Sales Operations Program Manager

U.S. Bank; New York (NY); Hybrid; USD 148,000 - 175,000; Full time

Benefits offered by this job

Healthcare benefits

401(k) retirement plan

Paid vacation

Parental leave

Disability insurance

Job summary

U.S. Bank seeks a Sales Operations Program Manager to lead complex, cross-functional programs that empower sales teams and improve client outcomes.

The role focuses on client portfolio realignment, transfers across large sales organizations, process improvements, and governance to deliver measurable results. You will coordinate with leaders across sales, data, finance, risk, compliance, and technology to ensure disciplined execution and sustainable improvements, with a hybrid schedule requiring

Qualifications

• 5+ years of experience in program management, project management, process improvement, sales operations, or related client-focused environments.
• Demonstrated success leading cross-functional initiatives with data, technology, finance, risk, and operations.

Responsibilities

• Lead client portfolio realignment to support banking segmentation strategy.
• Oversee the portfolio transfer lifecycle from scoping to post-transfer stabilization.
• Develop and manage integrated transfer plans with milestones and ownership.
• Coordinate cross-functional teams across sales, data, finance, risk, and operations.
• Monitor execution, resolve issues, and implement lessons learned in future transfers.
• Define program governance, manage risks, and provide exec-level status updates.

Skills

Program management

Cross-functional collaboration

Process improvement

Sales operations

Banking operations

Salesforce

Power BI

Tools

Salesforce

Hogan CIS

Power BI

Job description

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.

Job Description

The Sales Operations Program Manager leads complex, cross-functional programs that enable sales teams to operate more effectively and deliver better client outcomes. A significant focus of the role is managing client portfolio alignment and transfers across large sales organizations, while also supporting broader sales operations priorities, including process improvement, performance insights, and program governance. The role translates business needs into clear plans and requirements, brings together the right partners, drives decisions, and ensures solutions are implemented with discipline and measurable results.

Key responsibilities

Client portfolio program management

• Lead recurring client portfolio realignment in support of the organization’s business banking client segmentation strategy.
• Oversee the portfolio transfer lifecycle, from client population scoping and data sourcing through approvals, assignments, communications, execution, and post-transfer stabilization.
• Develop and manage integrated plans with clear milestones, dependencies, decision points, owners, readiness criteria, and exit criteria for each transfer phase.
• Coordinate business leaders and subject matter experts across sales, data, finance, risk, compliance, operations, communications, enablement, and technology.
• Oversee the development and validation of transfer populations using agreed inclusion, exclusion, hierarchy, assignment, and ownership rules.
• Partner with data and business teams to reconcile source information, investigate discrepancies, resolve exceptions, and secure required approvals before execution.
• Coordinate transfer files and system updates across applicable platforms, maintaining clear controls, documentation, and contingency plans.
• Develop and coordinate banker readiness activities, including leadership alignment, role clarity, training, job aids, client context, communications, and escalation support.
• Monitor execution and post-transfer issues, drive timely resolution, confirm stabilization, and incorporate lessons learned into future transfer waves.

Broader sales operations program leadership

• Manage the intake, evaluation, prioritization, and staging of sales operations requests and enhancements based on business value, risk, effort, capacity, and strategic alignment.
• Lead cross-functional sales operations programs from concept and requirements through implementation, adoption, measurement, and continuous improvement.
• Build program plans, establish governance routines, facilitate decisions, track risks and dependencies, and provide clear status updates to business and executive leaders.
• Design and implement practical process improvements that simplify work, strengthen controls, improve data quality, and create a more consistent experience for bankers and clients.
• Partner with sales leaders and frontline teams to identify operational needs, pain points, and opportunities to improve banker productivity and sales execution.

Analytics and business insights

• Define business questions, key performance indicators, measures of success, and reporting requirements for sales programs and operational processes.
• Partner with data and reporting teams to develop dashboards, recurring reports, and actionable insights for sales and business leaders.
• Analyze performance, adoption, operational trends, exceptions, and root causes to identify risks and improvement opportunities.
• Translate complex data and findings into clear recommendations, decisions, and actions for leadership.

Qualifications Required

• 5+ years of experience in program management, project management, process improvement, sales operations, sales enablement, banking operations, or a related client-focused environment.
• Demonstrated success leading complex, cross-functional initiatives involving business teams and partners across data, technology, finance, risk, compliance, operations, communications, or sales.

Preferred Skills/Experience

• Strong program-management skills, including planning, governance, requirements, issue and risk management, decision tracking, readiness, and implementation.
• Ability to analyze processes and data, identify root causes, develop recommendations, and translate findings into practical business actions.
• Experience gathering business requirements and partnering with technical or data teams through design, testing, implementation, and stabilization.
• Strong facilitation, stakeholder-management, and influencing skills, including the ability to create clarity, build alignment, and drive accountability without direct authority.
• Clear written and verbal communication skills, with the ability to tailor complex information for executives, sales leaders, bankers, and technical partners.
• Strong judgment, organization, and attention to detail, with the ability to manage multiple priorities and deliver against firm deadlines.
• Experience supporting client portfolio transfers, sales coverage changes, segmentation initiatives, or large-scale client or account transitions.
• Experience with sales operations, CRM platforms, workflow tools, reporting solutions, automation, or sales performance programs.
• Familiarity with Salesforce, Hogan CIS, Power BI, or comparable customer, account, workflow, and reporting tools.
• Experience with process design, continuous improvement, change management, banker readiness, training, or communications.
• Banking, financial services, small business, commercial banking, or other regulated-industry experience.

The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Review our full benefits available by employment status here.

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

Pay Range: $148,495.00 - $174,700.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.