Key skills
CRMJiraConfluenceAgileStakeholder ManagementMentoringChange ManagementProduct ManagementCommunication
About this role
Role Overview
- Lead the strategy, governance, and optimization of our enterprise CRM and workflow automation platforms
- Partner with key business stakeholders to define the product vision and roadmap for CRM and Appian platforms
- Translate business needs into scalable workflows, automations, system enhancements, and reporting capabilities
- Monitor success metrics (KPIs) such as user adoption, process efficiency, automation impact, and data quality
- Lead and mentor the platform configuration/administration team (CRM and Appian administrators)
- Oversee workflow configuration, automation rules, case routing, forms, permissions, and reporting dashboards
- Ensure strong governance, documentation, and change management practices
- Partner with internal stakeholders to enable business processes
- Conduct discovery with internal users to gather requirements and prioritize enhancements
- Establish and maintain data governance standards and role-based access controls
Requirements
- Bachelor’s degree in Business, Information Systems, Computer Science, or related field (or equivalent experience)
- 5+ years of experience in product management, CRM/platform ownership, or enterprise systems management
- Hands-on experience with CRM systems (e.g., Microsoft Dynamics CRM or similar) and workflow/automation platforms such as Appian
- Experience leading or mentoring platform administrators or configuration teams
- Strong understanding of CRM data models, workflow automation, permissions, reporting, and governance
- Experience managing backlogs, writing user stories, and prioritizing cross-functional initiatives
- Familiarity with system integrations, APIs, and enterprise architecture concepts
- Strong analytical skills with ability to define and track KPIs
- Experience working in Agile environments using tools such as JIRA and Confluence
- Excellent stakeholder management, communication, and organizational skills.
Benefits
- Full medical, dental, and vision benefits at no cost to the employee
- Four weeks of paid time off and 9 paid float holidays (you can decide which days are most important to you!)
- Five-week sabbatical after five years of employment
- Open, casual, pet-friendly, and fun office environment
- Free medical health insurance for your pet (1 dog or cat)
- Paid time off to volunteer at nonprofit organizations
- Free on-site gym, free dog walking services for office pets during business hours, free parking, and paid ORCA cards.