Lead Generation & Marketing Automation Manager, Filene

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 experience 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 th