The role requires strong program management discipline, practical Salesforce implementation experience, business-process design capability, vendor leadership, and the ability to translate business outcomes into an executable roadmap, integrated plan, prioritized backlog, and measurable adoption results. Facilitate business-design workshops covering lead and referral intake, account and contact management, opportunity qualification, discovery, carrier marketing and quote tracking, proposal development, binding, sales-to-service handoff, renewal, and cross-sell.