Salesforce Jobs in Pentagon, DC

Who we are

We are an organisation that exists to drive progress. That's the “red thread” that connects everyone at The Economist Group (TEG). Our businesses share a devotion to innovation, independence and rigour in their fields of expertise. We empower people to understand and tackle the critical challenges and changes facing the world. Our analytical rigour, global expertise and evidence-based insights enable individuals and organisations to make sense of these shifts and chart a course through them.

We deliver analysis and insights in many formats to subscribers and clients in 170 countries through our four businesses, The Economist, Economist Impact, Economist Intelligence and Economist Education, which uphold our global reputation for excellence and integrity.

About The EIU

As the research and analysis division of the Economist Group, The Economist Intelligence Unit (EIU) helps leaders prepare for opportunity, empowering them to act with confidence when making strategic decisions. The EIU is the global standard in providing high quality, actionable intelligence to the public and private sector, assessing issues that impact the businesses in more than two hundred countries.

Position Purpose

We are seeking an ambitious and accomplished Account Executive, Data Sales to drive revenue growth for EIU’s data and API products within the Financial Services sector across The US.

This role requires a seasoned sales professional with deep industry knowledge, a strong client network, and the ability to translate complex technical solutions into compelling commercial value propositions.

Reporting to the Global Head of B2B Subscription Sales, the individual will play a critical role in expanding EIU’s footprint across financial institutions, strengthening our positioning as a trusted data partner, and contributing to our broader enterprise subscription strategy.

A key aspect of success will be collaborating with existing sales teams across The Economist Group (TEG) to leverage established relationships and drive sales growth.

Key Accountabilities

Business Development

• Identify new business opportunities across banking, asset management, hedge funds, insurance, and fintech sectors.
• Build and manage a robust pipeline of qualified opportunities through strategic prospecting, networking, and disciplined forecasting.
• Expand EIU’s reach into new financial services sub-sectors and US geographies.
• Develop trusted relationships with clients across the buy side and sell side.

Revenue Generation & Sales Execution

• Own the full sales cycle - from prospecting to contract execution.
• Consistently deliver against quarterly and annual sales targets.
• Lead negotiations of commercial terms with C-suite and procurement stakeholders.
• Apply insight-led, consultative selling to position EIU’s data products as essential strategic tools.

Market & Product Expertise

• Develop a deep understanding of client workflows, regulatory drivers, and industry data needs.
• Maintain awareness of trends in data consumption, APIs, and fintech innovation.
• Understand programmatic delivery (APIs, Feeds, Marketplaces) and the infrastructure supporting enterprise data use.
• Provide structured feedback to product, engineering, and marketing teams to inform product development and go-to-market strategy.

Collaboration & Leadership

• Partner with internal teams across EIU and TEG to align product capabilities with client demand.
• Collaborate with colleagues across business units to maximise relationship value and cross-sell opportunities.
• Contribute to a culture of commercial excellence, collaboration, and continuous improvement.

Required Skills & Experience

• Minimum 7 years of enterprise sales experience with a track record of exceeding targets in selling data, APIs or DaaS s into Financial Services.
• Proven success selling data products to the buy side and sell side.
• Strong understanding of capital markets, asset management, or insurance workflows, and how data drives decision-making.
• Demonstrated experience in licensing and commercial models underpinning enterprise data distribution.
• Established relationships across global financial institutions.
• Exceptional consultative sales and solution-selling capabilities with strong negotiation skills.
• Ability to grasp complex API/data offerings and articulate them in clear, commercial terms.
• Excellent presentation, pitching, and interpersonal skills at both technical and executive levels.
• Proficiency in Salesforce, Sales Navigator, and Excel; experience with SalesLoft and Highspot a plus.
• Self-motivated, commercially focused, and able to thrive in a high-growth, fast-paced environment.

Core Competencies

• Solution and Value-Based Selling
• Strategic Thinking & Commercial Acumen
• Influencing & Negotiation
• Results Orientation & Accountability
• Client Centricity
• Collaboration & Team Leadership
• Market & Product Insight

The expected base salary for this position ranges from USD $140,000-$160,000 (plus a generous commission structure - double OTE). It is not typical for offers to be made at or near the top of the range. Rather, salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, licensure or certifications obtained. Market and organizational factors are also considered. In addition to base salary and a competitive benefits package, successful candidates may be eligible to receive a discretionary bonus based on role and level.

