Marketing Operations & Performance Manager

About This Role

We are changing FINANCE to finance CHANGE!

At Climate First Bank, we’re redefining what banking can be. As a Florida Benefit Corporation and FDIC\-insured commercial bank, we offer a full suite of personal and business services—including solar, residential, commercial, ESOP Banking, Structured Finance and SBA loans—all designed to power a better future. We’re proud to be a Certified B Corporation, a member of 1% for the Planet, and part of the Global Alliance for Banking on Values (GABV), reflecting our deep commitment to sustainability, transparency, and ethical banking.

With branches in St. Petersburg, Winter Park, Mount Dora, and a growing digital presence, we’re proving that banking can be a force for good. We don’t just support environmental and social causes—we’re built on them.

Under our Holding Company, Climate First Bancorp, we are also powered by OneEthos. OneEthos operates at the intersection of fintech and traditional banking to expand access to inclusive, values\-driven financial services. Regulated by the Federal Reserve Bank, it equips Community Banks, Credit Unions, CDFIs, and Green Banks with ethical lending tools—especially in climate finance and solar lending.

Join the Movement

We’re seeking driven, mission\-aligned individuals ready to make an impact. If you’re passionate about sustainability, thrive in a fast\-paced, results driven environment, and want to be part of something bigger, you will feel right at home.

Our team is one of goal\-setters, go\-getters, problem solvers, thought leaders, and changemakers. We celebrate wins, tackle challenges head\-on, and push boundaries. Fueled by purpose, we thrive where perseverance and passion turn ambitious goals into reality.

Now Hiring: Marketing Operations \& Performance Manager

We’re looking for a Marketing Operations \& Performance Manager

who will build and run the operating backbone of the marketing function. This role will own intake discipline, capacity visibility, budget governance, performance measurement, and agency accountability. You will transform data into clear insights and decision pathways, protect focus amid competing demands, and keep the organization aligned on what is working, what is not, and what to do next. You’ll thrive if you bring rigor, curiosity, and a builder’s mindset to a fast\-moving, purpose\-led, and regulated environment.

Thrive at Climate First Bank

At Climate First Bank, we’re investing in your future. We offer a comprehensive, people\-first benefits package that supports your health, finances, and work\-life balance.

Compensation — In addition to the base salary, this position may be eligible for an annual bonus, incentives and equity. Actual compensation is based on industry salary ranges, internal salary structures, experience, skills and other job\-related factors.

Health Coverage — 100% employer\-paid for employees; employer contribution for dependents by Us

• Medical, Dental \& Vision Insurance
• Health Savings Account (HSA)
• Free Telemedicine access via Teladoc

Financial Wellness \& Wealth Building

• 401(k) with 6% Employer Match — No Vesting Period.
• Employee Stock Options
• Exclusive Employee Banking Perks
• 0% Financing for Employee Solar Loans
• Employee Only Mortgage Product with exclusive interest rates and terms.
• 0% Financing for Eligible Electric Vehicles (EVs)
• Referral Incentives

Generous Paid Time Off

• 2–4 Weeks of Vacation based on officer level plus additional tenure\-based time.
• 64 Hours of Paid Sick Time for all full\-time employees.

Protection \& Peace of Mind

• Company\-Paid Life Insurance
• Short\- \& Long\-Term Disability Insurance
• Voluntary Life, Accident \& Critical Illness Coverage
• Employee Assistance Program (EAP) with free counseling, legal, and financial services.

What You’ll Contribute as the Marketing Operations \& Performance Manager

Marketing Intake, Prioritization \& Capacity Visibility

• Own and refine marketing intake.
• Track demand, workload, and capacity across internal teams and agencies.
• Provide transparent tradeoffs, sequencing, and resourcing constraints.
• Maintain focus and protect priorities amid changes.

