Key skills
CRMJiraConfluenceAgileStakeholder ManagementMentoringProduct ManagementCommunication
About this role
Role Overview
- Lead the strategy, governance, and optimization of enterprise CRM and workflow automation platforms
- Partner with business stakeholders to define the roadmap, prioritize enhancements, and ensure delivery of scalable solutions
- Oversee workflow configuration, automation rules, case routing, forms, permissions, data models, and reporting dashboards
- Establish standards for configuration, release management, and system controls
- Partner with Marketing, Operations, Finance, Compliance, and other internal stakeholders to enable business processes
- Collaborate with Engineering on integrations, APIs, and complex technical initiatives
- Establish and maintain data governance standards and role-based access controls
- Monitor platform performance, usage trends, and operational metrics
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.