Sales Implementation Manager

Valley National Bank•Morristown, NJ

About The Position

The Sales Implementation Manager translates sales and service strategy into field execution and is accountable for initiative adoption, behavior change, and business outcomes. The role develops implementation and engagement plans, coordinating the communications, content, tools, resources, and leader enablement needed for execution. It creates field-facing materials and delivers them through field sessions, huddles, and leader forums. The role partners with Learning & Development, which owns curriculum design and formal training delivery, and supports pilots, rollouts, and sustained adoption. It collaborates with business leaders and stakeholders from strategy development through ongoing optimization, presents initiative updates and recommendations to senior leadership, monitors execution and effectiveness, and drives corrective action when adoption or results fall short. The position also reports on adoption, risks, opportunities, and effectiveness, and complies with applicable regulations, policies, and required training, including BSA, the USA PATRIOT Act, and OFAC.

Requirements

  • 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.
  • Ability to turn strategy into actionable implementation and engagement plans and manage multiple workstreams, timelines, and stakeholders concurrently.
  • Exceptional written, verbal communication, and presentation skills, effective with frontline colleagues and senior leadership.
  • Strong influence, negotiation, and facilitation skills, with credibility across all levels of a matrixed organization.
  • Analytical judgment to interpret business results and feedback, identify barriers, and recommend improvements.
  • Ability to work through ambiguity and shifting priorities.
  • 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.

Nice To Haves

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

Responsibilities

  • Translate sales and service strategy into field execution, accountable for initiative adoption, behavior change, and business outcomes.
  • Develop implementation and engagement plans, coordinating communications, content, tools, resources, and leader enablement.
  • Create field-facing initiative content, including playbooks, job aids, talking points, and leader guides, and deliver it through field sessions, huddles, and leader forums.
  • Partner with Learning & Development by providing business context, content, and field perspective for supporting training; Learning & Development owns curriculum design and formal training delivery.
  • Support pilots, rollouts, and sustained adoption, equipping leaders to reinforce execution with their teams.
  • Partner with business leaders and stakeholders from strategy development through rollout, adoption, and ongoing optimization.
  • Present initiative vision, implementation approach, progress, risks, and recommendations to senior leadership and stakeholders.
  • Build alignment across stakeholders with differing perspectives and priorities, and escalate 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 field feedback loops and agree on adjustments and action plans with business leaders.
  • Report to leadership on adoption, risks, opportunities, and initiative effectiveness.
  • Comply with applicable regulations, policies, and required training, including BSA, the USA PATRIOT Act, and OFAC.
  • Drive corrective action when adoption or results fall short of an initiative's intent.
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