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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in CRM strategy, business transformation, and stakeholder engagement, with a strong focus on improving user adoption and business processes through data-driven insights and analytics.
Highest-signal resume keywords
CRM Strategy DevelopmentBusiness Process ImprovementStakeholder EngagementData AnalyticsEnterprise CRM Leadership
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Business AnalysisStrategic Roadmap DevelopmentRequirements DefinitionCost-Benefit AnalysisDigital Enablement
Soft Skills
Excellent CommunicationRelationship BuildingCritical ThinkingFacilitation SkillsInfluencing Skills
Tools & Technologies
CRM PlatformsAutomation ToolsAI TechnologiesAnalytics Tools
Industry Keywords
Life InsuranceFinancial ServicesRegulated IndustryBusiness Transformation
About the role
Key responsibilities & impact- Lead the business strategy, vision, and roadmap for CRM
- Serve as the primary business lead connecting business stakeholders, end users, and agile teams
- Translate business needs and user feedback into clear requirements, capabilities, and priorities
- Manage and prioritize the CRM business roadmap and backlog based on business value, strategic alignment, user needs, and organizational capacity
- Partner with project management, business analyst, and agile teams through requirements design, development, testing, implementation, and ongoing enhancement of CRM capabilities
- Identify opportunities to simplify and improve business processes through CRM, automation, AI, analytics, and other emerging capabilities
- Partner with Sales Management to drive CRM adoption and business readiness, helping sales teams incorporate CRM into daily work
- Strengthen lead management, sales productivity, member insights, customer service, and book-of-business management capabilities
- Use data, analytics, and user feedback to continually improve CRM capabilities and user experience
- Establish CRM business governance, including priorities, decision rights, stakeholder engagement, and accountability
- Develop business cases and recommendations for future CRM investments and communicate progress, outcomes, risks, and opportunities to leadership
- Partner with stakeholders to ensure CRM capabilities meet privacy, security, regulatory, compliance, and data governance requirements
Requirements
What you’ll need- Bachelor’s degree preferred; equivalent experience will be considered
- 10+ years of progressive experience in strategic initiative execution, business transformation, product ownership, customer experience, business analysis, digital enablement, or a related field
- Life insurance, financial services, or other regulated-industry experience preferred
- Experience providing business ownership or leadership for an enterprise CRM platform or other large-scale business technology capability
- Demonstrated ability to develop strategic roadmaps, define business requirements, prioritize capabilities, and partner effectively with cross-functional teams
- Strong understanding of CRM capabilities and user adoption
- Experience leading business process improvement and organizational change
- Strong analytical and critical thinking skills with the ability to translate data and insights into practical business recommendations
- Demonstrated ability to influence and align stakeholders across multiple areas of an organization
- Excellent communication, presentation, facilitation, and relationship-building skills
- Ability to develop effective presentations and proposals
- Experience developing business cases and conducting cost-benefit analyses
- Demonstrated ability to build effective relationships and work collaboratively with external vendors and strategic partners