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Advisor, Customer Intelligence (Digital Strategy)
- Oriental Bank (San Juan, PR)
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The Advisor, Customer Intelligence & Operations (Digital Strategy) plays a key role in executing personalized, data-driven email campaigns that drive customer engagement and support business growth. The Advisor works closely with marketing, sales, and technology teams to create and optimize automated journeys and communications using Salesforce Marketing Cloud.
The individual will be responsible for the management and execution of the digital onboarding and cross-selling campaigns for all customer segments. This position will be working hybrid and is based in San Juan, PR.
MAIN DUTIES & RESPONSIBILITIES:
+ Build and execute customer journeys and automated campaigns in Salesforce Marketing Cloud that align with our customer engagement strategy.
+ Collaborate with vendors and cross-functional teams including Marketing, Sales, IT and Compliance to design, develop and deploy onboarding journeys and other customer communications.
+ Design, build, and execute campaigns using Marketing Cloud tools: Email Studio, Journey Builder, Automation Studio, and Content Builder.
+ Segment audiences, manage data extensions and create automations using SQL.
+ Generate reports, monitor campaigns performance, troubleshoot issues, and optimize customer journeys to maximize results.
+ Analyze results and provide insights that increase the client’s adoption of digital channels, enhance customer experience, enable sales and deepen customer relationships with the bank.
+ Ensure regulatory compliance of communications and best practices for email deliverability.
+ Works with vendors and cross-functional teams to implement platform upgrades and new features in accordance with internal procedures.
+ Stay current on Salesforce Marketing Cloud features, updates, and innovations, plus digital onboarding best practices.
+ Manage projects aligned with the bank’s digital strategy: ensure timely execution, document procedures, execute QA and testing, evaluate impacts, and escalate issues and risks properly.
+ Other duties may be assigned.
MINIMUM REQUIREMENTS:
+ Bachelor’s degree in Marketing, Business, Information Systems, Technology or a related field required.
+ Two (2) years of experience with Salesforce Marketing Cloud, Adobe Marketing Cloud, Oracle Marketing Cloud, or HubSpot Marketing Hub is required.
+ The minimum education and experience required can be substituted with the equivalent combination of education, training and experience that provides the required knowledge, skills and abilities.
+ Working knowledge of customer journey creation and automation.
+ Proficiency in SQL and/or AMPscript.
+ Experienced with CRM platforms and/or Salesforce ecosystem preferred.
+ Fully Bilingual (English/Spanish) is required.
+ Salesforce Marketing Cloud certifications are a plus.
+ Project management skills required.
+ Experienced with Marketing Automation tools such as Salesforce Pardot, Hubspot or Marketo is a plus.
+ Knowledge of banking products, processes and services preferred.
+ Computer skills in the use of MS Office (Word, Excel, Power Point), Outlook and internet tools among others.
#Li-Hybrid
WORK AUTHORIZATION & ELEGIBILITY:
+ Legally authorized to work in the US is required. This position is of indefinite duration and requires candidates to have permanent or ongoing work authorization.
+ Employee is responsible for maintaining eligible work authorization throughout his tenure with the organization.
Oriental is an Equal Opportunity Employer (EEO/Affirmative Action for Veterans/Workers with Disabilities)
Recruitment Privacy Statement (https://orientalbank.com/assets/pdfs/recruitment\_privacy\_policy\_statement.pdf)
Compliance Posters
This may be the opportunity to change your life and take your career to the next level.
Oriental is a great place to work, grow and develop. Each employee is key in the company's success. Our team consists of an excellent group of people and we believe you could be one of them. We offer you the opportunity to work and be part of an organization that is dedicated to progress. We offer diverse employment opportunities that go from internships to executive positions. We recognize that our employees are the most important asset of our company, which is why we foster an environment of collaboration, based on trust and mutual respect. Our selection process promotes equal employment opportunity and does not discriminate on grounds of sex, color, age, social status, religious beliefs, veteran status or disability. Included is reference material including our recruitment privacy policy and any relevant labor laws we abide to:
Compliance_Posters / Labor Laws (https://orientalbank.com/assets/pdfs/compliance\_posters.pdf)
Recruitment Privacy Policy Statement
Esta puede ser la oportunidad que cambie tu vida y lleve tu carrera profesional a otro nivel.
Oriental es un gran lugar para trabajar, crecer y desarrollarse. Cada empleado es nuestro factor clave en el éxito de la compañía. La mejor gente del mundo trabaja aquí y creemos que podrías ser uno de ellos. Oriental te ofrece la oportunidad de trabajar y ser parte de una organización que se dedica al progreso. En Oriental ofrecemos diversas oportunidades de empleo, que van desde internados hasta puestos directivos. Reconocemos que nuestros empleados son el activo más importante de nuestra compañía, es por esto que fomentamos un ambiente de colaboración, basado en la confianza, el respeto mutuo, al valorar las diferencias de cada empleado. Nuestro proceso de selección es uno que promueve la igualdad de oportunidades en el empleo y no discrimina por razón de sexo, color, edad, condición social, creencias religiosas, condición de veterano o incapacidad. A continuación material de referencia incluyendo nuestra política de privacidad y leyes laborales aplicables:
Afiches de Cumplimiento/ Leyes Laborales (https://orientalbank.com/assets/pdfs/compliance\_posters.pdf)
Política de Privacidad de Reclutamiento
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