CRM & Commercial Analytics Leader

Valley Bank; Morristown (NJ); On-site; USD 100,000 - 130,000; Full time

Job summary

Valley Bank is looking for a leader to drive CRM capabilities and strategies, enhancing client relationships through data insights and effective team management. Responsibilities include overseeing Salesforce CRM functionalities and developing actionable insights to optimize sales.

The ideal candidate will have a Bachelor's in Finance or a quantitative field, coupled with at least 7 years in relevant roles. Strong communication and team-building skills are essential for fostering collaboration across departments.

Qualifications

• 7+ years of experience in business analysis or process leadership roles.
• Experience in leading enterprise systems and delivering insights.

Responsibilities

• Enable commercial strategies using Salesforce CRM.
• Drive business ownership of the CRM platform.
• Build and lead a team of business analysts.

Skills

CRM systems leadership

Data translation

Banking process understanding

Influencing senior leadership

Team building

Presentation skills

Collaborative approach

Advanced CRM knowledge

Education

Bachelor's degree in Finance or quantitative discipline

Tools

Salesforce

Microsoft Dynamics

Job description

Valley Bank is looking for a leader to drive CRM capabilities and strategies, enhancing client relationships through data insights and effective team management. Responsibilities include overseeing Salesforce CRM functionalities and developing actionable insights to optimize sales.

The ideal candidate will have a Bachelor's in Finance or a quantitative field, coupled with at least 7 years in relevant roles. Strong communication and team-building skills are essential for fostering collaboration across departments.