What are the responsibilities and job description for the Enablement & CRM Lead position at Lucas James Talent Partners?
As the Enablement & CRM Lead, you will act as a regional expert, facilitator, trainer, and trusted partner to ensure the effective, consistent, and value‑driven use of Microsoft Dynamics and Go‑To‑Market enablement tools across the end‑to‑end Lead‑to‑Cash lifecycle.
The role will play a key part in embedding CRM and enablement platforms as the system of execution and source of truth, helping transition the region toward more data‑driven, intelligent sales workflows that reduce manual effort and improve decision quality.
Reporting to the Head of Global Go‑To‑Market Enablement (within the Business Transformation & Sales Excellence organization), this role bridges global enablement strategy and enterprise platforms with regional execution, while ensuring local adoption of evolving digital and AI‑enabled capabilities in a practical, business‑led manner.
The Lead is responsible for developing and executing regional enablement plans and partnering closely with subject matter experts (SMEs) and business stakeholders to successfully deploy solutions that simplify workflows, improve usability, and increase adoption across sales systems and processes.
To succeed in this role, you will be highly driven to:
- Establish and maintain data‑driven, actionable regional enablement and CRM playbooks, incorporating best practices and clear in‑flow guidance across Lead‑to‑Cash processes spanning Sales, Marketing, and Customer Service
- Develop and execute regional enablement plans for new capabilities, process changes, and system enhancements, ensuring readiness, alignment, and measurable behavioral and adoption outcomes tied to pipeline quality and business performance
- Actively support and improve lead management, routing, qualification, sales handoffs, and customer service transitions, ensuring clear signals, ownership, and execution consistency across the lifecycle
Cross-Functional Partnership & Solution Deployment
- Partner with functional SMEs, Sales Operations, Marketing, Customer Service, IT, and Digital/Platform teams to support the design, testing, deployment, and adoption of CRM solutions.
- Support rollout of enterprise platform capabilities, features, and process changes from Global Go-To-Market Enablement into the Americas region, including communications, training, adoption support, and feedback loops.
- Represent regional business needs, constraints, enhancement requests, and usability concerns to Global Enablement and Platform Product teams.
- Submit and manage issue and enhancement tickets, request new functionality or integrations, and provide practical input into roadmap priorities with a focus on usability, data quality, and real-world adoption.
Training, Adoption & End-User Support
- Onboard new users across functions through role-based, scenario-driven training that reinforces CRM as the primary system for daily execution and decision-making.
- Serve as the primary regional point of contact for CRM and enablement-related end-user support, troubleshooting, and operational issue resolution.
- Identify recurring issues, user behavior patterns, and adoption gaps, then recommend improvements that reduce friction and improve consistency at scale.
- Partner with regional Sales and Customer Service leaders to establish clear usage expectations, accountability, and adoption KPIs tied to business outcomes such as conversion, cycle time, and forecast reliability.
Data, Insights & Continuous Improvement
- Audit CRM usage, behaviors, and workflows to identify adoption gaps, inefficiencies, and sources of friction, using data and usage patterns to prioritize improvements.
- Establish and execute ongoing data governance, quality, and hygiene routines to support accurate reporting, forecasting, analytics, and business decision-making.
- Identify opportunities to improve platform efficiency through workflow optimization, automation, and insight-driven or AI-supported capabilities that reduce manual effort and improve sales effectiveness.
- Use CRM data and adoption insights to help business leaders understand process health, pipeline quality, and areas requiring additional enablement or accountability.
Platform Administration & Documentation
- Support full CRM adoption by embedding CRM and enablement tools into daily workflows and helping eliminate manual workarounds and low-value administrative effort.
- Create and maintain enablement assets and documentation, including process maps, role-based user guides, data definitions, deployment materials, and reference content.
- Manage CRM user access, roles, profiles, and security settings in alignment with enterprise governance and data privacy standards.
- Maintain a practical feedback loop between users, regional stakeholders, global enablement, and platform teams to support continuous system and process improvement.
The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- Experience managing processes and functionality within MS Dynamics
- 5 years of experience involving CRM management in a B2B environment
- Experience supporting CRM platforms, sales operations, sales enablement, revenue operations, or business process improvement initiatives.
- Strong understanding of sales workflows, lead management, opportunity management, customer handoffs, data quality, and CRM adoption challenges.
- Ability to translate system capabilities and process changes into clear, practical guidance for business users.
- Comfort partnering across Sales, Marketing, Customer Service, IT, and global enablement or platform teams.
- Strong communication, training, documentation, troubleshooting, and stakeholder-management skills.
- A continuous-improvement mindset with the ability to identify patterns, solve workflow issues, and influence adoption without relying solely on formal authority.
Education
- Bachelor’s degree (B.A. or B.S.) in systems, sales, marketing, or similar field
HARTING Americas is a subsidiary of HARTING Technology Group, a German-based global leader in industrial connectivity solutions. We develop, manufacture, and sell the world's most durable and reliable products and solutions for use in Machinery & Robotics, Automation Devices, Rail & Transportation, Intralogistics & Conveyor Systems, Energy, and Datacenter market segments.
As a third generation, family-owned company, with over 75 years of history, we continue to create value and shape the future with technologies for people. You will discover that we work hard – to fulfill our personal, company, and customer goals, and in our commitment to our community with our holiday drives and our paid VTO (Voluntary Time Off). You will also discover that we like to have fun – like when we celebrate the holidays, host theme days and sweater parties, prost to Oktoberfest, and much more!
Visit us on LinkedIn!
HARTING USA offers an attractive total compensation package and employee benefits, including:
Compensation:
- HARTING's Total Compensation Structure includes a Base Salary and Bonus Percentage.
- Competitive base salary: $80,000 - $105,000 (commensurate with experience, subject to change dependent on physical location).
- This role is eligible for a 10% discretionary annual bonus.
- 21 days PTO (Paid Time Off) to start – quickly earn more PTO as you stick with us (36 days max).
Salary : $80,000 - $105,000