· Consistent, regular and punctual attendance is an essential function of this job. |
· Own the CRM product roadmap, balancing business priorities, technical capabilities, and long-term platform strategy. |
· Serve as the business owner and subject matter expert for the CRM platform |
· Partner with Leadership, Sales, Marketing, Engineering and Customer Service leadership to ensure CRM supports revenue growth, pipeline management, and customer engagement strategies |
· Apply modern Product Management practices including roadmap planning, backlog prioritization, customer feedback analysis, value measurement, and iterative delivery. |
· Lead CRM-related digital transformation initiatives, driving process modernization, automation, AI adoption, and improved customer experiences. |
· Identify opportunities to leverage AI, machine learning, automation, and predictive analytics to improve sales productivity and customer engagement. |
· Translate commercial priorities into CRM improvements that enhance usability, consistency, insight, and decision making. |
· Develop business cases and recommendations for CRM investments and present them to executive leadership. |
· Champion CRM best practices, governance, and consistent usage across customer facing teams |
· Evaluate new CRM capabilities from a business value perspective and recommend adoption where they support revenue and efficiency objectives |
· Act as liaison between business stakeholders and IT for all CRM related initiatives |
· Lead discovery sessions with business leaders to define strategic capabilities and translate organizational priorities into CRM solutions. |
· Document current-state CRM processes and design future state workflows to support sales effectiveness and operational efficiency |
· Collaborate with cross functional teams to align CRM capabilities with evolving business needs |
· Reporting, Data & Analytics |
· Design and maintain CRM dashboards, reports, and views that support pipeline visibility, forecasting, and performance tracking |
· Ensure CRM delivers accurate, timely, and actionable insights for sales leadership, marketing and customer facing teams |
· Monitor usage patterns and data trends to identify opportunities for improvement |
· Drive high data quality through governance, stewardship, and continuous improvement |
· Provide day to day CRM support to business users and act as a trusted advisor on best practices |
· Develop and deliver user training and documentation focused on consistent processes and value realization, |
· Support change management efforts related to CRM enhancements and new capabilities |
· Lead or participate in CRM user groups to gather feedback and drive continuous improvement |
· Partner with Sales leadership, Marketing leadership, Customer Service, and IT to support strategic initiatives |
· Ensure CRM usage aligns with company policies, data standards, and security requirements |
· Maintain confidentiality and responsible handling of customer and business data |