Director, CRM Insights

atSaffire, LLCRemoteUS flagTexasFull-timeCustomer SuccessLead$130k – $150k/year

Posted Sep 8

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

πŸ“‹ Description

β€’ Lead the strategy, roadmap, and implementation for transforming Legends' CRM into an integrated data solution.

β€’ Establish the long-term vision and organizational framework for automated system-to-system data flow.

β€’ Collaborate with Technology, Insights, and Data Engineering on integrations, data pipelines, and APIs, including MCP connections.

β€’ Assess, pilot, and implement AI tools along with coding or scripting automation.

β€’ Manage daily operations of Salesforce.com administration, ensuring data integrity, user management, and customization.

β€’ Spearhead the current-state CRM strategy and Salesforce.com integrations.

β€’ Identify opportunities for process enhancements and execute improvements in Salesforce.com and successor data solutions.

β€’ Create and sustain reporting and analytics.

β€’ Provide training and support to users while developing documentation and training resources.

β€’ Supervise CRM administration, facilitate executive stakeholder adoption, and provide ongoing support.

β€’ Design reports, object layouts, and process flows.

β€’ Assist in client-level Salesforce best practices implementation and utilization.

β€’ Lead collaborations with third-party vendors involved in CRM and data ecosystem projects.


⛳️ Requirements

β€’ At least 7 years of experience with Salesforce.com, including roles as a CRM administrator, developer, or manager.

β€’ Proven experience in leading data or systems migration and modernization projects.

β€’ Practical experience with AI-based tools and proficiency in coding or scripting languages such as Python or JavaScript.

β€’ Knowledge of Model Context Protocol (MCP) or similar frameworks.

β€’ Strong project management capabilities.

β€’ Exceptional communication and collaboration skills.

β€’ Ability to engage with cross-functional teams and executive leadership.

β€’ Salesforce.com certifications are advantageous.

β€’ Experience with AI-coding platforms like Claude Code or Codex is a bonus.


🏝️ Benefits

β€’ Medical insurance

β€’ Dental insurance

β€’ Vision insurance

β€’ Life insurance

β€’ Disability insurance

β€’ Paid vacation

β€’ 401k plan

β€’ Equal Opportunity/Affirmative Action employer

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