Job description

Rate is one of the nation’s top retail mortgage lenders, delivering a seamless, tech-driven experience that helps customers reach their homeownership and financial goals. Founded in 2000 and based in Chicago, Rate is licensed in all 50 states and D.C. and has helped over 2 million homeowners with a wide range of loan products, competitive rates and personalized service. With 5,000 employees across 300 offices and 12 subsidiaries, Rate’s Loan Officers rank among the best in the country. From purchases and refinances to tapping into equity, Rate makes financing faster, simpler and less stressful. Our technology — including Same Day Mortgage, the Rate App, FlashClose℠, MyAccount and the Language Access Program — has earned recognition from HousingWire, Scotsman Guide, NerdWallet, the Chicago Tribune and Crain’s Chicago Business. Learn more at rate.com. Job Profile: Marketing Director Job Description Summary: Salary Range: 110k to 130k Job Description: Job Summary We’re looking for a Director – Content & Lifecycle Marketing to lead the team responsible for bringing our marketing communications to life across CRM, email, and automated customer journeys. This role sits at the intersection of content, technology, and execution . You’ll lead a talented team responsible for email design and production, internal communications, CRM campaign execution, marketing automation, campaign optimization, and the processes that keep it all moving. You’ll be equal parts people leader, problem solver, and champion of great work . You know how to build high-performing teams, create smart and scalable processes, use data to improve results, and turn a steady stream of requests into thoughtful, effective campaigns. We’re looking for someone who can see the big picture without losing sight of the details and that t here’s always something to test, learn, optimize , or make better. Key Responsibilities Lead and develop a high-performing team responsible for CRM campaign execution, email design and production, internal email communications, marketing automation, and lifecycle marketing. Own CRM marketing execution , ensuring marketing assets and campaigns are accurately built, loaded, tested, launched, and maintained across multiple CRM and marketing platforms. Oversee email design and production , ensuring communications are engaging, on-brand, accurate , responsive, and optimized for performance. Own the campaign intake and prioritization process for marketing requests across the organization, creating clarity around requirements, timelines, ownership, capacity, and expectations. Measure what matters. Oversee campaign reporting and performance, identify opportunities and translate insights into action through testing, optimization, and continuous improvement. Partner cross- functionally with Marketing, Sales, Operations, Technology, Compliance, and other stakeholders to translate business needs into effective marketing solutions. Champion data quality and thoughtful data management , ensuring campaigns use the right audiences, segmentation, logic, and information. Create and maintain standards and best practices for CRM execution, automation, testing, quality assurance, documentation, and campaign governance. Stay curious. Keep an eye on emerging CRM, lifecycle marketing, automation, personalization, and AI capabilities and identify practical ways to make the team and our marketing better. Be awesome to work with. Bring a collaborative mindset, a solutions -oriented approach, and the ability to make complex work feel manageable. Qualifications & Skills We’re interested in great marketers and great leaders , not just candidates who check every box. If much of the following sounds like you, we’d love to hear from you. 5 years of experience leading and developing high-performing teams , ideally within lifecycle marketing, CRM , email marketing, or a related discipline. A proven track record of delivering measurable results and improving marketing performance. Deep knowledge of CRM and marketing automation platforms ; Total Expert experience highly preferred. Hands-on experience with marketing automation, campaign development, audience segmentation, and customer journeys . A results-oriented mindset with the ability to turn campaign performance and data into clear recommendations and action. Strong understanding of email marketing best practices , including design, testing, personalization, deliverability, measurement, and optimization. Excellent written and verbal communication skills , with the ability to work effectively with both technical and non-technical partners. Excellent problem-solving skills and attention to detail , particularly when managing complex campaigns, workflows, and segments . Strong organizational and prioritization skills with the ability to manage multiple initiatives in a fast-moving environment. A collaborative leadership style and the ability to build strong relationships across teams and functions. Proficiency with Microsoft Office and comfort learning and adopting new technologies . Familiarity with mortgage industry workflows, terminology, and compliance standards is a plus, but not required . A proactive, curious mindset— you’re willing to learn, challenge the status quo, and look for a better way to get things done. What Success Looks Like You build a team that people trust and want to work with. Campaigns launch accurately and on time. Our automation gets smarter. Our processes get easier. Performance improves because we’re constantly learning from what we do. And when someone comes to the team with a great idea, your first instinct is to figure out how we can make it happen and make it work even better. Additional Job Description Summary: Rate is an Equal Opportunity Employer that welcomes and encourages all applicants to apply regardless of age, race, sex, religion, color, national origin, disability, veteran status, sexual orientation, gender identity and/or expression, marital or parental status, ancestry, citizenship status, pregnancy or other reason protected by law. The company offers a comprehensive benefits program to eligible employees, including eligibility to participate in a company-sponsored 401(k); vacation benefits; eligibility for medical, dental, vision, and prescription drug benefits; flexible benefits (e.g., healthcare and/or dependent day care flexible spending accounts); life insurance and death benefits; critical care insurance; personal accidental insurance; commuter benefits; pet insurance; certain time off and leave of absence benefits; well-being benefits (e.g., employee assistance program); and other supplemental benefits (e.g. legal planning assistance; identity theft protection; pet insurance; wellness resources). Please click this link to learn more about our benefit offerings for Washington State: Benefit Offerings for Washington State