Marketing Operations \& Systems

• Administer and optimize marketing operations tools.
• Leverage Salesforce for performance tracking, attribution inputs, and reporting alignment.
• Establish consistent processes, documentation, SLAs, and operating standards.
• Improve operations through process optimization automation, and tooling enhancements

Agency Performance, Performance Measurement, KPIs \& Reporting

• Define, own, and maintain core outcome\-based marketing KPIs (not activity counts).
• Build and manage dashboards that provide clear leadership signal on effectiveness and ROI.
• Ensure reporting is consistent, credible, and decision\-oriented across leadership forums.
• Own agency performance management.
• Ensure outputs and costs align to approved scopes, priorities, and performance expectations.

Marketing Financial Management \& Governance

• Own end\-to\-end marketing budget.
• Maintain clear budget visibility, controls, and approvals.
• Partner with internal stakeholders on budgeting, re\-forecasting, variance analysis, and investment tradeoffs.

Cross\-Functional Partnership \& Decision Support

• Support leadership with clear analyses, scenarios, and recommendations during decision\-making.
• Act as a trusted advisor who brings clarity, discipline, and operational rigor to marketing discussions.

What You’ll Leverage in this Role

Experience \& Education

• 5\-7 years in marketing operations, performance management, analytics, or a related discipline.
• Bachelor’s Degree in Marketing, Business, Analytics, or related field required.
• Proficiency with Monday.com, Salesforce or similar software.

Entrepreneurial Self\-Starter Mentality \- You take charge of your work product and take pride in delivering consistently great and measurable results. You solve problems efficiently, seek operational efficiencies and are an analytical thinker with a strong focus on data\-driven decision making. A high\-pace and high\-expectation environment excites you and you can’t wait to push yourself to new professional heights in a company that rewards high performance.

Master Communicator \- Whether it’s in\-person, on camera, phone, or chat — you communicate with confidence, precision, and professionalism. You listen deeply and respond thoughtfully and are able to engage efficiently and tactfully with stakeholders at all levels of the organization. Additionally, you masterfully build relationships and develop business with strong influencing and decision\-making skills.

Banking \& Fintech Acumen\- You are highly educated in financial products and services, applicable regulations and laws. You also possess strong overall business acumen and the ability to interpret financial reports and legal documents. Strong knowledge of unique industries and markets in conjunction with a broad knowledge of business banking products and services is required.

Tech\-Forward and Analytical Thinking \- You learn new tools quickly, are excited by innovation and leverage technology to optimize your work product and streamline your creative process.

Commitment to Being a Team Player \- You lift others up, share ideas, and bring positive energy to everything you do. You know what it takes to operate as a part of a larger team and cherish opportunities to contribute to the big picture. You’re dependable, communicate clearly and always happy to lend a hand where needed.

What to expect from your physical environment

• Remote role within state of Florida, ideally local to Central Florida.
• Occasional U.S. travel for company events and leadership sessions.
• Sustained standing and sitting.
• Frequent communication (speaking and listening) and use of PC, including typing or sustained attention to monitor.
• Occasional lifting up to 20 lbs.

What to expect from the hiring process

Our process follows the Topgrading Methodology — we hire A\-Players through a structured, transparent process.

• Credit and background checks conducted upfront.
• 3 conversation stages with key team members. We welcome questions and dialogue!
• Cognitive and personality assessments, as well as in\-depth application spanning your full education and work history.
• Final Step: Connect us with former mentors and managers for brief reference chats.

HOW TO APPLY: Apply through the official application link. Resumes sent via unofficial channels may be delayed or not reviewed. All applicants receive confirmation upon submission. Due to high volume, processing times may vary. We will email or text updates throughout the process.

Equal Opportunity Statement

At Climate First Bank we truly believe that our people are our strength and the diverse talents they bring to our workforce are directly linked to our success. Diversity and inclusion are at the core of our values and mission. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans

E\-Verify Statement: This employer participates in E\-Verify and will provide the federal government with your Form I\-9 information to confirm that you are authorized to work in the U.S.

If E\-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment.

Employers can only use E\-Verify once you have accepted a job offer and completed the Form I\-9\.