Marketing Operations Manager

Overview

The Marketing Operations Manager independently manages and optimizes the operational infrastructure supporting Lakeview’s Consumer Direct Marketing organization. Reporting to the VP, Originations Marketing, this role independently manages marketing workflows, project management systems, process documentation, intake of creative and data requests, compliance coordination, digital asset management, and audit readiness.

The role exercises independent judgment in evaluating operational needs, establishing scalable processes, implementing improvements, and driving cross-functional alignment to ensure efficient, accurate, and compliant execution of marketing initiatives.

This is a fully remote position with a salary range of $115,000 to $140,000, plus an annual bonus. You'll also receive our excellent benefits package, which includes medical coverage starting on day one and a company-matched 401(k). Compensation may vary based on experience, location, and other job-related factors.

Responsibilities

• Independently manage and optimize Marketing’s project management infrastructure, including Smartsheet, intake processes, project tracking, approval workflows, and operational reporting.
• Evaluate marketing workflows, identify operational inefficiencies and risks, and exercise independent judgment in developing and implementing standardized processes that improve efficiency, accuracy, and regulatory compliance.
• Lead the implementation and ongoing management of digital asset management platforms, establishing standards for asset organization, accessibility, and approved content to provide a centralized, organized archive for marketing and creative assets.
• Manage the end-to-end creative operations process, including the creation and maintenance of operational dashboards and reporting that provide visibility into project status, team workload, timelines, and key operational metrics.
• Develop and maintain marketing policies, procedures, and playbooks to promote consistency across teams and reduce operational risk.
• Lead change management for new tools, workflows, and processes, supporting adoption and consistent use across the marketing organization.
• Manage the end-to-end creative workflow, including intake, scoping, requirements gathering, project tracking, approvals, and delivery, while serving as project manager for creative initiatives.
• Serve as the primary Marketing liaison to the Compliance team, coordinating review priorities, tracking approvals, and communicating required revisions to the creative team.
• Maintain version history for marketing disclaimers and claims to support the accurate and consistent use of approved language across marketing channels.
• Design and manage the intake process for data-related requests, ensuring requests are properly scoped, requirements are clearly documented, and stakeholders remain informed throughout the process.
• Partner with Sales to communicate upcoming campaigns, helping ensure alignment
• Coordinate responses to state audit requests for marketing materials and establish a documented, repeatable process for retrieving and providing required records.
• Establish and maintain campaign metadata standards, including naming conventions, taxonomy, and required fields, to support consistency, data integrity, and accurate performance reporting across marketing channels.
• Other duties as assigned.

Qualifications

• Bachelor’s degree in Marketing, Business, Communications, or a related field preferred; High school diploma or GED equivalent required.
• Minimum 5 years of experience in marketing operations, project management, or a workflow- and process-focused role supporting a marketing organization.
• Demonstrated experience managing creative operations, including project intake, requirements gathering, review cycles, approvals, and final delivery.
• Hands-on experience implementing or administering project management platforms such as Smartsheet, Asana, Wrike, or similar tools.
• Strong experience designing, documenting, and optimizing operational processes, including intake forms, approval workflows, project tracking, and cross-functional handoffs.
• Strong project management skills, with the ability to scope work, manage timelines and dependencies, identify risks, and coordinate multiple initiatives simultaneously.
• Exceptional attention to detail, with demonstrated experience maintaining version control, documentation accuracy, data integrity, and organized records across multiple workstreams.
• Experience partnering with Compliance, Legal, Risk, or other control functions, preferably within a highly regulated industry such as mortgage, financial services, insurance, or healthcare.
• Excellent written and verbal communication skills, with the ability to translate complex requirements into clear processes, documentation, and actionable next steps.
• Experience developing and maintaining metadata standards, naming conventions, taxonomies, or digital asset organization structures.
• Lakeview is an Equal Employment Opportunity employer.  All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence, and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.

Responsibilities

• Independently manage and optimize Marketing’s project management infrastructure, including Smartsheet, intake processes, project tracking, approval workflows, and operational reporting.
• Evaluate marketing workflows, identify operational inefficiencies and risks, and exercise independent judgment in developing and implementing standardized processes that improve efficiency, accuracy, and regulatory compliance.
• Lead the implementation and ongoing management of digital asset management platforms, establishing standards for asset organization, accessibility, and approved content to provide a centralized, organized archive for marketing and creative assets.
• Manage the end-to-end creative operations process, including the creation and maintenance of operational dashboards and reporting that provide visibility into project status, team workload, timelines, and key operational metrics.
• Develop and maintain marketing policies, procedures, and playbooks to promote consistency across teams and reduce operational risk.
• Lead change management for new tools, workflows, and processes, supporting adoption and consistent use across the marketing organization.
• Manage the end-to-end creative workflow, including intake, scoping, requirements gathering, project tracking, approvals, and delivery, while serving as project manager for creative initiatives.
• Serve as the primary Marketing liaison to the Compliance team, coordinating review priorities, tracking approvals, and communicating required revisions to the creative team.
• Maintain version history for marketing disclaimers and claims to support the accurate and consistent use of approved language across marketing channels.
• Design and manage the intake process for data-related requests, ensuring requests are properly scoped, requirements are clearly documented, and stakeholders remain informed throughout the process.
• Partner with Sales to communicate upcoming campaigns, helping ensure alignment
• Coordinate responses to state audit requests for marketing materials and establish a documented, repeatable process for retrieving and providing required records.
• Establish and maintain campaign metadata standards, including naming conventions, taxonomy, and required fields, to support consistency, data integrity, and accurate performance reporting across marketing channels.
• Other duties as assigned.

Qualifications

• Bachelor’s degree in Marketing, Business, Communications, or a related field preferred; High school diploma or GED equivalent required.
• Minimum 5 years of experience in marketing operations, project management, or a workflow- and process-focused role supporting a marketing organization.
• Demonstrated experience managing creative operations, including project intake, requirements gathering, review cycles, approvals, and final delivery.
• Hands-on experience implementing or administering project management platforms such as Smartsheet, Asana, Wrike, or similar tools.
• Strong experience designing, documenting, and optimizing operational processes, including intake forms, approval workflows, project tracking, and cross-functional handoffs.
• Strong project management skills, with the ability to scope work, manage timelines and dependencies, identify risks, and coordinate multiple initiatives simultaneously.
• Exceptional attention to detail, with demonstrated experience maintaining version control, documentation accuracy, data integrity, and organized records across multiple workstreams.
• Experience partnering with Compliance, Legal, Risk, or other control functions, preferably within a highly regulated industry such as mortgage, financial services, insurance, or healthcare.
• Excellent written and verbal communication skills, with the ability to translate complex requirements into clear processes, documentation, and actionable next steps.
• Experience developing and maintaining metadata standards, naming conventions, taxonomies, or digital asset organization structures.
• Lakeview is an Equal Employment Opportunity employer.  All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence, and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.