CRM Field Engagement Leader

Gallagher•Rolling Meadows, IL

18h•Remote

About The Position

As we continue to invest in our Salesforce platform and other sales tools, we are looking for a field-focused leader to strengthen adoption and business value from CRM and integrated sales tools. The CRM Field Engagement Leader is accountable for outcomes across producer engagement, producer experience design, integrated sales tools, and field activation. The leader operates with a player-coach orientation by setting direction, holding the line on standards, and picking up the work when it matters most. Above all, this leader is the owner and operator of the Voice of the Producer, the channel through which the field shapes what we build, and the champion of the producer experience, ensuring everything we build is easy, simple, and worth a producer’s time.

Requirements

Producer experience instinct – feel friction the way a producer feels it. Naturally gravitates toward simple, intuitive design. Comfortable shaping UX requirements, walking workflows, and partnering with design and product teams.
Insurance & brokerage fluency – deep working knowledge of how producers sell, how branches operate, and how revenue is generated in a brokerage. Speaks the language of the field with credibility.
Salesforce expertise – strong understanding of Salesforce as deployed in a sales-and-marketing organization with hands-on familiarity with how producers and sales leaders actually use the platform.
Exceptional relationship builder – earns trust with branch presidents, producers, and senior leaders quickly, and sustains it. Turns relationships into outcomes.
Delivers through ambiguity – defines the path when none exists, makes decisions with incomplete information, and pushes initiatives across the finish line.
Bias to action, can-do attitude – moves with urgency, owns the outcome, removes blockers, and refuses to let “not my job” slow the field down.

Responsibilities

Lead producer feedback forums including design the agenda, run the room, capture the signal, and follow up.
Translate raw field input into prioritized, decision-ready recommendations for the CRM Product and Leadership team.
Advocate for field priorities and use data, feedback, and sound judgment to challenge decisions that add friction for producers.
Champion producer-first thinking across CRM, integrated tools, and field-facing processes across every workflow, screen, and dashboard, judging by whether it makes the producer faster, not the back office tidier.
Partner across the CRM and design teams to shape requirements from the producer’s seat including walking the workflow yourself, sketching the experience, and prototyping where needed to make the case.
Set and defend a high bar for simplicity, clarity, and ease-of-use. Push back on complexity, jargon, and process for process’s sake.
Run field intake as a fast, transparent function by triage, prioritize, and route requests so the field never wonders where their ask went.
Partner across CRM, sales operations, marketing systems, and integrated tools to ensure producers have reliable data and practical reporting to support execution.
Support management and adoption of the integrated sales tool stack: ZoomInfo, Catalyst, MiEdge, and LinkedIn Sales Navigator.
Ensure these tools are integrated into a single, coherent producer experience, not a patchwork of logins, tabs, and disconnected workflows.

Benefits

Medical/dental/vision plans, which start from day one!
Life and accident insurance
401(K) and Roth options
Tax-advantaged accounts (HSA, FSA)
Educational expense reimbursement
Paid parental leave
Digital mental health services (Talkspace)
Flexible work hours (availability varies by office and job function)
Training programs
Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
Charitable matching gift program