Marketing Operations & Campaign Coordinator

Headquartered in Garden City, NY, ShelterPoint is a leading insurance carrier in Statutory Benefit Programs, such as Paid Family Leave. The work location for this position is flexible as part of our remote/hybrid Marketing team. This is a hands-on position reporting to the VP Marketing with close interaction and indirect reporting line to our Director of Marketing.

To support ShelterPoint’s ongoing growth, we are looking for a team member who can sustain our increasing amount of coordination and job files that come along with our growing number of campaigns. As the Marketing Operations & Campaign Coordinator, you will be our backbone and play a crucial role providing administrative support for the general operation and coordination of the Marketing Department.

As a highly organized individual and structured thinker you love solving organization challenges with well-thought-out solutions, and you’re able to translate unstructured information into easy-to-follow frameworks or steps. Consistency and clarity are key for you.

As we are growing rapidly, you are comfortable working in a in an agile multi-tasking environment and bring a proactive drive for continuous improvement and getting things done more efficiently while remaining conscientious.

Campaign Coordination

• Maintain multiple boards in our Marketing management platform Trello to and assist in tracking job statuses across the department
• Assist with project management, facilitate planning and sequencing of jobs and tasks within the marketing department to help ensure timely deliverables across many different ongoing campaigns
• Follow-up with team members to ensure up-to-date job information is reflected on each board
• Become our Trello “super-user” to expand capabilities within the tool and optimize the set up and maintenance of boards

Marketing Job File Maintenance and Archive Curation

• Oversee current “job files”, perform quality assurance, and follow-up with team members to ensure completeness of documentation
• Organize completed jobs in our archive and assure filing compliance standards are met for each archived job file
• Enhance review process, manage audit trail and revision histories of Marketing jobs
• Maintain and enhance the structure and platform of the job archive

Other Department Operation

• Collaborate with the Marketing team members on the naming conventions, organization, and accessibility of Marketing Assets and files across multiple platforms
• Enter monthly Amex statements in Concur; prepare invoices and coordinate approvals for payment
• File and organize all expenses on the Marketing Drive
• Maintain expense spreadsheets for budgeting
• Write department Standard Operating Procedure (SOP) documents in collaboration with team members
• Organize and maintain SOPs
• Take and distribute detailed meeting notes and next steps
• Organize files on and structure of the shared Marketing drive
• Other department efforts as needed

Support Data Stewardship in Salesforce as needed

• Marketing funnel: qualify and convert inbound leads
• Update and correct records
• Investigate duplicate records for decisions and execute based on input from Sales or other Marketing team members accordingly
• Follow up with Sales Team to fill in missing information
• Coordinate efforts with Marketing and Sales Team and other Salesforce users

Required Skills

Required computer skills:

• Project management or work efficiency tools – ideally Trello
• Advanced MS Excel and Word
• Basic PowerPoint
• Experienced in Digital Asset Management Systems

Required Soft Skills:

• Experience in project management/coordination
• Experience in naming conventions, archiving/curation of files
• Highly detail-oriented and accurate with an eye for consistency
• Highly organized individual and structured thinker
• Ability to work under minimal guidance and manage multiple projects simultaneously, while meeting deadlines
• Collaborate with team members and coordinate internal stakeholders
• Exemplary work ethic and follow-through with results
• Quick learner who can take on to new challenges easily
• Proactive drive for continuous improvement and getting things done more efficiently

Skill Advantages

• Degree or Certificate in Library Science
• Degree or Certificate Project Management
• Experience in Insurance advertising compliance with regards to record keeping
• Active role in prior implementation of Digital Asset Management (DAM) systems or similar solutions
• Salesforce experience

Education and Experience:

• Bachelor’s Degree
• At least 2-4 years of related work experience after graduation

Please note: A COVER LETTER is REQUIRED to be considered for this position.