Head of Commercial Data & Analytics

Valley National Bank; Fort Lauderdale (FL); Hybrid; USD 131,000 - 234,000; Full time

Benefits offered by this job

Base salary with competitive package

Health and retirement benefits

Tuition and adoption reimbursement

Paid time off

Job summary

Valley National Bank seeks a CRM leader to drive Salesforce-enabled sales strategies across commercial relationships. You will deliver actionable opportunities, deepen client relationships, and ensure data integrity for a complete customer view.

You will build and mentor a high-performing analytics team, advancing data capabilities and financial acumen. The role requires experience in banking, relationship selling, and cross-functional collaboration with sales, data, and technology teams.

Qualifications

• Experience leading CRM systems to enable sales effectiveness.
• Translate business objectives into data needs and metrics.
• Understand banking processes and relationship selling.
• Collaborate with sales, data, and tech teams at senior levels.
• Influence others and build high-performing teams.

Responsibilities

• Enable commercial strategies via Salesforce CRM for tracking sales activity.
• Deliver opportunities to acquire and deepen client relationships.
• Drive ownership and capability development of Salesforce platform.
• Improve data integrity and build a full-relationship view of customers.
• Develop data sources and measurement to increase sales effectiveness.
• Build and lead a team of business analysts and grow talent.

Skills

CRM leadership

Salesforce experience

Data integrity

Strategic planning

Relationship selling

Team leadership

Cross-functional collaboration

Presentation skills

Tools

Salesforce

Microsoft Dynamics

Job description

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.

Preferred Required

• Financial Services experience and knowledge of Retail/Commercial Banking industry, products, and data highly desired.

Full-time/Part-time

Full-time

FLSA

Exempt

Total Rewards Summary

We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions.

In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process.

Pay Range

$130,800.00 - $234,200.00 / year

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.

Valley is an equal opportunity/affirmative action employer. All qualified applicants are encouraged to apply and will be considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected status or characteristic.

If you are a person with a disability and need a reasonable accommodation to search or apply for a career opportunity, please call us at 800-652-6500, option 2, for assistance with an alternate method of access. A response to your accommodation request may take up to two business days. Other inquiries to this number will not receive a response.

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