboards, reporting tools, and performance summaries for stakeholders.

Data Management & Automation

Maintain audience segmentation, targeting strategies, and contact database health to maximize campaign effectiveness.

Support CRM integrations, data quality initiatives, and enrichment programs to improve marketing effectiveness.

Build and maintain automated workflows, journey orchestration, and lead management processes.

Ensure compliance with privacy legislation (CASL), marketing consent requirements, and data governance standards.

Troubleshoot marketing automation challenges and identify opportunities for process improvements and efficiencies.

Project Management

Execute complex marketing automation projects and initiatives from planning through implementation.

Coordinate activities across multiple stakeholders, vendors, and project teams to ensure successful delivery.

Contribute to continuous improvement initiatives that enhance team capabilities, operational effectiveness, and member outcomes.

Collaboration

Collaborates with cross-functional teams across the organization to ensure consistency and alignment with business and strategic objectives.

Maintains strong collaborative relationships with external partners, agencies, and vendors to ensure successful execution of initiatives.

What you'll bring

Associate Degree or Bachelor's degree in Marketing, Business, Communications, or related field.

Minimum 3-5 years of progressive experience in marketing automation, lifecycle marketing, CRM marketing, or digital marketing.

Advanced experience with marketing automation and CRM platforms, including Microsoft Dynamics and C