CRM Platform Strategist

Acuity Insurance; United States; Hybrid; USD 150,000 - 190,000; Full time

Benefits offered by this job

401(k) + matching

Medical/Dental/Vision

Life and Disability Insurance

Paid Time Off

Employee Assistance Program

Job summary

Acuity Insurance is seeking a CRM Platform Strategist to lead the vision, strategy, and evolution of our CRM ecosystem. You will drive a strategic roadmap, translate requirements into prioritized initiatives, and manage the product backlog to deliver value for internal users and independent agents.

Proven experience with CRM platforms (e.g., Salesforce) and a talent for translating business needs into technology solutions is required.

Qualifications

• Designing and scaling CRM platforms, translating needs into capabilities.
• Excellent stakeholder management and communication.
• Defining CRM strategy with measurable outcomes.
• Staying ahead of market trends and customer needs.

Responsibilities

• Own the multi-org CRM roadmap and data governance.
• Translate priorities into scalable technology solutions with value.
• Leverage analytics to refine platform strategy and adoption.
• Collaborate with business stakeholders to define functional requests.
• Ensure reliable data flows, reporting, and insights.

Skills

CRM strategy

Stakeholder management

Communication

Problem solving

Prioritization

Self-directed work

Education

Bachelor's degree or extensive direct experience

Tools

Salesforce

Job description

Acuity is looking for a CRM Platform Strategist to help shape the future of our CRM ecosystem. This role will lead the vision, strategy, and evolution of Acuity’s CRM platform, ensuring technology investments align with business priorities and user needs. Working with partners across the organization, you will execute a strategic roadmap, translate requirements into prioritized initiatives with measurable outcomes, and manage the product backlog to drive continuous value delivery. You will help expand CRM capabilities, optimize user adoption, and ensure the platform supports long-term organizational success.

This position reports to a General Manager of Business Systems.

Internal Deadline to Apply: August 26, 2026

What you'll do:

• Serve as the strategic owner for Acuity's multi-org CRM environment, developing short and long-term roadmaps, data governance protocols, and integrations with downstream systems that position Acuity to be future-ready.
• Translate business priorities into scalable technology solutions, balancing user experience, cost, and long-term maintainability, while prioritizing investments based on tangible benefits and/or user experience.
• Leverage data analytics and market insights to refine platform strategy and enhance user engagement, productivity, and operational efficiency.
• Partner with business stakeholders to understand business needs and translate them into actionable functionality requests.
• Drive analytics enablement by ensuring reliable data flows, reporting, and actionable insights.
• Guide Acuity's efforts to leverage technology as a competitive advantage to solve business problems and improve user experience for internal users and independent agents.
• Foster a culture of ownership, accountability, and continuous improvement across internal teams.
• Periodic travel may be required for industry or technology conferences, and training/professional development.
• Proactively pursues professional development.
• Regular and predictable attendance.
• Performs other duties as assigned.

What we're looking for:

• Bachelor's degree or extensive direct experience.
• Several years of experience designing and scaling CRM platforms (e.g., Salesforce), partnering with business and technical teams to deliver measurable value.
• Skilled in defining CRM strategy, developing multi-year roadmaps, and establishing outcome-based success metrics.
• Maintains a forward-looking perspective on market trends, emerging technologies, and customer needs, leveraging insights and feedback to shape future capabilities and business outcomes.
• Excellent stakeholder management, communication, presentation, and problem-solving skills.
• Proactive, solution-oriented mindset with the ability to translate business objectives into technology solutions.
• Adept at prioritizing, organizing, and accomplishing tasks in a self-directed environment

This is a remote position, but will have an onsite requirement of at least 1x/month.

Acuity does not sponsor applicants for U.S. work authorization.

This job is classified as exempt.

The salary range for this position is $150,000 - $190,000 annually. This salary range is an estimate and the actual salary will vary based on applicant's education, experience, knowledge, skills, and abilities.

For this role, Acuity offers a comprehensive benefits package, including a generous 401(k) contribution, medical, dental, vision, life and disability insurance, paid time off, an Employee Assistance Program, and more. A full description of benefits and eligibility will be provided to candidates during the hiring process.

We are an Equal Employment Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

Acuity will include at least one in-person interview during the hiring process for all positions.

If you have a disability and require reasonable accommodations to apply or during the interview process, including for in-person interviews, please contact our Talent Acquisition team at [e-mail]. Acuity is dedicated to offering reasonable accommodations during our recruitment process for qualified individuals.