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Enable commercial segment strategies through Salesforce CRM capabilities to track sales activity and manage client relationships.
Deliver actionable opportunities to acquire new customer relationships and deepen existing ones through 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 build a full-relationship view of customers.
Develop new data sources and measurement capabilities to increase sales effectiveness.
Build and lead a team of high-performing business analysts, developing talent to increase data capabilities and financial acumen.

Prior experience with business leadership of CRM systems (e.g., Salesforce, Microsoft Dynamics) to enable sales effectiveness.
Hands-on experience translating business objectives into data needs and building metrics.
Strong understanding of banking processes, including relationship selling, prospecting, and commercial lending workflow.
Prior experience working with client-facing teams and internal functions, preferably in financial services or a regulated industry.
Proven ability to influence and partner at the senior leadership level.
Demonstrated ability to build and motivate high-performing teams.
Superior presentation and storytelling skills, customer focus, and ability to work in diverse, cross-functional teams.
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.

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.

Bachelor's degree in Finance or a quantitative discipline, such as Data Science, Mathematics, Business Analytics, Econometrics, Engineering, Sciences.

Head of Commercial Data & Analytics at Valley Bank

Head of Commercial Data & Analytics