Director, IT – CRM Platform

Our Company

Explore how you can contribute at AmeriLife.

For over 50 years, AmeriLife has been a leader in the development, marketing and distribution of annuity, life and health insurance solutions for those planning for and living in retirement.

Associates get satisfaction from knowing they provide agents, marketers and carrier partners the support needed to succeed in a rapidly evolving industry.

Job Summary

AmeriLife is seeking a seasoned Director, IT – CRM Platform to serve as the single-point IT owner for one of AmeriLife’s core Wealth distribution CRM platforms, such as Salesforce, OneHQ, or Kizen.
This role is fully accountable for the end-to-end delivery, operational stability, vendor performance, and strategic evolution of a single assigned platform that supports Wealth distribution, affiliate operations, and advisor/agent experiences.
The Director will own outcomes—not execution—within a vendor-led delivery model, providing strong technical leadership, delivery governance, and operational oversight.
This position will initially operate as a Director-level individual contributor with enterprise visibility and accountability, with the expectation to scale into team leadership as platform scope and maturity expand.

Job Description

Primary Responsibilities

Single-Platform Ownership & Accountability

• Serve as the exclusive IT owner for one assigned CRM platform (e.g., Salesforce, OneHQ, or Kizen) supporting Wealth distribution.
• Own platform vision, roadmap, operating model, success metrics, and long-term sustainability.
• Ensure the platform reliably supports day-to-day business operations and evolving strategic needs.
• Act as the final IT authority for platform-related decisions, prioritization, and trade-offs.

Vendor-Led Delivery & Governance

• Oversee all platform development, configuration, testing, and releases performed by vendors or system integrators.
• Validate solution designs, delivery scope, quality, and release readiness before production deployment.
• Ensure vendor delivery aligns with:
  • Enterprise architecture standards
  • Security and compliance requirements
  • Integration and data governance standards
• Hold vendors accountable for outcomes, timelines, quality, documentation, and responsiveness.
• Manage contracts, renewals, roadmap alignment, and performance governance.

Technical Leadership & Integration Oversight

• Provide enterprise-level technical leadership for the assigned CRM platform despite a vendor-led execution model.
• Govern integrations with downstream and adjacent systems such as:
  • Contracting and licensing platforms
  • Commissions and compensation systems
  • Data and analytics platforms
  • Identity and access management
• Partner closely with Enterprise Architecture and Data Engineering to ensure scalability, reliability, and data integrity.
• Drive continuous improvement in platform architecture, integration patterns, and performance.

Production Support & Operational Excellence

• Own platform availability, stability, and operational health.
• Define and enforce SLAs, KPIs, monitoring, and escalation procedures with vendors.
• Lead incident management, root cause analysis, and corrective action planning.
• Ensure production issues are resolved efficiently with minimal disruption to business users.
• Establish repeatable operating procedures and documentation to support platform maturity and scale.

Leadership & Stakeholder Engagement

• Operate as a Director-level individual contributor with enterprise-wide accountability and influence.
• Partner effectively with Wealth business leaders, IT leadership, architecture, security, and data teams.
• Communicate proactively and clearly on:
  • Platform health
  • Delivery status
  • Risks, dependencies, and mitigation plans
• Contribute to broader IT governance frameworks while maintaining clear ownership boundaries for the assigned platform.

Required Qualifications

• 10+ years of progressive IT experience with a strong enterprise application or platform background.
• 5+ years owning or leading enterprise CRM or system-of-engagement platforms.
• Proven success operating in vendor-led delivery models with full accountability for outcomes.
• Strong experience with:
  • Enterprise SaaS platforms (e.g., Salesforce, OneHQ, Kizen, or similar)
  • API-based integrations and enterprise data flows
  • SDLC, Agile delivery, and release management
  • Production support, incident management, and SLA governance
• Excellent communication, analytical, and stakeholder management skills.

Preferred Qualifications

• Experience with Salesforce, OneHQ, Kizen, or similar CRM / agent / advisor platforms.
• Background supporting Wealth Management, Insurance, or Financial Services distribution models.
• Experience owning advisor portals, agent platforms, CRM experience layers, or digital hubs.
• Strong understanding of security, compliance, data privacy, and regulatory considerations.
• Ability to influence across matrixed organizations without direct authority.

Why Join AmeriLife?

AmeriLife is investing heavily in modern CRM platforms to enable scalable, consistent, and high-performing Wealth distribution capabilities.

As Director, IT – CRM Platform, you will have clear, undiluted ownership of a mission-critical platform, real authority to drive outcomes, and the opportunity to shape how AmeriLife’s advisors, affiliates, and employees engage with the enterprise.

What AmeriLife Offers

A comprehensive benefits package that includes PTO, medical, dental, vision, retirement savings, disability insurance, and life insurance.

Equal Employment Opportunity Statement

We are an Equal Opportunity Employer and value diversity at all levels of the organization. All employment decisions are made without regard to race, color, religion, creed, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), sexual orientation, gender identity or expression, age, national origin, ancestry, disability, genetic information, marital status, veteran or military status, or any other protected characteristic under applicable federal, state, or local law. We are committed to providing an inclusive, equitable, and respectful workplace where all employees can thrive.

Americans with Disabilities Act (ADA) Statement

We are committed to full compliance with the Americans with Disabilities Act (ADA) and all applicable state and local disability laws. Reasonable accommodations are available to qualified applicants and employees with disabilities throughout the application and employment process. Requests for accommodation will be handled confidentially. If you require assistance or accommodation during the application process, please contact us at [email protected].

Pay Transparency Statement

We are committed to pay transparency and equity, in accordance with applicable federal, state, and local laws. Compensation for this role will be determined based on skills, qualifications, experience, and market factors. Where required by law, the pay range for this position will be disclosed in the job posting or provided upon request. Additional compensation information, such as benefits, bonuses, and commissions, will be provided as required by law. We do not discriminate or retaliate against employees or applicants for inquiring about, discussing, or disclosing their pay or the pay of another employee or applicant, as protected under applicable law. Pay ranges are available upon request.

Background Screening Statement

Employment offers are contingent upon the successful completion of a background screening, which may include employment verification, education verification, criminal history check, and other job-related inquiries, as permitted by law. All screenings are conducted in accordance with applicable federal, state, and local laws, and information collected will be kept confidential. If any adverse decision is made based on the results, applicants will be notified and given an opportunity to respond.