Marketing Account Manager - Onboarding

CrossCountry Mortgage, LLC; Arkansas; On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401K plan

Disability insurance

Wellness program

Job summary

CrossCountry Mortgage, LLC is seeking a Marketing Onboarding Manager to connect clients with the marketing team and drive adoption of CCM’s marketing solutions. You will gather project details, manage onboarding, and deliver exceptional service using Salesforce and Click-Up across multiple client touchpoints.

The role requires leading onboarding sessions, collaborating with branches and leadership, and continuously promoting CCM offerings to accelerate revenue growth.

Qualifications

• Bachelor’s degree in Marketing, Communications, related field, or equivalent combination of education and experience.

Responsibilities

• Travel to CCM branches to equip staff with marketing tools, knowledge, and training.
• Gather project details from clients to assist project teams; manage information flow between clients and teams.
• Use Salesforce and Click-Up to manage projects and assignments.
• Foster partnerships with clients by providing updates and resolving issues.
• Lead onboarding orientation calls for branches and corporate staff.
• Follow CCM’s on-boarding roadmap to accelerate engagement of new hires.
• Encourage adoption of CCM’s marketing solutions to support revenue growth.
• Present CCM offerings to clients to gain adoption.
• Assist clients in expressing needs to project teams for positive outcomes.
• Sell marketing services to clients.
• Conduct onsite marketing training at CCM branches to drive awareness.
• Interact with stakeholders including technical SMEs, executives, branches, and VPs.
• Other duties as assigned.

Skills

Marketing leadership

Account management

Annual marketing planning

Cross-functional marketing

Integrated marketing

Communication

Negotiation

Presentation

Project management

Problem solving

Adobe

Microsoft Office

Education

Bachelor’s degree in Marketing/Communications

Tools

Adobe

Microsoft Office

Job description

CrossCountry Mortgage (CCM)is the nation’s number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our company has been recognized ten times on the Inc. 5000 list of America’s fastest-growing private businesses and has received many awards for our standout culture.

A culture where you can grow! CCM has created an exceptional culture driving employee engagement, exceeding employee expectations, and directly impacting company success. At our core, our entrepreneurial spirit empowers every employee to be who they are to help us move forward together. You’ll get unwavering support from all departments and total transparency from the top down.

CCM offers eligible employees a competitive compensation plan and a robust benefits package, including medical, dental, vision, as well as a 401K. We also offer company-provided short-term disability, an employee assistance program, and a wellness program.

Position Overview:

The Marketing Onboarding Manager connects clients and the marketing team to ensure smooth project execution and strong engagement. This role manages communication, leads onboarding, and drives adoption of CCM’s marketing solutions. Using tools like Salesforce and Click-Up, this role collects project details, provides updates, and resolves issues, while promoting CCM’s marketing services and building trust. The Marketing Onboarding Manager navigates multiple client touchpoints and delivers exceptional service to new clients.

Job Responsibilities:

• Travel to CCM branches to equip staff with the necessary marketing tools, knowledge, and training to drive adoption and operational excellence across the organization.
• Gather all necessary details, specs, etc. for marketing projects and campaigns from clients to assist project teams; manage flow of information between clients and project teams.
• Use Salesforce and Click-Up to manage projects and assignments.
• Foster positive partnerships with clients by providing regular updates and progress reports and resolving client issues and complaints.
• Lead onboarding orientation calls for branches and corporate individuals.
• Follow CCM’s Roadmap for onboarding journeys to accelerate the engagement of new hires.
• Encourage new hires to engage with CCM’s automated and custom marketing solutions and platforms to support revenue growth and profitability.
• Stay up to date with marketing’s offerings and present new products and services to members to gain more adoption.
• Assist clients in expressing their needs to project teams to ensure positive outcomes.
• “Sell” marketing services to clients.
• Conduct onsite marketing training at CCM branches to actively drive awareness and increase adoption of marketing offerings.
• Interact and communicate across a variety of stakeholder groups including technical subject matter experts, C-suite, branch, and business VPs.
• Other duties as assigned.

Qualifications and Skills:

• Bachelor’s degree in Marketing, Communications, related field, or equivalent combination of education and experience.
• 5+ years of experience and in leading marketing initiatives.
• Experience as an Account Manager, preferably with an agency.
• Experience in annual marketing planning for sales organizations.
• Cross-functional marketing background with knowledge base across core digital and OOH marketing channels.
• Knowledge of integrated marketing strategies and tactics and how they come together to provide measurable results.
• Excellent communication and customer service skills.
• Excellent negotiation and presentation skills to gain consensus.
• Excellent project management and problem resolution skills.
• Proficient in Adobe and Microsoft Office Suite.
• Available to travel up to 25%.

This job description is intended to convey information essential to understanding the scope of the job and the general nature and level of work performed by job holders within this job. However, this job description is not intended to be an exhaustive list of qualifications, skills, efforts, duties, responsibilities or working conditions associated with the position.

California residents: Please see CrossCountry’s privacy statement for information about how CrossCountry collects and uses personal information about California applicants.

CrossCountry Mortgage supports equal employment opportunity in hiring, development and advancement for all qualified persons without regard to race, color, religion, religious creed, national origin, age, physical or mental disability, ancestry, marital status, uniformed service, covered veteran status, citizenship status, sex (including pregnancy, childbirth, and related medical conditions, and lactation), sexual orientation, gender identity, gender expression, transgender status, domestic violence victim status (where applicable), protected hair style or texture, genetic information (testing or characteristics), or any other protected status of an individual or because of the individual’s association with a member of a protected group or any other characteristic protected by federal, state, or local law (“Protected Characteristics”). The collective sum of the individual differences, life experiences, knowledge, inventiveness, innovation, self-expression, unique capabilities and talent that our employees invest in their work represents a significant part of not only our culture, but our reputation. The Company is committed to fostering, cultivating and preserving a culture that welcomes diversity and inclusion.

CrossCountry Mortgage, LLC (NMLS3029) is an FHA Approved Lending Institution and is not acting on behalf of or at the direction of HUD/FHA or the Federal government. To verify licensing, please visit www.NMLSConsumerAccess.org.