Lead Generation & Marketing Automation Manager, Filene

About TruStage

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

Job Purpose

The Lead Generation & Marketing Automation Manager is a revenue-critical role within Filene's Marketing team, responsible for driving measurable member growth, retention, and lifetime value through strategic CRM management and data-driven engagement. This role owns the end-to-end member lifecycle in our CRM, from lead acquisition through renewal using advanced analytics, marketing automation, and journey orchestration to optimize engagement metrics and accelerate pipeline velocity.

The ideal candidate is a Salesforce and/or Hubspot power user with proven marketing expertise who can transform raw data into actionable intelligence, build scalable journey engagement systems, and drive quantifiable business outcomes through precision targeting and attribution modeling.

Role Responsibilities

Marketing Automation & Journey Orchestration

• Design and deploy automated engagement journeys in CRM: New member or new CEO onboarding sequences (welcome series, product adoption, etc.), Renewal campaigns with predictive churn modeling, Win-back campaigns for lapsed members, Event registration and post-event nurture flows.
• Integrate CRM with marketing stack and web (email platforms, webinar tools, social, web and web analytics).
• Define journeys and create personalized experiences at each touchpoint to drive engagement and conversion.
• Execute A/B testing protocols to optimize marketing channels.
• 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 better targeting lists, improved routing, response times, and scoring.
• 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 member acquisition cost (MAC) and return on marketing investment.
• Manage member-facing inbox on queries and identify as warm leads, providing timely, accurate, and professional responses to inquiries within one business day.

CRM & Data Management

• Own CRM as the single source of truth for all member and partner data.
• Assist in assessing the best CRM tool and help support potential migration to new CRM.
• 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.

Strategic Analytics & Reporting

• Perform data mining across multiple sources (eg: Salesforce, Hubspot, web analytics, event platforms, financial systems) to uncover growth opportunities.
• Deploy predictive CRM capabilities 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, journey performance, and strategic recommendations.
• Benchmark engagement KPIs against industry standards and historical performance.

General & Administrative

• Model Filene Talent 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.
• 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 may 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 and CRM management, including proficiency in Salesforce and/or Hubspot and experience with marketing automation platforms.
• Salesforce Administrator certification (ADM-201), Hubspot CRM Certification, Hubspot Marketing Software Certification, and/or Salesforce Advanced Administrator certification preferred.
• Journey Optimization: Experience developing scored, targeted lists; defining audience journeys; and building effective marketing automation experiences. Ability to optimize each touchpoint to drive engagement and member uplift (existing audiences) or lead generation and conversion (prospects).
• Project Management: Ability to manage multiple competing priorities simultaneously while adhering to deadlines and maintaining exceptional attention to detail.
• Data Orientation: Strong analytical mindset with the ability to leverage quantitative and qualitative data to inform strategy and decision-making. Experience interpreting performance metrics, identifying trends and insights, and translating findings into actionable recommendations that drive measurable business outcomes.
• Communication: Exceptional verbal and written communication skills, with the ability to present ideas clearly and concisely to diverse audiences. Skilled in developing comprehensive reports and executive-ready materials, and translating complex data into compelling strategic narratives for senior stakeholders and decision-makers.
• Process Optimization: Ability to design and implement scalable systems supported by clear documentation and SOPs. Consistently evaluates the “how” and “why” behind processes to proactively drive efficiency, effectiveness, and 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.
• Credit union experience is preferred but not required. Financial services experience is strongly preferred.
• 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

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

Benefits & Perks

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.

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.

Key skills/competency

• Marketing Automation
• CRM Management
• Lead Generation
• Salesforce
• Hubspot
• Data Analysis
• Journey Orchestration
• Pipeline Management
• Marketing Strategy
• Revenue Operations