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American Express

Director - Business Planning & Financial Analysis

Posted Yesterday
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Hybrid
New York, NY, USA
Entry level
Hybrid
New York, NY, USA
Entry level
Leads business planning, performance analysis, sales effectiveness, territory and portfolio design, incentive planning, target setting, and executive reporting for the US SME organization. Partners with senior leaders and cross-functional teams to drive insight-based decisions, profitable growth, customer engagement, and strategic transformation. Oversees analytics roadmaps, reporting, scorecards, special initiatives, and development of a high-performing team.
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The US SME Sales Enablement Organization focuses on accelerating commercial business growth through training, tools and insights to provide a best-in-class customer experience and create a culture of doing it the right way. The Sales Enablement- Performance & Insights team is the business analysis and business decisioning arm of Global Commercial Services (GCS) responsible for measuring business performance and uncovering actionable insights to support GCS growth. The GCS US SME group manages strategic corporate payment relationships with clients, including many organizations and acquires new corporate payments customers with annual charge volume over $400B.

 

The Director of Sales Enablement – Performance & Insights is responsible for partnering with the GCS US SME organization for the two most critical units within SME:

1) US SME Customer teams

2) US SME Acquisition teams

 

The role includes partnering with the US SME GM and leadership team, to optimize business performance through value-add business analyses and insights. The successful candidate needs to be the key thought partner for US SME teams in ensuring the broader team’s ability to achieve success both strategically and tactically.  The leader will work very closely with several cross-functional partners including, Finance, SABE, Incentive Design Governance, Global Marketing, American Express Technology, Risk and other supporting teams. In addition to these core responsibilities, the successful candidate will lead special projects that drive the US SME strategy forward.

 

As a senior leader of the Sales Enablement, Pricing and Transformation Team, this individual will contribute to broader business-building P&L improvement and customer engagement strategies to ensure the success of the GCS business. The role involves partnering closely with the other SPT team members to share and syndicate best practices and to leverage and grow our global talent.

Responsibilities

This leader will: 

  • Lead the transformation to further enable US SME on its path to become an insight-driven business
  • Define and execute a roadmap of in depth data analysis to drive decision making within the US SME organization- leveraging automation tools and AI to lead the way
  • Provide metrics and insights to US SME GM to understand the health of the business
  • Partner closely with Sales and Account Development LT to design a strategy for SME teams
  • Partner closely with Sales Enablement VPs
  • Lead the annual process to design territories and portfolios, design Sales Incentive Plans, create targets, and scorecards for Customer and Acquisition teams
  • Provide oversight and guidance for Customer and Acquisition performance reporting
  • Consult and collaborate with senior leaders, internal business partners and subject matter experts to analyze and lead strategic business initiatives that deliver against performance improvement opportunities and drive the future success of the GCS business
  • Design and deliver insightful deep dive analyses to measure performance, and inform decision making at all levels (GMs, Business Planning, Sales and Account Development)
  • Focus on strategic thought leadership, including regular reviews of Sales & Account Development portfolios, resourcing requirements & field structures, targeting methodologies and sales force effectiveness against business objectives
  • Grow and develop team of strong performers
Qualifications

Minimum Qualifications

  • Strong commercial, strategic, and analytical acumen with experience translating complex data into actionable business insights. 
  • Proven ability to develop and execute strategies that drive sales performance, customer growth, and profitable business outcomes. 
  • Experience with performance management, reporting, scorecards, target setting, and sales effectiveness. 
  • Demonstrated ability to influence and partner with senior leaders and cross-functional teams in a matrixed organization. 
  • Strong executive communication and presentation skills, with the ability to simplify complex issues and recommendations. 
  • Proven ability to lead strategic initiatives, manage competing priorities, and make sound decisions in ambiguous, fast-paced environments. 
  • Demonstrated people leadership experience, including developing and motivating high-performing teams. 
  • Demonstrated curiosity, passion for data, and an analytical mindset, with the ability to translate insights into informed business decisions.


Preferred Qualifications

  • Experience in B2B, commercial payments, SME, or a complex sales and account management environment. 
  • Expertise in sales force effectiveness, including territory/portfolio design, targeting, resource allocation, and incentive planning. 
  • Experience partnering with GMs and senior executives as a strategic and analytical thought partner. 
  • Experience leveraging advanced analytics, automation, and AI to improve business decision-making and performance. 
  • Demonstrated success leading cross-functional transformation and P&L, customer engagement, or growth initiatives. 
  • Experience building an insight-driven culture and developing strong analytical and strategic talent.

Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.

About Us

At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. From delivering differentiated products to providing world-class customer service, we operate with a strong risk mindset, ensuring we continue to uphold our brand promise of trust, security, and service.

As part of Team Amex, you’ll experience our powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career. Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.

About the Team

We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:

  • Competitive base salaries
  • Bonus incentives
  • 6% Company Match on retirement savings plan
  • Free financial coaching and financial well-being support
  • Comprehensive medical, dental, vision, life insurance, and disability benefits
  • Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
  • 20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
  • Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
  • Free and confidential counseling support through our Healthy Minds program
  • Career development and training opportunities

For a full list of Team Amex benefits, visit our Colleague Benefits Site.

American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.

We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.

US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window: https://www.eeoc.gov/poster.


The below represents the expected salary range for this job requisition. Ultimately, in determining your pay, we’ll consider your location, experience, and other job-related factors.​
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American Express New York, New York, USA Office

World Financial Center, New York, NY, United States, 10285

American Express Hoboken, New Jersey, USA Office

Hoboken, United States

American Express Jersey City, New Jersey, USA Office

Jersey City, United States

American Express New York, New York, USA Office

200 Vesey St, New York, NY, United States, 10281

American Express New York, New York, USA Office

New York, United States

American Express Roseland, New Jersey, USA Office

Roseland, United States

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