Director of Partnerships, 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

Role Responsibilities

Partnership Development & Revenue Growth

• Grow and foster relationships with Filene members to support the membership model (e.g. member retention and level lifts).
• Identify, recruit, and cultivate new donor relationships to expand Filene’s network of supporters and partners.
• Uncover, nurture, and develop member leads for commitment and participation in Filene’s full body of work.
• Identify, contact, and persuade current and prospective members (including reluctant, hesitant, or time-constrained stakeholders) to engage more deeply with Filene’s full body of work. This may entail calling (including “cold” calls) and coordinating ongoing communication with prospective and disengaged members to build relationships both virtually and in person.
• Meet with current and prospective members (virtually and in person) to assess their needs, propose solutions, address concerns, and encourage deeper engagement with Filene.
• Quickly identify potential objections, address member concerns thoughtfully, and influence stakeholders to join or further engage with Filene’s programs and initiatives.

Member & Donor Relationships Management

• Lead account management of donors and members within the assigned territory (East/West).
• Direct tactics for the acknowledgement, reporting, and ongoing cultivation of donors within the assigned territory.
• Develop strong, long-term relationships with members and partners to ensure meaningful engagement and sustained support of Filene’s work.
• Collaborate with members to understand their organizational challenges and connect them with relevant Filene research, advisory programs, and initiatives.

Sales Strategy, Planning & Reporting

• Support Filene’s sales process and planning, including identifying growth opportunities and contributing to strategic revenue initiatives.
• Maintain accurate sales pipeline management, reporting, and forecasting to support organizational planning and fundraising goals.
• Provide timely and complete updates on partnership development activities, engagement outcomes, and territory performance.
• Partner with market-facing team members to deliver a coordinated “one-team” Filene experience across all products and services.

General & Administrative

• 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.

The statements above are not intended to be all-inclusive and other duties will be assigned as needed.

Role Requirements

• Bachelor’s degree in Marketing, Business Administration, or related field required; or equivalent combination of education and relevant work experience.
• 7+ years of sales experience required, demonstrating strong sales aptitude and track record of success.
• 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.
• Sales Acumen: Experience in business development and fostering relationships with sponsors, clients, or partners. Familiarity with sales plan execution, sales pipeline management, and CRM platforms (e.g. Salesforce).
• Organization & Time Management: Ability to manage multiple projects and 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.
• Interpersonal and Facilitation Skills: Confidence to collaborate with CEOs and senior credit union employees to achieve positive outcomes for Filene initiatives. Strong facilitation and relationship management skills.
• 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 20% to fulfill the requirements of the role.

If you’re ready to help make a difference, apply today. A resume is required to apply. TruStage may process applicant information using an Artificial Intelligence (AI) tool. This tool automatically generates a screening score based on how well applicant information matches the requirements and qualifications for the position. TruStage recruiters use the screening score as a guide to further evaluate candidates; the score is one component of an application review and does not automatically determine whether a candidate moves forward. Candidates may choose to opt out of this process.

Compensation may vary based on the job level, your geographic work location, position incentive plan and exemption status.

Base Salary Range:

At TruStage, we believe a sound, inclusive benefits program is of vital importance, along with a flexible workplace that allows for work-life balance, career growth and retirement assistance. In addition to your base pay, your position may be eligible for an annual incentive (bonus) plan. Additional benefits available to eligible employees include medical, dental, vision, employee assistance program, life insurance, disability plans, parental leave, paid time off, 401k, and tuition reimbursement, just to name a few. Beyond pay and benefits, we also recognize that flexibility, including working in a place you prefer, is essential to caring for our employees. We will continue to strive to offer flexibility and invest in technology and other tools that will make hybrid working normal rather than an exception, so that when “life happens,” you can focus on what’s most important.

Accommodation request

TruStage is a place where everyone can bring their best self and thrive. If you need application or interview process accommodations, please contact the accessibility department.