Join Us

Join The Economist Intelligence Unit and help global financial leaders interpret the forces shaping markets. You will represent one of the world’s most trusted and respected intelligence brands - empowering clients to make confident, data-driven decisions.

Working Arrangements

This position operates on a hybrid working pattern, with 3+ days attendance at our DC office required.

AI usage for your application

We are an innovative organisation that encourages the use of technology. We recognise that candidates may utilise AI tools to support with their job application process. However, it is essential that all information you provide truthfully and accurately reflects your own experience, skills, and qualifications.

What we offer

Our benefits package is designed to support your wellbeing, growth, and work-life balance. It includes a highly competitive pension or 401(k) plan, private health insurance, and 24/7 access to counselling and wellbeing resources through our Employee Assistance Program.

We also offer a range of lifestyle benefits, including our Work From Anywhere program, which allows you to work from any location where you have the legal right to do so for up to 25 days per year. In addition, we provide generous annual and parental leave, as well as dedicated days off for volunteering and even for moving home.

You will also be given free access to all The Economist content, including an online subscription, our range of apps, podcasts and more.

About the Company:

Celltrion USA is Celltrion’s U.S. subsidiary established in 2018. Headquartered in New Jersey, Celltrion USA is committed to expanding access to biologics to improve care for U.S. patients. Celltrion USA will continue to leverage Celltrion’s unique heritage in biotechnology, supply chain excellence, and best-in-class sales capabilities to improve access to high-quality biopharmaceuticals for U.S. patients. Celltrion Healthcare, which suggested a new growth model in the Korean biopharmaceutical industry through biosimilars, is now advancing to new challenges to become a global pharmaceutical provider. Just as it has overcome many obstacles in the past, Celltrion Healthcare will successfully pave the path for global direct selling, which has never been achieved yet by Korean biopharmaceutical companies. As it continues to surpass its current success, Celltrion Healthcare will take a leap forward to become a leading global biopharmaceutical company.

Celltrion Healthcare provides biosimilar and innovative biopharmaceutical medications to help increase patient access to advanced therapies around the world.

POSITION SUMMARY

The Key Account Director (KAD) Sales - Oncology is responsible for the strategic engagement with Integrated Delivery Systems (IDNs), health systems, large group practices and high-volume HCPs to drive the launching, adoption and selling of the assigned portfolio of Celltrion USA, Inc. (“Company). This role is pivotal in executing market access strategies, fostering provider relationships, and ensuring successful product launches within the assigned territory. Other responsibility includes analysis of sales data to identify opportunities for business growth in assigned territory.

Territorial assignment is Washington, DC/Virginia Area.

KEY ROLES AND RESPONSIBILITIES

Strategic Planning and Execution- Deliverplans and achieve sales goals on budget.

• Develop and implement comprehensive business plans tailored to key accounts and align with national objectives/local market dynamics.
• Identify and prioritize opportunities within IDNs and large health systems to maximize biosimilar uptake.
• Identify opportunities and strategies to improve the positioning of Celltrion USA products at a local level.

Stakeholder Engagement

• Establish and maintain relationships with key decision-makers, including formulary committees, pharmacy directors and clinical leaders.
• Collaborate with cross-functional teams (e.g. Medical Affairs, Market Access, Marketing) to deliver cohesive value propositions.

Collaborate with Market Access & Contracting

• With Market Access, engage in negotiations and manage contracts within key accounts to ensure favorable terms that support adoption
• Monitor and address reimbursement challenges working closely with internal teams
• Engage HCPs in dialogue about approved indications, product efficacy/safety profiles, and treatment protocols to support on-label prescribing for appropriate patients.

Data Analysis and Reporting

• Analyze trends, competitive landscape and account performance
• Provide regular reports on key account metrics
• Collaborate with field salesforce as needed for pull-through

WORK EXPERIENCE

• Minimum of 10 years of experience in Pharma-Commercial, pre-launch launch, and post-launch of products.

QUALIFICATIONS

• Extensive knowledge and experience in biologics, biosimilars, and the full life cycle of product launch and post-launch.
• Solid business acumen, including the ability to access and interpret company provided territory data to incorporate into call planning and execution.
• Both a team player and individual contributor.
• Demonstrated excellent interpersonal, written, verbal, and visual communication and presentation skills.
• Ability to handle multiple tasks and prioritize accordingly by directing the team effectively.
• Ability to travel 50% of the time

EDUCATION

• Bachelor’s Degree required in business or related field; advanced degrees, MBA, MS in business or related field is a plus.

