Overview
At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Role Responsibilities
CRM & Data Management: Own Salesforce (CRM) as the single source of truth for all member and partner data; maintain data integrity through hygiene, deduplication, and validation rules; design and implement custom objects, fields, and page layouts to capture engagement touchpoints; build executive dashboards tracking MQL-to-member conversion rates, engagement scores, retention rates, CLV, churn risk, and pipeline velocity; create dynamic segmentation models using Account, Contact, Lead, and Opportunity data; implement lead scoring models to prioritize high-value prospects.
Marketing Automation & Journey Orchestration: Design and deploy automated engagement journeys in Salesforce Marketing Cloud/Pardot for new member onboarding sequences, renewal campaigns with predictive churn modeling, win-back campaigns for lapsed members, and event registration/post-event nurture flows; integrate Salesforce with marketing stack (email platforms, webinar tools, social, web analytics); execute A/B testing protocols to optimize email open rates, click-through rates, and conversion metrics; build attribution models to track marketing touchpoint ROI across the funnel.
Revenue Operations & Pipeline Management: Partner with the business development (Membership) team to optimize lead-to-opportunity conversion through improved routing, response times, and sales enablement; generate weekly/monthly pipeline reports showing new opportunities, stage progression, forecast accuracy, close rates, etc.; conduct cohort analysis to identify high-performing member segments and expansion opportunities; track engagement metrics such as content downloads, event attendance, research utilization, advocacy activities; calculate and report member acquisition cost (MAC) and return on marketing investment (ROMI); manage member-facing Engage inbox with timely, accurate responses within one business day.
Strategic Analytics & Reporting: Perform data mining across multiple sources (Salesforce, web analytics, event platforms, financial systems) to uncover growth opportunities; build predictive models for member renewal likelihood and upsell propensity; create data visualizations that translate complex metrics into executive-ready insights; present quarterly business reviews with trend analysis, cohort performance, and strategic recommendations; benchmark engagement KPIs against industry standards and historical performance.
General & Administrative: Model Filene Credo and help maintain the culture of the organization through personal and cross-functional accountabilities; support Filene’s strategic objectives, plan, budget, and metrics in line with mission, values, and brand; provide extraordinary service to Filene’s staff, members, and stakeholders; understand and engage in Filene’s complete body of work including research and advisory programs to connect member needs with Filene solutions; prioritize and manage workload across multiple projects while meeting key deadlines.
The statements above are not intended to be all-inclusive and other duties will be assigned as needed.
Role Requirements
Bachelor’s degree in Marketing, Communications, Business Administration, or related field required; or equivalent combination of education and relevant work experience.
5+ years of experience in marketing operations, CRM management, or revenue operations required.
Salesforce Administrator certification (ADM-201) required or obtained within 4 months of hire; Advanced Administrator certification preferred.
Strong proficiency in Salesforce, Excel, and reporting tools; experience with marketing automation platforms preferred.
Credit union system experience desired, with a deep understanding of challenges and opportunities within the sector. For those without direct credit union experience, interest and excitement to learn a unique and growing industry is a must.
Project Management: Ability to manage multiple workstreams with tools such as Monday.com and Smartsheet; juggle competing priorities with deadlines and attention to detail.
Communication: Strong verbal and written communication skills; ability to present ideas clearly to diverse audiences and translate data into strategic narratives for executives.
Process Optimization: Ability to build scalable systems with clear documentation and SOPs; advocate for continuous improvement.
Intellectually curious about credit unions and their members; comfortable in a think-tank environment focused on ideation and reinvention; a passion for purpose and precision.
Travel expected up to 10% to fulfill role requirements.
If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range $83,100.00 - $124,700.00
At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement. Beyond pay and benefits, we recognize that flexibility, including working where you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools to enable hybrid work.
Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
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At TruStage, we’re on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance and financial services solutions, we push the boundaries of what’s possible. We need you to help us shape what’s next. You’ll be encouraged to share your experiences, ideas and skills to help others take control of their financial future.
