CRM Strategy & Transformation Director
Jobtailor
Jobtailor in New York seeks a senior CRM leader to own the enterprise CRM vision and multi-year transformation. Lead governance, roadmaps, and adoption initiatives, partnering with business leaders to optimize customer-facing processes and relationship management. The role requires extensive CRM leadership experience in regulated environments, with expertise in Salesforce or Microsoft Dynamics 365, and a proven ability to drive enterprise platform strategies and cross-functional collaboration. #J-18808-Ljbffr Jobtailor
- Excellus BCBS in Albany is seeking a Director, CRM Strategy & Operations to lead CRM platform strategy, governance, and adoption as the product... ...effectiveness, and business growth while guiding multi-year transformation and vendor partnerships. #J-18808-Ljbffr Excellus BCBSCRM
- ...fast-paced environment.Ability to work independently and collaboratively, managing multiple priorities simultaneously.Proficiency in CRM software, Microsoft Office Suite, and sales analytics tools.Willingness to travel as required to meet clients, attend industry events...CRMContract workWork at officeNight shift
$100k - $120k
...custom product solutions • Develop proposals, quotes, and pricing strategies • Grow existing accounts through upselling and cross-selling... ...pipeline activity, prospects, and opportunities using Excel and CRM tools • Provide market feedback, customer insights, and...CRMLocal areaImmediate startRemote work- ...preferred.Existing book of business highly preferred.Intermediate experience with Microsoft Excel, PowerPoint, Business Intelligence system, CRM toolsTravel 60-75% of the time, and should reside in one of the following areas listed above.Preferred residence: Albany, New York,...CRMFull timeTemporary workLive inLocal areaImmediate start
- ...specifications as they progress through the sales pipeline and assist with acceptance of project conversions. Maintain accurate updates in the CRM and participate in monthly sales forecasting. Contribute to strategic planning by monitoring market conditions, competition, and...CRMNight shift
- ...objectives Regularly and consistently pre-plan account visits with an agenda, service purpose, and selling opportunities documented in CRM (Proof) Prioritize sales activities to achieve objectives based on each customer business growth plan Visit accounts regularly,...CRMFull timeFlexible hours
- Develop and execute the enterprise CRM vision, strategy, governance framework, and multi-year transformation roadmap Serve as business owner and strategic advisor for CRM administration, operations, lifecycle management, and continuous improvement Lead CRM modernization...CRM
- ...objectivesRegularly and consistently pre-plan account visits with an agenda, service purpose, and selling opportunities documented in CRM (Proof)Prioritize sales activities to achieve objectives based on each customer business growth planVisit accounts regularly, capture...CRMFull timeLocal areaFlexible hours
- ...together the talent of our approximately 786,000 people, our proprietary assets and platforms, and deep ecosystem relationships. Our strategy is to be the reinvention partner of choice for our clients and to be the most client-focused, AI-enabled, great place to work in...Full timeWork experience placementLive inWork at officeLocal area
$144k - $180k
...and exceed their expectations. You will report directly to our Director of Sales, and you’ll work remotely with traveling expectations... ...management and customer relationship building Proficiency in CRM software and Microsoft Office Suite to manage accounts and analyze...CRMContract workTemporary workWork experience placementWork at officeRemote workFlexible hours$186.75k - $311.25k
...ROLE SUMMARYThe Strategic Oncology Account Director serves as the primary strategic lead to... ...in Oncology, including access and account strategies that remove access barriers and deliver... ...business performance by account and maintain CRM records with discipline and...CRMFull timeContract workLocal areaRemote work$137.86k - $248.14k
Job Description The Director, CRM Strategy & Operations is responsible for providing strategic leadership, governance, operational oversight... ..., user adoption, platform governance, and ongoing transformation initiatives. Summary The Director, CRM Strategy & Operations...CRMContract workRemote work- ...related field, preferably within healthcare settings. Strong communication, negotiation, and presentation skills. Familiarity with CRM systems and business analytics tools. Benefits Competitive salary. Comprehensive benefits including health insurance. 401(k) plans...CRM
- ...years of Salesforce architecture and solution design experience Minimum 3 years of experience with Salesforce Service Cloud and CRM Desirable Qualifications ~2+ years of experience with Salesforce integrations using REST/SOAP APIs and MuleSoft ~2+ years...CRM
- ...expand your network. Maintain accurate and up-to-date records of client interactions, job requisitions, and pipeline activity within the CRM system. Monitor industry trends, market shifts, and emerging technologies to anticipate client needs and strategically position our...CRMWork at officeLocal areaShift work
