Position Overview
Elevate producer engagement as a Salesforce CRM Field Engagement Leader. Drive enhancements and advocate for a seamless producer experience across integrated sales tools.
We are looking for a seasoned leader to focus on producer engagement and experience design. This role combines expertise in Salesforce with collaborative skills to work with CRM, sales operations, and design teams. You will lead the priorities of field requests, enhancing the overall producer journey while managing integrated sales tools.
Key Responsibilities:
β’ Lead producer feedback forums to gather insights
β’ Translate field input into prioritized recommendations
β’ Champion simplicity across CRM and sales tools
β’ Coordinate transparent field request intakes
β’ Manage adoption of ZoomInfo and LinkedIn Sales Navigator
Requirements:
β’ Experience in insurance and brokerage operations
β’ Deep understanding of Salesforce applications in sales<...