FBS Lead CRM Architect

We are seeking a strategic and experienced Lead CRM Architect to lead the transformation of our Distribution, Marketing, and Agency technology ecosystem. This role is pivotal in driving innovation through AI and automation, enabling seamless agent and customer experiences, operational efficiency, and data-driven decision-making.

Key Activities

Strategy & Roadmap Development

• Develop and govern the technical architecture roadmap for Distribution, Marketing, and Agency domains.
• Lead architectural design for Salesforce, marketing automation, agency management, and commissions platforms.
• Evaluate emerging technologies, including RPA (Agency services), and intelligent data platforms, to modernize capabilities.

Architectural Design & Governance

• Create reference architectures and reusable patterns for CRM (Salesforce, Microsoft Dynamics 365, etc), MarTech, and agency systems.
• Architect end-to-end solutions that incorporate automated workflows, data integrity, and secure integrations.
• Define modernization strategies for legacy systems (e.g., WINS), ensuring smooth transitions and data consistency.
• Lead governance sessions to ensure alignment with enterprise standards and strategic vision.

Requirements

• +9 Years of experience in a similar role
• Salesforce: Design intelligent solutions for lead management, campaign orchestration, agent productivity, and customer engagement.
• Agency Management & Commissions: Automate agent onboarding, compensation processing, and service workflows using workflow engines.
• Automation: Integrate predictive analytics, chatbots, and intelligent routing to enhance agent and customer experiences.
• Integration: Build unified data flows across Salesforce, agency systems, and enterprise platforms.
• Experience in sales quoting platform/ Policy platform.

Benefits

This position comes with a competitive compensation and benefits package, including a competitive salary and performance-based bonuses, comprehensive benefits package, flexible work arrangements, private health insurance, paid time off, and training & development opportunities in partnership with renowned companies.