$186.75k - $311.25k
...ROLE SUMMARY The Strategic Oncology Account Director serves as the primary strategic lead to... ...Oncology, including access and account strategies that remove barriers and deliver growth.... ...business performance by account and maintain CRM records with discipline and precision...CRMContract workLocal area- ...identifying new opportunities, developing relationships with health system executives, and delivering cross‑functional solutions guided by market trend data. Preferred candidates have 5+ years in business development and experience with CRM systems. #J-18808-Ljbffr DevOpsChatCRM
- ...with BI tools (Power BI / Tableau / Qlik) Experience working with healthcare data (Medicare, Medicaid, KPIF, etc.) Experience with CRM platforms (Salesforce preferred) Strong stakeholder communication and presentation skills Knowledge of HIPAA / healthcare data compliance...CRMRemote work
$72.6k - $143.22k
...relevant skills. Candidates without a degree are encouraged to apply. ~ Successful experience in Business Development and Sales. ~ CRM/Salesforce experience is preferred. ~ DL NUMBER - Driver License, Valid and in State Must possess a valid driver's license for a...CRMHourly payWork at officeLocal areaWork from homeNight shift- ...join our team.KPMG is currently seeking a Director, Growth Ecosystems to join our Clients... ....Responsibilities:Define and execute the strategy, roadmap, and operating model for the firm... ...roadmaps and business value of Salesforce CRM, the seller and sales leader experience,...CRMH1bLocal area
$95k - $110k
...Job Description Job Description Director of Group Sales – Hotel Position Summary... ...account, lead, and booking information within CRM and sales systems. Monitor market... ...the hotel's overall sales and marketing strategy. Mentor and support Group Sales Managers...CRMContract workNight shift- ...acceptable customer expectationsMaintains relationships with vendor management within their region.Implements new sales programs and strategies with member baseIs responsible for developing and achieving an annual business plan in conjunction with Business Review Manager....CRMLocal area
$110k
...Responsibilities include developing sales strategies and implementing sales initiatives for... ...commercial print solutions and enable digital transformation. And if you’re interested in tape, check... ...of key customers and projects in the CRM tools. Prepare detailed sales reports...CRMBase plus commissionWork at officeRemote workFlexible hours- ...Education Marketing & Enrollment Consultant to design and implement strategies that drive student recruitment and enrollment growth. The... ...enrollment growth playbook, marketing and outreach campaign frameworks, CRM optimization plan, and analytics dashboards to support...CRMRemote work
$75k - $150k
...solutions to grow our base over time. You will report to the Managing Director of Wealth Management. You must be based in Central NY or the... ...regularly track all client and prospect interactions using our CRM (Salesforce) Participate in regular internal meetings Work on...CRM$320k - $400k
...environments. In this role, you will be a key driver of our growth strategy, directly impacting the stability and expansion of our recurring... ...and keeping detailed records of interactions and progress in CRM systems. Stay updated on industry trends, competitor offerings...CRMContract work$20 - $22 per hour
...and maintain discretion with sensitive information. Required Experience & Skills Advanced proficiency with Salesforce or similar CRM/database. Advanced proficiency with Microsoft Excel and other Office tools, including formulas and pivot tables. Experience in...CRMHourly payFull timeWork at officeAfternoon shift- ...We give strategy the human edge™. FranklinCovey ( NYSE: FC ) is the world’s most trusted leadership and organizational performance... ...of sales activities, pipeline status, and forecasts using CRM systems, providing regular updates and insights to management....CRMFull timeRemote work
- ...as invoicing, LMS, login issues etc. Minimum response time of 1 business day requirement. Manage data integrity through a strong CRM discipline - Sales Force Logging 100% of member communications within CRM – Sales Force Identify new business opportunities and...CRMFor contractorsWork experience placementWork at officeWorldwide
- ...position solutions effectively High energy, strong organizational skills, and a professional presence Proficiency with PowerPoint and CRM platforms (e.g., Salesforce) Willingness to travel 5075%, including overnight travel Ability to transport and demonstrate...CRMNight shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CRM Strategy & Transformation Director. Be the first to apply!
- planning director Albany, NY
- strategic operations manager Albany, NY
- strategic director Albany, NY
- sales excellence & strategy manager Albany, NY
- director of strategy Albany, NY
- strategic planning director Albany, NY
- operations planning manager Albany, NY
- director business planning Albany, NY
- global planning manager Albany, NY
- senior manager financial planning & analysis Albany, NY


