Job responsibilities
- Supports and partners with regional leadership via tactical, analytic, and strategic assistance to help drive business goals and create business plans to elevate business performance
- Identifies process improvement and efficiency opportunities to meet business objectives
- Leverages operational experience, data tools, and insights to deliver reporting packages and present business results in an effective and efficient manner
- Collaborates with cross-functional teams on national projects and executes initiatives that improve existing processes and align to commercial bank goals
- Supports business management team by tracking KPIs, monitoring progress of various projects and initiatives, and ensuring efficient management and delivery against various asks
- Prepares thorough meeting agendas, gathers necessary data and insight, and forms strategic plans for next steps
- Collects feedback from front and middle office partners, and provides business management representation in respective internal working groups
Required qualifications, capabilities, and skills
- 5+ years of relevant work experience in strategy, project management, financial analysis, business management, or sales operations
- Relationship builder with ability to forge trusted relationships with a broad range of functions, experience working in a matrixed environment
- Highly motivated and agile self-starter with excellent project management and prioritization skills
- Strong analytical and problem-solving skills with ability to analyze qualitative and quantitative information, and present conclusions concisely
- Strong attention to detail
- Excellent verbal and written communication skills with the ability to present information in differing degrees of detail and form depending on the audience
- Expertise in Excel, PowerPoint, Teams, and proficiency in CRM systems
- BA / BS degree in Business, Finance, Economics, or other related area
Preferred qualifications, capabilities, and skills
- MBA
- Prior experience in Sales Ops, Sales Strategy, or Management Consulting
- Strategic consulting experiences in sales productivity and effectiveness at a top tier firm