TruStage

Consultant

• Provide end-user support for HRIS-specific issue resolution
• Provide analysis, requirements gathering, configuration, testing, and migration of changes from demo to production for multiple functional areas of the HRIS
• Work with SMEs, senior leaders, business unit experts and other HR areas to develop, improve and configure business processes, security settings, basic and advanced report setups and final configurations to meet the HRIS need of the business and to improve employee experience
• Review and test vendor software updates
• Review new features of software to support corporate strategy and align software to our needs
• Act as HRIS SME and implementer for enterprise-wide or cross-functional projects, including mergers/acquisitions or other confidential projects
• Implement new features of the HRIS software to meet changing business requirements
• Provide expert guidance to the business related to changing features resulting from software updates
• Partner with IT staff on effects of configuration/data changes on IT databases and other IT-owned systems
• Create and maintain job aids specific to assist end users with self-service items in the system
• Stay current on new functionality/offerings from vendor(s), and HRIS technology trends
• Drive system optimization and enhancement initiatives by collaborating with HR department leads to identify automation opportunities, improve user experience, and develop strategic roadmaps that align HRIS capabilities with business objectives
• Provide governance and oversight of HRIS, including data and data security
• Ensure alignment between process and technology to ensure all changes support goals
• Train/mentor team members with less experience

HRIS Technology Consultant, WorkDay

Product Manager

• Serve as product owner for enterprise AI products, managing backlog, prioritization, and release cadence.
• Evolve, manage and maintain a curated catalog of approved AI tools and capabilities.
• Develop and execute intake processes for new AI tools and vendor offerings.
• Partner with AI, Automation, Infrastructure, Security, and Governance teams to ensure alignment with enterprise standards.
• Coordinate onboarding of AI tools, including licensing models, access controls, and role-based provisioning.
• Partner with stakeholders and platform owners to ensure seamless delivery and support.
• Ensure appropriate telemetry, reporting, and monitoring mechanisms are in place.
• Support compliance with AI governance, privacy, and security policies.
• Maintain documentation and lifecycle management processes for AI products.
• Work closely with business units to understand needs and translate them into product enhancements.
• Align tool launches with training and communications plans.
• Coordinate with IT operations to ensure reliability, scalability, and support readiness.
• Define and monitor KPIs such as adoption rates, utilization, user satisfaction, and productivity gains.
• Produce regular reporting for leadership on Store performance and value realization.
• Identify opportunities to improve user experience and increase responsible AI adoption.

AI Product Owner

Lead Generation

• 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.
• 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.
• 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.
• 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.

Lead Generation and Marketing Automation Manager

Operations

• Support ongoing Salesforce CRM data cleanup and maintenance
• Identify and resolve duplicate, outdated, or inconsistent records
• Assist with data hygiene initiatives
• Help prepare Salesforce data for an upcoming data repository project
• Conduct CRM field audits to evaluate current field usage
• Support the cleanup and optimization of Salesforce reports, list views, and dashboards
• Explore opportunities to automate data processes and improve CRM workflows
• Document data governance practices, reporting standards, and automation opportunities

Data Operations Intern

Executive Assistant

• Assist in management of senior management calendars and activities
• Provide assistance in development of agendas, presentation materials, meeting deliverables and meeting follow-up items
• Assist in response of internal/external inquiries
• Participate and assist in activities, internal or external, to complete assigned projects in cooperation with senior management
• Assist in supporting the migration to new technologies for process improvements
• Composes routine correspondence, correct grammar, punctuation and spelling
• Maintain and update office supplies, compile data for routine reports, answer telephone calls, and coordinate travel arrangements

Sales

• Perform administrative and technical support activities for all SIP plans and LPL Financial and FID channel advisor/credit union program compensation, ensuring quality, accurate, and timely delivery. This includes, but is not limited to, building formulas, performing calculations, data research and mining, and design/creation of reports and presentation materials.
• Interpret the high-level design of SIP plans and LPL Financial and FID channel advisor/credit union program compensation, and accurately translate the design into detail business process specifications for both the system implementation and ongoing administration activities.
• Assess, plan, lead, and deliver all testing and quality assurance efforts for Sales Compensation plan implementations and updates.
• Provide input and assistance for all efforts which ensure that supporting technology for Sales Compensation is updated to optimal operational fit and quality for the SIP and Sales Compensation requirements of the organization.
• Resolve complex issues and requests, both routine and special, through innovative solutions, and in a thorough, prompt, and appropriate manner.
• Provide assistance, education, and supportive feedback to external business customers, managers and front-line incumbents related to their sales incentive plan and payments.
• Identify and help to implement process improvement efforts to streamline processes, increase productivity and gain efficiencies in order to provide cost effective value to our customers. This includes compliance with balance and control procedures for processes to ensure data is processed accurately and efficiently.
• Promote and maintain an open and active communication methodology with interactive participation.
• Communicate in a proactive manner with peers and manager about the status of work in progress and potential impacts to each other.

Sales Compensation Analyst III, Captivate IQ

Director

• Lead and develop the Credit Union System Relations team to foster strong, strategic partnerships between TruStage and credit union leagues, associations, and system partners.
• Champion a culture of accountability and growth by setting clear goals, providing ongoing coaching and mentorship, and empowering team members to achieve high performance.
• Ensure alignment with organizational priorities while cultivating a collaborative and inclusive team environment
• Pursue and negotiate partnership agreements and strategies for key national credit union associations including America’s Credit Unions, CUES, CSS, AACUC, Inclusiv, DCUC, NLCUP, NASCUS and NACUSO.
• Support senior leadership during negotiations of multi-year state league agreements ensuring they are reflective of the evolving marketplace and TruStage priorities.
• Oversee the execution of performance and relationship agreements.
• Collaborate with Sales leadership, Sales Executives, and Corporate & Legislative Affairs to ensure effective relationships and that league performance goals are achieved.
• Lead league relationship strategy with AACUL leadership, negotiating TruStage agreements—including sponsorships, marketing, and speaker placements—to drive partnership outcomes.
• Oversee partnership divestitures and resolve marketplace conflicts to protect brand reputation.
• Direct interaction with association and league CEOs and senior leadership teams to influence, grow and nurture mutually beneficially relationships through regular communications, collaboration sessions, and attendance at national and state meetings and events.
• Collaborate with Senior Leaders, Sales, Meetings and Events, Marketing Strategy and Media, Communications, Business Office and TruStage Ventures to determine league and association event and meeting strategies, presence, and attendance by company representatives.
• Send leads to sales teams following discussions with credit union leaders at events.
• Facilitate opportunities to differentiate TruStage from competitor’s through financial and strategic support.
• Partner with marketing to execute effective storytelling, through earned, owned and paid media.
• Develop business and marketing intelligence from associations and competitors then disseminate intelligence to TruStage leaders and other associations. Includes development of annual top 30 competitor list.
• Accountable for effective collaboration with internal stakeholders to ensure execution of system partnership strategies.
• Leverage league and association relationships to help TruStage achieve favorable regulatory outcomes.