Director CRM

At OneAmerica, we deliver on promises when customers need us most. We believe the best way to serve our customers is to know that every individual, employee, family and business we work with has unique personal and financial goals. We keep our promises, so we can help them achieve their goals and realize their definition of financial success.

Job Summary

The Director CRM will bring strategic planning and execution to our CRM capability, leveraging CRM to be the catalyst for our enterprise relationship strategy. Expertise in financial services, competence across the implementation and development life cycles, and successful background leveraging user experience methodology to drive large-scale user adoption. This is an opportunity to be part of a team responsible for building a brand new successful, viable and strategic CRM product to our industry.

This role is based in our Indianapolis, IN. office and partners to develop our overall Enterprise Marketing and Communications experience. This role will collaborate with a broad range of teams, including business strategy leads, communications, product teams, sales, operations and creative teams.

Primary duties may include, but are not limited to:

• The flawless execution of CRM technology across the enterprise.
• Works cross-functionally to translate internal business needs and technology directions into application features and capabilities
• Serves as the key CRM liaison with enterprise leadership
• Keeps abreast of current trends, features and functionality of CRM platforms, specifically Salesforce.com, and provide recommendations for CRM strategy
• Analyzes and resolves CRM program issues in a timely and accurate fashion
• Manages relationships with vendors and monitors their progress and adherence to the contract qualifications. This includes relationship management of disciplines within the enterprise that are dependent on the technology (i.e. Digital Marketing partnership to leverage and grow Marketing Cloud technology)
• Anticipate blockers, conflicts and obstacles, and escalates appropriately to solve
• Guides business partners through the work intake process, highlighting milestones and artifacts, and understands the value behind them
• Participates in cross-functional initiatives as a delivery component, representing their team's work with a small number of dependencies
• Delivers innovative solutions leveraging Salesforce on Salesforce applications ensuring the delivery of identified business value
• Partners with business and IT representatives at all levels to assess, initiate, prioritize, refine, and drive appropriate technology solutions roadmap
• Manages and communicate tradeoff decisions between scope (value in expected ROI) and schedule (higher operating expense in longer release cycles)
• Actively drives value outcomes and communicates delivery value to business

Job Requirements

Required Education and/or Certifications

• Bachelor's degree, or equivalent work experience or 10+ years of related work experience
• Excellent spoken and written communication as well as receptive listening skills, with ability to present complex ideas in a clear, concise fashion to technical and non-technical audiences.
• Must have the ability to make decisions and recommendations on technology strategies
• Strong sense of customer focus and the importance of the voice of the customer
• Demonstrated marketing and marketing research skills
• Excellent verbal and written communication skills
• Strong financial and competitive analysis skills
• Strong team player and ability to work with diverse stakeholders and colleagues
• Demonstrated management, leadership and interpersonal skills
• Highly goal oriented. Able to produce high quality results autonomously with little direction, guidance or prior precedent.

Recommended Education and/or Certifications

• Adobe Product Suite
• SAS and / or SQL experience a plus

Required Work Experience

• Minimum 5-8 years of progressive leadership experience within CRM as a Salesforce Specialist or Product Manager ideally with a combination of Salesforce.com and other CRM tools
• 5 years expertise with enterprise Salesforce CRM application implementations (Salesforce.com preferred)
• Digital Customer Journey experience
• Experienced leader of a diverse team
• Experience with Salesforce Service, Sales and Marketing Clouds
• Experience in the financial services industry
• Experience working on and with Agile teams
• Prior development or implementation experience with large-scale CRM systems
• Or any combination of education and experience which would provide an equivalent background

Salary Band: 07B

This selected candidate will be expected to work hybrid in Indianapolis, IN.The candidate will also be expected to physically return to the office in CA, WI, IN or ME as business needs dictate or for team-building and collaboration.

If you are offered and accept this position, please be advised that OneAmerica does not have any offices located in the State of New York and OneAmerica associates are not permitted to work remotely in the State of New York.

Disclaimer: OneAmerica is an equal opportunity employer and strictly prohibits unlawful discrimination based upon an individual's race, color, religion, gender, sexual orientation, gender identity/expression, national origin/ancestry, age, mental/physical disability, medical condition, marital status, veteran status, or any other characteristic protected by law.

For all positions:

Because this position is regulated by the Violent Crime Control and Law Enforcement Act, if an offer is made, applicants must undergo mandated background checks as a condition of employment. Such background checks include criminal history. A conviction is not necessarily an absolute bar to employment. Consistent with applicable regulatory guidelines and law, factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered.

To learn more about our products, services, and the companies of OneAmerica, visit oneamerica.com/companies.