Remote Head of Distribution Enablement: AI & CRM Insights

Guardian Life; Salem (OR); Remote; USD 141,000 - 232,000; Full time

Job summary

Guardian Life is seeking a Head of Distribution to transform enterprise data and field insights into growth strategies across PO and 3P channels. The role leads CRM buildout, AI enablement, and performance measurement to guide producer targeting and engagement.

You will develop actionable dashboards with Power BI and Excel, drive governance, and translate complex data into strategic actions for sales leaders. This remote leadership role offers executive visibility and impact.

Qualifications

• 10+ years of progressive experience in sales enablement, distribution strategy, CRM, sales analytics, or a related discipline, including leadership responsibility.
• Demonstrated experience building, implementing, or expanding CRM capabilities within a sales or distribution organization; Salesforce experience strongly preferred.
• Experience leading teams responsible for sales analytics, performance management, reporting, or sales planning.
• Advanced experience using Power BI and Excel to create dashboards, automate reporting, and translate data into decision‑ready insights.
• Working knowledge of AI‑enabled sales capabilities, including practical use of AI features, digital assistants, or bots within CRM and sales workflows.
• Proven ability to translate complex enterprise, customer, producer, market, and competitive information into focused sales strategies and actions.
• Strong executive communication, presentation, stakeholder management, and change leadership skills.

Responsibilities

• Lead the Distribution sales enablement strategy, translating enterprise data, business priorities, and market insights into actionable growth plans for PO and 3P channels.
• Establish sales planning disciplines, goal-setting methodologies, formulas, and performance measurement frameworks that support consistent execution and accountability.
• Identify and prioritize growth, cross-sell, and relationship-expansion opportunities across business lines.
• Lead the continued buildout, implementation, and integration of CRM capabilities within Distribution, ensuring alignment across sales, product, and business-line workflows.
• Define business requirements and partner with technology and enterprise data teams to configure scalable CRM solutions, data connections, and user experiences.
• Advance the use of AI-enabled capabilities within Salesforce and related sales tools, including selecting and applying appropriate digital assistants or bots to improve seller productivity and decision-making.
• Drive adoption through practical enablement, governance, and change leadership so that tools are consistently embedded in sales routines.
• Responsible for converting centralized data into actionable KPIs, dashboards, scorecards, and sales insights.
• Oversee development of layered and interactive dashboards using Power BI and advanced Excel capabilities, including automation and macros where appropriate.
• Provide internal intelligence on business performance, client and producer activity, pipeline, and opportunity trends, complemented by external market and competitive intelligence.
• Translate complex findings into clear recommendations for sales managers, wholesalers, and distribution leaders.

Skills

CRM

Sales Analytics

Power BI

Excel

AI in CRM

Executive communication

Tools

Salesforce

Job description

Guardian Life is seeking a Head of Distribution to transform enterprise data and field insights into growth strategies across PO and 3P channels. The role leads CRM buildout, AI enablement, and performance measurement to guide producer targeting and engagement.

You will develop actionable dashboards with Power BI and Excel, drive governance, and translate complex data into strategic actions for sales leaders. This remote leadership role offers executive visibility and impact.