Director, CRM Product & Customer Intelligence
Listed on 2026-08-02
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Business
Business Analyst, CRM System, Business Systems & Technology Analysis, AI Business & Operations
Position
Purpose:
The Director, CRM Product & Customer Intelligence is responsible for owning the vision, roadmap, and prioritization for the platforms and applications that facilitate and inform our customer relationships and, in turn, drive revenue. This role ensures we deliver the optimal products and features based on clearly understood business needs and manages a product roadmap that aligns with overall organizational strategy, with buy-in from relevant leaders and stakeholders—all in the context of enabling and optimizing sales engagement driven by business intelligence.
Acting as the connective tissue between business stakeholders and the technical delivery team, the Director, CRM and Customer Intelligence translates strategy into workflows, requirements, and a prioritized backlog, defines outcomes, and ensures the platform scales as the company grows and adopts AI-powered customer intelligence.
- Product Vision and
Roadmap:
Own the product vision, roadmap, and prioritized feature backlog for Salesforce and related applications. Manage a roadmap that aligns with overall organizational strategy and secures buy-in from relevant leaders and stakeholders. - Business Alignment and Requirements:
Partner with sales, service, marketing, and operations to capture business needs and align on priorities. Synthesize corresponding business requirements into clear, outcome-driven initiatives that can be translated into technical solutions. - Requirements Definition and Delivery:
Write epics, user stories, and clear requirements with acceptance criteria and
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