Green Key Resources
Director, CRM Business Strategy
Green Key Resources, San Francisco, California, United States, 94199
Base pay range
$175,000.00/yr - $245,000.00/yr
Additional compensation types
Annual Bonus and RSUs
This role is critical in shaping and executing the company’s enterprise CRM strategy and roadmap, ensuring engagement alignment with customer experience (CX) goals, digital data strategy, and campaign needs. Reporting to the Senior Director, Digital Strategy and Capabilities, this individual will partner with Business Units, Commercial IT, Insights & Analytics and Performance & Planning teams to lead the CRM initiatives, innovation, processes and new ways of working for the global markets. The Director will drive business ownership of CRM capabilities, lead adoption and governance, and ensure seamless integration with omnichannel platforms to support therapeutic areas. The position will optimize CRM systems to enhance both healthcare provider (HCP) and patient engagement through advanced segmentation, alerts or suggestions management, and closed-loop measurement, while aligning with global CRM standards.
About the Role The Director, Global CRM Business Lead will be responsible for leading the enterprise CRM strategy and roadmap, ensuring alignment with CX goals, digital data strategy, and campaign needs.
Responsibilities Strategic Leadership
Define and lead the enterprise CRM strategy and roadmap, ensuring alignment with CX goals, digital data strategy, and campaign needs.
Develop and implement a comprehensive CRM strategy that supports the company's business objectives and enhances customer engagement.
Define and prioritize CRM initiatives across Business Units and regions for efficient resource allocation and timely execution.
Oversee the entire CRM lifecycle, from requirements gathering to deployment, ongoing optimization, and future enhancements.
Business Unit Partnership & Alignment
Collaborate with therapeutic area leads, digital peers, and their respective teams to ensure the CRM system supports unique business needs.
Act as a trusted advisor, guiding business units on leveraging CRM capabilities for customer engagement strategies.
Ensure CRM functionalities are aligned with business unit goals to maximize impact on sales and marketing.
Lead business ownership of CRM tools (including Veeva, Salesforce, and other key life sciences CRM systems), driving adoption, governance, and integration with omnichannel engagement platforms.
Ensure optimization of HCP and patient engagement via adaptation of segmentation, dynamic targeting, next-best-action logic, alerts/suggestions implementation, campaign tagging & attribution, and closed-loop measurement.
Ensure activation of fit-for-purpose CRM capabilities for cross-functional team engagement, task and target management.
Partner with IT to define CRM business needs and ensure alignment with global Veeva/Salesforce standards.
Implement technology and integration changes for cross-functional needs, system scalability, and stability.
Collaborate on CRM upgrades, integrations, and new functionalities to meet evolving business requirements.
Field Enablement & Usability
Optimize role-based CRM views, dashboards, and workflows to provide actionable information for field teams.
Work with sales enablement to ensure field representatives have the tools needed for effective customer engagement.
Identify opportunities to improve usability through streamlined workflows and enhanced system design.
Data Analysis & Reporting
Monitor key CRM metrics and identify areas for system performance improvement.
Analyze CRM data to extract insights that inform both strategic and operational decisions.
Develop standardized reports to track performance and share insights with stakeholders.
Stakeholder Management
Collaborate with cross-functional teams (sales, marketing, medical) to ensure seamless integration of CRM strategies across departments.
Represent the value of the CRM system within the organization by communicating its impact on business outcomes to leadership teams.
Address stakeholder concerns related to CRM systems or processes in a timely and effective manner.
Drive field support frameworks & office hours for CRM user base.
Qualifications
Education:
Bachelor’s degree in Business Administration, Marketing, Information Systems, or a related field; MBA preferred.
Experience:
10+ years of experience in CRM strategy development or management within the biotech/pharmaceutical industry or a similarly regulated environment. Proven experience working with Veeva, Salesforce (or similar platforms) at an enterprise level for configuration management and optimization. Experience with CRM configuration, management, and optimization, as well as integration with marketing automation tools (e.g., Salesforce Marketing Cloud, Marketo).
Required Skills
Strong understanding of CRM systems (e.g., Veeva, Salesforce) and their integration with marketing automation tools (e.g., SFMC, Marketo).
Strong understanding of pharma / life sciences CRM use cases, commercial workflows and customer types & lifecycle management.
Excellent analytical skills with the ability to turn data into actionable insights for strategic decision-making.
Exceptional communication skills for collaborating across matrixed organizations with diverse stakeholders (Sales, Marketing, and IT).
Demonstrated ability to lead cross-functional projects from concept through execution in a fast-paced environment.
Strong advocate for efficiency tools such as Microsoft Copilot to make the most use of time.
Preferred Skills
Familiarity with rare disease therapeutic areas or specialty pharma marketing practices.
Experience managing complex system integrations or global Veeva & Salesforce implementations.
