TruStage Tech Stack

Insurance and financial services platform for middle-market employers and consumers

Financial Services Madison, Wisconsin 1,001–5,000 employees Founded 1935 Privately Held

TruStage operates a diversified insurance and financial services business serving employers and individuals, with a technology foundation anchored in enterprise platforms (Salesforce, Workday, ServiceNow, Fiserv, Temenos) and .NET backend infrastructure. The hiring mix skews toward sales (28 roles) and finance (12), with engineering (9) and data (2) support roles, reflecting a sales-and-operations-driven organization scaling customer acquisition and retention rather than product R&D.

Tech Stack 22 technologies

Core StackJira Confluence Power BI ServiceNow .NET C# Splunk Salesforce Workday Pardot CRM Fiserv MeridianLink Temenos Microsoft Defender MITRE ATT&CK Microsoft Office Excel PowerPoint Word Salesforce Marketing Cloud

AdoptingAzure

What TruStage Is Building

◆Challenges

Increasing plan participation
Retaining and growing business
Data integrity
Plan and participant retention
Strategic profit improvement
Improving wholesaling team efficiency
Optimizing lead-to-opportunity conversion
Deepening member engagement
Achieving fundraising goals
Retaining retirement business

▲Active Projects

Automated engagement journey design
Relationship plan roadmap
Adoption of stable value
Executive dashboards
Territory plan to achieve service model metrics
Total benefit prefunding
Charitable donation accounts
New product launches
Email campaign support for enrollment
Mergers and acquisitions

Hiring Activity

Accelerating80 roles · 40 in 30d

Department

Sales

Finance

Engineering

Marketing

Executive

Ops

Data

Seniority

Mid

Senior

Director

Manager

Junior

Lead

Intern

Notable leadership hires: Finance Director, Chief Risk Officer

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About TruStage

TruStage is a privately held insurance and financial services provider headquartered in Madison, Wisconsin, with over 1,000 employees. The company serves middle-market employers and consumers across insurance products, retirement solutions, annuities, and fintech offerings through subsidiaries including CMFG Life Insurance Company, MEMBERS Life Insurance Company, and multiple specialty insurers. Active projects span customer engagement automation, executive reporting, benefit plan optimization, and new product launches, with organizational focus on increasing plan participation, improving member retention, and optimizing sales efficiency.

HeadquartersMadison, Wisconsin

Company Size1,001–5,000 employees

Founded1935

Hiring MarketsUnited States

Frequently Asked Questions

What tech stack does TruStage use?

TruStage runs Salesforce (CRM and Marketing Cloud), Workday (HR/finance), ServiceNow (operations), Fiserv and Temenos (core banking/insurance), MeridianLink (lending), .NET/.C# backend, and Power BI for analytics. Currently adopting Azure cloud services.

Where is TruStage headquartered?

TruStage is headquartered in Madison, Wisconsin and hires exclusively in the United States. The company was founded in 1935 and is privately held with 1,001–5,000 employees.