Crm Leader (Fintech)

TL;DR

Crm Leader (Fintech): Defines and executes the Go-To-Market (GTM) strategy for CRM solutions across sales, service, and marketing in North America with an accent on Insurance distribution and service models. Focus on transforming these models using Agentic AI for efficiency and customer experience.

Location: New York, NY; Chicago, IL; Atlanta, GA; or Charlotte, NC

Salary: $175,000 - $250,000/ yearly

Company

hirify.global is a global business and technology transformation partner, helping organizations to accelerate their dual transition to a digital and sustainable world, while creating tangible impact for enterprises and society.

What you will do

• Define and lead the CRM GTM strategy for Insurance and broader Financial Services.
• Serve as a subject matter expert on future CRM trends, including AI-driven automation, personalization, and agentic workflows.
• Leverage deep knowledge of Insurance distribution and service models (agents, brokers, direct-to-consumer, hybrid).
• Partner with sales teams to drive pipeline growth and deal closure.
• Work closely with product, marketing, and delivery teams to ensure GTM success.
• Influence roadmap decisions based on market insights and client feedback.

Requirements

• 10+ years in CRM strategy consulting, preferably with top-tier consulting or technology firms.
• Proven track record in Insurance and broader Financial Services such as Banking or Capital Markets experience.
• Deep understanding of CRM platforms (Salesforce, Dynamics, etc.) and emerging trends along with their strategic capabilities
• Knowledge of Agentic AI and its impact on CRM, customer engagement, and operational models.
• Strong strategic thinking and GTM execution capabilities.
• Excellent communication and stakeholder management skills.

Culture & Benefits

• Flexible work
• Healthcare including dental, vision, mental health, and well-being programs
• Financial well-being programs such as 401(k) and Employee Share Ownership Plan
• Paid time off and paid holidays
• Paid parental leave