Head of Commercial Data & Analytics

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

Responsibilities

• 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

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