Performance Design Consultant II (Hybrid)

US001 CMFG Life Insurance Company; Madison (WI); On-site; USD 93,000 - 140,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Employee assistance program

Life insurance

Disability plans

Parental leave

Paid time off

401k

Tuition reimbursement

Job summary

TruStage is seeking a Performance Design Consultant II to lead complex performance design projects across lending program performance, from intake to execution and measurement. You’ll drive solutions aligned to business priorities, delivering measurable outcomes and continuous improvement.

The role combines design and development with strong project leadership, stakeholder consultation, and performance reporting.

Qualifications

• Bachelors in instructional design, learning and development or related field; advanced degree is a plus.
• 5+ years of experience in instructional design, performance consulting, or related field.
• Experience leading projects from intake through implementation and measurable outcomes.

Responsibilities

• Leads intake, scoping, prioritization, and resource alignment for assigned work.
• Manages complex design and development projects with multiple stakeholders, timelines, and dependencies.
• Defines project goals, success measures, and performance outcomes at the start of each initiative.
• Tracks project progress, delivery milestones, and business impact, and communicates updates to stakeholders.
• Uses data, feedback, and performance results to improve solutions and adjust project direction when needed.
• Conducts quality assurance reviews to ensure deliverables are accurate, effective, and aligned to standards.
• Supports delivery when needed and provides guidance to peers on design, project management, and performance practices.

Skills

Instructional design

Performance consulting

Project management

Stakeholder management

Data-driven evaluation

Communication

Education

Bachelor's degree

Advanced degree a plus

Job description

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 Performance Design Consultant II leads complex performance design projects in support of Lending Program Performance from intake through execution, measurement, and continuous improvement. This role combines design and development expertise with strong project leadership, stakeholder consultation, and performance measurement to ensure solutions align to business priorities and drive measurable outcomes. Leads field effectiveness and delivery excellence initiatives that strengthen lending capability, readiness, and execution. Develops certification, training, and partner engagement strategies that improve performance, support business priorities, and drive results.

Job Responsibilities

• Leads intake, scoping, prioritization, and resource alignment for assigned work
• Manages complex design and development projects with multiple stakeholders, timelines, and dependencies
• Defines project goals, success measures, and performance outcomes at the start of each initiative
• Tracks project progress, delivery milestones, and business impact, and communicates updates to stakeholders
• Uses data, feedback, and performance results to improve solutions and adjust project direction when needed
• Conducts quality assurance reviews to ensure deliverables are accurate, effective, and aligned to standards
• Supports delivery when needed and provides guidance to peers on design, project management, and performance practices

Required Skills and Experience

• Advanced experience in instructional design, performance consulting, or related work
• Strong project and program management skills, including planning, coordination, and risk management
• Ability to prioritize work based on business needs, impact, and available capacity
• Experience defining and using measurement strategies to evaluate effectiveness and outcomes
• Strong analytical, problem-solving, and stakeholder management skills
• Ability to influence decisions, build alignment, and move work forward across partners
• Monitor and evaluate the effectiveness of learning programs, utilizing feedback, surveys, assessments, and other evaluation methods to measure the impact and make improvements
• Stay abreast of industry trends, best practices, and emerging technologies in learning and development, and recommend innovative approaches to enhance training effectiveness
• Manage learning and development budgets, track expenses, and ensure the cost-effectiveness of initiatives

Job Requirements

• Bachelor’s degree in instructional design, learning and development, organizational development, education, communications, business, or a related field, or equivalent combination of education and experience.
• Advanced degree is a plus, but not required.
• 5+ years of experience in instructional design, performance consulting, learning and development, or a related field, with demonstrated experience leading projects from intake through implementation.
• Strong project management skills, including scoping work, building project plans, managing timelines, coordinating stakeholders, and addressing risks and dependencies.
• Experience designing and developing performance solutions, learning assets, tools, or resources that align to business needs and performance goals.
• Knowledge of instructional design principles, adult learning practices, and methods for evaluating solution effectiveness.
• Ability to lead stakeholder consultations, gather requirements, define success measures, and translate business needs into actionable design plans.
• Experience using data, feedback, and performance measures to assess outcomes and improve solutions.
• Strong communication, collaboration, and stakeholder management skills, with the ability to influence decisions and maintain alignment across partners.
• Strong organization and prioritization skills, with the ability to manage multiple initiatives and shift focus based on business need.
• Experience with learning technologies, content development tools, project tracking tools, and performance reporting methods.
• Strong attention to detail and commitment to quality, consistency, and timely delivery.
• Relevant certifications in talent development, instructional design, project management, or related disciplines are a plus, such as CPTD, APTD, PMP, or similar credentials.
• Travel expected up to 20%.

Compensation

• Base Salary Range: $93,100.00 - $139,700.00
• 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.

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.

We’re on a mission to make a brighter financial future accessible to everyone. Dedicated to helping more people — in more ways — make confident financial decisions at every stage. And we’re committed to delivering on this belief, together. Creating opportunities beside our partners, members of our communities and our employees.