Marketing Strategist
Confidential Mortgage Lender - Irvine, CA (Hybrid) Full-TimeMarketing Strategist
Location: Hybrid - Irvine, CA
Employment Type: Full-Time
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.
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.
Key Responsibilities
Strategy & Leadership
Own the strategic roadmap for SEO, ORM, and marketing automation initiatives
Identify opportunities to improve performance, efficiency, and scalability
Translate business goals into clear priorities, KPIs, and execution plans
Lead, mentor, and manage internal team members and external partners
SEO Strategy
Develop and oversee enterprise-level SEO strategy, including technical, on-page, off-page, and content initiatives
Conduct keyword and competitive research aligned with borrower intent
Improve organic visibility through site optimization, content strategy, and governance
Monitor search algorithm changes and industry trends; recommend data-driven optimizations
Own SEO reporting, insights, and continuous improvement
Online Reputation Management (ORM)
Lead ORM strategy to protect and strengthen brand credibility at scale
Establish structured monitoring, response, and review-generation processes
Ensure ORM initiatives align with compliance, governance, and brand standards
Address reputational risks through ethical, sustainable visibility strategies
Marketing Automation & Salesforce CRM
Serve as the marketing owner of marketing automation platforms and processes
Ensure data integrity, reporting accuracy, and lifecycle visibility within Salesforce
Design, build, and optimize automation workflows integrated with CRM
Evaluate, select, and manage marketing automation tools as business needs evolve
Create scalable frameworks for segmentation, nurturing, and performance tracking
Mortgage Industry & Compliance
Apply working knowledge of mortgage products, borrower journeys, and regulations
Ensure all marketing strategy and execution meets regulatory and compliance standards
Balance innovation with risk management and operational discipline
Required Qualifications
5+ years of experience in digital marketing strategy
Proven expertise in SEO, ORM, and marketing automation
Strong hands-on experience with Salesforce CRM
Experience integrating marketing automation platforms with Salesforce
Mortgage or financial services industry experience (required)
Experience managing internal team members and/or external partners
Analytical, structured, and metrics-driven mindset
Comfortable operating in regulated, enterprise environments
Compensation & Benefits
Salary Range: $110,000 - $135,000 annually
Comprehensive benefits package, including:
Accrued vacation based on tenure
Paid sick time
Paid holidays plus a floating personal or cultural day
Multiple medical plan options (PPO and HDHP)
Dental and vision coverage
Company-paid life insurance
401(k) with employer match
Optional benefits (FSA, pet insurance, additional life coverage)
Legal assistance programs
Employee lending benefits
