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.
Requirements:
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.
Additional Details : The Head of Commercial Data/Analytics leads the data-analytics and sales enablement function, within the Data-Analytics organization, to enable the strategic objectives of the commercial segment with data/insights, sales enablement through a comprehensive CRM system and insights to drive new sales opportunities. This role will bring a strong focus on customer insights and external data to drive new client acquisition and deeper customer relationships. This is a highly visible and collaborative position that partners closely with several functions including business segments, finance, technology, and risk management.
Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.
