Sales Enablement/CRM Analyst II - Customer Experience

WesBanco; Pittsburgh (Allegheny County); On-site; USD 80,000 - 90,000; Full time

Job summary

WesBanco is seeking a Customer and Sales Enablement Analyst II to provide primary support across all business lines. This mid-senior level role will focus on data management, reporting, and effective communication to enhance sales activities. Applicants should have a Bachelor's degree and at least 5 years of relevant experience in financial services or retail, with strong communication and analytical skills.

Benefits

22 days of Paid Time Off (PTO)

5 days of Short Term Disability (STD)

11 annual paid holidays and 1 float holiday

Excellent benefits package including medical, dental, and vision

401(k) plan with employee match

Qualifications

• Bachelor's Degree required, preferably in business, marketing, or a related field.
• Minimum 5 years of financial services or retail experience required.
• Strong written and oral communication skills.

Responsibilities

• Facilitates a culture of Customer and Sales enablement.
• Maintains monthly reporting efforts across the business.
• Serves as primary representative for Customer and Sales enablement.

Skills

Written communication

Oral communication

Problem-solving

Data interpretation

Education

Bachelor's Degree in business, marketing, or a related field

Tools

CRM Systems and Platforms

Microsoft Outlook

Microsoft Excel

Microsoft Word

Microsoft PowerPoint

Job description

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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 including medical, dental, and vision, flexible spending accounts, group life, long-term disability, optional life, voluntary benefits, and a 401(k) plan with employee match.

Bachelor’s Degree required, preferably in business, marketing, or a related field. Minimum 5 years of financial services or retail experience required.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Business Development and Sales
• Industries: Banking

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