Job description

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Position Summary The Business Applications Manager drives the strategic use of digital tools to support marketing automation, CRM, service workflows, content management, internal communication, and data visualization at Wellby Financial. This role ensures systems are effectively maintained, integrated, and aligned with business goals. The manager leads initiatives such as enhancing the public website, automating campaigns and service workflows, ensuring CRM data integrity, building performance dashboards, and improving internal collaboration tools. Collaborating closely with stakeholders, the manager translates business needs into scalable, measurable solutions delivered on time. Principle Duties And Responsibilities • Willingness and ability to exhibit Wellby Core Values every day. • Works purposefully and is driven to provide the best team member experience. • Lead and support a cross-functional team responsible for CRM management, marketing automation, website administration, internal communications tools, and data reporting. • Foster a collaborative and growth-focused work environment, providing coaching, feedback, and development opportunities for team members. • Guide team members in setting goals, building action plans, and ensuring compliance with internal policies and regulatory requirements. • Analyze business needs, user feedback, and platform capabilities to identify and recommend opportunities for operational efficiency and digital optimization. • Manage the relationship with a partner agency that supports website development to maintain alignment with brand standards, timelines, and digital strategy. • Act as a key liaison between technical staff and business stakeholders to ensure alignment of initiatives with organizational priorities. • Consult with internal teams to propose and implement solutions that enhance service delivery, internal operations, and data visibility. • Collaborate with vendors and service providers to evaluate tools, manage platform configurations, and support solution delivery. • Monitor industry trends and emerging technologies to inform a strategic maturity roadmap that supports scalability, integration, and innovation. • Oversee planning and delivery of projects related to marketing operations, service automation, intranet enhancements, and reporting infrastructure. • Define project scopes, coordinate resources, and track timelines to ensure timely and successful execution of initiatives. • Partner with the Project Management Office (PMO), Strategy Office, and other business units to prioritize and sequence initiatives based on value and readiness. • Support continuous iteration of solutions based on analytics and stakeholder feedback to meet success metrics. • Maintain responsibility for performance, uptime, and usability of digital tools used for marketing, member services, internal communication, and analytics. • Ensure digital tools and processes meet organizational standards for security, compliance, and data governance. • Use data and reporting to measure outcomes and support recommendations for ongoing platform improvements. • Utilizes available reports to identify trends and proactively take actions that serve members better. • Performs other duties as assigned. Knowledge, Skills, And Abilities (KSA) • Knowledge of Wellby's organizational functions, and general operating policies and procedures. • Knowledge of secretarial practices and procedures, business English, spelling, and punctuation. • Knowledge of Microsoft Office Suite (e.g., Word, Excel, Outlook, PowerPoint) and SharePoint. • Knowledge of digital technologies, trends, and best practices. • Knowledge of regulatory and compliance requirements specific to the financial industry, including data protection, privacy, and security regulations, as well as relevant industry standards. • Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines. • Skilled in creating process workflows to illustrate business workflows that help non-technical team members gain understanding. • Skilled in presenting data to stakeholders that will assist in decision-making scenarios. • Skilled in influencing decisions that will align with overarching business strategies and goals. • Skilled in identifying future or potential roadblocks and offering solutions to mitigate their impacts. • Skilled in team task prioritization, work estimations, planning, and completion. • Ability to communicate clearly and concisely, orally and in writing. • Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision, and establish and maintain effective working relationships with other team members. • Ability to translate vision and roadmap into tasks/requirements, acceptance criteria, and test cases. • Ability to coordinate several concurrent activities simultaneously. • Ability to use research to resolve issues and escalate issues as needed. • Ability to work both independently and collaboratively to achieve team success. • Ability to apply business practices and acumen to internal customer requests to validate alignment with organization goals. Supervisory Responsibilities • Team member does have supervisory responsibilities. Complexity & Scope of Work • The team member performs a moderate number of routine and generally related tasks without supervisory direction. • Instructions to the team member may be general or specific in nature. • Courses of action are determined by established procedures and/or the Vice President of Digital. • The team member’s work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures. • Tasks may occasionally have to be coordinated, integrated, and/or prioritized. Physical Demands & Work Environment • The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform the essential functions. • To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing, and via telephone. Some degree of stress results from contact with management and other team members. • The ability to observe details at close range (within a few feet of the observer). • Must be able to occasionally lift items weighing up to 25 pounds across the office and load onto shelves for various needs. • The noise level in the work environment is usually moderate. • Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated. Minimum Qualifications • Bachelor's degree in Computer Science, Computer Engineering, Information Systems, IT, Business or related field required. • Minimum of five (5) to seven (7) years of experience in IT or Credit Union management, digital solutions, or a related field required. • Minimum five (5) years of financial services experience preferred. • Minimum of one (1) to three (3) years of leadership experience preferred. • Three (3) years of product management/product development experience (strategy, digital, process, or marketing) preferred. • Three (3) years of project management experience preferred. • Experience discovering user needs, synthesizing insights, and translating into solutions preferred. • Experience in developing and implementing digital strategies and innovative solutions to enhance member experience, operational efficiency, and competitive advantage preferred. For All Candidates This is a Full-Time, Salary (exempt) role. Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources. Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance. Disclaimer The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the organization.

Requirements