[Hiring] Head of CRM & Sales Insight Platforms @WTW

Role Description

The Global Lead for Sales Process & Analytics is a leadership role responsible for defining, driving, and governing the global strategy within IT for sales technology platforms—primarily Dynamics 365 CRM and Global Sales Analytics. This role ensures that global sales systems, data, and processes align with business strategy across Sales, Marketing, and other key stakeholders. The position combines strategic leadership, platform ownership, vendor and stakeholder management, and oversight of an internal development/operations team.

• Collaborate with Business Stakeholders in Sales and Marketing to ensure Sales Related systems align with business strategy.
• Assist business stakeholders in developing long term strategies that leverage our global Sales platforms across both sales transactions and analytics. Provide thought-leadership in this domain.
• Work with external suppliers and the internal team to ensure the on-going stability of the various sales platforms – ensuring their reliable performance and availability. Implement and monitor controls as required.
• Provide management to an internal team who will develop, groom, and prioritize backlog, and clarify and translate business needs into a detailed requirement. Ensure that development aligns with strategic priorities.
• Ability to communicate strategic technical direction and provide consultation as required to Sales Operations, Marketing and the wider business as appropriate.
• Work with associated IT Corporate Platform leadership to deliver strategic IT objectives to the business.

Qualifications

• Strong communication skills.
• Good understanding of sales & marketing processes in the consulting or insurance broking industry.
• Experience in a similar role providing leadership and guidance to an internal team with demanding stakeholders.
• Understanding of PowerBI capabilities and Dashboard design concepts.
• Ability to understand and work with teams developing solutions in an Agile environment.
• Experience with Dynamics 365 CRM is highly preferred, but experience with other CRM systems such as Salesforce or Workday would also be acceptable.
• Understanding of Financial Services Industry, Insurance Broking and Consulting.
• Understanding/Appreciation of Internal Communication and change management within a Global Business.
• Knowledge of DevOps.
• Experience of IT Service Management.

Requirements

• This role can be based anywhere in the US on Eastern or Central time.

Benefits

• The base salary compensation range being offered for this role is $130,000– $160,000 USD per year. This role is also eligible for an annual short-term incentive bonus.
• Health and Welfare Benefits:
  • Medical (including prescription coverage)
  • Dental
  • Vision
  • Health Savings Account
  • Commuter Account
  • Health Care and Dependent Care Flexible Spending Accounts
  • Group Accident
  • Group Critical Illness
  • Life Insurance
  • AD&D
  • Group Legal
  • Identity Theft Protection
  • Wellbeing Program
  • Work/Life Resources (including Employee Assistance Program)
• Leave Benefits:
  • Paid Holidays
  • Annual Paid Time Off (includes paid state/local paid leave where required)
  • Short-Term Disability
  • Long-Term Disability
  • Other Leaves (e.g., Bereavement, FMLA, ADA, Jury Duty, Military Leave, and Parental and Adoption Leave)
  • Paid Time Off (Washington State only)
• Retirement Benefits:
  • Contributory Pension Plan
  • Savings Plan (401k)