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About the Role

We are seeking a Director of CRM and Sales Enablement Platforms to lead the execution of an integrated sales enablement platform ecosystem, including Salesforce CRM and associated tools. This role is crucial for driving growth, enhancing seller productivity, and deepening client relationships. The leader will own the product strategy, roadmap, prioritization, and business delivery of the sales technology toolset, acting as a key partner to Technology, Marketing, Business Intelligence, and Sales Leadership to ensure field teams have the necessary insights, tools, and resources.

Responsibilities

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.
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.
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.
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 of accountability, continuous improvement, collaboration, and innovation.
Promote strong cross-functional relationships and a customer-focused mindset.
Engage directly with wholesalers and sales leadership to understand workflows and needs.
Support go-to-market initiatives, product launches, and distribution growth strategies in partnership with Marketing, Product, Operations, and IT teams.
Coordinate communication and change management, driving alignment across multiple stakeholders.
Bridge Marketing, Product, and Sales Training to ensure messaging and playbooks match go-to-market strategies and are consistently executed in the field.
Ensure CRM analytics and enablement activities align with compliance and regulatory requirements, partnering with Legal, Compliance, and Operations teams as needed.
Promote disciplined data governance and reporting practices.

Requirements

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.

Skills

CRM systems
Sales performance tools
Business intelligence platforms (e.g., Salesforce, Tableau, Power BI, etc.)
Incorporating AI tools like Claude into workflow
Advanced analytics and reporting capabilities
CRM dashboards and KPI development
Building enablement programs or sales technology capabilities from the ground up
Business Partnership & Influence
Technology Fluency
Creativity
Sales Enablement Excellence
Strategic Judgement
Accountability
User Experience

Location

Remote
Hybrid
Austin, TX

Work Type

Remote
Hybrid

Experience Level

Director

Benefits

Comprehensive medical, dental, and vision coverage
HSA and 401(k) company match
Paid time off
Employer-paid life and disability insurance

About the Company

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.

Equal Opportunity

At Prosperity, we are committed to equal employment opportunities and encourage people from all backgrounds to apply.
We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.
We strive for a meaningful interview experience for all candidates.
If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.