Engagement Strategy Lead - CRM & Growth Enablement

Valley Bank; Morristown (NJ); On-site; USD 120,000 - 180,000; Full time

Job summary

Valley Bank is seeking a Manager, Sales Process & Routines to lead sales and service operating rhythms across the retail branch network, Small Business Banking, and Mortgage. You will define engagement strategy, coach frontline leadership, and drive consistent sales practices and performance standards across lines of business.

The role requires advancing customer insights, leading changes, and collaborating with executives to align priorities and ensure compliant, efficient execution.

Qualifications

• Bachelor's degree in business, finance, marketing, technology, or a related field is required or an equivalent mix of education and experience.
• Minimum 5 years in strategy, customer engagement, sales enablement, banking, digital platforms, product, or related discipline.
• Working knowledge of banking sales and service workflows and how to turn business needs into roadmaps.
• Strong analytical skills to interpret data and translate into actionable recommendations.
• Clear written, verbal, and executive presentation skills with ability to align competing priorities.
• Proven ability to lead multiple strategic workstreams across cross-functional teams.

Responsibilities

• Set the engagement strategy to uncover needs, deepen relationships, and match customers to solutions.
• Define needs discovery, customer profiling, and conversation approaches for personalized engagement.
• Build lead and opportunity logic that surfaces and ranks opportunities within existing books of business.
• Provide insights, tools, and capabilities including AI-assisted guidance and CRM roadmap alignment.
• Measure adoption and effectiveness and shape future priorities.
• Ensure continuity across interactions and governance across channels and lines of business.

Skills

Sales processes

Coaching methods

Data analytics

Cross-functional collaboration

Regulatory knowledge

Strategic thinking

Communication skills

Education

Bachelor's degree in business, finance, marketing, technology, or related field

Tools

CRM systems

Engagement platforms

Digital tools

Job description

Valley Bank is seeking a Manager, Sales Process & Routines to lead sales and service operating rhythms across the retail branch network, Small Business Banking, and Mortgage. You will define engagement strategy, coach frontline leadership, and drive consistent sales practices and performance standards across lines of business.

The role requires advancing customer insights, leading changes, and collaborating with executives to align priorities and ensure compliant, efficient execution.