TruStage · 15 hours ago
Sales Enablement Manager, Filene
Denver, CO
Full-time
Hybrid
Mid, Senior Level
$83K/yr - $125K/yr
5+ years expTruStage is on a mission to make a brighter financial future accessible to everyone. They are seeking a Sales Enablement Manager to oversee CRM and data management, marketing automation, revenue operations, and strategic analytics, all aimed at enhancing member engagement and optimizing sales processes.
Financial Services
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
Qualification
Required
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
Strong proficiency in Salesforce, Excel, and reporting tools
Project Management: Ability to manage multiple workstreams with tools such as Monday.com and Smartsheet
Communication: Strong verbal and written communication skills
Process Optimization: Ability to build scalable systems with clear documentation and SOPs
Intellectually curious about credit unions and their members
Travel expected up to 10% to fulfill the requirements of the role
Preferred
Advanced Administrator certification preferred
Experience with marketing automation platforms preferred
Credit union system experience desired, with a deep understanding of challenges and opportunities within the sector
Benefits
Medical
Dental
Vision
Employee assistance program
Life insurance
Disability plans
Parental leave
Paid time off
401k
Tuition reimbursement
Company
TruStage
TruStage® is a financially strong insurance and financial services provider, built on the philosophy of people helping people, meeting the needs of middle-market consumers and the businesses that serve them.
1001-5000 employees
H1B Sponsorship
TruStage has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (22)
2024 (15)
2023 (13)
2022 (25)
2021 (15)
2020 (15)
Funding
Current Stage
Late StageLeadership Team
Sidd Kuckreja
SVP, Chief Technology Officer
Brian J. Borakove
Senior Vice President - Deputy Chief Financial Officer
Company data provided by crunchbase