| Location | Austin, TX |
| Salary | $155,000–$185,000 Per Year |
About Us:We're a fast-growing, privately held insurance company on a path to becoming a leading U.S. retail platform. We believe every client and customer relationship holds the potential to become something great, and the same is true for our people. As we grow, we're redefining how great talent connects with meaningful work, enabling our ambitious strategy while building a culture of high performance, creativity, and partnership. If leading national financial institution relationships, driving enterprise-level growth strategies, and building high-performing teams across life insurance and annuities distribution excites you, this role offers the opportunity to make a meaningful impact.About the Role:We're looking for a Director of CRM and Sales Enablement Platforms, responsible for leading the execution of an integrated sales enablement platform ecosystem, Salesforce CRM and the connected tools designed to drive growth, seller productivity and deepened relationships. This leader owns the product strategy, roadmap, prioritization and business delivery of the sales technology toolset.In this role, you will serve as a key partner to Technology, Marketing, Business Intelligence and Sales Leadership, ensuring field teams have the insights, tools, technology, and resources necessary to maximize productivity and deliver growth. This is a builder's role. The leader will stand up the dedicated function as a core strategic pillar, designing an end-to-end readiness system while managing, mentoring, and developing enablement practitioners.What You'll Do:Sales Technology Product Leadership
Define and drive the roadmap for CRM and sales enablement platforms aligned to Prosperity's integrated ecosystem
Establish a disciplined intake and prioritization process that evaluates seller impact, business value, implementation readiness, and delivery managementTranslate distribution strategy and field feedback into business requirements, business cases, clear prioritization, and defined acceptance criteriaPartner with sales leadership to improve field productivity, advisor engagement, and sales effectiveness through integrated insights, training and performance managementPrioritize AI and automation opportunities that reduce administrative work and improve seller decision-making while meeting legal, compliance, and information-security requirements
Sales Enablement & Process Effectiveness
Standardize how opportunities are initiated, developed, coordinated, and advanced across the sales organizationDesign and maintain CRM workflows, stages, and discipline that support a consistent, well-managed pipelineIncrease user adoption with frictionless experiences for reps who can access, create, and share content, get training, and collaborate with their teams without switching toolsEnsure field teams have access to relevant tools, resources, sales materials, and competitive positioningTurn complexity into action, helping sales teams navigate product positioning, customer insights, and market intel through accessible tools, training, and opportunities.
Sales Analytics & Competitive Intelligence Activation
Operationalize customer segments, propensity scores, real-time engagement signals, relationship data, competitive intelligence, and product eligibility across seller workflowsPartner with Sales Leadership and Analytics teams to support forecasting, territory management, and business planning within sales team workflowsPartner with Analytics and Competitive intelligence to translate complex data into meaningful insights, surfacing recommendations and opportunities within the integrated sales enablement ecosystemCreate a 360-degree view of the metrics that correlate with sales success within a single CRM platform
Team Leadership & Development
Build a high-performing product delivery team through coaching, professional development and stakeholder managementEstablish goals, priorities, and performance expectations for the teamFoster a culture of accountability, continuous improvement, collaboration, and innovationPromote strong cross-functional relationships and a customer-focused mindset
Enterprise Partnership & Cross-Functional Collaboration
Engage directly with wholesalers and sales leadership to understand workflows and needsSupport go-to-market initiatives, product launches, and distribution growth strategies in partnership with Marketing, Product, Operations and IT teamsCoordinate communication and change management, driving alignment across multiple stakeholdersBridges Marketing, Product, and Sales Training to ensure messaging and playbooks match go-to-market strategies and consistently executed in the field
Operational & Risk Awareness
Ensure CRM analytics and enablement activities align with compliance and regulatory requirements, partnering with Legal, Compliance and Operations teams as neededPromote disciplined data governance and reporting practices
What You'll Bring:
7+ years of experience in product management for CRM or sales enablement platformsExperience leading cross-functional teams, projects, or strategic initiativesDeep understanding of Financial Services, Insurance, or Annuity sectors. Experience with B2B2C distribution channels (wholesalers, independent agents, broker-dealers) is highly preferred.Experience in a high-growth, high-change environmentExcellent communication, presentation, and stakeholder management skillsStrong organizational skills with the ability to manage multiple priorities simultaneouslyAbility to travel for business as needed
Technical Skills
Highly proficient with CRM systems, sales performance tools, and business intelligence platforms (e.g., Salesforce, Tableau, Power BI, etc.)Skilled at incorporating AI tools like Claude into your workflow without sacrificing quality of outputsAdvanced analytics and reporting capabilities, including CRM dashboards and KPI developmentDemonstrated experience building enablement programs or sales technology capabilities from the ground up
Core Competencies
Business Partnership & Influence: Drive alignment and scale by establishing cross functional relationships and fostering organization adoption of enablement capabilitiesTechnology Fluency: Act as the business expert across sales enablement technologiesCreativity: Think outside the box, bringing innovative ideas to the table to drive continuous improvementSales Enablement Excellence: Improves sales productivity through effective tools, training, and resourcesStrategic Judgement: Define and communicate the why behind the work, connect initiatives to company strategy and ensure teams have clear success criteriaAccountability: Take ownership of your workUser Experience: Build cohesive solutions and strategic UX decisions that enable user adoption
What We Offer:
A collaborative, inclusive environment that values authenticity, accountability, and partnershipThe opportunity to join the company at an exciting stage of growth, where colleagues are empowered to build what's nextA competitive variable compensation package $155,000 - $185,000A competitive benefits package including comprehensive medical, dental, and vision coverage; an HSA and 401(k) company match; paid time off; and employer-paid life and disability insuranceRemote/hybrid work arrangement; relocation available to Austin, TX if interested.
At Prosperity, we are committed to equal employment opportunities and encourage people from all backgrounds to apply. We make hiring decisions based on merit and do not discriminate on the basis of race, religion, color, national origin, gender identity, sexual orientation, age, disability, or any other protected status.
We strive for a meaningful interview experience for all candidates. If you need an adjustment or accommodation due to a disability or medical condition during the hiring process, please let your recruiter know.