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.
Join a team that has received numerous awards for being a top place to work: TruStage awards and recognition
CRM & Data Management
Own Salesforce (CRM) as the single source of truth for all member and partner data
Maintain data integrity through rigorous hygiene protocols, 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 (welcome series, product adoption)
Renewal campaigns with predictive churn modeling
Win-back campaigns for lapsed members
Event registration and 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 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, etc.
Calculate and report member acquisition cost (MAC) and return on marketing investment (ROMI)
Manage member-facing Engage inbox, providing timely, accurate, and professional responses to inquiries 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 play a key role in maintaining the culture of the organization through personal and cross-functional accountabilities.
Actively support the achievement of Filene's strategic objectives, plan, budget, and metrics in a manner consistent with Filene’s 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 that can best meet those needs.
Prioritize and manage workload across several projects simultaneously, demonstrating the ability to shift gears when necessary to meet key deadlines.
The statements above are not intended to be all-inclusive and other duties will be assigned as needed.
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. Ability to juggle competing priorities simultaneously, adhering to stated deadlines with strict attention to detail.
Communication: Strong verbal and written communication skills. Ability to present ideas clearly and concisely to a variety of audiences. Ability to develop comprehensive written reports and documents. Ability to translate data into strategic narratives for executive stakeholders and key decision-makers.
Process Optimization: Ability to build scalable systems with clear documentation and SOPs. Ability to examine the “how” and “why” to proactively advocate for continuous improvement.
Intellectually curious about credit unions and their members. Enjoy working in a “think tank” environment where ideation, continually embracing change, being restless with the status quo and seeking reinvention is part of the culture. A passion for purpose and precision – including the details.
Travel expected up to 10% to fulfill the requirements of the role.
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.
$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, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.
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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$83,100 – $124,700
Base + Bonus