Requirements

Must-haves

Marketing Director
We’re looking for a Director – Content & Lifecycle Marketing to lead the team responsible for bringing our marketing communications to life across CRM, email, and automated customer journeys.
We’re looking for someone who can see the big picture without losing sight of the details and that t here’s always something to test, learn, optimize , or make better.
Lead and develop a high-performing team responsible for CRM campaign execution, email design and production, internal email communications, marketing automation, and lifecycle marketing.
Own CRM marketing execution , ensuring marketing assets and campaigns are accurately built, loaded, tested, launched, and maintained across multiple CRM and marketing platforms.
Oversee email design and production , ensuring communications are engaging, on-brand, accurate , responsive, and optimized for performance.
Own the campaign intake and prioritization process for marketing requests across the organization, creating clarity around requirements, timelines, ownership, capacity, and expectations.
Measure what matters. Oversee campaign reporting and performance, identify opportunities and translate insights into action through testing, optimization, and continuous improvement.
Partner cross- functionally with Marketing, Sales, Operations, Technology, Compliance, and other stakeholders to translate business needs into effective marketing solutions.
Champion data quality and thoughtful data management , ensuring campaigns use the right audiences, segmentation, logic, and information.
Create and maintain standards and best practices for CRM execution, automation, testing, quality assurance, documentation, and campaign governance.
Stay curious. Keep an eye on emerging CRM, lifecycle marketing, automation, personalization, and AI capabilities and identify practical ways to make the team and our marketing better.
Be awesome to work with. Bring a collaborative mindset, a solutions -oriented approach, and the ability to make complex work feel manageable.
Qualifications & Skills
We’re interested in great marketers and great leaders , not just candidates who check every box. If much of the following sounds like you, we’d love to hear from you.
5 years of experience leading and developing high-performing teams , ideally within lifecycle marketing, CRM , email marketing, or a related discipline.
A proven track record of delivering measurable results and improving marketing performance.
Hands-on experience with marketing automation, campaign development, audience segmentation, and customer journeys .
A results-oriented mindset with the ability to turn campaign performance and data into clear recommendations and action.
Strong understanding of email marketing best practices , including design, testing, personalization, deliverability, measurement, and optimization.
Excellent written and verbal communication skills , with the ability to work effectively with both technical and non-technical partners.
Excellent problem-solving skills and attention to detail , particularly when managing complex campaigns, workflows, and segments .

Nice-to-haves

Deep knowledge of CRM and marketing automation platforms ; Total Expert experience highly preferred.
Familiarity with mortgage industry workflows, terminology, and compliance standards is a plus, but not required .

Application prep

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Keywords to mirror

Platform: workday
Effort: long

Benefits

Benefits detected in the listing.

Dental

Vision

401(K)

Wellness