Sales Implementation Manager

Valley Bank; Morristown (NJ); On-site; USD 90,000 - 140,000; Full time

Job summary

Valley Bank is seeking a Sales Plan Administration and Governance Manager in Morristown, NJ. The role focuses on day-to-day governance and controls for sales incentive plans across Retail Banking, Small Business Banking, and Mortgage.

You will convert approved plan terms into operational routines, scorecards, and audit-ready documentation, serving as the central contact for inquiries, disputes, and exceptions.

Qualifications

• Bachelor's degree in business, finance, marketing, communications, or related field, or equivalent experience.
• Experience in banking, sales and service strategy, business implementation, or project management with ownership through rollout and measured outcome.
• Ability to develop field-facing content and deliver it credibly to frontline and leadership alike.

Responsibilities

• Translate sales and service strategy into field execution, ensuring adoption and business outcomes.
• Build implementation and engagement plans, coordinating communications, content, tools, resources and leadership enablement.
• Create field-facing content like playbooks, job aids, talking points, and leader guides for delivery via sessions and forums.
• Collaborate with Learning & Development on training, providing business context and field perspective.
• Support pilots, rollouts, adoption, and ongoing optimization with leadership guidance.
• Partner with business leaders from strategy to rollout and optimization.
• Present initiative visions, approaches, progress, risks, and recommendations to senior leadership.
• Monitor adoption and results, identifying barriers and opportunities for improvement.

Skills

Banking sales

Field content development

Strategy to execution

Communication skills

Influence & facilitation

Analytical judgment

Education

Bachelor's degree in business/finance/marketing/communications or related field

Job description

At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.

At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well.

The Sales Plan Administration and Governance Manager runs the day-to-day administration, governance, and controls for the sales incentive plans covering Retail Banking, Small Business Banking, and Mortgage. The role turns approved plan terms into operating routines, accurate scorecards, and audit-ready documentation, and is the central contact for plan questions, disputes, and exceptions. It partners with Sales & Service and business leadership, People Resources, Incentive Compensation, Finance, Risk, Compliance, Legal, Data, and Technology, and is accountable for plan cycles that run on time, calculate correctly, and hold up to review.

Responsibilities Include But Are Not Limited To

• Own the translation of sales and service strategy into field execution, accountable for the adoption, behavior change, and business outcomes each initiative was chartered to deliver.
• Build the implementation and engagement plan for each initiative, coordinating the communications, content, tools, resources, and leader enablement execution depends on.
• Create the field-facing content behind each initiative such as playbooks, job aids, talking points, and leader guides and subsequently delivers through field sessions, huddles, and leader forums.
• Partner with Learning & Development on the training that supports each initiative, supplying business context, content, and field perspective; Learning & Development owns curriculum design and formal training delivery.
• Support pilots, rollouts, and sustained adoption, making sure leaders have the tools and guidance to reinforce execution with their teams.
• Partner with business leaders and stakeholders from strategy development through rollout, adoption, and ongoing optimization.
• Present to senior leadership and stakeholders on initiative vision, implementation approach, progress, risks, and recommendations.
• Build alignment across stakeholders with differing perspectives and priorities, and elevate significant business, operational, or implementation issues.
• Monitor execution and effectiveness using business results, field observation, and stakeholder feedback to identify barriers, trends, and best practices.
• Establish the feedback loops that surface what is and is not working in the field, and agree adjustments and action plans with business leaders.
• Report to leadership on adoption, risks, opportunities, and initiative effectiveness, and comply with applicable regulations, policies, and required training, including BSA, USA PATRIOT Act, and OFAC.
• Hold accountability for the outcome after launch, driving the corrective action needed when adoption or results fall short of the initiative's intent.

Required Skills

• Strong knowledge of banking sales, service, customer experience, and business operations across retail, business banking, and mortgage.
• Demonstrated ability to develop field-facing content and deliver it credibly to frontline and leader audiences.
• Proven ability to turn strategy into actionable implementation and engagement plans, and to run multiple workstreams, timelines, and stakeholders at once.
• Exceptional written and verbal communication and presentation skills, effective with frontline colleagues and senior leadership alike.
• Strong influence, negotiation, and facilitation skills, with credibility across all levels of a matrixed organization.
• Analytical judgment to read business results and feedback, identify barriers, and recommend improvements, with the ability to work through ambiguity and shifting priorities.

Required Experience

• Bachelor's degree in business, finance, marketing, communications, or a related field, or equivalent experience.
• Experience in banking, sales and service strategy, business implementation, or project management, including ownership of an initiative through rollout, adoption, and measured outcome.

Preferred Experience

• Large-scale sales, service, customer experience, organizational initiatives across a distributed organization.
• Project management, change management, or facilitation certification.