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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing CRM as a cross-functional enterprise product, focusing on strategic vision, adoption, and value measurement. Proficient in translating business priorities into integrated roadmaps while maximizing existing capabilities and tracking adoption metrics.
Highest-signal resume keywords
CRM ManagementCustomer Transformation ProgramsCX KnowledgeQualtricsPower BI
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
CRM ManagementCustomer Transformation ProgramsIntegrated Roadmap DevelopmentAdoption Metrics TrackingBusiness Needs Analysis
Soft Skills
Cross-Functional CollaborationStrategic VisioningDecision-MakingGovernance
Tools & Technologies
QualtricsPower BI
Industry Keywords
Insurance IndustryFinancial ServicesNet Promoter Score
About the role
Key responsibilities & impact- Manage CRM as a cross-functional enterprise product, from strategic vision through adoption and value measurement
- Evolve CRM capabilities to support distribution teams, member and partner insights, multi-product retention, and a consistent relationship experience
- Engage business lines and contributing teams around a shared vision, target state, and common practices
- Translate business priorities into an integrated roadmap
- Provide the decision-making, alignment, and governance required to ensure the consistent evolution of CRM across Beneva
- Champion Beneva’s CRM vision and define the product’s target evolution
- Maintain an integrated roadmap in collaboration with business lines, PATI, and contributing teams
- Develop an integrated view of business needs, existing capabilities, and gaps relative to the target state
- Prioritize enhancements based on business and member/partner value, relationship-development opportunities, risks, dependencies, and capacity
- Maximize the use of existing capabilities and define the success conditions for new capabilities
- Track adoption and usage metrics
Requirements
What you’ll need- Bachelor’s degree in marketing, statistics, business administration, or another relevant field
- Minimum of 10 years of relevant experience in customer transformation programs
- Knowledge of CX, the insurance industry, and financial services
- Knowledge of Qualtrics and Power BI
- Knowledge of the Net Promoter Score system
Benefits
Comp & perks- Beneva is an equal opportunity employer
- Purpose focused on contributing to community well-being
- Insurance and financial services supporting clients throughout their lives