CORE COMPETENCIES

• Communication - clear, concise, and ability to motivate; ability to articulate about the company and products
• Knowledge - understanding of product portfolio
• Collaboration - ability to communicate across functions and at all levels in the organization
• Compliance – understands industry regulations to maintain compliance
• Nimbleness – an ability to be adaptive and responsive to changing conditions in order to seize opportunities and overcome challenges.

Celltrion USA is an equal opportunity employer. It is our policy to employ qualified persons of the greatest ability without discrimination against any employee or applicant for employment because of race, color, religion, national origin, age, sex (including pregnancy), physical or mental disability, medical condition, genetic information, gender identity or expression, sexual orientation, marital status, status as a protected veteran, or any other legally protected group status.

#LI-DD

Location:  Hybrid, McLean, VA office. 

About Vanbridge, an EPIC Insurance Brokers company. 

Vanbridge bridges the gap between insurance and capital markets, enabling our clients to manage risk, enhance strategies, and strengthen long-term financial performance. We go beyond the perceived limits of insurance to maximize its potential. As part of EPIC Insurance Brokers & Consultants, with revenues approaching $2 billion, we're proud to be consistently recognized as a "best place to work" with exceptional team retention, competitive compensation, and unmatched camaraderie.

Our interdisciplinary team of insurance, capital markets, legal, and tax professionals provides concierge-level consulting on estate, business, and financial planning strategies. We serve RIAs, CPA and law firms, family offices, private equity firms, corporations, and high-net-worth individuals who count on us for world-class solutions.

We are seeking a highly organized, detail-oriented, and proactive Executive Assistant to support the Director of Executive Benefits. This is a dynamic role at the intersection of high-touch client service and sophisticated planning. You'll serve as the operational backbone of a fast-paced practice, ensuring seamless coordination across client engagements, advisor relationships, and internal teams.

The ideal candidate thrives under pressure, anticipates needs before they arise, and brings both polish and practicality to everything they do. You'll gain exposure to advanced insurance concepts, estate planning strategies, and executive benefits, making this an exceptional growth opportunity for someone building a career in financial services.Key Responsibilities

• Provide comprehensive administrative support including calendar management, travel coordination, and meeting preparation
• Prepare and maintain reports, presentations, and documentation with exceptional attention to detail
• Handle confidential information with the utmost integrity and discretion
• Monitor deadlines and ensure timely completion of tasks and projects
• Manage CRM data entry, auditing, and task tracking with accuracy and consistency

• Coordinate client communications, scheduling, and follow-ups to ensure seamless service delivery
• Prepare materials for client meetings including paperwork, presentations, and supporting documentation
• Serve as a "concierge" liaison between advisors, internal teams, and external partners
• Assist with case design support, sharing concepts and strategies, and scheduling virtual meetings
• Support point-of-sale activities and post-sale relationship nurturing

• Review client data including assets, liabilities, insurance policies, estate documents, and tax returns
• Create net worth statements and input retirement planning data into planning software
• Summarize key components of life insurance, annuity, disability, and long-term care policies
• Support illustration and case design processes using industry software
• Conduct research and synthesize data to support strategic recommendations

• 5+ years of experience as an Executive Assistant, Personal Assistant, or similar administrative role
• Bachelor's degree in business, finance, or related field preferred (or equivalent experience)
• Strong proficiency in Microsoft Office Suite, Excel (formulas, pivot tables, reporting)
• Exceptional organizational skills with demonstrated ability to manage multiple priorities under tight deadlines
• Outstanding written and verbal communication skills
• High level of discretion, confidentiality, and professional judgment
• Self-driven with a sense of urgency, adaptability, and a results-oriented mindset
• Team-first mentality with a collaborative, supportive approach

• Experience in financial services, insurance, or executive benefits industry
• Familiarity with CRM systems (Salesforce preferred) and document management tools
• Working knowledge of financial planning software a plus
• Some understanding of life insurance products, planning concepts, or executive benefits (preferred)
• Life, Health, or FINRA Series 6/63 licenses a plus (or willingness to obtain)
• Experience with virtual meeting platforms (Zoom, MS Teams)

• Competitive compensation and comprehensive benefits (medical, dental, vision, pharmacy)
• Hybrid work environment with flexibility and work-life balance
• Exposure to sophisticated financial planning and executive benefits strategies
• Clear pathways for professional growth and career advancement
• A collaborative, supportive culture recognized as a "best place to work"
• Wellness programs, life and disability insurance, and additional employee benefits

COMPENSATION: 

The national average salary for this role is $65, $85,000.00 in base pay and exclusive of any bonuses or benefits. The base pay offered will be determined based on your experience, skills, training, certifications and education, while also considering internal equity and market data.

