Business Strategy Plan Director - Lead Generation & CRM Integration

About the position Business Strategy Plan Director - Lead Generation & CRM Integration Location: This role requires associates to be in-office 3 days per week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured office engagement with the autonomy of virtual work, promoting a dynamic and adaptable workplace. Alternate locations may be considered if candidates reside within a commuting distance from an office. Please note that per our policy on hybrid/virtual work, candidates not within a reasonable commuting distance from the posting location(s) will not be considered for employment, unless an accommodation is granted as required by law. The Business Strategy Plan Director will serve as the Lead Generation & CRM Integration Leader and be responsible for designing and implementing lead generation programs to drive pipeline growth across all Growth verticals. How you will make an impact: Understands all aspects of the business and partners with executive leadership to define strategies and actions that drive pipeline growth through multi-channel lead generation programs. Builds and manages the resources required to deliver a world-class lead generation function. Establishes SLAs and KPIs to measure the impact of key programs. Translates strategy into defined tactics, program/project priorities, and timelines, ensuring alignment with and attainment of enterprise strategic plans. Documents strategic priorities, including external environment factors, market influences, shifting buyer demographics, and customer insight research initiatives. Builds and leverages relationships to provide innovative solutions to complex business problems. Proposes opportunities to improve results based on continuous needs assessment. Responsible for the development implementation and monitoring of line of business planning and project activities.

Responsibilities

• Designing and implementing lead generation programs to drive pipeline growth across all Growth verticals.
• Partners with executive leadership to define strategies and actions that drive pipeline growth through multi-channel lead generation programs.
• Builds and manages the resources required to deliver a world-class lead generation function.
• Establishes SLAs and KPIs to measure the impact of key programs.
• Translates strategy into defined tactics, program/project priorities, and timelines, ensuring alignment with and attainment of enterprise strategic plans.
• Documents strategic priorities, including external environment factors, market influences, shifting buyer demographics, and customer insight research initiatives.
• Builds and leverages relationships to provide innovative solutions to complex business problems.
• Proposes opportunities to improve results based on continuous needs assessment.
• Responsible for the development implementation and monitoring of line of business planning and project activities.

Requirements

• Requires a BA/BS degree in a related field and a minimum of 10 years of related experience including prior leadership experience and 3 years of strategic planning; or any combination of education and experience, which would provide an equivalent background.

Nice-to-haves

• Master’s degree preferred.
• Knowledge and experience in the products and services of the respective industry strongly preferred.
• 5–10+ years leading lead generation or sales teams, with 5+ years in healthcare/insurance and extensive collaboration with sales organizations preferred.
• 5+ years in the Salesforce ecosystem (CRM and lead gen tools), plus experience developing segmentation/targeting strategies and partnering with analytics teams on lead scoring, targeting algorithms, and/or AI preferred.
• Experience developing strategic plans aligned with growth objectives, with the ability to partner with leadership to define strategy and translate it into actionable tactics and priorities preferred.
• Experience driving cross-organizational projects and supporting business plan/strategy development, including responsibility for planning and project activities preferred.
• Experience collaborating with cross-functional teams to lead execution of lead generation programs, including integrating marcom and CRM tools into the lead generation ecosystem preferred.
• Experience designing processes and systems to support business needs, ensuring functional integration, and conducting cost/benefit analyses to support business changes preferred.
• Experience improving intake processes for campaign prioritization, identifying issues and scope changes, and implementing best practices preferred.
• Strong communication, relationship-building, and organizational skills, with the ability to manage multiple priorities, thrive in dynamic environments, and drive change preferred.
• Proficiency in Microsoft Office (data analysis and presentations), SharePoint (document management), Salesforce.com, and marcom technology preferred.

Benefits

• a comprehensive benefits package
• incentive and recognition programs
• equity stock purchase
• 401k contribution
• medical, dental, vision, short and long term disability benefits
• 401(k) +match
• stock purchase plan
• life insurance
• wellness programs
• financial education resources
• Paid holidays
• Paid Time Off

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