Filene Research Institute · 14 hours ago
Sales Enablement Manager
Madison, WI
Full-time
Hybrid
Senior Level
5+ years expFilene Research Institute is an independent cooperative finance think tank that enhances organizations through innovative research and incubation. The Sales Enablement Manager plays a critical role in driving member growth and retention through strategic CRM management and data-driven engagement.
Financial ServicesProfessional NetworkingProfessional 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; 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
Preferred
Advanced Administrator certification preferred
Experience with marketing automation platforms preferred
Company
Filene Research Institute
Filene Research Institute is an independent, consumer finance think tank dedicated to scientific and thoughtful analysis about issues affecting consumer financial wellness, the future of credit unions, and cooperative finance.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Patsy Stewart
Chief Finance & Operations Officer
Company data provided by crunchbase