WHY Vanbridge/EPIC: 

EPIC has over 60 offices and 3,000 employees nationwide – and we’re growing! It’s a great time to join the team and be a part of this growth. We offer:

• Generous Paid Time off
  • Managed PTO for salaried/exempt employees (personal time off without accruals or caps); 22 PTO days starting out for hourly/non-exempt employees; 12 company-observed paid holidays; 4 early-close days
• Generous leave time options: Paid parental leave, pregnancy disability and bonding leave, and organ donor/bone marrow donor leave
• Generous employee referral bonus program of $1,500 per hired referral
• Employee recognition programs for demonstrating EPIC’s values plus additional employee recognition awards and programs (and trips!)
• Employee Resource Groups: Women’s Coalition, EPIC Veterans Group
• Professional growth & development: Mentorship Program, Tuition Reimbursement Program, Leadership Development
• Unique benefits such as Pet Insurance, Identity Theft & Fraud Protection Coverage, Legal Planning, Family Planning, and Menopause & Midlife Support
• Additional benefits include (but are not limited to): 401(k) matching, medical insurance, dental insurance, vision insurance, and wellness & employee assistance programs
• 50/50 Work Culture: EPIC fosters a 50/50 culture between producers and the rest of the business, supporting collaboration, teamwork, and an inclusive work environment. It takes both production and service to be EPIC!
• EPIC Gives Back – Some of our charitable efforts include Donation Connection, Employee Assistance Fund, and People First Foundation
• We’re in the top 10 of property/casualty agencies according to “Insurance Journal”

To learn more about EPIC, visit our Careers Page:   

EPIC embraces diversity in all its various forms—whether it be diversity of thought, background, race, religion, gender, skills or experience. We are committed to fostering a work community where every colleague feels welcomed, valued, respected and heard. It is our belief that diversity drives innovation and that creating an environment where every employee feels included and empowered, helps us to deliver the best outcome to our clients. 

California Applicants - View your privacy rights at:  

Massachusetts G.L.c. 149 section 19B (b) requires the following statement: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. 

Client Events Coordinator

Base Salary: $100,000 - $120,000

Location: Washington DC

A top international law firm is seeking a polished and proactive Client Events Coordinator to support high-level client development initiatives across multiple offices. This is a highly visible role working closely with senior business development leadership and attorneys to execute strategic, relationship-driven events and programs.

This opportunity is ideal for an experienced events professional who thrives in a fast-paced professional services environment and enjoys owning projects from concept through execution while partnering directly with attorneys, leadership, and clients.

Key Responsibilities

• Lead planning and execution of client-facing events from concept through post-event follow-up
• Coordinate thought leadership programs, client appreciation events, and internal initiatives
• Partner closely with attorneys and business development leadership on client engagement efforts
• Develop strategic invitation lists and manage event communications
• Track engagement and support reporting on event effectiveness and ROI
• Manage timelines, vendors, budgets, and logistics across multiple concurrent initiatives
• Collaborate with internal marketing and communications teams across offices
• Proactively drive projects forward and ensure deadlines are met

Ideal Background

• 5+ years of client events or professional services events experience
• Law firm or professional services experience strongly preferred but not required
• Proven ability to manage events from planning through execution independently
• Comfortable working directly with attorneys and senior stakeholders
• Highly organized with strong project management skills
• Polished, proactive, and confident communicator
• Experience with CRM or event tracking systems (Salesforce a plus)

Why This Role

This is an opportunity to join a highly respected law firm with a collaborative culture and sophisticated client base. The role offers meaningful ownership, strong visibility with leadership, and the ability to play a key role in supporting client relationships and firm growth.

If you have experience coordinating high-level client or professional services events and are interested in learning more, we welcome a confidential conversation.

