CRM Field Engagement Leader

Introduction Welcome to Gallagher - a global community of people who bring bold ideas, deep expertise, and a shared commitment to doing what’s right. We help clients navigate complexity with confidence by empowering businesses, communities, and individuals to thrive. At Gallagher, you’ll find more than a job; you’ll find a culture built on trust, driven by collaboration, and sustained by the belief that we’re better together. Whether you join us in a client-facing role or as part of our brokerage division, our benefits and HR consulting division, or our corporate team, you’ll have the opportunity to grow your career, make an impact, and be part of something bigger. Experience a workplace where you’re encouraged to be yourself, supported to succeed, and inspired to keep learning. That’s what it means to live The Gallagher Way. Overview 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. How you'll make an impact 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. 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. 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. 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. About you 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. #LI-DK3 #LI-Remote Compensation and benefits 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: Flexible medical & dental coverage to meet your household's needs Life, Dependent Life and AD & D Insurance options Retirement savings including RRSP including a company match, TFSA, pension and more Employee Stock Purchase Plan Other benefits include: Educational expense reimbursement Employee assistance programs Discounted gym membership (GoodLife Fitness) Opportunity for flexible work arrangements Paid sick days & personal days Employee education recognition program Employee referral bonus program We value inclusion and diversity Click Here to review our Canada 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. We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. 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. Artificial intelligence (AI) is not used to screen, assess or select applications for a position within Gallagher. Gallagher’s AI tool is used to assist in collecting information from the candidate, ask screening questions, and schedule interviews. However, the AI tool does not make any decisions with respect to any of the information, other than identifying candidates who may meet certain pre-determined qualifications. 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. 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. 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. 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. #LI-DK3 #LI-Remote