Sales Implementation Manager

Valley 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 intended business outcomes. The role develops implementation and engagement plans, coordinates communications, content, tools, resources, and leader enablement, and creates and delivers field-facing materials such as playbooks, job aids, talking points, and leader guides. The manager partners with Learning & Development by providing business context, content, and field perspective for supporting training; Learning & Development owns curriculum design and formal training delivery. The role supports pilots, rollouts, and sustained adoption, partnering with business leaders and stakeholders from strategy development through ongoing optimization. It presents initiative plans and progress to senior leaders, monitors results and field feedback, establishes feedback loops, reports on adoption and risks, and drives corrective action when adoption or results fall short. The role must comply 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 at once.
  • 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, owning adoption, behavior change, and the intended business outcomes of each initiative.
  • 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 on supporting training by supplying business context, content, and field perspective; Learning & Development owns curriculum design and formal training delivery.
  • Support pilots, rollouts, and sustained adoption, providing leaders with 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 initiative vision, implementation approach, progress, risks, and recommendations to senior leadership and stakeholders.
  • Build alignment among 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 feedback loops to identify what is and is not working in the field 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.
  • Remain accountable for outcomes after launch and drive corrective action when adoption or results fall short of the initiative's intent.
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