Director, CRM & Sales Enablement

Prosperity Life Group•Austin, TX

2d•$155,000 - $185,000

About The Position

Prosperity is seeking a Director of CRM and Sales Enablement Platforms to lead the execution of an integrated sales enablement ecosystem, including Salesforce CRM and connected tools that support growth, seller productivity, and stronger relationships. The role owns product strategy, roadmap, prioritization, and business delivery for the sales technology toolset, partnering with Technology, Marketing, Business Intelligence, and Sales Leadership to equip field teams with the insights, tools, technology, and resources they need. This is a builder’s role: the Director will establish a dedicated function as a strategic pillar, design an end-to-end readiness system, and manage, mentor, and develop enablement practitioners. The role also supports distribution growth and go-to-market initiatives, translates analytics and competitive intelligence into seller-facing insights, and ensures CRM and enablement work aligns with compliance, regulatory, and data governance requirements. The position offers a remote/hybrid work arrangement, with relocation to Austin, Texas available for interested candidates. Business travel may be needed.

Requirements

At least 7 years of experience in product management for CRM or sales enablement platforms.
Experience leading cross-functional teams, projects, or strategic initiatives.
Deep understanding of financial services, insurance, or annuity sectors.
Experience in a high-growth, high-change environment.
Excellent communication, presentation, and stakeholder management skills.
Strong organizational skills and ability to manage multiple priorities simultaneously.
Ability to travel for business as needed.
High proficiency with CRM systems, sales performance tools, and business intelligence platforms.
Skill incorporating AI tools such as Claude into work without sacrificing output quality.
Advanced analytics and reporting capabilities, including CRM dashboards and KPI development.
Demonstrated experience building enablement programs or sales technology capabilities from the ground up.

Nice To Haves

Experience with B2B2C distribution channels, including wholesalers, independent agents, or broker-dealers, is highly preferred.
Familiarity with Salesforce, Tableau, Power BI, or similar CRM and business intelligence platforms.

Responsibilities

Define and drive the roadmap for CRM and sales enablement platforms in alignment with Prosperity’s integrated ecosystem.
Establish an intake and prioritization process that assesses seller impact, business value, implementation readiness, and delivery management.
Translate distribution strategy and field feedback into business requirements, business cases, priorities, and acceptance criteria.
Partner with sales leadership to improve field productivity, advisor engagement, and sales effectiveness through insights, training, and performance management.
Prioritize AI and automation opportunities that reduce administrative work and improve seller decision-making while meeting legal, compliance, and information-security requirements.
Standardize how sales opportunities are initiated, developed, coordinated, and advanced across the sales organization.
Design and maintain CRM workflows, stages, and practices that support a consistent, well-managed pipeline.
Increase user adoption through accessible experiences for content, training, and team collaboration.
Ensure field teams have relevant tools, resources, sales materials, and competitive positioning.
Help sales teams use accessible tools and training to navigate product positioning, customer insights, and market intelligence.
Operationalize customer segments, propensity scores, real-time engagement signals, relationship data, competitive intelligence, and product eligibility within seller workflows.
Partner with Sales Leadership and Analytics teams on forecasting, territory management, and business planning within sales workflows.
Translate complex data into useful insights, recommendations, and opportunities within the sales enablement ecosystem.
Create a 360-degree view of metrics correlated with sales success within a single CRM platform.
Build and develop a high-performing product delivery team through coaching, professional development, and stakeholder management.
Establish team goals, priorities, and performance expectations, and foster accountability, continuous improvement, collaboration, innovation, and customer focus.
Engage with wholesalers and sales leadership to understand workflows and needs.
Support go-to-market initiatives, product launches, and distribution growth strategies with Marketing, Product, Operations, and IT.
Coordinate communication and change management to align stakeholders.
Bridge Marketing, Product, and Sales Training to align messaging and playbooks with go-to-market strategies and field execution.
Ensure CRM analytics and enablement activities align with compliance and regulatory requirements, partnering with Legal, Compliance, and Operations as needed.
Promote disciplined data governance and reporting practices.

Benefits

Competitive variable compensation package of $155,000–$185,000.
Comprehensive medical, dental, and vision coverage.
HSA.
401(k) company match.
Paid time off.
Employer-paid life and disability insurance.
Remote/hybrid work arrangement.
Relocation available to Austin, Texas, for interested candidates.
Collaborative, inclusive environment that values authenticity, accountability, and partnership.
Opportunity to join the company during a stage of growth and help build what comes next.