Role Responsibilities
CRM & Data Management: Own Salesforce (CRM) as the single source of truth for all member and partner data; maintain data integrity through hygiene, deduplication, and validation rules; design and implement custom objects, fields, and page layouts to capture engagement touchpoints; build executive dashboards tracking MQL-to-member conversion rates, engagement scores, retention rates, CLV, churn risk, and pipeline velocity; create dynamic segmentation models using Account, Contact, Lead, and Opportunity data; implement lead scoring models to prioritize high-value prospects.
Marketing Automation & Journey Orchestration: Design and deploy automated engagement journeys in Salesforce Marketing Cloud/Pardot for new member onboarding sequences, renewal campaigns with predictive churn modeling, win-back campaigns for lapsed members, and event registration/post-event nurture flows; integrate Salesforce with marketing stack (email platforms, webinar tools, social, web analytics); execute A/B testing protocols to optimize email open rates, click-through rates, and conversion metrics; build attribution models to track marketing touchpoint ROI across the funnel.
Revenue Operations & Pipeline Management: Partner with the business development (Membership) team to optimize lead-to-opportunity conversion through improved routing, response times, and sales enablement; generate weekly/monthly pipeline reports showing new opportunities, stage progression, forecast accuracy, close rates, etc.; conduct cohort analysis to identify high-performing member segments and expansion opportunities; track engagement metrics such as content downloads, event attendance, research utilization, advocacy activities; calculate and report member acquisition cost (MAC) and return on marketing investment (ROMI); manage member-facing Engage inbox with timely, accurate responses within one business day.
Strategic Analytics & Reporting: Perform data mining across multiple sources (Salesforce, web analytics, event platforms, financial systems) to uncover growth opportunities; build predictive models for member renewal likelihood and upsell propensity; create data visualizations that translate complex metrics into executive-ready insights; present quarterly business reviews with trend analysis, cohort performance, and strategic recommendations; benchmark engagement KPIs against industry standards and historical performance.
General & Administrative: Model Filene Credo and help maintain the culture of the organization through personal and cross-functional accountabilities; support Filene’s strategic objectives, plan, budget, and metrics in line with mission, values, and brand; provide extraordinary service to Filene’s staff, members, and stakeholders; understand and engage in Filene’s complete body of work including research and advisory programs to connect member needs with Filene solutions; prioritize and manage workload across multiple projects while meeting key deadlines.
The statements above are not intended to be all-inclusive and other duties will be assigned as needed.
Role Requirements
Bachelor’s degree in Marketing, Communications, Business Administration, or related field required; or equivalent combination of education and relevant work experience.
5+ years of experience in marketing operations, CRM management, or revenue operations required.
Salesforce Administrator certification (ADM-201) required or obtained within 4 months of hire; Advanced Administrator certification preferred.
Strong proficiency in Salesforce, Excel, and reporting tools; experience with marketing automation platforms preferred.
Credit union system experience desired, with a deep understanding of challenges and opportunities within the sector. For those without direct credit union experience, interest and excitement to learn a unique and growing industry is a must.
Project Management: Ability to manage multiple workstreams with tools such as Monday.com and Smartsheet; juggle competing priorities with deadlines and attention to detail.
Communication: Strong verbal and written communication skills; ability to present ideas clearly to diverse audiences and translate data into strategic narratives for executives.
Process Optimization: Ability to build scalable systems with clear documentation and SOPs; advocate for continuous improvement.
Intellectually curious about credit unions and their members; comfortable in a think-tank environment focused on ideation and reinvention; a passion for purpose and precision.
Travel expected up to 10% to fulfill role requirements.
If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.
Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.
Base Salary Range $83,100.00 - $124,700.00
At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement. Beyond pay and benefits, we recognize that flexibility, including working where you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools to enable hybrid work.
Accommodation request TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.
#J-18808-Ljbffr