Temporary CRM Business Lead

WoodmenLife•Omaha, NE

About The Position

WoodmenLife is seeking a Temporary CRM Business Lead to provide business leadership and ownership for its Customer Relationship Management (CRM) capability. The role will shape CRM as a strategic business capability that strengthens sales effectiveness, member engagement, service delivery, productivity, and growth. The CRM Business Lead connects business strategy, user needs, and execution, working with Sales, Marketing, Operations, Customer Service, Agile teams, and other areas to establish priorities, shape the strategic roadmap, drive adoption, and ensure CRM investments deliver measurable business value.

Requirements

10+ years of progressive experience in strategic initiative execution, business transformation, product ownership, customer experience, business analysis, digital enablement, or a related field.
Experience providing business ownership or leadership for an enterprise CRM platform or other large-scale business technology capability.
Demonstrated ability to develop strategic roadmaps, define business requirements, prioritize capabilities, and partner effectively with cross-functional teams.
Strong understanding of CRM capabilities and user adoption.
Experience leading business process improvement and organizational change.
Strong analytical and critical thinking skills, with the ability to translate data and insights into practical business recommendations.
Demonstrated ability to influence and align stakeholders across multiple areas of an organization.
Excellent communication, presentation, facilitation, and relationship-building skills.
Ability to develop effective presentations and proposals.
Experience developing business cases and conducting cost-benefit analyses.
Demonstrated ability to build effective relationships and work collaboratively with external vendors and strategic partners.

Nice To Haves

Bachelor’s degree; equivalent experience will be considered.
Life insurance, financial services, or other regulated-industry experience.

Responsibilities

Lead the business strategy, vision, and roadmap for CRM.
Serve as the primary business lead connecting business stakeholders, end users, and Agile teams.
Translate business needs and user feedback into clear requirements, capabilities, and priorities.
Manage and prioritize the CRM business roadmap and backlog based on business value, strategic alignment, user needs, and organizational capacity.
Partner with project management, business analyst, and Agile teams through requirements design, development, testing, implementation, and ongoing enhancement of CRM capabilities.
Identify opportunities to simplify and improve business processes through CRM, automation, AI, analytics, and other emerging capabilities.
Partner with Sales Management to drive CRM adoption and business readiness, helping sales teams incorporate CRM into their daily work.
Strengthen capabilities such as lead management, sales productivity, member insights, customer service, and book-of-business management.
Use data, analytics, and user feedback to continually improve CRM capabilities and the user experience.
Establish effective CRM business governance, including priorities, decision rights, stakeholder engagement, and accountability.
Develop business cases and recommendations for future CRM investments and communicate progress, outcomes, risks, and opportunities to leadership.
Partner with appropriate stakeholders to ensure CRM capabilities meet privacy, security, regulatory, compliance, and data governance requirements.