CRM Field Engagement Leader

As we continue to invest in our Salesforce platform and other sales tools, we are looking for a field-focused leader to strengthen adoption and business value from CRM and integrated sales tools.  The CRM Field Engagement Leader is accountable for outcomes across producer engagement, producer experience design, integrated sales tools, and field activation.  The leader operates with a player-coach orientation by setting direction, holding the line on standards, and picking up the work when it matters most.  

Above all, this leader is the owner and operator of the Voice of the Producer, the channel through which the field shapes what we build, and the champion of the producer experience, ensuring everything we build is easy, simple, and worth a producer’s time.

1. Voice of the Producer

• Lead producer feedback forums including design the agenda, run the room, capture the signal, and follow up.
• Translate raw field input into prioritized, decision-ready recommendations for the CRM Product and Leadership team.
• Advocate for field priorities and use data, feedback, and sound judgment to challenge decisions that add friction for producers.

2. Producer Experience Design

• Champion producer-first thinking across CRM, integrated tools, and field-facing processes across every workflow, screen, and dashboard, judging by whether it makes the producer faster, not the back office tidier.
• Partner across the CRM and design teams to shape requirements from the producer’s seat including walking the workflow yourself, sketching the experience, and prototyping where needed to make the case.
• Set and defend a high bar for simplicity, clarity, and ease-of-use. Push back on complexity, jargon, and process for process’s sake.

3. Sales Activation Coordination

• Run field intake as a fast, transparent function by triage, prioritize, and route requests so the field never wonders where their ask went.
• Partner across CRM, sales operations, marketing systems, and integrated tools to ensure producers have reliable data and practical reporting to support execution.

4. Integrated Sales Tools

• Support management and adoption of the integrated sales tool stack: ZoomInfo, Catalyst, MiEdge, and LinkedIn Sales Navigator.
• Ensure these tools are integrated into a single, coherent producer experience, not a patchwork of logins, tabs, and disconnected workflows.

Success in This Role Looks Like:

• Producers, sales leaders, and branch presidents say: “They actually listen, and things change.”
• Producers describe our tools and workflows as easy, simple, and worth their time — not as overhead.
• Voice of the Producer is the most trusted input channel into our CRM roadmap — not a checkbox.
• Field intake is fast, transparent, and trusted.
• Integrated sales tools are demonstrably tied to producer productivity and revenue.

• Producer experience instinct – feel friction the way a producer feels it. Naturally gravitates toward simple, intuitive design. Comfortable shaping UX requirements, walking workflows, and partnering with design and product teams.
• Insurance & brokerage fluency – deep working knowledge of how producers sell, how branches operate, and how revenue is generated in a brokerage. Speaks the language of the field with credibility.
• Salesforce expertise – strong understanding of Salesforce as deployed in a sales-and-marketing organization with hands-on familiarity with how producers and sales leaders actually use the platform.
• Exceptional relationship builder – earns trust with branch presidents, producers, and senior leaders quickly, and sustains it. Turns relationships into outcomes.
• Delivers through ambiguity – defines the path when none exists, makes decisions with incomplete information, and pushes initiatives across the finish line.
• Bias to action, can-do attitude – moves with urgency, owns the outcome, removes blockers, and refuses to let “not my job” slow the field down.

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We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. 

Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:

• Medical/dental/vision plans, which start from day one!
• Life and accident insurance
• 401(K) and Roth options
• Tax-advantaged accounts (HSA, FSA)
• Educational expense reimbursement
• Paid parental leave

Other benefits include:

• Digital mental health services (Talkspace)
• Flexible work hours (availability varies by office and job function)
• Training programs
• Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
• Charitable matching gift program
• And more...

**The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.

We value inclusion and diversity

Click Here to review our U.S. Eligibility Requirements

Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.

Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.

Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.

Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.