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Excellus BCBS logo
14 hrs ago

Director, CRM Strategy & Operations

Excellus BCBS

Rochester, NY (Remote)Full time$138K/yr – $248K/yr

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1 jobs
Excellus BCBS logo

Director, CRM Strategy & Operations

Excellus BCBS

Rochester, NY (Remote)

$138K/yr - $248K/yrIn-houseFull-timeSenior level10+ years exp.
14 hrs ago
Excellus BCBS logo
Excellus BCBS

Director, CRM Strategy & Operations

Rochester, NY (Remote)

$138K/yr – $248K/yrSenior Level10+ years expFull time

Posted 14 hrs ago

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Job Summary

Owns and leads the enterprise CRM strategy, governance, adoption, and modernization programs, partnering across the business to optimize customer-facing processes, data integrity, and platform health while driving value and compliance.

  • Own CRM platform strategy, governance, and adoption programs.
  • Lead modernization, process optimization, and cross-functional collaboration.
  • Manage roadmaps, vendors, data governance, and organizational change efforts.

Job Description

Responsibilities

  • Develops and executes the enterprise CRM vision, strategy, governance framework, and multi-year transformation roadmap to ensure CRM capabilities align with organizational objectives, customer engagement strategies, sales processes, and operational priorities.
  • Serves as the business owner and strategic advisor for CRM administration, operations, lifecycle management, and continuous improvement, establishing policies, procedures, controls, and standards that ensure platform integrity, reliability, scalability, security, and compliance.
  • Leads CRM modernization and transformation initiatives that improve user experience, customer intelligence, workflow efficiency, operational effectiveness, sales productivity, and measurable business value.
  • Partners with teams across the enterprise and business leaders to optimize customer-facing processes, standardize relationship management practices, and align business requirements with CRM capabilities.
  • Ensures CRM workflows effectively support lead management, opportunity management, account and contact management, customer engagement, pipeline visibility, forecasting, relationship management, and other critical business processes while promoting organizational consistency and adoption.
  • Develops and manages CRM roadmaps, enhancement portfolios, backlogs, release schedules, and investment priorities, ensuring platform enhancements and technology investments deliver strategic and operational value.
  • Oversees enhancement planning, requirements evaluation, prioritization, development, testing, deployment, upgrades, change management, and technical debt management, ensuring solutions are thoroughly tested, documented, and successfully adopted.
  • Establishes and maintains governance and operating standards for testing environments, sandbox administration, user acceptance testing, functional testing, regression testing, release validation, deployment readiness reviews, and quality assurance processes.
  • Develops and implements strategies that drive CRM adoption, utilization, user satisfaction, and organizational effectiveness through training programs, documentation, communications, enablement resources, and change management initiatives.
  • Monitors platform performance, utilization, adoption, service delivery, user engagement, operational effectiveness, release outcomes, and value realization metrics, identifying opportunities for continuous improvement.

Requirements

  • Bachelor's degree in Business Administration, Information Technology, Marketing, Customer Experience, Analytics, Operations Management, or related field. Master's degree preferred. A combination of education and experience may be considered.
  • Ten (10) or more years of progressive experience in CRM administration, CRM operations, sales operations, customer engagement technologies, business systems management, or related disciplines.
  • Five (5) or more years of leadership experience managing teams, enterprise platforms, business applications, or transformation initiatives.
  • Demonstrated experience leading CRM platform strategy, administration, governance, enhancement management, and adoption programs.
  • Experience with one or more enterprise CRM platforms, including Salesforce, Microsoft Dynamics 365, SAP CRM, Oracle CX, or similar enterprise CRM solutions.
  • Experience supporting sales process optimization, customer engagement workflows, business process transformation, and user enablement initiatives.
  • Strong understanding of: CRM governance, Platform administration, User adoption, Release management, Business process design, Change management, Data governance, Vendor management.
  • Experience managing platform roadmaps, enhancement portfolios, testing programs, and deployment processes.
  • Strong leadership, communication, relationship-building, facilitation, and organizational change management skills.
  • Physical Requirements: Ability to work prolonged periods sitting and/or standing at a workstation and working on a computer.

Preferred

  • Master's degree preferred.
  • Healthcare or other highly regulated industry experience preferred.

