Director, CRM & Sales Enablement

Prosperity Life Group, LLC.•Austin, TX

3d•$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 client relationships. The role owns product strategy, roadmap, prioritization, and business delivery for the sales technology toolset. The Director will partner with Technology, Marketing, Business Intelligence, and Sales Leadership to ensure field teams have the insights, tools, technology, and resources needed to maximize productivity and deliver growth. This is a builder’s role: the leader will establish a dedicated strategic function, create an end-to-end readiness system, and manage, mentor, and develop enablement practitioners. The position also oversees sales enablement and process effectiveness, analytics and competitive intelligence activation, team development, cross-functional partnership, and operational risk awareness. It ensures CRM analytics and enablement activities comply with regulatory requirements and promotes disciplined data governance and reporting.

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.
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

Deep understanding of Financial Services, Insurance, or Annuity sectors.
Experience with B2B2C distribution channels, including wholesalers, independent agents, and broker-dealers, is highly preferred.

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 evaluates 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.
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 can access relevant tools, resources, sales materials, and competitive positioning.
Help sales teams act on product positioning, customer insights, and market intelligence through accessible tools, training, and opportunities.
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 meaningful insights and surface recommendations and opportunities through the integrated 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.
Foster accountability, continuous improvement, collaboration, innovation, and a customer-focused mindset.
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 teams.
Coordinate communication and change management to drive alignment across stakeholders.
Bridge Marketing, Product, and Sales Training to ensure messaging and playbooks align with go-to-market strategies and are consistently executed in the field.
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, TX, if interested.
Collaborative, inclusive environment that values authenticity, accountability, and partnership.
Opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what’s next.