Lead Generation & Marketing Automation Manager, Filene

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 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. 

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