Overview In this role you will lead the Salesforce CRM program for Brown & Brown, coordinating across segments and functions to deliver a scalable CRM foundation with segment-specific variations. You will translate business outcomes into an executable roadmap, drive adoption, and manage partners and data migration. This position offers visibility with senior stakeholders and a chance to shape how CRM supports sales and service across multiple lines of business. The role emphasizes practical Salesforce delivery, governance, and cross-functional collaboration.
Compensation / Benefits- Health Benefits: Medical/Rx, Dental, Vision, Life Insurance, Disability Insurance
- 401k; ESPP
- Student Loan Assistance; Tuition Reimbursement
- Mental Health & Wellness programs
- Paid Time Off and Holidays
- Discount programs and partner perks
Responsibilities- Lead end-to-end Salesforce CRM program delivery (mobilization, discovery, design, configuration, integration, data migration, testing, training, go-live, stabilization)
- Establish and manage program charter, governance, integrated roadmap, milestones, resource plan, budget, RAID log, and executive reporting
- Document current-state and future-state sales processes across segments (L1-L3)
- Align on a common sales-process backbone with approved segment variations
- Facilitate business-design workshops for lead referral, account management, opportunity qualification, quotes, renewal, and cross-sell
- Translate business processes into a prioritized backlog, user stories, acceptance criteria, and release plans
- Partner with Salesforce product owners, architects, data leads, integration teams, security, and business analysts
- Manage Salesforce system implementation partner and other vendors (SOWs, staffing, quality, schedule, financials)
- Coordinate data readiness and migration activities (ownership, mapping, cleansing, deduplication, conversion, sign-off)
- Coordinate integration across policy, agency management, benefits, marketing, document management, data, identity, and reporting platforms
Key requirements- Bachelor's degree or equivalent in a related field
- 7+ years leading complex enterprise technology or business-transformation programs
- Experience leading at least one end-to-end Salesforce or comparable CRM implementation
- Experience facilitating cross-unit business-process design and requirements alignment
- Working knowledge of Salesforce delivery concepts (Sales Cloud, integrations, data migration, environments, testing, release management, production support)
- Strong understanding of Agile, hybrid, and waterfall delivery methods
- Experience managing a systems integrator or outsourced delivery partner (SOW governance, performance, finance)
- Experience leading data migration, integration, UAT, cutover, and organizational readiness
- Strong financial-management skills (budget, forecasting, variance, vendor invoicing)
- Excellent executive communication, workshop facilitation, stakeholder-management, analytical and organizational skills
- Ability to travel as needed
- Executive communication
- Workshop facilitation
- Stakeholder management
- Salesforce (Sales Cloud), configuration, integrations, data migration
- Environments, testing, release management, production support
- Vendor and partner governance
