Job Summary

The Associate Director, CRM & Insights serves as a strategic and operational leader responsible for driving CRM performance, delivering reporting excellence, and fostering cross-functional collaboration. This role oversees the CRM roadmap, translates business needs into scalable solutions, ensures data integrity, and partners with analytics teams to optimize field engagement. The position works closely with sales and marketing to enable seamless CRM functionality and generate insights that enhance engagement and tool effectiveness.

Key Responsibilities

CRM Strategy & Roadmap: Develop and execute CRM strategies and initiatives aligned with organizational priorities and field effectiveness goals.
Insights & Analytics: Collaborate with analytics, marketing, and field teams to produce actionable insights that inform customer engagement and targeting strategies.
Data Governance: Maintain data accuracy, standardization, and governance to ensure reliable CRM data for reporting and decision-making.
System Enhancements: Translate business requirements into CRM system configurations and enhancements.
Reporting & Dashboards: Partner with analytics teams to design and deliver dashboards and reporting tools that support performance tracking and operational needs.
Vendor & Team Leadership: Manage external CRM support partners and provide guidance and leadership to internal team members.

Technical & Functional Skills

Experience with Salesforce or similar CRM platforms
Strong data analysis, reporting, and visualization skills
Proficiency in Microsoft Office Suite
Background in CRM administration or enhancement planning
Familiarity with data governance and analytics tools

Minimum Qualifications

Bachelor’s degree required
5+ years of experience in CRM strategy, commercial operations, or analytics

Preferred Qualifications

Experience in regulated industries such as healthcare or life sciences
Proven ability to translate business requirements into technical CRM solutions
Strong cross-functional communication and project management skills
Demonstrated leadership capabilities

Associate Director, CRM and Insights

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