CRM Platform Strategist

Reposted 5 Days Ago
Hiring Remotely in United States
Remote
150K-190K Annually
Senior level
Insurance • Software
The Role
Lead the vision and roadmap for Acuity's multi-org CRM platform, translate business priorities into scalable solutions, drive integrations, data governance, analytics enablement, stakeholder alignment, and manage the product backlog to increase adoption and measurable value.
Summary Generated by Built In

Acuity is looking for a CRM Platform Strategist to help shape the future of our CRM ecosystem. This role will lead the vision, strategy, and evolution of Acuity’s CRM platform, ensuring technology investments align with business priorities and user needs. Working with partners across the organization, you will execute a strategic roadmap, translate requirements into prioritized initiatives with measurable outcomes, and manage the product backlog to drive continuous value delivery. You will help expand CRM capabilities, optimize user adoption, and ensure the platform supports long-term organizational success.

This position reports to a General Manager of Business Systems.

Internal Deadline to Apply: August 26, 2026

What you'll do:  

  • Serve as the strategic owner for Acuity's multi-org CRM environment, developing short and long-term roadmaps, data governance protocols, and integrations with downstream systems that position Acuity to be future-ready.
  • Translate business priorities into scalable technology solutions, balancing user experience, cost, and long-term maintainability, while prioritizing investments based on tangible benefits and/or user experience.
  • Leverage data analytics and market insights to refine platform strategy and enhance user engagement, productivity, and operational efficiency.
  • Partner with business stakeholders to understand business needs and translate them into actionable functionality requests.
  • Drive analytics enablement by ensuring reliable data flows, reporting, and actionable insights.
  • Guide Acuity's efforts to leverage technology as a competitive advantage to solve business problems and improve user experience for internal users and independent agents.
  • Foster a culture of ownership, accountability, and continuous improvement across internal teams.
  • Periodic travel may be required for industry or technology conferences, and training/professional development.
  • Proactively pursues professional development.
  • Regular and predictable attendance.
  • Performs other duties as assigned.

What we’re looking for:

  • Bachelor's degree or extensive direct experience.
  • Several years of experience designing and scaling CRM platforms (e.g., Salesforce), partnering with business and technical teams to deliver measurable value.
  • Skilled in defining CRM strategy, developing multi-year roadmaps, and establishing outcome-based success metrics.
  • Maintains a forward-looking perspective on market trends, emerging technologies, and customer needs, leveraging insights and feedback to shape future capabilities and business outcomes.
  • Excellent stakeholder management, communication, presentation, and problem-solving skills.
  • Proactive, solution-oriented mindset with the ability to translate business objectives into technology solutions.
  • Adept at prioritizing, organizing, and accomplishing tasks in a self-directed environment

          This is a remote position, but will have an onsite requirement of at least 1x/month. 

          *Acuity does not sponsor applicants for U.S. work authorization.* 

          This job is classified as exempt.

          The salary range for this position is $150,000 - $190,000 annually. This salary range is an estimate and the actual salary will vary based on applicant’s education, experience, knowledge, skills, and abilities.

          For this role, Acuity offers a comprehensive benefits package, including a generous 401(k) contribution, medical, dental, vision, life and disability insurance, paid time off, an Employee Assistance Program, and more. A full description of benefits and eligibility will be provided to candidates during the hiring process.

          We are an Equal Employment Opportunity employer. Applicants and employees are considered for positions and are evaluated without regard to mental or physical disability, race, color, religion, gender, national origin, age, genetic information, military or veteran status, sexual orientation, marital status or any other protected Federal, State/Province or Local status unrelated to the performance of the work involved.

          Acuity will include at least one in-person interview during the hiring process for all positions.

          If you have a disability and require reasonable accommodations to apply or during the interview process, including for in-person interviews, please contact our Talent Acquisition team at [email protected]. Acuity is dedicated to offering reasonable accommodations during our recruitment process for qualified individuals.

          Equal Opportunity Employer
          This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

          Skills Required

          • Bachelor's degree or extensive direct experience
          • Several years designing and scaling CRM platforms (e.g., Salesforce)
          • Experience defining CRM strategy, developing multi-year roadmaps, and establishing outcome-based metrics
          • Experience with data governance, integrations, reliable data flows, reporting, and analytics enablement
          • Excellent stakeholder management, communication, presentation, and problem-solving skills
          • Proactive, solution-oriented mindset with ability to translate business objectives into technology solutions
          • Ability to prioritize, organize, and accomplish tasks in a self-directed environment
          • Willingness to be onsite at least once per month and travel periodically for conferences/training

          Acuity Insurance Compensation & Benefits Highlights

          The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Acuity Insurance and has not been reviewed or approved by Acuity Insurance.

          • Retirement Support — Retirement contributions are described as generous and structured with automatic nonelective contributions that can be supplemented, creating strong long‑term value. Plan materials and commentary portray this as a standout element of total rewards.
          • Healthcare Strength — Health coverage is characterized as comprehensive with a high employer share of premiums and meaningful HSA funding that can offset deductibles. This makes medical benefits a strong pillar of overall compensation.
          • Wellbeing & Lifestyle Benefits — On‑site amenities at headquarters—fitness facilities, climbing wall, field house, cafeteria, and regular social events—are highlighted alongside remote alternatives. These lifestyle and wellness offerings complement core pay and insurance.

          Acuity Insurance Insights

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          The Company
          HQ: Sheboygan, Wisconsin
          1,727 Employees
          Year Founded: 1925

          What We Do

          Acuity Insurance is a leading provider of insurance solutions, delivering exceptional coverage and customer service to individuals and businesses in over 30 states. With over $3 billion in annual written premium, the insurer manages assets exceeding $8.5 billion. Headquartered in Sheboygan, Wisconsin, Acuity employs nearly 1,900 people.

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