Marketing operations manager managing Caseware’s global marketing automation, email campaigns, and reporting. Optimizing technology, workflows, and campaign execution for audit and accounting software.
About the role
- Brand governance specialist managing external material reviews and sponsorship operations for Sun Life’s financial services business. Ensuring compliance, efficient workflows, stakeholder coordination, and event tracking.
Responsibilities
- Monitor daily activities to ensure seamless external material review operations
- Audit final materials to verify expert-requested changes were made
- Coordinate stakeholders and subject matter experts for material review and approval
- Deliver training and guidance on review processes and best practices
- Develop and refine procedures, guides, and resources
- Update the Wrike intake form and process
- Support user onboarding and troubleshooting for the Wrike intake form
- Provide tips and advice to help employees meet requirements and navigate the process
- Provide quarterly reports on review processes and key performance indicators, with optimization recommendations
- Initiate escalations and engage relevant leaders and subject matter experts
- Submit information to internal audit and develop action plans for identified gaps
- Manage sponsorship hosting programs for Sun Life business units and clients
- Manage the centralized inbox and acknowledge requests within one business day
- Act as point of contact for program-related inquiries
- Manage external hosting requests and track follow-ups
- Facilitate Business Development requests and communications with external partners
- Maintain event tracking logs and documentation
- Update presentations, documents, and administrative materials
Requirements
- Post-secondary education in marketing, communications, or a related field
- 3+ years’ experience in marketing operations, process governance, material review, or similar roles
- Strong attention to detail, organizational, and project management skills
- Ability to multitask and work independently within a collaborative team environment
- Excellent communication and relationship management skills
- Adaptability to evolving business needs and priorities
- Proven ability to build and maintain cross-functional relationships
- Bilingualism (French, English, both oral and written) is required for Quebec only
- Experience in financial services or regulated industries preferred
- Familiarity with Wrike or similar project management platforms preferred
- Bilingualism (English/French) is an asset
Benefits
- Comprehensive benefits package
- Participation in various incentive plans
- Opportunities for professional growth and development
- Flexible work arrangements
- Work-life balance
- Chance to work on impactful projects that drive business success
- Choice and flexibility to work from both the office and virtually based on business, client, and employee needs
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