Head of CRM & Sales Insight Platforms

WTW group; Tampa (FL); Remote; USD 130,000 - 160,000; Full time

Benefits offered by this job

Health benefits

Incentive bonus

Flexible work arrangements

401k

Job summary

WTW is seeking a Global Lead for Sales Process & Analytics to define and govern the global strategy for sales technology platforms, including Dynamics 365 CRM and global sales analytics.

You will align sales systems, data, and processes with business strategy across Sales, Marketing, and other stakeholders, while managing vendor and internal teams and delivering strategic IT objectives.

Qualifications

• Strong communication and collaboration with stakeholders.
• Understanding of sales and marketing processes in consulting or insurance broking.
• Experience leading an internal team with demanding stakeholders.
• Knowledge of PowerBI and dashboard design concepts.
• Familiarity with Agile development environments.
• CRM experience; Dynamics 365 preferred; Salesforce/Workday acceptable.

Responsibilities

• Define, drive, and govern global sales IT strategy and platforms.
• Collaborate with Sales, Marketing, and other stakeholders to align systems with business goals.
• Lead external vendors and internal teams to ensure platform stability and performance.
• Prioritize backlog and translate business needs into detailed requirements.
• Communicate strategic technical direction and provide consultations as needed.
• Partner with IT platform leadership to deliver IT objectives.

Skills

Strong communication

Sales/marketing process knowledge

Leadership in IT/analytics

Agile methodologies

Strategic IT direction

Stakeholder management

Education

Experience with CRM platforms

Tools

PowerBI

Dynamics 365 CRM

Salesforce

Workday

Job description

Description

The Role

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.

The Responsibilities

• 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

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 (https://cdn-static.findly.com/wp-content/uploads/sites/1862/2023/01/31091722/Washington-State-Time-Off.pdf) ( 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