Head of CRM & Sales Insight Platforms
Acturhire
$130,000 - $160,000 / year
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Description
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Qualifications
The 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.
Other Desired Skills:
- 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.
This role can be based anywhere in the US on Eastern or Central time.
This position will remain posted for a minimum of three business days from the date posted or until a sufficient/appropriate candidate slate has been identified.
Compensation and Benefits
Base salary range and benefits information for this position are being included in accordance with requirements of various state/local pay transparency legislation. Please note that salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation (Producer roles only).
Compensation
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.
Company Benefits (US locations)
WTW provides a competitive benefit package which includes the following (eligibility requirements apply):
- 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, Identify Theft Protection, Wellbeing Program and 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 and Savings Plan (401k).
We understand flexibility is key to supporting an inclusive and diverse workforce and so we encourage requests for all types of flexible working as well as location-based arrangements. Please speak to your recruiter to discuss more.
Pursuant to the San Francisco Fair Chance Ordinance and Los Angeles County Fair Chance Ordinance for Employers, we will consider for employment qualified applicants with arrest and conviction records.
EOE, including disability/vets
Benefits
- 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, Identify Theft Protection, Wellbeing Program and 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 and Savings Plan (401k).
About this role
Acturhire is seeking a Head of CRM & Sales Insight Platforms to lead the strategy and execution of customer relationship management and analytics capabilities for a consulting or insurance broking operation. Based in Philadelphia and reporting to demanding internal stakeholders, you'll own both the platform direction and the team delivering it. This role requires hands-on leadership experience managing technical initiatives while balancing competing priorities across sales and marketing functions.
The ideal candidate brings proven expertise with CRM systems—Dynamics 365 is preferred, though Salesforce or Workday experience is acceptable—combined with strong PowerBI and dashboard design skills. You'll need to understand sales and marketing workflows in financial services, insurance, or consulting environments, and be comfortable working alongside development teams operating in Agile methodologies. Communication skills are essential, as is the ability to navigate change management and internal stakeholder dynamics in a global organization.
The position offers a base salary of $130,000 to $160,000 annually, plus eligibility for a short-term incentive bonus, along with a comprehensive benefits package including medical, dental, vision, retirement plans, and flexible paid leave. While the role is based in Philadelphia, Acturhire will consider candidates in the Eastern or Central time zones.
This role's local market on JobMinglr
Pay for this role
$130,000 to $160,000 per year
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