Marketing Automation Specialist

Beyond Bank Australia; Melbourne; Hybrid; AUD 101,000 - 113,000; Full time

Benefits offered by this job

Work-life balance days

Volunteer days

Employee discounts

Flexible working environment

Career development

Job summary

Beyond Bank Australia seeks a Marketing Automation Specialist to elevate member engagement through hands-on use of Microsoft Customer Insights Journeys or similar platforms. You will develop automated journeys, refine segmentation, and drive data-driven campaigns across our CRM stack.

You will work with the Marketing team to translate business needs into scalable automation, ensuring accuracy and privacy while delivering measurable marketing outcomes.

Qualifications

• Experience with Microsoft Customer Insights – Journeys (or similar) and strong marketing automation, journey mapping, and data-driven engagement.
• Comfort working with CRM data, segmentation, and analytics; ability to build complex, logic-driven workflows.
• Strong attention to detail, ability to manage multiple priorities and excellent communication with stakeholders.

Responsibilities

• Design, build, and optimise multi-channel member journeys using Microsoft Customer Insights – Journeys and Data.
• Develop and maintain dynamic segmentation, lead scoring, and personalisation frameworks.
• Create automated workflows to support lifecycle marketing, onboarding, retention, and engagement.
• Deliver on lead, pipeline and revenue metrics by developing and implementing marketing campaigns to build brand awareness and generate leads.
• Collaborate with Marketing and Customer Experience teams to translate business needs into automation solutions.
• Ensure data accuracy and privacy compliance.
• Monitor campaign performance and provide actionable insights and reporting.
• Support evolution of our CRM/marketing automation roadmap.
• Maintain documentation, templates, and best practices for marketing automation processes.

Skills

Microsoft Customer Insights Journeys

CRM data modelling

Automation workflows

Stakeholder engagement

JIRA

Dynamics 365 CRM

Tools

JIRA

Dynamics 365 CRM

Job description

Company Description

• Full-time opportunity
• 75 hours per fortnight
• Can be based in any of our offices nationally
• Salary range: $100,900 - $113,000 (including Super)

Be part of Beyond Bank a bank that is for and with you

We are one of Australia's largest, 100% member-owned mutual banks with credit union heritage. With over 300,000 members and over 40 branches across five states, we aim to be the best bank for members and communities. When you join Beyond Bank, you will work for a B Corp and be part of a friendly, inclusive, and supportive environment where you can continue progressing, no matter what stage of your career.

Where and how you can work

Our head office is in Adelaide. We also have offices in Sydney, Melbourne, Canberra, Hunter Valley and Perth, and we support flexible working arrangements.

Job Description

The Role

An exciting opportunity exists for a Marketing Automation Specialist to join the marketing team.

We’re looking for a talented and enthusiastic individual with hands‑on experience in Microsoft Customer Insights suite (formerly Dynamics 365 Marketing) or a similar Marketing Automation Platform to help elevate our member engagement.

Reporting to the Marketing Manager – Member Engagement and Digital, you will assist in the development, optimisation, and performance of automated journeys that deliver personalised, data-driven member experiences.

As the Marketing Automation Specialist you will work with the wider Marketing team and other parts of the business to build robust marketing automation strategies, enhance customer segmentation, and drive continuous improvements across our CRM and marketing technology stack.

In the role you will

• Design, build, and optimise multi‑channel member journeys using Microsoft Customer Insights – Journeys and Data
• Develop and maintain dynamic segmentation, lead scoring, and personalisation frameworks
• Create automated workflows to support lifecycle marketing, onboarding, retention, and engagement
• Deliver on lead, pipeline and revenue metrics by developing and implementing marketing campaigns to build brand awareness and generate leads and enquiries
• Collaborate with Marketing and Customer Experience teams to understand business needs and translate them into automation solutions
• Ensure data accuracy and compliance with privacy requirements
• Monitor campaign and journey performance; provide actionable insights and reporting
• Support the ongoing evolution of our CRM/marketing automation roadmap
• Maintain documentation, templates, and best practices for marketing automation processes

Qualifications

You will bring experience with Microsoft Customer Insights – Journeys (or a similar platform) and a strong understanding of marketing automation, member journey mapping, and digital engagement. You are confident working with CRM data, segmentation, and analytics, and can build complex, logic-driven workflows. Strong attention to detail, the ability to manage multiple priorities, and excellent communication and stakeholder engagement skills are essential.

Key skills and experience

• Microsoft Customer Insights – Journeys (or similar)
• CRM data modelling, segmentation, and analytics
• Building automated journeys with triggers and conditional logic
• Strong organisational and stakeholder engagement skills
• Experience with Dynamics 365 CRM and content creation (desirable)
• Membership-based environments and project tools such as JIRA (preferred)
• Relevant Microsoft certifications and experience marketing through intermediaries (advantageous)

Additional Information

You will be joining a Marketing team that is on a pathway of investment and growth. Our goal is an enduring brand that is loved by our customers and communities. You will be encouraged to be curious, and work in an environment where you feel supported and have clear responsibilities and accountabilities. Working with us, you will get a sense and feel for a team that is yearning for data and insights which will ensure better fact-based marketing recommendations and an increased understanding of our customers wants and needs. And you will have fun along the way!

Additional information

Why work for Beyond Bank?

We welcome candidates that reflect the diversity of the communities in which we operate. We actively encourage Aboriginal and Torres Strait Islander peoples, people living with disability, LGBTQIA+ as well as culturally diverse community members to apply for our roles.

Beyond Bank is committed to creating an accessible recruitment process and employment experience. If you identify as a person living with disability and require adjustments to our online application, recruitment, selection and/or assessment process, or modifications for accessibility to our locations, please contact us at [e-mail]

And there’s even more benefits

• Additional 3 paid work-life balance days
• Paid community volunteer days to support many community charities across Australia*
• Access to employee discounts, health and wellbeing initiatives, employee and family assistance, plus more
• A flexible, and diverse working environment
• Career development opportunities, training and coaching

What does our recruitment process look like?

The process can include a phone screen, video interview, virtual or face-to-face interview, psychometric testing, and all relevant background checking. Some positions may require undergoing 4 weeks of mandatory full training.

As a certified B Corp we are using our business as a force for good.

By applying for this opportunity you are providing consent for Beyond Bank Australia to conduct all pre-employment screening checks (APRA, ASIC, Bankruptcy, National Criminal History Check, VEVO, Adverse Media Check and Reference Checks) at the expense of Beyond Bank Australia.