Benefits

  • The salary range indicated in this posting represents the minimum and maximum of the salary range for this position. Actual salary will vary depending on factors including, but not limited to, budget available, prior experience, knowledge, skill and education as they relate to the position’s minimum qualifications, in addition to internal equity. The posted salary range reflects just one component of our total rewards package. Other components of the total rewards package may include participation in group health and/or dental insurance, retirement plan, wellness program, paid time away from work, and paid holidays.
Excellus BCBS logo

Excellus BCBS

3.6 Glassdoor

Excellus BlueCross BlueShield, a nonprofit independent licensee of the BlueCross BlueShield Association, is part of a family of companies that finances and delivers vital health care services to about 1.5 million people across upstate New York. Excellus BlueCross BlueShield provides access to high-quality, affordable health coverage, including valuable health-related resources that our members use every day, such as cost-saving prescription drug discounts and wellness tracking tools. To learn more, visit excellusbcbs.com.

Founded in 1932
Rochester, New York, USA
3.7K employees
excellusbcbs.com
72% recommend to a friend
72% CEO approval

Salaries

Posted range

$138K/yr – $248K/yr

Taken straight from the job posting.

See all Excellus BCBS salaries

Marketing Team

Median Tenure
5.2 years
Marketing Roles Posted (Last 30 Days)
1

Traffic Signals

Monthly Visitors
393.1K
Traffic Source Mix
Search
32.7%
Direct
60.8%
Referral
5.7%
Social
0.5%
Paid
0.3%

