Wells Fargo Small & Business Banking Sales Planning Executive 

United States, North Carolina, Charlotte 

339537534

The Role

In this role, you will:

• Coverage Model & Staffing: Oversee the design, implementation, and execution of processes related to coverage model, banker staffing, and placement of bankers.
• Sales Support: oversee and lead our centralized support team designed to support key activities in support of our banker.
• Sales Process Optimization: Map and continuously improve the end-to-end sales process from lead generation to post-sale handoff across all channels. Define key sales stages and criteria, identify bottlenecks, and streamline workflows to enhance employee capacity and customer experience.
• Compensation & Incentives: Partner with HR team to design sales compensation and incentive plans and monitor the adoption and efficacy of incentive programs based on performance data
• Risk & Compliance Oversight: Provide oversight of risk activities including issues management, controls execution, risk program management, and audit/testing engagement.
• Banker Productivity Program: Develop and maintain an “always on” banker productivity plan across all roles, segments, and geographies, that tracks to and with performance feedback loop, enablement, initiatives, and outcome to get peak performance on bankers by tenure.

Required Qualifications:

• 8+ years of Business Execution, Implementation, or Strategic Planning experience, including Management or leadership experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education
• 4+ years of management or leadership experience

Desired Qualifications:

• Deep understanding of Small and/or Business Banking and Lending
• Experience leading a team focused on business segment strategy, profitability and revenue generating opportunities
• 8+ years of experience in sales operations, business execution, or related fields, with at least 4+ years in a leadership role
• Proven experience leading large, cross-functional teams and driving enterprise-level process improvements
• Strong understanding of CRM systems, sales enablement tools, and data-driven decision-making
• Demonstrated ability to design and implement sales compensation and incentive programs
• Experience managing risk and compliance programs in a sales or financial services environment
• Experience with building and develop a high-performing team culture focused on innovation, accountability, and continuous improvement
• Excellent communication, collaboration, and stakeholder management skills

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.