Head of Commercial Data & Analytics (Commercial Bank)

Analytic Recruiting Inc.; New York (NY); On-site; USD 180,000 - 300,000; Full time

Job summary

Analytic Recruiting Inc. is recruiting on behalf of a leading regional financial institution for a Head of Commercial Data & Analytics in New York. The role focuses on delivering AI-enabled data insights to deepen client relationships, improve sales effectiveness, and drive revenue growth.

You will own the CRM platform, embed AI-driven opportunities into banker workflows, and lead a high-performing team of data professionals. Strong banking domain knowledge and leadership are essential.

Qualifications

• 7+ years of business analysis experience in commercial banking.
• Experience leading CRM platforms (Salesforce, Dynamics) for sales enablement.
• Strong understanding of banking relationships, prospecting, and lending workflows.
• Hands-on AI/ML use cases in banking (credit risk, churn, pricing, fraud).
• Ability to translate business needs into data requirements and metrics.
• Proven ability to influence senior leadership and align cross-functional teams.

Responsibilities

• Own CRM platform leadership to support relationship-based banking.
• Embed AI-driven insights into banker workflows.
• Improve visibility into sales activity, pipeline health, and client engagements.
• Develop data sources, AI models, and measurement capabilities to enhance sales effectiveness.
• Lead a team of business analysts and data professionals.
• Partner with sales, operations, data engineering, and technology teams.
• Align CRM, AI, and analytics investments with strategy.

Skills

Business analysis

Data storytelling

Cross-functional leadership

Communication skills

AI/ML concepts

Education

Bachelor's degree

Tools

Salesforce

Microsoft Dynamics

Job description

Salary to 300K with 10-20% bonus and 10-20% LTI

A leading regional financial institution specializing in relationship‑driven commercial banking is seeking a Head of Commercial Data & Analytics to help grow the commercial business through data analytics. You will ensure bankers have the insights, tools, and data needed to deepen client relationships, grow revenue, and improve sales effectiveness. A critical component of this role is AI fluency within commercial banking

Responsibilities

• Own business leadership of the CRM platform to support relationship‑based commercial banking
• Embed actionable insights, behavioral signals, and AI‑driven opportunities directly into banker workflows
• Improve visibility into sales activity, pipeline health, and client engagements

Client Relationship Data, AI & Insights

• Strengthen data integrity and build a complete view of client‑banker relationships across segments
• Develop new data sources, AI models, and measurement capabilities to enhance sales effectiveness
• Deliver insights that support prospecting, cross‑sell, retention, and portfolio growth

AI‑Driven Analytics, Metrics & Storytelling

• Translate commercial objectives into AI‑enabled data requirements, KPIs, dashboards, and reporting
• Build and operationalize AI/ML models that support revenue growth, risk mitigation, and client engagement
• Provide senior leadership with clear, compelling insights that drive decisions

Leadership & Team Development

• Build and lead a high‑performing team of business analysts and data professionals
• Elevate data literacy, AI awareness, and financial acumen across the commercial bank
• Foster a culture of collaboration, excellence, and continuous improvement

Cross‑Functional Partnership

• Partner with sales, commercial banking, operations, data engineering, and technology teams
• Influence senior leaders and drive alignment across diverse stakeholders
• Ensure CRM, AI, and analytics investments support commercial strategy and measurable outcomes

Requirements

• 7+ years in business analysis for commercial banking - customer and relationship growing focused
• Experience leading CRM platforms (Salesforce, Microsoft Dynamics) for sales effectiveness
• Strong understanding of commercial banking: relationship management, prospecting, lending workflow
• Hands‑on experience delivering AI/ML use cases in commercial banking (e.g., credit risk, churn, pricing, fraud, underwriting automation, relationship‑expansion models)
• Deep experience in commercial banking, including products, data, and regulatory considerations
• Ability to translate business needs into data requirements, metrics, and AI‑driven insights
• Proven ability to influence senior leadership and drive cross‑functional alignment
• Experience building and managing high‑performing teams
• Exceptional communication and data storytelling skill
• Bachelor’s degree in Finance, Data Science, Analytics, Engineering, or related field