Headcount Trend

Current headcount: ~3.8K

Recent News

Three local programs receive awards from Excellus BCBS
Dec 3, 2025 • Rome Sentinel
Excellus helps fund grassroots healthcare efforts
Dec 2, 2025 • Fingerlakes1.com
Excellus highlights importance of preventative care
Nov 21, 2025 • Yahoo
Annual wellness visits can boost quality of life, Excellus says
Nov 17, 2025 • Fingerlakes1.com
Excellus BCBS emphasizes prevention in cancer care
Nov 12, 2025 • Rochester Business Journal
Excellus breaks down One Big Beautiful Bill’s impact on Health Insurance coverage
Oct 23, 2025 • WSYR
Excellus hikes Medicare rates, cuts plans amid losses
Oct 8, 2025 • Fingerlakes1.com
Excellus clarifies GLP-1 coverage ahead of 2026 formulary changes
Sep 26, 2025 • RochesterFirst
Excellus clarifies GLP-1 coverage ahead of 2026 formulary changes
Sep 26, 2025 • Yahoo
Excellus BCBS opens CNY resource center in Liverpool
Sep 24, 2025 • WSYR
Excellus opens community resource center in Clay
Sep 17, 2025 • Central New York Business Journal
Excellus BCBS customers will see health insurance plan rates increase in 2026
Sep 12, 2025 • WSTM
Regulators approve Excellus rate hike on state health insurance marketplace
Sep 12, 2025 • Rome Sentinel
Excellus BlueCross BlueShield Recognized by Forbes as one of America’s Best-In-State Employers 2025
Sep 8, 2025 • Greater Rochester Chamber of Commerce
Excellus BCBS earns recognition as among best in-state employers
Sep 8, 2025 • Rome Sentinel
Central NY’s largest health insurer is raising rates by 20% for people in state’s individual marketplace
Sep 4, 2025 • Syracuse.com
Excellus BCBS names seasoned upstate NY hospital leader Martin Stallone, M.D., as Executive Vice President, Chief Healthcare Services Officer
Sep 2, 2025 • Greater Rochester Chamber of Commerce
Ensuring Employees Get the Mental Health Support They Need
Sep 1, 2025 • Central New York Business Journal
Excellus BCBS names Dr. Martin Stallone as EVP, Chief Healthcare Services Officer
Aug 29, 2025 • Fingerlakes1.com
Excellus hires Centralus Health CEO for its chief healthcare services officer position
Aug 28, 2025 • Central New York Business Journal
Report: Member Satisfaction in MA Insurers Is Dropping Due to Lack of Trust
Aug 25, 2025 • MedCity News
Medicare Advantage member satisfaction declines as trust wanes
Aug 19, 2025 • TechTarget
Excellus BlueCross BlueShield Opens Applications for 2025 Health Equity Innovation Awards
Aug 18, 2025 • Greater Rochester Chamber of Commerce
Excellus BlueCross BlueShield volunteering with Syracuse Habitat for Humanity
Aug 7, 2025 • WSYR
Excellus proposes double-digit health rate hikes: How much will your premium rise?
Jul 27, 2025 • Fingerlakes1.com
Some Excellus customers may see double-digit premium rate increases in 2026
Jul 24, 2025 • RochesterFirst
Some Excellus customers may see double-digit premium rate increases in 2026
Jul 24, 2025 • Yahoo
GLP-1 Drugs: What Employers Need to Know
Jul 1, 2025 • Central New York Business Journal
Community Memorial Hospital receives Excellus award in support of biopsy program
Jun 27, 2025 • Central New York Business Journal
Excellus to continue covering COVID-19 vaccine, booster shots
Jun 5, 2025 • WXXI News
5 ways employers can cut prescription drug costs without reducing benefits
Jun 4, 2025 • Central New York Business Journal
Excellus reaps 2024 profit even as operations lose $163M; see executive pay
May 5, 2025 • Syracuse.com
Excellus calls on Congress to protect seniors in Upstate New York
Apr 21, 2025 • binghamtonhomepage.com
Health plans call on Congress to protect older adults in upstate NY
Apr 11, 2025 • Rochester Business Journal
Salute to Outstanding Women
Mar 26, 2025 • Central New York Business Journal
Excellus net income rebounds in 2024 despite operating loss
Mar 21, 2025 • Central New York Business Journal
Excellus sees profit rebound despite $163M operating loss
Mar 13, 2025 • WXXI News
Excellus Medicare Advantage plans: What to know
Mar 3, 2025 • AOL.com
Excellus Earns #1 in Medicare Advantage Satisfaction from J.D. Power
Feb 27, 2025 • Oswego County Business Magazine
Excellus Earns #1 in Medicare Advantage Satisfaction from J.D. Power
Feb 27, 2025 • Oswego County Business Magazine
Forbes names Excellus BlueCross BlueShield #8 on list of best midsize employers in America
Feb 14, 2025 • Greater Rochester Chamber of Commerce
Excellus BlueCross BlueShield Earns #1 in Medicare Advantage Satisfaction from J.D. Power
Feb 3, 2025 • Greater Rochester Chamber of Commerce
UR Medicine’s Employee Wellness delivers ROI for area employers
Feb 3, 2025 • Rochester Business Journal
Excellus BlueCross BlueShield announces Health Equity Innovation Award recipients
Jan 21, 2025 • Rochester Business Journal
Excellus BlueCross BlueShield announces Health Equity Innovation Award recipients
Jan 13, 2025 • Greater Rochester Chamber of Commerce
Excellus BlueCross BlueShield announces health equity awards
