Join EY's Global Delivery Services and shape your career in Sales and CRM transformation for insurance and financial services clients. We offer a global scale, inclusive culture, and technology to help you grow. Contribute your unique perspective to build a better working world.

Design and implement CRM strategies focused on customer engagement, retention, and satisfaction within the insurance sector. Assess current sales and CRM capabilities, develop future-state recommendations, and create transformation roadmaps with business cases. Capture business requirements for CRM implementation and collaborate with sales, marketing, and IT teams. Document user stories and acceptance criteria, and support test planning and execution with business stakeholders. Serve as a trusted advisor, analyzing client business problems and providing data-driven insights and recommendations for marketing function design.

Possess 10-12 years of experience in designing and implementing CRM strategies, particularly for the insurance industry. Demonstrate hands-on experience in assessing current sales and CRM capabilities, deriving future-state recommendations, and developing roadmaps with business cases. Exhibit strong analytical skills with the ability to interpret data and make informed decisions. Communicate effectively through excellent writing and editing skills. Possess a strong understanding of CRM platforms like Salesforce and Microsoft Dynamics, and their application in insurance. Experience with design collaboration tools such as Mural, Miro, PPT, and Visio is essential. An MBA from a Tier-1/Tier-2 institution with significant insurance industry or consulting experience in Sales/CRM transformation is preferred.