Lead commercial data and analytics to enable sales effectiveness via CRM (Salesforce/Microsoft Dynamics); deliver behavioral insights, improve client relationship data integrity, develop measurement and data sources, partner with business and tech teams, and build and coach a high-performing team of business analysts.
Job Summary & Responsibilities Preferred Qualifications
Responsibilities include but are not limited to:
- Enable commercial segment strategies through Salesforce CRM capabilities to track sales activity and enable a relationship approach to managing and growing client relationships.
- Deliver actionable opportunities to acquire new customer relationships and deepen existing relationships, through the delivery of behavioral insights into sales platforms.
- Drive business ownership and capability development of the Salesforce CRM platform.
- Partner with commercial and data teams to improve data integrity of client-banker relationships and to build a full-relationship view of customers, across business segments.
- Develop new data sources and measurement capabilities to increase sales effectiveness.
- Build and lead a team of high-performing business analysts; develop talent to increase data capabilities and financial acumen across the bank.
Required Skills:
- Prior experience with business leadership of CRM systems (such as Salesforce, Microsoft Dynamics) to enable sales effectiveness.
- Hands-on experience in translating business objectives into data needs and building metrics to answer key questions.
- Strong understanding of banking processes, including relationship selling, prospecting for new relationships and commercial lending workflow.
- Prior experience working with client-facing teams such as sales, commercial and variety of internal middle and back-office functions preferably in financial services and/or highly regulated industry.
- Proven ability to influence and partner at the senior leadership level.
- Demonstrated ability to build and motivate high performing teams towards extraordinary levels of excellence and standards.
- Superior presentation and storytelling skills, customer focus and ability to work in diverse, cross functional team environment.
- Collaborative approach and ability to partner effectively with business, data, and technology teams.
- Advanced knowledge of CRM platforms, especially sales-enabling and data/analytics capabilities.
- Demonstrated record of influencing others through consensus building in a cross functional environment.
Required Experience:
- Bachelor's degree in Finance or a quantitative discipline, such as Data Science, Mathematics, Business Analytics, Econometrics, Engineering, Sciences.
- Minimum of 7 years working in a business analysis or process leadership role with hands-on experience in leading enterprise systems, delivering data and insights through CRM platforms.
- Experience building and/or managing a team.
Preferred Required
- Financial Services experience and knowledge of Retail/Commercial Banking industry, products, and data highly desired.
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