Jan 13, 2025 • Fingerlakes1.com
Humana members and Medicare changes: What you need to know about St. Joseph’s health coverage after Excellus deal
Jan 2, 2025 • WSYR
St. Joseph’s Health, Excellus BCBS new contract agreement now in effect
Jan 2, 2025 • Central New York Business Journal
Excellus and St. Joseph’s Health reach new deal, bringing to close a contentious contract season
Jan 1, 2025 • Syracuse.com
Excellus and St. Joseph's Health end insurance dispute, multi-year deal reached
Dec 31, 2024 • WSTM
Excellus, medical group with Cayuga County-area locations reach agreement
Dec 30, 2024 • auburnpub.com
Excellus, St. Joseph’s Health extend current provider contract through February
Dec 16, 2024 • Central New York Business Journal
St. Joseph’s Health extends Excellus benefits for 2 months as contract talks continue
Dec 13, 2024 • Syracuse.com
Excellus BlueCross BlueShield & St. Joseph's Health extend coverage contract
Dec 13, 2024 • WSTM
Excellus members will benefit from ‘cooling off period’ if they leave St. Joseph’s Hospital network
Dec 3, 2024 • WSYR
Excellus and FamilyCare reach new contract agreement: Cayuga County locations will benefit
Nov 22, 2024 • Fingerlakes1.com
Excellus BCBS and Family Care Medical Group have reached an agreement
Nov 21, 2024 • WSYR
CNY’s biggest primary health care provider signs new contract with Excellus
Nov 21, 2024 • Syracuse.com
Excellus reaches deal with FamilyCare Medical Group, CNY’s largest primary care provider
Nov 21, 2024 • WSTM
Excellus BlueCross BlueShield, FamilyCare agree to new contract
Nov 21, 2024 • Spectrum News
Company leaders describe high-stakes negotiations between St. Joseph’s Health and Excellus
Nov 14, 2024 • WSYR
Excellus BCBS and WellNow reach new provider agreement
Nov 12, 2024 • Rochester Business Journal
WellNow Urgent Care returning to Excellus BlueCross BlueShield Network
Nov 12, 2024 • ABC27
Excellus BlueCross BlueShield and WellNow Urgent Care Execute a Provider Contract Agreement Effective November 15, 2024
Nov 12, 2024 • Greater Rochester Chamber of Commerce
WellNow, Excellus come to terms on deal; urgent care takes the insurance again
Nov 12, 2024 • WWNY
WellNow reaches agreement with Excellus BCBS to rejoin its provider network
Nov 12, 2024 • WXXI News
WellNow Urgent Care to begin accepting Excellus BCBS
Nov 12, 2024 • Rome Sentinel
Excellus BCBS ‘optimistic’ that an agreement with St. Joe’s will be made by end of year
Nov 12, 2024 • WSYR
WellNow Urgent Care reinstates Excellus coverage after nearly year-long dispute
Nov 12, 2024 • Democrat and Chronicle
Holistic approaches to cancer care recognize varied patient needs
Nov 12, 2024 • Rochester Business Journal
WellNow Urgent Care Announces Return to Excellus BlueCross BlueShield Network
Nov 12, 2024 • PR Newswire
St. Joe’s hospital is losing millions and playing hardball with Excellus. Patients are caught in middle
Nov 12, 2024 • syracuse
Excellus BlueCross Blue Shield, WellNow reach contract agreement
Nov 11, 2024 • WRGB
Excellus BlueCross Blue Shield announces deal with WellNow Urgent Care
Nov 11, 2024 • Spectrum News
WellNow Urgent Care to accept Excellus BCBS by Nov. 15
Nov 11, 2024 • WSYR
WellNow, Excellus Blue Cross Blue Shield reach new agreement
Nov 11, 2024 • WSTM
Excellus BCBS, WellNow reach new provider contract agreement
Nov 11, 2024 • Central New York Business Journal
WellNow Urgent Care and Excellus BlueCross BlueShield reach a new contract
Nov 11, 2024 • syracuse
Excellus BCBS Circle of Excellence Award Honors Bassett's NYCAMH For Innovative, High-Quality Patient Care
Nov 7, 2024 • Bassett Healthcare Network
Central NY's largest primary care provider 'hopeful' for first time in Excellus talks
Oct 18, 2024 • Syracuse.com
Lawmakers respond to Excellus Blue Cross Blue Shield contract negotiations
Oct 16, 2024 • WSTM
WellNow in discussions with Excellus BlueCross BlueShield
Oct 15, 2024 • Yahoo News
WellBe Senior Medical grows through Excellus BCBS partnership
Mar 20, 2024 • Modern Healthcare
Excellus BlueCross BlueShield reports 2023 performance
Mar 1, 2024 • Rochester Business Journal
Excellus BlueCross BlueShield DEI officer wins leadership award
Sep 15, 2023 • Rochester Business Journal
Company news: Excellus BlueCross BlueShield promotes Lisa White to executive leadership team
Dec 7, 2022 • Syracuse
Women of Influence: Carlette Bradley, Excellus BlueCross BlueShield/Univera Healthcare
Sep 24, 2021 • Buffalo Business First
Excellus will pay $5.1M to OCR after data breach affects 9.3M people
Jan 15, 2021 • Healthcare IT News
Telehealth visits while small are growing in upstate New York
May 20, 2019 • Internet Retailer
Stay current on health topics: Local drop in opioid prescriptions; healthy green space
Jul 15, 2018 • Rochester Democrat and Chronicle
CareValue Signed FMO Agreement with Excellus BlueCross BlueShield (Excellus BCBS)
May 25, 2018 • PRNewswire

Links

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