Delivery Lead CRM

• Lead CRM delivery across a greenfield enterprise implementation
• Manage and grow a team of 5+ while shaping how we use data to drive CRM success
• Sydney or Melbourne – permanent, full-time

The opportunity to join our team

We’re starting a major transformation of our Enterprise CRM capability — consolidating 20+ legacy CRMs into a single enterprise platform. The initial focus will be the setup of Enterprise CRM foundations and the delivery of the Advice CRM before onboarding other business units. This is greenfield work: designing, delivering, and maintaining a CRM environment that will support our Advice business for years to come.

As a Delivery Lead CRM, you’ll provide hands-on leadership across strategy, delivery, and stakeholder management. You’ll prioritise the CRM roadmap, guide the backlog, and ensure the team delivers value consistently, while navigating a complex, highly regulated environment. Communication, influence, and energy are key — you’ll be the person who inspires the team and keeps multiple stakeholders aligned.

Why this role at Insignia Financial?

You’ll be at the forefront of shaping a single enterprise CRM for Advice, improving efficiency, reducing complexity, and creating a platform that empowers users and clients. This is an opportunity to make a tangible difference in how advice is delivered, while working in a collaborative, culture-first environment.

In this role, you’ll own CRM delivery from inception through to ongoing support, ensuring systems and teams deliver real value:

• Ensure effective delivery and maintenance of CRM applications
• Prioritise the CRM product roadmap and backlog in line with business strategy
• Lead Discovery/Inception workshops and plan work with delivery teams
• Build strong stakeholder relationships and guide them through the digital delivery lifecycle
• Establish delivery frameworks, planning, capacity management, and reporting on status, risks, and dependencies
• Drive continuous improvement to optimise delivery velocity
• Lead, mentor, and develop a team of developers, business analysts, and testers

What You Bring to This Role

You’ll combine technical expertise, delivery experience, and leadership skills to drive CRM success:

• Proven experience delivering large-scale CRM programs (MS Dynamics, Salesforce or similar)
• Strong background in CRM data transformation and integrations
• Experience managing teams in complex IT/digital environments
• Solid delivery experience: Delivery Lead, CRM Architect, Implementation Lead, or Project Manager (5–7+ years)
• Degree-qualified in Technology, Engineering, Finance, or Information Systems
• Exposure to AI implementations within CRM is a plus
• Familiarity with project management methodologies (PMBOK, Agile, Scrum, SAFe)
• Ability to communicate effectively, influence stakeholders, and energise teams

This is a role for someone who thrives in ambiguity, values culture as much as capability, and knows how to use data and CRM platforms to deliver business value. If you want to lead transformative CRM work and make a real impact for Advice, we want to hear from you.

Find the better way

What gets us excited about working here? Helping people feel good about their money as one of Australia’s leading financial wellbeing organisations. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives.

If this sounds like your kind of career, you sound like our kind of person. With us, you’ll do work that builds your technical know-how and challenges our entire industry to move forward. Along the way, you’ll be free to explore new ideas and technology, solve problems in a team, and independently to get great things done. Around here, we like to call it “putting our fingerprints on the future”.

People-inspired tech

Deep expertise combined with creativity can take on the trickiest of problems. Join our team of brilliant minds and mentors as we explore our way to innovation and apply technology in more human ways than ever.

__

To Apply

Read more here about why you should join our team.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

Please note that applications from agencies will not be considered at this time.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.