Sales Enablement/CRM Analyst II - Customer Experience

WesBanco; Fairmont (WV); On-site; USD 80,000 - 90,000; Full time

Job summary

A leading company in financial services is seeking a Customer and Sales Enablement Analyst II. This role is essential for supporting the Sales Enablement function, ensuring accurate data reporting, and user training compliance across the organization. Candidates should possess strong communication skills and at least five years of experience in financial services or retail, along with a Bachelor's Degree.

Benefits

22 days PTO

5 days Short Term Disability

11 paid holidays

401(k) with employee match

Medical, dental, and vision benefits

Qualifications

• Bachelor’s Degree in business, marketing, or related field preferred.
• Minimum 5 years of financial services or retail experience required.
• Proven leadership experience required.

Responsibilities

• Facilitates Customer and Sales enablement culture.
• Tracks activity and monitors results using enablement technology.
• Mitigates sales-related issues.

Skills

Communication

Problem Solving

CRM Systems Knowledge

Proficiency in Microsoft Products

Education

Bachelor’s Degree

Job description

Description

SUMMARY:

The Customer and Sales Enablement Analyst II will serve as primary support for the Sales Enablement function across all lines of business ensuring accurate data, reporting, guidance, and training to users when appropriate.

ESSENTIAL FUNCTION:

Banking is a highly regulated industry and you will be expected to acquire and maintain a proficiency in the Bank's policies and procedures, and adhere to all laws, rules and regulations that are applicable to your conduct and the work you will be performing. You will also be expected to complete all assigned compliance training in a timely manner.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Facilitates a One WesBanco Customer and Sales enablement culture throughout all interactions.

Leverages current Customer and Sales enablement technology to track activity and monitor results, escalating as appropriate.

Serves as primary first-line Customer and Sales enablement representative to mitigate issues on behalf of employees and customers related to sales activities.

Maintains monthly reporting efforts across, providing detail to line of business leadership as appropriate.

Assists leadership with any other Sales or Customer Enablement activities as needed.

Applies business knowledge and marketplace to advance organization’s One WesBanco goals.

Makes sense of complex and sometimes contradictory data to effectively solve enablement issues.

Anticipates and adopts innovations across the enablement field to better support WesBanco customers and employees.

QUALIFICATIONS:

To perform this job successfully, an individual must be able to perform each essential duty

satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or

ability required. Reasonable accommodations may be made to enable individuals with

disabilities to perform the essential functions.

TECHNICAL SKILLS:

Working knowledge of the CRM Systems and Platforms.

Proficiency in Microsoft Products such as Outlook, Excel, Word, PowerPoint)

OTHER SKILLS AND ABILITIES:

Must demonstrate strong written and oral communication skills.

Ability to write reports and business correspondence.

Ability to effectively present information and respond to questions from all employees.

Ability to solve practical and creative problems and deal with a variety of concrete variables in

situations where only limited standardization exists.

Ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an

employee to successfully perform the essential functions of this job. Reasonable

accommodations may be made to enable individuals with disabilities to perform the essential

functions. While performing the duties of this job, the employee is regularly required to sit and

use hands to finger, handle, or feel. The employee is frequently required to reach with hands

and arms and talk to hear.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee

encounters while performing the essential functions of this job. Reasonable accommodations

may be made to enable individuals with disabilities to perform the essential functions.

ADDITIONAL INFORMATION:

The wage range for the Sales Enablement/CRM Analyst position is $80,000 - $90,000 annually. The position includes 22 days of PTO (Paid Time Off), 5 days of STD (Short Term Disability), 11 annual paid holidays and 1 float holiday. WesBanco has an excellent benefits package to include medical, dental, and vision, Health Care Flexible Spending, Dependent Care Flexible Spending, Transportation Fringe Benefit Plan, Group Life, Long Term Disability, Optional Life, access to voluntary benefit products such as Cancer, Term & Universal Life, Accident, Short-Term Disability and Critical Illness policies, and other ancillary benefit products. WesBanco also offers 401(k) with employee match. Qualifications

Bachelor’s Degree required, major in business, marketing, or related field preferred.

Minimum 5 Years of Financial Services or Retail Experience required.

Proven Leadership experience required.