CRM Field Engagement Leader Position

Lead Salesforce platform enhancements as the CRM Field Engagement Leader. Drive producer experience and engagement while managing integrated sales tools to maximize business value.
Our company is seeking a seasoned CRM Field Engagement Leader focused on producer engagement and experience design. This role demands expertise in Salesforce and collaborative skills to work with CRM, sales operations, and design teams. Your leadership will drive the prioritization of field requests and advocate for a seamless producer experience across workflows and tools.
Key Responsibilities:
• Lead producer feedback forums and capture actionable insights
• Translate field input into prioritized recommendations
• Champion simplicity across CRM and integrated sales tools
• Coordinate transparent field intake for requests
• Manage adoption of ZoomInfo, Catalyst, and LinkedIn Sales Navigator
Requirements:
• Experience in insurance and brokerage operations
• Deep understanding of...