Salesforce Marketing Strategist

Marketing Strategist

Confidential Mortgage Lender - Irvine, CA (Hybrid)
Full-Time

Marketing Strategist

Location: Hybrid - Irvine, CA
Employment Type: Full-Time

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Company Overview

We are an established, nationally operating mortgage lender offering a broad range of residential lending products, including both forward and reverse mortgage solutions. The organization operates within a highly regulated environment and emphasizes operational excellence, long-term growth, and internal career development.

Our teams value collaboration, accountability, and continuous improvement, working cross-functionally to deliver compliant, scalable marketing and customer acquisition strategies.

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Role Overview

We are seeking a Marketing Strategist to lead and evolve our digital marketing efforts across SEO, Online Reputation Management (ORM), and marketing automation, with Salesforce CRM serving as the core platform.

This role is ideal for a strategic, hands-on marketer who performs well in structured, enterprise environments while maintaining an ownership mindset. You will identify opportunities, modernize processes, and drive performance while ensuring alignment with regulatory, brand, and operational requirements.

You will be responsible for setting strategy, managing execution, and leading internal resources and external partners to deliver measurable, sustainable results.

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Key Responsibilities

Strategy & Leadership

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  Own the strategic roadmap for SEO, ORM, and marketing automation initiatives
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  Identify opportunities to improve performance, efficiency, and scalability
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  Translate business goals into clear priorities, KPIs, and execution plans
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  Lead, mentor, and manage internal team members and external partners

SEO Strategy

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  Develop and oversee enterprise-level SEO strategy, including technical, on-page, off-page, and content initiatives
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  Conduct keyword and competitive research aligned with borrower intent
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  Improve organic visibility through site optimization, content strategy, and governance
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  Monitor search algorithm changes and industry trends; recommend data-driven optimizations
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  Own SEO reporting, insights, and continuous improvement

Online Reputation Management (ORM)

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  Lead ORM strategy to protect and strengthen brand credibility at scale
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  Establish structured monitoring, response, and review-generation processes
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  Ensure ORM initiatives align with compliance, governance, and brand standards
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  Address reputational risks through ethical, sustainable visibility strategies

Marketing Automation & Salesforce CRM

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  Serve as the marketing owner of marketing automation platforms and processes
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  Ensure data integrity, reporting accuracy, and lifecycle visibility within Salesforce
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  Design, build, and optimize automation workflows integrated with CRM
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  Evaluate, select, and manage marketing automation tools as business needs evolve
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  Create scalable frameworks for segmentation, nurturing, and performance tracking

Mortgage Industry & Compliance

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  Apply working knowledge of mortgage products, borrower journeys, and regulations
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  Ensure all marketing strategy and execution meets regulatory and compliance standards
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  Balance innovation with risk management and operational discipline

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Required Qualifications

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  5+ years of experience in digital marketing strategy
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  Proven expertise in SEO, ORM, and marketing automation
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  Strong hands-on experience with Salesforce CRM
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  Experience integrating marketing automation platforms with Salesforce
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  Mortgage or financial services industry experience (required)
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  Experience managing internal team members and/or external partners
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  Analytical, structured, and metrics-driven mindset
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  Comfortable operating in regulated, enterprise environments

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Compensation & Benefits

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  Salary Range: $110,000 - $135,000 annually
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  Comprehensive benefits package, including:
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    Accrued vacation based on tenure
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    Paid sick time
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    Paid holidays plus a floating personal or cultural day
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    Multiple medical plan options (PPO and HDHP)
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    Dental and vision coverage
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    Company-paid life insurance
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    401(k) with employer match
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    Optional benefits (FSA, pet insurance, additional life coverage)
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    Legal assistance programs
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    Employee lending benefits