Seniority level Director
Employment type Full-time
Job function Information Technology
Industries Pharmaceutical Manufacturing, Biotechnology Research, and IT Services and IT Consulting
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$175,000.00/yr - $245,000.00/yr
Additional compensation types
Annual Bonus and RSUs
This role is critical in shaping and executing the company’s enterprise CRM strategy and roadmap, ensuring engagement alignment with customer experience (CX) goals, digital data strategy, and campaign needs. Reporting to the Senior Director, Digital Strategy and Capabilities, this individual will partner with Business Units, Commercial IT, Insights & Analytics and Performance & Planning teams to lead the CRM initiatives, innovation, processes and new ways of working for the global markets. The Director will drive business ownership of CRM capabilities, lead adoption and governance, and ensure seamless integration with omnichannel platforms to support therapeutic areas. The position will optimize CRM systems to enhance both healthcare provider (HCP) and patient engagement through advanced segmentation, alerts or suggestions management, and closed-loop measurement, while aligning with global CRM standards.
About the Role The Director, Global CRM Business Lead will be responsible for leading the enterprise CRM strategy and roadmap, ensuring alignment with CX goals, digital data strategy, and campaign needs.
Responsibilities Strategic Leadership
Define and lead the enterprise CRM strategy and roadmap, ensuring alignment with CX goals, digital data strategy, and campaign needs.
Develop and implement a comprehensive CRM strategy that supports the company's business objectives and enhances customer engagement.
Define and prioritize CRM initiatives across Business Units and regions for efficient resource allocation and timely execution.
Oversee the entire CRM lifecycle, from requirements gathering to deployment, ongoing optimization, and future enhancements.
Business Unit Partnership & Alignment
Collaborate with therapeutic area leads, digital peers, and their respective teams to ensure the CRM system supports unique business needs.
Act as a trusted advisor, guiding business units on leveraging CRM capabilities for customer engagement strategies.
Ensure CRM functionalities are aligned with business unit goals to maximize impact on sales and marketing.
Lead business ownership of CRM tools (including Veeva, Salesforce, and other key life sciences CRM systems), driving adoption, governance, and integration with omnichannel engagement platforms.
Ensure optimization of HCP and patient engagement via adaptation of segmentation, dynamic targeting, next-best-action logic, alerts/suggestions implementation, campaign tagging & attribution, and closed-loop measurement.
Ensure activation of fit-for-purpose CRM capabilities for cross-functional team engagement, task and target management.
Partner with IT to define CRM business needs and ensure alignment with global Veeva/Salesforce standards.
Implement technology and integration changes for cross-functional needs, system scalability, and stability.
Collaborate on CRM upgrades, integrations, and new functionalities to meet evolving business requirements.
Field Enablement & Usability
Optimize role-based CRM views, dashboards, and workflows to provide actionable information for field teams.
Work with sales enablement to ensure field representatives have the tools needed for effective customer engagement.
Identify opportunities to improve usability through streamlined workflows and enhanced system design.
Data Analysis & Reporting
Monitor key CRM metrics and identify areas for system performance improvement.
Analyze CRM data to extract insights that inform both strategic and operational decisions.
Develop standardized reports to track performance and share insights with stakeholders.
Stakeholder Management
Collaborate with cross-functional teams (sales, marketing, medical) to ensure seamless integration of CRM strategies across departments.
Represent the value of the CRM system within the organization by communicating its impact on business outcomes to leadership teams.
Address stakeholder concerns related to CRM systems or processes in a timely and effective manner.
Drive field support frameworks & office hours for CRM user base.
Qualifications
Education:
Bachelor’s degree in Business Administration, Marketing, Information Systems, or a related field; MBA preferred.
Experience:
10+ years of experience in CRM strategy development or management within the biotech/pharmaceutical industry or a similarly regulated environment. Proven experience working with Veeva, Salesforce (or similar platforms) at an enterprise level for configuration management and optimization. Experience with CRM configuration, management, and optimization, as well as integration with marketing automation tools (e.g., Salesforce Marketing Cloud, Marketo).
Required Skills
Strong understanding of CRM systems (e.g., Veeva, Salesforce) and their integration with marketing automation tools (e.g., SFMC, Marketo).
Strong understanding of pharma / life sciences CRM use cases, commercial workflows and customer types & lifecycle management.
Excellent analytical skills with the ability to turn data into actionable insights for strategic decision-making.
Exceptional communication skills for collaborating across matrixed organizations with diverse stakeholders (Sales, Marketing, and IT).
Demonstrated ability to lead cross-functional projects from concept through execution in a fast-paced environment.
Strong advocate for efficiency tools such as Microsoft Copilot to make the most use of time.
Preferred Skills
Familiarity with rare disease therapeutic areas or specialty pharma marketing practices.
Experience managing complex system integrations or global Veeva & Salesforce implementations.
Seniority level Director
Employment type Full-time
Job function Information Technology
Industries Pharmaceutical Manufacturing, Biotechnology Research, and IT Services and IT Consulting
#J-18808-Ljbffr