Senior CUSTOMER and lifecycle MARKETING Manager

ABOUT MATTERPORT & COSTAR GROUP

Matterport, a CoStar Group (NASDAQ: CSGP) industry-leading brand, is transforming the built world through its pioneering 3D digital twin and AI-driven spatial data platform.

By combining immersive technology, precision data, and advanced visualization capabilities, Matterport empowers professionals across the manufacturing, energy, and industrial sectors to design, operate, and maintain facilities in entirely new ways.

As part of CoStar Group, a global leader in real estate information, analytics, and online marketplaces, Matterport benefits from the scale, innovation, and stability of one of the world’s most respected technology companies.

Overview

Matterport is seeking a dynamic, customer-obsessed marketing leader to design and scale programs that deepen engagement, drive retention, and maximize customer lifetime value.

The Senior Manager, Customer & Lifecycle Marketing will lead the strategy and execution of integrated lifecycle campaigns across our customer base—spanning onboarding, adoption, cross-sell, upsell, renewal, and advocacy. This role sits at the intersection of data, content, and customer experience, ensuring every touchpoint delivers value and reinforces the Matterport brand.

The ideal candidate blends analytical rigor with creative storytelling and has a proven record of turning insights into impactful programs that nurture relationships and accelerate growth. You’ll partner closely with Sales, Customer Success, Product Marketing, and Revenue Operations to align unified retention and expansion strategies.

Key Responsibilities

• Own the customer journey from post-acquisition through renewal, mapping lifecycle stages and developing multi-channel campaigns to improve activation, engagement, and retention.
• Build and lead the Customer & Lifecycle Marketing function—defining vision, KPIs, and operating rhythm for programs that scale globally across SMB, mid-market, and enterprise segments.
• Develop automated nurture and re-engagement programs using marketing automation and CRM tools (Marketo, Salesforce, Gainsight) to deliver personalized, behavior-based experiences.
• Design retention and expansion strategies including onboarding sequences, in-product communications, renewal plays, and cross-sell/upsell journeys.
• Leverage data and analytics to uncover churn signals, usage trends, and account health insights that inform campaign optimization.
• Partner with Product Marketing and Content teams to create compelling messaging that communicates value and drives advocacy.
• Collaborate with RevOps and Analytics teams to implement lifecycle campaign dashboards and establish shared metrics.
• Champion customer advocacy, partnering with Customer Success to develop case studies, referrals, testimonials, and reviews that feed the acquisition pipeline.
• Align globally with regional field and demand gen teams to ensure customer marketing programs scale consistently across markets.

Required Qualifications

• Bachelor’s degree in Marketing, Business, or a related field; MBA preferred.
• 5+ years of B2B SaaS marketing experience with at least 3 years leading lifecycle, retention, or customer marketing programs.
• Proven success building automated nurture, onboarding, and expansion journeys using marketing automation platforms (Marketo).
• Strong analytical acumen; ability to interpret customer data, segmentation, and usage patterns into actionable strategies.
• Deep understanding of customer segmentation, cohort analysis, and lifecycle measurement frameworks.
• Demonstrated ability to collaborate cross-functionally with Sales, Customer Success, and Product Marketing.
• Excellent communication and storytelling skills—able to translate data and strategy into clear business narratives.
• Experience managing a team and external partners to deliver measurable growth outcomes.
• Strategic thinker with operational discipline and a passion for continuous improvement.

Preferred Skills

• Experience with customer engagement and analytics tools (Gainsight, Intercom, or similar).
• Familiarity with predictive churn modeling, AI-driven personalization, and marketing data architecture.
• Strong understanding of SaaS metrics (ARR, NRR, CLTV, CAC) and subscription-based business dynamics.
• Global marketing experience and comfort working across time zones and cultures.

What’s in it for you?

When you join CoStar Group, you’ll experience a collaborative and innovative culture working alongside the best and brightest to empower our people and customers to succeed. We offer you generous compensation and performance-based incentives. CoStar Group also invests in your professional and academic growth with internal training, and tuition reimbursement,

Our benefits package includes (but is not limited to):

• Comprehensive healthcare coverage: Medical / Vision / Dental / Prescription Drug
• Life, legal, and supplementary insurance
• Virtual and in person mental health counseling services for individuals and family
• Commuter and parking benefits
• 401(K) retirement plan with matching contributions
• Employee stock purchase plan
• Paid time off
• Tuition reimbursement
• On-site fitness center and/or reimbursed fitness center membership costs (location dependent)
• Access to CoStar Group’s Diversity, Equity, & Inclusion Employee Resource Groups
• Complimentary gourmet coffee, tea, hot chocolate, fresh fruit, and other healthy snacks

We welcome all qualified candidates who are currently eligible to work full-time in the United States to apply. However, please note that CoStar Group is not able to provide visa sponsorship for this position.

