About Us:We’re a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something great, and the same is true for our people. As we grow, we’re redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If leading national financial institution relationships, driving enterprise-level growth strategies, and building high-performing teams across life insurance and annuities distribution excites you, this role offers the opportunity to make a meaningful impact.
About the Role:
We’re looking for a Director of CRM and Sales Enablement Platforms, responsible for leading the execution of an integrated sales enablement platform ecosystem, Salesforce CRM and the connected tools designed to drive growth, seller productivity and deepened relationships. This leader owns the product strategy, roadmap, prioritization and business delivery of the sales technology toolset.
In this role, you will serve as a key partner to Technology, Marketing, Business Intelligence and Sales Leadership, ensuring field teams have the insights, tools, technology, and resources necessary to maximize productivity and deliver growth. This is a builder's role. The leader will stand up the dedicated function as a core strategic pillar, designing an end-to-end readiness system while managing, mentoring, and developing enablement practitioners.
What You’ll Do:
Sales Technology Product Leadership
Define and drive the roadmap for CRM and sales enablement platforms aligned to Prosperity’s integrated ecosystem
Establish a disciplined intake and prioritization process that evaluates seller impact, business value, implementation readiness, and delivery management
Translate distribution strategy and field feedback into business requirements, business cases, clear prioritization, and defined acceptance criteria
Partner with sales leadership to improve field productivity, advisor engagement, and sales effectiveness through integrated insights, training and performance management
Prioritize AI and automation opportunities that reduce administrative work and improve seller decision-making while meeting legal, compliance, and information-security requirements
Sales Enablement & Process Effectiveness
Standardize how opportunities are initiated, developed, coordinated, and advanced across the sales organization
Design and maintain CRM workflows, stages, and discipline that support a consistent, well-managed pipeline
Increase user adoption with frictionless experiences for reps who can access, create, and share content, get training, and collaborate with their teams without switching tools
Ensure field teams have access to relevant tools, resources, sales materials, and competitive positioning
Turn complexity into action, helping sales teams navigate product positioning, customer insights, and market intel through accessible tools, training, and opportunities.
Sales Analytics & Competitive Intelligence Activation
Operationalize customer segments, propensity scores, real-time engagement signals, relationship data, competitive intelligence, and product eligibility across seller workflows
Partner with Sales Leadership and Analytics teams to support forecasting, territory management, and business planning within sales team workflows
Partner with Analytics and Competitive intelligence to translate complex data into meaningful insights, surfacing recommendations and opportunities within the integrated sales enablement ecosystem
Create a 360-degree view of the metrics that correlate with sales success within a single CRM platform
Team Leadership & Development
Build a high-performing product delivery team through coaching, professional development and stakeholder management
Establish goals, priorities, and performance expectations for the team
Foster a culture…