Head of Commercial Data & Analytics

Valley Bank • Morristown, NJ

5d

About The Position

This role is responsible for enabling commercial segment strategies through Salesforce CRM capabilities to track sales activity and foster a relationship-based approach to managing and growing client relationships. The position involves delivering actionable opportunities to acquire new customers and deepen existing relationships by providing behavioral insights into sales platforms. A key aspect of this role is driving business ownership and capability development of the Salesforce CRM platform. The Head of Commercial Data & Analytics will partner with commercial and data teams to enhance data integrity for client-banker relationships and create a comprehensive customer view across business segments. Additionally, the role focuses on developing new data sources and measurement capabilities to boost sales effectiveness and building/leading a team of high-performing business analysts to improve data capabilities and financial acumen within the bank.

Requirements

• Prior experience with business leadership of CRM systems (such as Salesforce, Microsoft Dynamics) to enable sales effectiveness.
• Hands-on experience in translating business objectives into data needs and building metrics to answer key questions.
• Strong understanding of banking processes, including relationship selling, prospecting for new relationships and commercial lending workflow.
• Prior experience working with client-facing teams such as sales, commercial and variety of internal middle and back-office functions preferably in financial services and/or highly regulated industry.
• Proven ability to influence and partner at the senior leadership level.
• Demonstrated ability to build and motivate high performing teams towards extraordinary levels of excellence and standards.
• Superior presentation and storytelling skills, customer focus and ability to work in diverse, cross functional team environment.
• Collaborative approach and ability to partner effectively with business, data, and technology teams.
• Advanced knowledge of CRM platforms, especially sales-enabling and data/analytics capabilities.
• Demonstrated record of influencing others through consensus building in a cross functional environment.
• Bachelor's degree in Finance or a quantitative discipline, such as Data Science, Mathematics, Business Analytics, Econometrics, Engineering, Sciences.
• Minimum of 7 years working in a business analysis or process leadership role with hands-on experience in leading enterprise systems, delivering data and insights through CRM platforms.
• Experience building and/or managing a team.

Nice To Haves

• Financial Services experience and knowledge of Retail/Commercial Banking industry, products, and data highly desired.

Responsibilities

• Enable commercial segment strategies through Salesforce CRM capabilities to track sales activity and enable a relationship approach to managing and growing client relationships.
• Deliver actionable opportunities to acquire new customer relationships and deepen existing relationships, through the delivery of behavioral insights into sales platforms.
• Drive business ownership and capability development of the Salesforce CRM platform.
• Partner with commercial and data teams to improve data integrity of client-banker relationships and to build a full-relationship view of customers, across business segments.
• Develop new data sources and measurement capabilities to increase sales effectiveness.
• Build and lead a team of high-performing business analysts; develop talent to increase data capabilities and financial acumen across the bank.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior