Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives
Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations
Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business
Work independently to make recommendations for support function by providing support and leadership
Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience
Collaborate and consult with team leaders in developing project plans, policies and procedures
Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners
Required Qualifications:
4+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Experience in Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualification:
Lead and support operational risk management activities by monitoring risk controls and testing their effectiveness throughout the year, as well as updating/maintaining the risk controls documentation.
Maintain third party sales tool licenses administration for Commercial Banking (adding/deactivating users) and retaining evidence of changes; review/analyze tools usage dashboards
Collaborate with stakeholders to ensure successful implementation of CRM enhancements – business requirements gathering and UAT testing for CRM releases; coordinate third party tool integrations planning with CRM product owners and technology
Creation of sales skills and product training guides and learner materials.
Develop and maintain relationships with internal stakeholders across a variety of corporate functions such as HR/Learning and Development, Supply Chain and Technology.
Provide training support for hosted courses and/or virtual sessions such as webinars.
Monitor and report on CRM pipeline performance, impact of training on pipeline, win/loss analysis.
Administer and manage third party sales tools access.
Develop and implement strategies to improve operational efficiency.
Ensure compliance with all applicable laws and regulations.
Provide support for OKR (objective key results) monitoring, maintain 6Q roadmaps for key sales tools in development or rolling out majorenhancements/features.
Monitor and analyze sales performance using existing reporting and ad-hoc analysis across multiple data files.
Assist Sales Enablement leaders and broader team with strategic initiatives support for the lines of business – building checklists, implementation plans, attending workstream planning calls and debriefing key takeaways, creating deliverables in support of initiatives and/or progress updates.
Bachelor’s degree in information systems, Computer or Data Science, Sales Operations, Operational Risk Management
7+ years of experience in sales operations or dashboard development support, preferably in a Commercial Banking environment.
Excellent organizational and problem-solving skills (strong critical thinking and reasoning skills)
Strong knowledge of CRM systems and data quality processes or controls management.
Ability to work independently and as part of a team.