Sales Enablement Manager, Filene

TruStage•Madison, WI

23d

About The Position

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 Role Responsibilities 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.

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.
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.

Responsibilities

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
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
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
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
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.