PenFed is hiring an SVP, Chief Marketing Officer to work onsite at our Tysons, Virginia location. The primary responsibility of this role is to drive PenFed’s growth by leading an integrated, data-driven, and digitally enabled marketing organization.

SVP, Chief Marketing Officer will oversee brand strategy, public relations, digital marketing, social media, analytics, personalization, and omni-channel member acquisition and engagement across all Deposits, Lending, Mortgage, Cards, and Wealth products. This position is responsible for developing and executing strategies that will enhance the overall image and reputation of PenFed; and clearly articulating those strategies to all stakeholders including leadership, employees, the media, industry influencers, members, community leaders, and the public.

The SVP, Chief Marketing Officer, will ensure that , the brand’s digital front door, delivers seamless, personalized, and measurable experiences for members and prospects. The role blends strategic leadership, creativity, and technological fluency, leveraging AI, automation, and analytics to optimize performance, reduce acquisition costs, and enhance member lifetime value.

Equivalent combination of education and experience is considered.

• Bachelor's Degree required in Marketing, Research, Business, Economics, Computer Science, Statistics, and Business Analytics required.
• Master’s Degree or MBA preferred.
• Minimum of twenty (20) years’ experience in Marketing.
• Minimum of five (5) years’ experience at the Vice President level, preferably in a financial services environment.
• Knowledge and experience within the financial services industry.
• Data Analytics & propensity modeling skills.
• Works closely with the IT/UX team to create viable data solutions for the marketing department.
• Knowledge of research methods and techniques, statistical and other methods used in the analysis and projection of data, survey methods and analytical techniques.
• Ability to plan, direct and advise others on highly complex and sensitive projects and prepare and present technical reports.

• Strong written and verbal communication skills; high degree of proficiency in synthesizing and communicating data from a variety of disciplines.

• Strong organizational skills, ability to multi-task, meet deadlines and manage priorities.

• Knowledge of AI, CRM and marketing technology solutions including Salesforce, Adobe Experience Manager, Campaign and Adobe Cloud services.

• Knowledge of Microsoft Office products and other graphics or presentation software; familiarity with statistical software desirable.

This position will supervise employees.

There are no additional licenses and/or certifications required.

While performing the duties of this job, the employee is regularly exposed to an indoor office setting with moderate noise.

*Most roles require working in an office setting with moderate noise and the ability to lift 25 pounds.*

Ability to travel to various worksites and be on-call is required.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. This is not intended to be an all-inclusive list of job duties, and the position will perform other duties as assigned.

Provide overall vision and leadership to PenFed’s marketing division. Build a high-performing, data-driven, integrated, collaborative and respected team, while encouraging an innovative, creative, commercially oriented, and proactive culture.

• Provide overall vision and leadership to PenFed’s marketing division. Build a high-performing, data-driven, integrated, collaborative and respected team, while encouraging an innovative, creative, commercially oriented, and proactive culture.
• Develop and execute PenFed’s enterprise marketing strategy to drive loan and deposit growth, membership acquisition, and brand differentiation.
• Develop, leverage, and govern AI-enabled marketing capabilities for creative content, acquisitions and workflows.
• Partner with business line leaders (Deposits, Lending, Mortgage, Cards, and Wealth) to align marketing investment with business goals and ROI. Work closely with PenFed’s lending and banking teams to optimize new member targeting.
• Collaborate with others to uncover and develop innovative opportunities that leverage the company’s assets and support revenue goals.
• Oversee regional marketing programs to strengthen PenFed’s presence and performance in priority markets.
• Develop a strategic review of the brand to ensure strength and consistency. Continue to build brand awareness, relevance, and reputation.
• Drive a fully integrated marketing strategy by developing best-in-class digital marketing and social media capabilities.
• Lead the digital marketing ecosystem - SEM, SEO, LLMs, programmatic, social, and affiliate marketing to maximize reach, conversion, and cost efficiency.
• Ensure a consistent, omni-channel digital experience across web, mobile, contact center, and branch interactions.
• Manage ongoing research to support, validate and define customer segmentation, insights, competitive positioning, department/category strategies and other business needs.
• Own and optimize as a best-in-class financial services website focused on personalization, usability, accessibility, and conversion optimization.
• Determine the Return on Investment (ROI) and evaluate the effectiveness of PenFed marketing campaigns and initiatives. Define and oversee full analytic lifecycle to improve pull-through.
• Create innovative data visualizations that translate complex data into clear, concise takeaways.
• Effectively and efficiently manage the marketing budget to drive measurable results.
• Enhance meaningful relationships with community members, regulators, media and key influencers, to strengthen market presence and to advance PenFed’s identity.
• Integrate marketing across all channels-digital, branch, contact center, email, direct mail, and partnerships to ensure consistent, member-centric experience.
• Collaborate with Product, Digital Experience, and Member Experience teams to deliver seamless acquisition and onboarding journeys.
• Analyze and execute media buying and reporting.
• Partner with IT to actively follow industry trends and ensure team is assessing, and strategically acting on, platform and landscape changes as they occur. Lead transformation efforts as necessary.
• Helps safeguard PenFed’s computer and IT systems by monitoring staff adherence of all security policies and related training for individuals managed by this role. Take appropriate action working with IT Security and HR when necessary to address any security breaches.

