CRM Business Director

This is a fully remote position, open to applicants in United States.

📋 Description

• Take ownership of the business roadmap for Salesforce CRM, focusing on enhancement prioritization, backlog management, and UAT coordination.

• Collaborate with Sales, Marketing, Member Services, Finance, Data, PMO, IT, Security, and other stakeholders to define CRM capabilities.

• Convert business objectives into requirements, user stories, process flows, acceptance criteria, and success metrics.

• Act as the primary decision-maker for CRM scope, prioritization, and trade-offs.

• Hold business decision rights for CRM modifications, including intake, prioritization, requirements approval, adoption expectations, and post-release validation.

• Work alongside Salesforce administrators, architects, developers, business analysts, and implementation partners to create scalable, secure, and maintainable solutions.

• Define and manage functional profiles, roles, permissions, data visibility requirements, and business rules.

• Set expectations for data ownership, standards, validation needs, quality monitoring, and remediation priorities.

• Promote CRM adoption through stakeholder engagement, change readiness, training contributions, communications, feedback loops, and adoption metrics.

• Coordinate CRM intake and enhancement governance with PMO and IT.

• Collaborate on Salesforce integrations and associated data flows, process impacts, business rules, and reporting requirements.

• Assist in creating dashboards, reports, and KPIs for pipeline, account activity, relationship management, membership/customer engagement, adoption, and operational performance.

• Engage in testing, UAT planning, release communications, and post-release validation.

• Undertake miscellaneous duties as assigned.

⛳️ Requirements

• Solid understanding of Salesforce Revenue Cloud capabilities and best practices within the CRM industry.

• Knowledge of CRM data governance practices, including data quality, ownership, standardization, field usage, validation, and reporting reliability.

• Familiarity with sales operations, pipeline management, account management, customer/member lifecycle processes, relationship management, or revenue operations is preferred.

• Proficient in Salesforce Reports/Dashboards, Power BI, Excel, or similar reporting and analytics tools.

• Familiarity with Agile, hybrid delivery methods, product ownership practices, or project governance frameworks is preferred.

• Capability to work with implementation partners, vendors, and internal platform teams.

• Salesforce Administrator, Salesforce Business Analyst, Salesforce Sales Cloud Consultant, Product Owner, or Agile certification is preferred but not mandatory.

• Bachelor’s degree in Business, Information Systems, Sales/Revenue Operations, Marketing, Data Analytics, Project Management, or a related field.

• Over 8 years of experience in CRM, Salesforce product ownership, business analysis, sales operations, revenue operations, business systems, or related roles.

• Experience in roles such as CRM Business Owner, Product Owner, Business Analyst, Salesforce Administrator, or Revenue/Sales Operations lead.

• Proven experience collaborating with technical teams on Salesforce configuration, integrations, testing, UAT, release planning, and backlog management.

• Experience supporting Salesforce in a complex, cross-functional environment with multiple stakeholder groups and integrated systems is preferred.

• Experience with role-based access, data visibility, security reviews, or controlled access models is preferred.

• Up to 5% travel may be necessary.

• Ability to work standard business hours and extend hours as needed.

🏝️ Benefits

• Annual discretionary bonus program.

• Comprehensive benefits package (details referenced in posting).

• Remote work environment.