Affiliated Distributors (AD) · 8 hours ago
Director, CRM
Wayne,PA,US
Full-time
Hybrid
Director/Executive
7+ years expAffiliated Distributors (AD) is seeking an experienced Director, CRM to join their team and build a CRM practice. This role will serve as the enterprise product owner for Salesforce, influencing leadership and driving alignment on data, processes, and system capabilities across the organization.
Wholesale
Responsibilities
Define and maintain a multi-year CRM roadmap, including an operating model and business unit alignment
Lead prioritization of CRM enhancements across Business Units, Finance, Executives and other programs
Own future phases of Salesforce implementation beyond ADConnect (AD’s internal website), including contact management maturity, member and supplier engagement, activity management, business development, and marketing automation
Design and lead the execution of CRM capabilities and related business processes, ensuring they are scalable, well-documented, and aligned with AD’s operating model
Establish a governance structure that defines decision rights, roles and permissions between Business Units, Value Added Programs, Finance, IT and ADConnect
Support data governance initiatives as they pertain to CRM. Define and maintain CRM data ownership, update rules, and workflows across AD (who updates what, where, and when)
Re-architect business processes including contact management, engagement workflows, pipeline management, and marketing operations, defining future-state workflows that are standardized, scalable, and cross-functional
Define business requirements and acceptance criteria; IT and external partners execute technical implementation
Act as the primary business point of contact for Salesforce-related work tied to ADConnect, Lawson integration, and future applications (e.g., SSO, AD Rewards, surveys)
Partner with IT on system configuration, integrations, enhancements, and vendor/partner coordination
Serve as the escalation point for CRM issues and improvements, ensuring the system evolves with business priorities
Develop and deliver a training approach that differentiates between power users, business leaders, and occasional users in utilizing CRM tools
Responsible for proactive communications to users on CRM enhancements
Define and implement enterprise-wide engagement tracking standards, activity types, and reporting across supplier relations, member engagement, and other activities
Design and operationalize Salesforce-supported pipelines for supplier and member business development, including stages, qualification criteria, and dashboards
Work with business leaders to support Leadership dashboards, Business unit scorecards, engagement KPIs, BD pipeline reviews, and campaign performance
Qualification
Required
7–10+ years of experience in CRM strategy or Salesforce administration
Strong expertise in Salesforce CRM, including configuration, data structures, and workflow design
Proven ability to lead cross-functional teams and drive organization-wide CRM adoption
Experience establishing data governance standards and maintaining high-quality contact data
Skill in designing scalable business processes for engagement tracking, pipeline management, and marketing workflows
Ability to partner effectively with IT on integrations, enhancements, and system connectivity
Strong analytical and reporting skills, including defining dashboard and insight requirements
Excellent communication and training capabilities, with the ability to engage both technical and non-technical users
Demonstrated project management skills, with experience managing multi-phase system implementations
Preferred
Salesforce Administrator Certification (Advanced Admin, App Builder, or Consultant certifications) strongly preferred
Proven success driving CRM adoption and building business processes that enable marketing, and AD Community-facing teams
Strong understanding of data governance, change management, and cross-functional collaboration
Experience integrating CRM systems with analytics tools (e.g., Qlik) and other enterprise platforms
Excellent communication skills and ability to influence at all levels of the organization
Company
Affiliated Distributors (AD)
AD is a member-owned organization, passionate about bringing growth-oriented independent distributors and best-in-class supplier partners together with the purpose to outperform the market and to stay ahead of the competition.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bill Weisberg
CHM & CEO
Recent News
Digital Commerce 360
2025-09-04
Company data provided by crunchbase