Head of Commercial Data & Analytics

Valley Bank • Morristown, NJ

4d

About The Position

The Head of Commercial Data & Analytics enables commercial segment strategies through Salesforce CRM capabilities that track sales activity and support a relationship-based approach to managing and growing client relationships. The role delivers actionable opportunities to acquire new customer relationships and deepen existing ones by providing behavioral insights through sales platforms, and drives business ownership and capability development of the Salesforce CRM platform.

The position partners with commercial and data teams to improve the integrity of client-banker relationship data and develop a full-relationship view of customers across business segments. It also develops new data sources and measurement capabilities to increase sales effectiveness. The role builds and leads a high-performing team of business analysts, developing talent to strengthen data capabilities and financial acumen across the bank.

Requirements

• Bachelor's degree in Finance or a quantitative discipline, such as Data Science, Mathematics, Business Analytics, Econometrics, Engineering, or Sciences.
• Minimum of 7 years working in a business analysis or process leadership role, with hands-on experience leading enterprise systems and delivering data and insights through CRM platforms.
• Experience building and/or managing a team.
• Prior business leadership experience with CRM systems such as Salesforce or Microsoft Dynamics to enable sales effectiveness.
• Hands-on experience 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.
• Experience working with client-facing teams such as sales and commercial teams, as well as internal middle- and back-office functions, preferably in financial services and/or a highly regulated industry.
• Proven ability to influence and partner at the senior leadership level.
• Demonstrated ability to build and motivate high-performing teams toward high standards of excellence.
• Superior presentation and storytelling skills, customer focus, and ability to work in a 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.

Nice To Haves

• Financial services experience and knowledge of the retail/commercial banking industry, products, and data are highly desired.

Responsibilities

• Enable commercial segment strategies through Salesforce CRM capabilities that track sales activity and support relationship-based client management and growth.
• Deliver behavioral insights through sales platforms to identify actionable opportunities to acquire new customer relationships and deepen existing ones.
• Drive business ownership and capability development of the Salesforce CRM platform.
• Partner with commercial and data teams to improve client-banker relationship data integrity and 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 high-performing team of business analysts, developing talent to increase data capabilities and financial acumen across the bank.

What This Job Offers

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