The Marketing Operations Coordinatoris responsible forconnecting marketing strategy, systems, analytics, and cross-functional execution across the SWE Homes Marketing Communications organization.
This role serves as the operational backbone of the department by designing andoptimizingmarketing workflows,maintainingCRMand reporting systems, improving operational visibility, and translating marketing performance into actionable business insights.
In addition, this rolerepresentsthe SWE Homes brand through selective customer-facing content, educational storytelling, and participation in marketing initiatives that strengthen brand awareness and trust.
TheCoordinatorensures that campaigns, content, lead management, reporting, and operational processes move efficiently across Marketing, Sales, Listings, Lending, Construction, and Operations.
Key Responsibilities:
1. Marketing Operations & Workflow Coordination
- Coordinate operational workflows across Marketing, Sales, Listings, Lending, Construction, and Operations.
- Design, document, and continuously improve end-to-end marketing workflows.
- Standardize marketing intake, approvals, campaign execution, publishing, and reporting processes.
- Maintain visibility into project status, priorities, dependencies, and deadlines.
- Identifyworkflow bottlenecks and recommend scalable process improvements.
- Support the Marketing Operations Analyst by ensuring field execution aligns with campaign priorities and operational timelines.
2. CRM & Marketing Systems Administration
- Own the structure, maintenance, and optimization of Zoho CRM marketing workflows, automations, and lead pipelines.
- Maintain lead routing, lifecycle tracking, tagging, and campaign attribution.
- Ensure CRM data integrity and consistency across marketing systems.
- Support implementation ofautomationsthatimprovemarketing and sales efficiency.
- Partner with Sales andleadershipto improve lead handling and conversion processes.
3. Marketing Analytics & Business Intelligence
- Define,maintain, andmonitormarketing KPIs across every marketing channel.
- Build executive dashboards for weekly, monthly, quarterly, and annual reporting.
- Consolidatedata across:
- CRM
- Paid Media
- Organic Social
- Website
- Email Marketing
- QR Codes
- Phone Calls
- Listings
- Events
- Community Activations
- Sales attribution
- Analyze campaign performance andidentifytrends, risks, and opportunities.
- Translate marketing data into actionable recommendations for leadership.
- Developexecutive-readyreports that connect marketing performance to business outcomes.
- Support forecasting and budget reporting.
4. Data Integrity & Systems Integration
- Ensure CRM, reporting dashboards, content tracking, phone systems, website analytics, and marketing platformsremainaligned.
- Identifydiscrepancies in attribution, tracking, and reporting.
- Maintain reliable data across all marketing systems.
- Improve visibility into marketing performance through standardized reporting structures.
- Support implementation ofnew marketingtechnologies and integrations.
5. Cross-Functional Coordination
- Serve as the operational bridge between Marketing, Sales, Listings, Lending, Construction, IT, and Field Operations.
- Coordinate initiatives requiring multiple departments.
- Maintain alignment between campaign priorities and operational execution.
- Escalate operational risks and execution gaps.
- Improve internal communication through standardized workflows, project management, and RACI documentation.
6. Operational Reporting & Executive Communications
- Prepare weekly, monthly, quarterly, and annual executive reports.
- Consolidateupdates from Growth, Content, Creative, Listings, Analytics, and Operations.
- Present marketing performance in a clear, actionable format.
- Support leadership with business reviews and strategic planning.
- Continuously refine reporting based on organizational priorities.
7. Brand Ambassador & Customer Engagement
- Represent SWE Homes in customer-facing marketing initiatives, educational campaigns, and community activations.
- Participate in property tours, testimonials, educational videos, and company events.
- Capture customer feedback and market insights that improve marketing strategy.
- Support the Content team as an on-camera spokesperson whenappropriate.
- Reinforce the SWE Homes mission of expanding access to homeownership through authentic storytelling.
Success Metrics
- CRM accuracy and lead flow integrity
- Marketing dashboard accuracy
- Executivereportingquality and timeliness
- Workflow adoption across Marketing
- Reduction in campaign execution bottlenecks
- Reduction in reporting discrepancies
- Increased visibility into marketing performance
- Cross-functional project delivery
- Marketing automation adoption
- Operational efficiency improvements
- Contribution to customer-facing brand initiatives
Qualifications:
- 3-6+ years in marketing operations, CRM administration, analytics, project management, or business operations
- Experience with Zoho CRM or similar platforms
- Experience building dashboards and executive reports
- Strong Excel, Power BI, Looker Studio, Tableau, or similar reporting experience
- Strong project management and workflow documentation skills
- Comfortable communicating with executive leadership
- Strong organizational and analytical thinking
- Comfortable participating in customer-facing marketing initiatives andrepresentingthe brand when appropriate
Ideal Candidate Profile
Core Profile
Asystems-oriented marketing operations professional who excels at building structure, connecting teams, and transforming marketing activity into measurable business insights while serving as a trusted ambassador for the SWE Homes brand.
What Makes Someone Successful
- You thinkinsystems rather than individual tasks.
- You proactivelyidentifyoperational inefficiencies.
- You enjoy connecting data with business outcomes.
- You simplify complex information for leadership.
- You improve workflows before problems occur.
- You build accountability through structure rather than authority.
- You are comfortablerepresentingthe brand when opportunities arise.
Mindset We Value
- Ownership
- Operational Excellence
- Analytical Thinking
- Precision
- Collaboration
- Customer Focus
- Curiosity
- Continuous Improvement