Remote CRM Platform Strategist: Vision & Roadmaps

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 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.