Senior Incentive Strategy & Analytics Manager

Citizens•Westwood, MA

About The Position

The Senior Manager is responsible for supporting the development and execution of the Business Unit strategic plan, with a strong emphasis on sales incentive design, administration, and performance reporting across Retail Branch and Business Banking. This role translates executive vision into measurable objectives, leads annual incentive plan design, and ensures effective execution through robust analytics and governance.

Requirements

Bachelor’s degree in Finance, Economics, Business, or related field
Minimum 10+ years of experience in incentive design, incentive compensation administration, and sales performance analytics
Demonstrated experience supporting dynamic sales environments
Strong analytical capabilities with experience in performance measurement, financial modeling, and reporting
Proven ability to influence senior stakeholders and translate complex data into executive-ready insights

Nice To Haves

Master’s degree (MBA or related field)
Experience leading end-to-end incentive plan strategy, design, and governance at scale
Familiarity with compensation platforms and reporting tools
Experience working in highly regulated financial services environments
Strategic thinker with the ability to connect incentive design to business outcomes
Strong communicator who can distill complex concepts into clear, executive-level messaging
Operates with a high degree of ownership, accountability, and attention to detail
Collaborative partner across Sales, Finance, HR, and Product teams

Responsibilities

Translate executive strategy into clear, measurable objectives and actionable initiatives
Establish and manage frameworks to track performance against strategic objectives
Communicate progress, risks, and outcomes to executive leadership with clarity and precision.
Communicate status of execution versus strategic objectives to executive management ensuring alignment.
Lead annual incentive plan design for Retail Branch and Business Banking, ensuring alignment with business strategy and financial objectives
Oversee ongoing administration of sales incentive plans, including governance, controls, and change management
Partner with business leaders to refine plan constructs (metrics, weightings, thresholds, and payouts) to drive desired behaviors and outcomes
Ensure plans are competitive, compliant, scalable, and aligned to market practices
Deliver comprehensive sales performance reporting and analytics to support business decision-making
Provide routine and ad hoc reporting packages to sales and production teams, highlighting performance trends, risks, and opportunities
Analyze performance versus plan and identify actionable insights to improve results
Support business reviews with data-driven storytelling tailored for senior leadership
Provide analytical support for strategic initiatives, including measurement of performance vs. plan and recommended corrective actions
Develop business cases with financial modeling and data-driven justification
Establish and maintain strong governance processes around incentive plans, including documentation, approvals, and audit readiness
Ensure data integrity, reporting accuracy, and compliance with internal policies and regulatory expectations