AmeriLife · 2 days ago
Director, IT – CRM Platform
Clearwater, FL
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expAmeriLife is a leader in the development, marketing, and distribution of insurance solutions. They are seeking a hands-on Director, IT – CRM Platform to oversee the Salesforce CRM platform that supports Health distribution and marketer-led agent recruiting, ensuring operational excellence and vendor management.
Financial ServicesHealth CareHealth InsuranceInsuranceLife InsuranceMarketing
Responsibilities
Serve as the primary IT owner for the Salesforce CRM platform supporting Health marketer workflows and agent recruiting
Own platform stability, enhancements, integrations, and production support outcomes
Drive roadmap execution, backlog prioritization, and release readiness for Salesforce‑based capabilities
Ensure Salesforce continues to reliably support business operations and evolving requirements
Oversee all Salesforce CRM development, configuration, testing, and releases performed by Service Integrators
Review and validate solution designs, delivery scope, and quality prior to production release
Ensure alignment with enterprise architecture, integration standards, security controls, and compliance requirements
Partner closely with the Director, IT – CRM & Engagement Platforms Owner to coordinate priorities and ensure consistency of approach
Provide secondary coverage and support for the Kizen engagement platform, subject to capacity and priority alignment
Participate in governance discussions, operational support coordination, and knowledge sharing related to Kizen
Help ensure operational alignment between Salesforce CRM and Kizen where business processes intersect
Provide enterprise level technical leadership for CRM and engagement platform capabilities
Govern integrations with downstream systems such as contracting, licensing, commissions, data platforms, and identity management
Collaborate with Data Engineering and Architecture teams to ensure data accuracy, reliability, and performance
Drive continuous improvement of integration patterns and platform scalability
Own day-to-day operational health of Salesforce CRM, including performance, availability, and issue resolution
Define and enforce SLAs, KPIs, monitoring, and escalation procedures with vendors
Lead incident triage, root cause analysis, and corrective action planning
Ensure minimal disruption to business users during deployments, fixes, and enhancements
Operate as a Director level individual contributor with enterprise accountability and influence
Partner effectively with IT leadership, business stakeholders, and vendors
Contribute to platform governance frameworks, documentation standards, and repeatable operating processes
Communicate clearly and proactively on platform health, risks, and delivery status
Qualification
Required
10+ years of progressive IT experience with a strong application development or enterprise platform background
5+ years of experience owning or managing enterprise CRM platforms, preferably Salesforce
Proven ability to succeed as a hands-on Director level individual contributor
Strong experience with: Salesforce ecosystem, Vendor-led delivery and service integrator models, API-based integrations and enterprise data flows, SDLC, Agile delivery, and release management, Production support and operational governance
Demonstrated success managing vendors and complex stakeholder relationships
Excellent communication, analytical, and problem-solving skills
Preferred
Technical expertise on the Salesforce platform
Familiarity with Kizen or similar engagement platforms
Experience supporting sales, marketing, or recruiting workflows
Background in Health, Insurance, or Financial Services organizations
Ability to influence across matrixed teams and lead without direct oversight
Experience operating in environments with parallel or adjacent platforms
Benefits
PTO
Medical
Dental
Vision
Retirement savings
Disability insurance
Life insurance
Company
AmeriLife
AmeriLife provide insurance and retirement solutions to enhance the lives of pre-retirees and retirees.
1001-5000 employees
H1B Sponsorship
AmeriLife has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (2)
Funding
Current Stage
Late StageTotal Funding
$395MKey Investors
Genstar Capital
2022-06-13Secondary Market
2020-01-07Acquired
2019-06-18Debt Financing· $395M
Leadership Team
Scott Perry
CEO
Tim Calvert
Chief Operating Officer
Recent News
2026-01-16
Company data provided by crunchbase