CRM and Marketing Analytics Coordinator

Our Mission:

To provide unwavering commitment to excellence in all we do for employees, members and the community we serve.

Overview of the Role

The CRM & Marketing Analytics Coordinator supports GPO Federal Credit Union’s commitment to delivering meaningful, member-focused experiences through data-driven marketing and engagement efforts. This role plays an important part in helping GPO better understand its members, measure marketing performance, and apply insights that support growth, retention, and service excellence.

Working closely with Marketing leadership and cross-functional teams, the coordinator serves as a key CRM resource—supporting segmentation, reporting, and campaign execution, while ensuring member data is used accurately, responsibly, and in alignment with GPO’s strategic goals and values.

This position is ideal for a detail-oriented, data-curious professional who enjoys turning information into insights and supporting smart, targeted marketing efforts.

Responsibilities

• CRM & Analytics Support
• Support the day-to-day use and maintenance of GPO’s CRM platform, ensuring data accuracy, consistency, and appropriate use of member information.
• Serve as a primary CRM resource for reporting, segmentation setup, and campaign support.
• Generate recurring and ad hoc reports to track marketing campaign performance, member engagement, product adoption, flash sale incentives and other key indicators.
• Review CRM data to identify trends, patterns, and opportunities, and summarize findings into clear, practical insights for the VP of Marketing and leadership.
• Market & Member Insights
• Analyze internal member and product data to support targeted marketing efforts and improved member experiences.
• Assist with external market and competitive research, including demographic analysis, consumer trends, and peer benchmarking.
• Support market analysis related to strategic initiatives such as branch planning, product development, and community expansion.
• Monitor competitor and peer marketing activity to help inform goals, expectations, and opportunities for differentiation.
• Campaign & Segmentation Enablement
• Support the execution of marketing campaigns by assisting with list creation, segmentation logic, and campaign tracking.
• Help maintain and update member segments and personas to ensure they remain relevant and consistently applied across marketing initiatives.
• Assist in evaluating campaign effectiveness and identifying opportunities to improve targeting, messaging, and results.
• Program Support & Collaboration
• Support CRM integrations and work with internal teams and third-party partners to ensure effective data flow and reporting.
• Collaborate with Marketing, Member Experience Department, branch staff and other departments to ensure CRM insights support shared objectives.
• Assist with documenting CRM processes, reporting standards, and segmentation guidelines to promote consistency and efficiency.

Expectations

• Support the Marketing department and leadership with initiatives that strengthen member relationships and community engagement, including events, focus groups, and appreciation activities.
• Maintain a working knowledge of GPO products, services, policies, and procedures to support informed and accurate analysis.
• Protect member assets and information by adhering to data privacy, security, and confidentiality standards.
• Complete all required compliance training and adhere to credit union policies and procedures.
• Comply with all applicable laws and regulations requirements.
• Perform other duties as assigned in support of GPO Federal Credit Union’s mission and values.

Qualifications

• Bachelor’s degree in Marketing, Business, Analytics, Data Science, Communications, or a related field preferred; equivalent experience considered.
• 1–3 years of experience in marketing analytics, CRM support, data analysis, or a related role.
• Experience working with a CRM platform, marketing automation system, or data reporting tools (financial services experience a plus, but not required).
• Strong analytical and problem-solving skills with the ability to interpret data and identify meaningful trends.
• Proficiency in Microsoft Excel and reporting tools; comfort working with large datasets.
• Familiarity with marketing campaigns, audience segmentation, and performance measurement concepts.
• Ability to translate data and findings into clear, concise summaries for non-technical audiences.
• Strong organizational skills with attention to detail and the ability to manage multiple projects and deadlines.
• Curious, self-motivated learner with an interest in data-driven marketing and member experience.
• Effective written and verbal communication skills.
• Ability to work collaboratively across teams while also managing independent tasks.
• Interest in financial services, member-focused organizations, or credit unions preferred.
• Understanding of data privacy, security, and compliance principles is a plus.

Physical Demands

• Prolonged periods of sitting and computer use.
• Flexibility to work evenings or weekends for special events and sponsorship activations.
• Decision Making
• To exercise sound judgement when making decisions as they relate to position duties and the credit union’s policies and procedures. 

Financial Responsibilities

To be responsible for safeguarding the credit union’s assets by ensuring that policies and procedures are followed. 

Communication

• Must effectively work and communicate with the Marketing Team, as well as with branch and department managers and other key personnel to ensure initiatives are understood and coordinated.
• Must efficiently communicate with vendors and outside resources to ensure GPO’s objectives are met.

Equipment Used

• Must be proficient in design programs as well as various data-mining and processing programs.
• Must be able to travel as needed for work commitments and in support of marketing initiatives.

Work Environment

• This position is based out of the Downtown Utica Bleecker Street Building.
• A professional office setting is provided.
• Must promote a positive, friendly and courteous work environment.
• Must be flexible with working hours and available for events as needed.