CRM & Enablement Tools Manager

Manulife
Boston, MA

We are seeking a highly skilled and proactive CRM & Enablement Tools Manager to oversee the CRM product roadmap for Retail Investments, acting as the strategic bridge between Sales stakeholders and the delivery team. This individual would lead discovery, translate needs into prioritized user stories, and govern solution design to ensure the simplest scalable solutions, strong data integrity and high user adoption across the organization.

The ideal candidate brings deep hands-on experience with Salesforce, thrives in a dynamic environment with competing priorities, and is naturally inquisitive-someone who looks beyond 'what' to understand the 'why.' They don't just execute tasks; they identify improvements, anticipate needs, and help elevate our overall CRM and sales enablement ecosystem. In addition, the candidate should demonstrate adaptability and a forward-thinking mindset regarding the integration of emerging AI technologies. Familiarity with the latest AI-powered features in CRM platforms will position the candidate to unlock new opportunities for efficiency and innovation within our sales enablement landscape.

Key Responsibilities

Business Partnership & Communication

  • Collaborate with Sales, Product, and Marketing teams to understand needs and optimize workflows and tools.

  • Work closely with Technology teams to ensure smooth implementation and high-quality delivery.

  • Provide training, enablement, and documentation to ensure strong adoption across end users.

  • Support wholesaler selling teams by identifying new capabilities and how they work within roadmap/tech stack that will improve productivity and client engagement

CRM (Salesforce) Ownership

  • Serve as the subject matter expert for Salesforce within the Retail Investments business.

  • Manage reporting, dashboards, and data governance processes.

  • Partner with technical teams to translate business requirements into scalable solutions.

  • Identify and implement CRM best practices for both back-end configuration and front-end user experience.

Technology & Tool Management

  • Lead end-to-end implementation, configuration, and enhancements for multiple sales enablement tools concurrently.

  • Own ongoing maintenance, performance monitoring, and issue resolution across systems.

  • Evaluate new technologies and recommend solutions that drive efficiency, usability, and data quality.

  • Proactively identify gaps, inefficiencies, and opportunities for improvement.

Qualifications

Required

  • 5+ years of experience in CRM Management, Sales Enablement, Business Analysis, or similar roles.

  • Strong hands-on experience with Salesforce (configuration, user support/training, reporting).

  • Deep understanding of the Retail Investments or broader Financial Services industry.

  • Proven ability to manage and implement multiple tools simultaneously.

  • Comfort working with both business users and technical teams.

  • Excellent problem-solving skills and the ability to work independently with minimal direction.

  • Strong communication and stakeholder-management skills.

  • Familiarity with agile project management methodology

Preferred

  • Extensive experience in sales enablement, CRM support, or sales operations within a retail investments organization, with a proven ability to interact comfortably and effectively with both sales teams and sales management.

  • Understanding of data governance, data quality concepts, and user adoption strategies.

  • Proven experience as a product owner or platform lead, collaborating closely with developers to articulate trade-offs, enforce best practices, and uphold established standards.

  • Demonstrated expertise with a wide range of AI tools and a strong understanding of how to strategically leverage these technologies to enhance organizational effectiveness and drive business outcomes.

Key Attributes of a Successful Candidate

  • Inquisitive and Curious: Continuously asks questions, digs deeper, and seeks to understand root causes.

  • Proactive and Self-Driven: Identifies needs before they surface; recommends solutions instead of waiting for direction.

  • Independent Problem Solver: Comfortable navigating ambiguity and finding answers autonomously.

  • Collaborative Communicator: Able to translate technical concepts for business stakeholders and vice versa.

  • Detail-Oriented: Ensures accuracy in data, documentation, and process management.

  • User-Centric: Keeps the front-end experience top of mind to drive adoption and satisfaction.

When you join our team:

  • We'll empower you to learn and grow the career you want.

  • We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.

  • As part of our global team, we'll support you in shaping the future you want to see.

Acerca de Manulife y John Hancock

Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .

Manulife es un empleador que ofrece igualdad de oportunidades

En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.

Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a [email protected] .

Referenced Salary Location

Toronto, Ontario

Modalidades de Trabajo

Híbrido

Salary range is expected to be between

$73,725.00 CAD - $122,875.00 CAD

Los empleados también tienen la oportunidad de participar en programas de incentivos y recibir una compensación vinculada al rendimiento empresarial e individual. El salario real variará según las condiciones del mercado local, la geografía y factores relacionados con el puesto como conocimientos, habilidades, requerimientos, experiencia y educación/formación. Si solicitas este puesto fuera de tu ubicación principal, por favor escríbenos a [email protected] para conocer el rango salarial correspondiente a tu ubicación.

Manulife ofrece a los empleados aptos una amplia variedad de beneficios personalizables, entre ellos, beneficios de salud, odontológicos, de salud mental, oftalmológicos, por discapacidad a corto y a largo plazo, cobertura de seguro de vida y por muerte accidental y desmembramiento, adopción/subrogación y bienestar, y planes de asistencia al empleado/familiar. También ofrecemos a los empleados admisibles varios planes de ahorro para la jubilación (incluidos planes de pensiones y un plan mundial de propiedad de acciones con contribuciones equivalentes del empleador) y recursos de asesoramiento y educación financiera. Nuestro generoso programa de tiempo libre remunerado en Canadá incluye feriados, vacaciones, días personales y días por enfermedad, y ofrecemos la gama completa de ausencia laboral reglamentaria. Si se está postulando para este puesto en los EE. UU., póngase en contacto con [email protected] para obtener más información sobre las disposiciones relativas al tiempo libre remunerado específicas de EE. UU.

Posted 2026-03-17

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