Minor Hotels Europe and Americas

Lead COE, CRM Strategy – Insurance & Financial Services

Minor Hotels Europe and Americas

full-time

Posted on:

Location Type: Office

Location: New York City • Illinois • New York • United States

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Salary

💰 $175,000 - $250,000 per year

Job Level

Senior

About the role

  • Define and lead the CRM GTM strategy for Insurance and broader Financial Services.
  • Align CRM offerings with evolving market needs, focusing on Agentic AI-driven transformation.
  • Serve as a subject matter expert on future CRM trends, including AI-driven automation, personalization, and agentic workflows.
  • Evangelize CRM transformation opportunities to clients and internal teams.
  • Leverage deep knowledge of Insurance distribution and service models (agents, brokers, direct-to-consumer, hybrid).
  • Identify opportunities to transform these models using Agentic AI for efficiency and customer experience.
  • Partner with sales teams to drive pipeline growth and deal closure.
  • Develop positioning, messaging, and value propositions for CRM solutions.
  • 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.
  • Strong storytelling and executive advisory skills, with the ability to communicate CRM and AI value propositions to C-level leaders.
  • Bachelor’s degree required; MBA or equivalent preferred.
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
  • Family building benefits like adoption assistance, surrogacy, and cryopreservation
  • Social well-being benefits like subsidized back-up child/elder care and tutoring
  • Mentoring, coaching and learning programs
  • Employee Resource Groups
  • Disaster Relief

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
CRM strategyAgentic AIAI-driven automationpersonalizationagentic workflowsCRM platformsSalesforceDynamicsstrategic capabilitiesGTM execution
Soft skills
strategic thinkingcommunicationstakeholder managementstorytellingexecutive advisory
Certifications
Bachelor's degreeMBA