Technical Program Manager - CRM (Salesforce)

Location: Plano, TX, USA

Company

Brown & Brown is an insurance brokerage and financial services organization building enterprise customer relationship management capabilities across its business segments.

What you will do

• Lead the end-to-end delivery of the Salesforce CRM program, from mobilization and discovery through process design, configuration, integration, migration, testing, training, go-live, and stabilization.
• Establish program governance, roadmaps, workplans, milestones, dependencies, resource plans, budgets, RAID and decision logs, and executive reporting.
• Facilitate current-state and future-state sales-process design across Small Commercial, Middle Market Commercial, Large Commercial, Personal Lines, and Employee Benefits.
• Translate approved processes and requirements into prioritized backlogs, user stories, acceptance criteria, release plans, and traceable deliverables.
• Coordinate Salesforce product, architecture, data, integration, security, business analysis, and organizational-readiness workstreams.
• Manage systems integrators and third-party vendors, including statements of work, staffing, deliverable quality, schedules, financial performance, and issue resolution.

Requirements

• Bachelor’s degree in business, information technology, computer science, engineering, or a related field, or equivalent professional experience.
• At least seven years of experience leading complex enterprise technology or business-transformation programs with responsibility for scope, schedule, budget, risks, vendors, and executive governance.
• Experience leading at least one end-to-end Salesforce or comparable enterprise CRM implementation from discovery and design through deployment and stabilization.
• Working knowledge of Salesforce Sales Cloud, configuration, integrations, data migration, environments, testing, release management, and production support.
• Experience with Agile, hybrid, and waterfall delivery methods, backlog management, sprint planning, dependency management, release planning, data migration, integration, UAT, cutover, and organizational readiness.
• Ability to travel as needed for business workshops, program milestones, and deployment activities.

Nice to have

• Salesforce implementation experience in insurance brokerage, financial services, or another regulated, relationship-driven industry.
• Salesforce certifications such as Salesforce Administrator, Business Analyst, Sales Cloud Consultant, or Platform App Builder.
• PMP, PgMP, Agile, Scrum, SAFe, Prosci, or comparable certifications.
• Experience with Salesforce Data Cloud, MuleSoft, Experience Cloud, CRM Analytics, AI-enabled Salesforce capabilities, legacy CRM consolidation, or merger and acquisition integration.

Culture & Benefits

• Meritocratic culture focused on initiative and doing what is best for customers.
• Medical/Rx, dental, vision, life, and disability insurance.
• ESPP, 401(k), student loan assistance, and tuition reimbursement.
• Mental health and enhanced advocacy services.
• Paid time off, holidays, preferred partner discounts, and additional benefits subject to eligibility.