Head of Commercial Data & Analytics

vnbcareers; Fort Lauderdale (FL); On-site; USD 120,000 - 160,000; Full time

Job summary

vnbcareers is seeking a senior business analytics leader to drive CRM strategies within a banking context. You will guide Salesforce-driven sales enablement, deepen client relationships, and partner with data teams to build a complete customer view across segments.

Lead a high-performing team of analysts, translate business objectives into data needs, and ensure data integrity to boost sales effectiveness and governance across the organization.

Qualifications

• Bachelor's degree in Finance or quantitative discipline.
• Minimum 7 years in a business analysis or process leadership role with hands-on enterprise systems leadership.
• Experience building and managing a team and delivering data/insights through CRM platforms.

Responsibilities

• Enable commercial segment strategies through Salesforce CRM to track sales activity and grow client relationships.
• Deliver actionable opportunities to acquire and deepen relationships via behavioral insights in sales platforms.
• Drive business ownership and capability development of Salesforce CRM.
• Partner with commercial and data teams to improve data integrity and build a full-relationship view.
• Develop new data sources and measurement capabilities to increase sales effectiveness.
• Build and lead a team of high-performing business analysts and develop talent.

Skills

CRM leadership

Data storytelling

Banking processes

Cross-functional collaboration

Senior stakeholder influence

Team building

Presentation skills

Data analytics

Collaboration with business/data/tech

Consensus building

Education

Bachelor's degree in Finance or quantitative field

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.

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.