CRM Field Engagement Leader

Introduction

Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together.

Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way.

As we continue to invest in our Salesforce platform and other sales tools, we are looking for a field-focused leader to strengthen adoption and business value from CRM and integrated sales tools. The CRM Field Engagement Leader is accountable for outcomes across producer engagement, producer experience design, integrated sales tools, and field activation. The leader operates with a player‑coach orientation by setting direction, holding the line on standards, and picking up the work when it matters most.

Above all, this leader is the owner and operator of the Voice of the Producer, the channel through which the field shapes what we build, and the champion of the producer experience, ensuring everything we build is easy, simple, and worth a producer’s time.

Voice of the Producer

• Lead producer feedback forums including design the agenda, run the room, capture the signal, and follow up.
• Translate raw field input into prioritized, decision‑ready recommendations for the CRM Product and Leadership team.
• Advocate for field priorities and use data, feedback, and sound judgment to challenge decisions that add friction for producers.

Producer Experience Design

• Champion producer‑first thinking across CRM, integrated tools, and field‑facing processes across every workflow, screen, and dashboard, judging by whether it makes the producer faster, not the back office tidier.
• Partner across the CRM and design teams to shape requirements from the producer’s seat including walking the workflow yourself, sketching the experience, and prototyping where needed to make the case.
• Set and defend a high bar for simplicity, clarity, and ease‑of‑use. Push back on complexity, jargon, and process for process’s sake.

Sales Activation Coordination

• Run field intake as a fast, transparent function by triage, prioritize, and route requests so the field never wonders where their ask went.
• Partner across CRM, sales operations, marketing systems, and integrated tools to ensure producers have reliable data and practical reporting to support execution.

Integrated Sales Tools

• Support management and adoption of the integrated sales tool stack:
  Zoom Info, Catalyst, MiEdge, and Linked In Sales Navigator.
• Ensure these tools are integrated into a single, coherent producer experience, not a patchwork of logins, tabs, and disconnected workflows.

Success in This Role Looks Like:

• Producers, sales leaders, and branch presidents say: “They actually listen, and things change.”
• Producers describe our tools and workflows as easy, simple, and worth their time — not as overhead.
• Voice of the Producer is the most trusted input channel into our CRM roadmap — not a checkbox.
• Field intake is fast, transparent, and trusted.
• Integrated sales tools are demonstrably tied to producer productivity and revenue.

• Producer experience instinct – feel friction the way a producer feels it. Naturally gravitates toward simple, intuitive design. Comfortable shaping UX requirements, walking workflows, and partnering with design and product teams.
• Insurance & brokerage fluency – deep working knowledge of how producers sell, how branches operate, and how revenue is generated in a brokerage. Speaks the language of the field with credibility.
• Salesforce expertise – strong understanding of Salesforce as deployed in a…