Head of Revenue Analytics & Referral Strategy

Community Financial System, Inc.

Latham (NY)

On-site

USD 92,000 - 161,000

Full time

14 days+
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Benefits offered by this job

Paid holidays
Paid vacation
Medical insurance
Vision & Dental insurance
401K with match
Pension
Tuition reimbursement
Banking discounts

Job summary

Community Financial System, Inc. is seeking a strategic leader to advance enterprise-wide revenue performance through analytics, referral optimization, and governance.

The role drives a disciplined, analytics-led sales culture and partners across Finance, HR, and leadership to deliver insights that improve conversion and revenue growth. The position owns the Community Connect platform and collaborates with multiple business lines to deliver actionable insights, enhance sales effectiveness, and

Qualifications

  • Bachelor’s degree in Business, Finance, Analytics, or a related field.
  • 8–12+ years of experience in Commercial Banking, Sales Strategy, Analytics, or Program Management.
  • Strong cross-functional leadership and data-driven decision making.

Responsibilities

  • Drive enterprise revenue performance through data-driven insights and governance.
  • Own referral platform and optimize cross-line-of-business collaboration.
  • Develop dashboards and reports to monitor pipeline, conversion, and growth.
  • Lead incentive governance and performance measurement across regions.
  • Engage stakeholders and drive cultural adoption of a data-driven sales model.

Skills

Strategic analytics
CRM systems
Stakeholder management
Excel/PowerPoint
Revenue growth

Education

Bachelor’s degree in Business, Finance, Analytics, or a related field

Tools

Salesforce CRM
Power BI
Excel

Job description

Community Financial System, Inc. is seeking a strategic leader to advance enterprise-wide revenue performance through analytics, referral optimization, and governance.

The role drives a disciplined, analytics-led sales culture and partners across Finance, HR, and leadership to deliver insights that improve conversion and revenue growth. The position owns the Community Connect platform and collaborates with multiple business lines to deliver actionable insights, enhance sales effectiveness, and

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