Responsibilities

• Establish and maintain data-driven, actionable regional enablement and CRM playbooks, incorporating best practices and clear in-flow guidance across Lead-to-Cash processes spanning Sales, Marketing, and Customer Service
• Develop and execute regional enablement plans for new capabilities, process changes, and system enhancements, ensuring readiness, alignment, and measurable behavioral and adoption outcomes tied to pipeline quality and business performance
• Actively support and improve lead management, routing, qualification, sales hando s, and customer service transitions, ensuring clear signals, ownership, and execution consistency across the lifecycle
• Cross-Functional Partnership & Solution Deployment — Partner with functional SMEs, Sales Operations, Marketing, Customer Service, IT, and Digital/Platform teams to support the design, testing, and deployment of solutions that simplify workflows, improve data capture, and enable more intelligent, insight-driven selling behaviors
• Cross-Functional Partnership & Solution Deployment — Roll out new enterprise platform capabilities, features, and process changes from Global Go-To-Market Enablement into the Americas region, including change communication, adoption support, and feedback loops to improve usability and e ectiveness
• Cross-Functional Partnership & Solution Deployment — Represent regional business needs, constraints, and enhancement requests to Global Enablement and Platform Product teams, including:
• Cross-Functional Partnership & Solution Deployment — Submitting and managing issue and enhancement tickets
• Cross-Functional Partnership & Solution Deployment — Requesting new functionality or integrations
• Cross-Functional Partnership & Solution Deployment — Providing practical input into platform and enablement roadmap priorities, with a focus on usability, data quality, and real-world adoption
• Training, Adoption & Support — Onboard new users across functions with role-based, scenario-driven training programs that reinforce CRM as the primary system for daily execution and decision-making
• Training, Adoption & Support — Serve as the primary regional point of contact for end-user support, troubleshooting, and resolution of CRM and enablement-related operational issues
• Training, Adoption & Support — Identify recurring issues and usage patterns to proactively improve workflows, usability, and adoption at scale
• Training, Adoption & Support — Partner with regional Sales and Customer Service leaders to establish clear accountability, usage expectations, and adoption KPIs tied to business outcomes (e.g., conversion, cycle time, forecast reliability)
• Data, Insights & Continuous Improvement — Audit CRM usage, behaviors, and workflows to identify adoption gaps, ine efficiencies, and sources of friction, using data and usage patterns to prioritize improvements
• Data, Insights & Continuous Improvement — Establish and execute ongoing data governance, quality, and hygiene routines, ensuring accuracy, compliance, and high confidence in data used for decision-making, forecasting, and analytics
• Data, Insights & Continuous Improvement — Identify and implement opportunities to enhance platform e iciency through workflow optimization, automation, and AI-supported or insight-driven capabilities, focusing on practical use cases that reduce manual effort and improve sales effectiveness
• Platform Adoption & System Integration — Support full platform adoption by embedding CRM and enablement tools into daily workflows, reinforcing the system as the primary source of truth and eliminating manual workarounds and low-value administrative effort
• Platform Adoption & System Integration — Create and maintain enablement assets and documentation, including process maps, role-based user guides, data definitions, deployment materials, and reference content
• Platform Adoption & System Integration — Manage CRM user access, roles, profiles, and security settings in alignment with enterprise governance and data privacy standards

Requirements

• Experience managing processes and functionality within MS Dynamics
• 5+ years of experience involving CRM management in a B2B environment
• Experience supporting CRM platforms, sales operations, sales enablement, revenue operations, or business process improvement initiatives.
• Strong understanding of sales workflows, lead management, opportunity management, customer handoffs, data quality, and CRM adoption challenges.
• Ability to translate system capabilities and process changes into clear, practical guidance for business users.
• Comfort partnering across Sales, Marketing, Customer Service, IT, and global enablement or platform teams.
• Strong communication, training, documentation, troubleshooting, and stakeholder-management skills.
• A continuous-improvement mindset with the ability to identify patterns, solve workflow issues, and influence adoption without relying solely on formal authority.
• Bachelor’s degree (B.A. or B.S.) in systems, sales, marketing, or similar field

Benefits

• 21 days PTO (Paid Time Off) to start – quickly earn more PTO as you stick with us (36 days max).
• Medical, dental, and vision Insurance – several Blue Cross Blue Shield plan options to choose from.
• Company-sponsored life, AD&D, and short- and long-term disability – at no cost to employee.
• Paid parental leave, tuition and fitness reimbursement, and a hybrid working policy.
• 401(k) with a 4% dollar-for-dollar match – fully vested upon eligibility!
• Benefits: Be a key player (US), Competitive compensation (US), Continuing Education Tuition Reimbursement (US), Give back (US), Have fun (US), Lead a Healthy Life (US), Onsite Café (US), Take time off (US)