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Brown & Brown · 1 day ago

CRM Functional Specialist

United States

Full-time

Remote

Senior Level

$150K/yr - $175K/yr

5+ years exp

Brown & Brown is a company built on meritocracy, seeking a CRM Functional Consultant to join their growing team. The role involves developing relationships with internal business customers, prioritizing CRM projects, and collaborating with stakeholders to deliver effective CRM solutions.

Insurance

Responsibilities

Developing strong relationship with internal business customers

Work with stakeholders across the enterprise to elicit, understand, refine and communicate business needs so that business and technical delivery teams can deliver effective CRM related solutions

Facilitate the alignment of strategic solutions to address needs

Prioritize CRM projects with PMO and Director of Digital Operations

Create and maintain dashboards for all CRM initiatives

Utilize an advanced understanding of customer needs as well as business vision and strategy to prioritize investment, business value and delivery

Work closely with business and IT stakeholders to regularly communicate the priorities for their product teams, identify and gain approval for potential tradeoffs when needed, escalate as appropriate through governance structures and effectively share successes and challenges to enable continued value delivery

Identify, engage, influence and lead business stakeholders and subject matter experts to effectively deliver on CRM product priorities

Consults with the Business Systems Analyst to ensure clarity of user stories and acceptance criteria. May contribute to the functional and business requirements

Collaborates with other products / project leads, legal, compliance and other colleagues to understand constraints, interdependence and to determine optimal delivery options to achieve expected benefits

Directs and guides strategic vision for future product utilization by investigating opportunities, building and presenting use cases, aligning with customer future needs and coordinating with the Technical Manager to scope and design

Liaison between the development team and the business to help translate business language into technical details

Works closely with the Brand & Communications team to promote new features or processes within the product to drive adoption

Works with multiple divisions to develop the product focusing on the technical aspect of the problem / solution

Qualification

CRM experienceBusiness analysisProcess modelingAgile methodologyInsurance industry experienceClient-facing experienceExcel proficiencyWordPowerPoint skillsCommunication skillsRelationship building