Established in 1935, PenFed today is one of the country’s strongest and most stable financial institutions with over 2.9 million members and over $31 billion in assets. We serve members in all 50 states and the District of Columbia, as well as in Guam and Puerto Rico. We are federally insured by NCUA and we are an Equal Housing Lender. We are available to members worldwide, via the web, seven days a week, twenty-four hours a day. We provide our employees with a lucrative benefits package including robust medical, dental and vision plan options, plenty of paid time off, 401k with employer match, on-site fitness facilities at our larger locations, and more. Equal Employment Opportunity PenFed management will maintain and observe personnel policies which will not discriminate or permit harassment or retaliation against a person because of race, color, creed, age, sex, gender, gender identity, gender expression, religion, national origin, ancestry, marital status, military or veteran status or obligation, the presence of a physical and/or mental disability or medical condition, genetic information, sexual orientation, and all statuses protected by applicable state or local law in all recruiting, hiring, training, compensation, overtime, position classifications, work assignments, facilities, promotions, transfers, employee treatment, and in all other terms and conditions of employment. PenFed will also prohibit retaliation against individuals for raising a complaint of discrimination or harassment or participating in an investigation of same. PenFed will also reasonably accommodate qualified individuals with a disability so that they can apply for a job or perform the essential functions of a job unless doing so causes a direct threat to these individuals or others in the workplace and the threat cannot be eliminated by reasonable accommodation or if the accommodation creates an undue hardship to PenFed. Contact human resources (HR) with any questions or requests for accommodation at 4

The client is seeking an experienced Director of Development Operations to lead and innovate fundraising systems and processes. Reporting to the Vice President for Development, this role will manage a team of five, overseeing operations like annual giving, donor analytics, prospect research, CRM administration, and data strategy.

A key responsibility is advancing the integration of AI and automation within fundraising operations. The director will be tasked with setting performance metrics, modernizing the CRM ecosystem, and ensuring the fundraising infrastructure is data-driven and donor-centered. The ideal candidate will foster a collaborative, high-performing culture, providing training and development to staff and overseeing project management and process improvements.

In addition to leadership responsibilities, the director will spearhead AI adoption and automation efforts, optimizing the CRM and supporting technologies to streamline the fundraising process and extract actionable insights. This includes partnering with Data Services/IT on data governance and system enhancements. The role will also focus on managing best practices in fundraising operations, developing key performance indicators, and presenting analytical reports to leadership and stakeholders.

The director will drive the strategy and execution of the annual giving program, aiming for consistent year-over-year growth, and collaborating with marketing and development communications to create integrated donor engagement strategies. The candidate should have 7-10+ years of fundraising experience, including leadership roles, with expertise in CRM systems like Salesforce and data analytics.

They should have a proven track record of successfully integrating AI and technology into fundraising operations, coupled with strengths in annual giving, donor stewardship, and prospect research. Excellent leadership, management, and communication skills are crucial, along with a strong commitment to the clients mission of advancing individual liberty, limited government, free markets, and peace. Preferred qualifications include Salesforce power-user credentials and experience in digital fundraising and mid-level giving.