Director, CRM & Sales Enablement

Prosperity Life

. Define and drive the roadmap for CRM and sales enablement platforms aligned to Prosperity’s integrated ecosystem .

Posted 11/5/2026full-timeAustin • Texas • United StatesLead💰 $155,000 - $185,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in CRM and sales enablement platforms, with a strong focus on driving user adoption, operationalizing customer insights, and fostering cross-functional collaboration. Proven ability to lead product delivery teams and implement data governance practices while aligning with compliance and regulatory standards.

Highest-signal resume keywords

CRM Product ManagementSales Enablement StrategyAdvanced Analytics and ReportingCross-Functional Team LeadershipFinancial Services Industry Expertise

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

CRM Systems ProficiencySales Performance ToolsBusiness Intelligence PlatformsAI Tool IntegrationKPI DevelopmentData GovernanceOpportunity ManagementForecastingPipeline ManagementCompetitive Intelligence Analysis

Soft Skills

Excellent CommunicationStakeholder ManagementOrganizational SkillsCollaborationCoaching and Mentoring

Tools & Technologies

SalesforceTableauPower BICRM WorkflowsSales Materials

Industry Keywords

Financial ServicesInsuranceAnnuity SectorsB2B2C Distribution ChannelsCompliance Requirements

Tech Stack

Tools & technologies

Tableau

About the role

Key responsibilities & impact

Define and drive the roadmap for CRM and sales enablement platforms aligned to Prosperity’s integrated ecosystem
Establish intake and prioritization processes evaluating seller impact, business value, implementation readiness, and delivery management
Translate distribution strategy and field feedback into business requirements, business cases, prioritization, and acceptance criteria
Partner with sales leadership to improve field productivity, advisor engagement, and sales effectiveness
Prioritize AI and automation opportunities that reduce administrative work and improve seller decision-making
Standardize opportunity initiation, development, coordination, and advancement across the sales organization
Design and maintain CRM workflows, stages, and pipeline discipline
Increase user adoption through integrated content, training, collaboration, and tool experiences
Ensure field teams have relevant tools, resources, sales materials, and competitive positioning
Operationalize customer segments, propensity scores, engagement signals, relationship data, competitive intelligence, and product eligibility across seller workflows
Support forecasting, territory management, and business planning within sales team workflows
Translate complex analytics and competitive intelligence into actionable insights, recommendations, and opportunities
Create a 360-degree view of sales-success metrics within a single CRM platform
Build, coach, mentor, and develop a high-performing product delivery and enablement team
Establish team goals, priorities, and performance expectations
Foster accountability, continuous improvement, collaboration, innovation, and customer focus
Engage wholesalers and sales leadership to understand workflows and needs
Support go-to-market initiatives, product launches, and distribution growth strategies with Marketing, Product, Operations, and IT
Coordinate communication and change management across stakeholders
Bridge Marketing, Product, and Sales Training so messaging and playbooks align with go-to-market strategies
Ensure CRM analytics and enablement activities align with compliance and regulatory requirements
Promote disciplined data governance and reporting practices

Requirements

What you’ll need

7+ years of experience in product management for CRM or sales enablement platforms
Experience leading cross-functional teams, projects, or strategic initiatives
Deep understanding of Financial Services, Insurance, or Annuity sectors
Experience with B2B2C distribution channels (wholesalers, independent agents, broker-dealers) is highly preferred
Experience in a high-growth, high-change environment
Excellent communication, presentation, and stakeholder management skills
Strong organizational skills with the ability to manage multiple priorities simultaneously
Ability to travel for business as needed
Highly proficient with CRM systems, sales performance tools, and business intelligence platforms (e.g., Salesforce, Tableau, Power BI, etc.)
Skilled at incorporating AI tools like Claude into your workflow without sacrificing quality of outputs
Advanced analytics and reporting capabilities, including CRM dashboards and KPI development
Demonstrated experience building enablement programs or sales technology capabilities from the ground up
Ability to meet legal, compliance, information-security, regulatory, and data-governance requirements

Benefits

Comp & perks

A collaborative, inclusive environment that values authenticity, accountability, and partnership
The opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next
Competitive benefits package including comprehensive medical, dental, and vision coverage
HSA
401(k) company match
Paid time off
Employer-paid life and disability insurance
Remote/hybrid work arrangement
Relocation available to Austin, TX if interested