Lead commercial data and analytics to enable sales effectiveness via CRM (Salesforce/Microsoft Dynamics); deliver behavioral insights, improve client relationship data integrity, develop measurement and data sources, partner with business and tech teams, and build and coach a high-performing team of business analysts.
Job Summary & Responsibilities Preferred Qualifications
Responsibilities include but are not limited to:
- Enable commercial segment strategies through Salesforce CRM capabilities to track sales activity and enable a relationship approach to managing and growing client relationships.
- Deliver actionable opportunities to acquire new customer relationships and deepen existing relationships, through the delivery of 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 to build a full-relationship view of customers, across business segments.
- Develop new data sources and measurement capabilities to increase sales effectiveness.
- Build and lead a team of high-performing business analysts; develop talent to increase data capabilities and financial acumen across the bank.
Required Skills:
- Prior experience with business leadership of CRM systems (such as Salesforce, Microsoft Dynamics) to enable sales effectiveness.
- Hands-on experience in translating business objectives into data needs and building metrics to answer key questions.
- Strong understanding of banking processes, including relationship selling, prospecting for new relationships and commercial lending workflow.
- Prior experience working with client-facing teams such as sales, commercial and variety of internal middle and back-office functions preferably in financial services and/or highly regulated industry.
- Proven ability to influence and partner at the senior leadership level.
- Demonstrated ability to build and motivate high performing teams towards extraordinary levels of excellence and standards.
- Superior presentation and storytelling skills, customer focus and ability to work in diverse, cross functional team environment.
- 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.
Required Experience:
- Bachelor's degree in Finance or a quantitative discipline, such as Data Science, Mathematics, Business Analytics, Econometrics, Engineering, Sciences.
- 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.
Preferred Required
- Financial Services experience and knowledge of Retail/Commercial Banking industry, products, and data highly desired.
Similar Jobs
.png)
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
Drive new business within Wealth Management by prospecting single- and multi-family offices, building a sales pipeline, delivering presentations and demos, negotiating contracts, collaborating with internal teams for onboarding, and providing forecasts while tracking industry trends.
Top Skills:
CRMHighspotOutreachZoom Info
Artificial Intelligence • Fintech • Information Technology • Machine Learning • Financial Services
Support asset-level data intake, validation, and exception triage for private markets. Ensure data quality and standardization, perform trend analysis to inform product and process improvements, coordinate onshore/offshore delivery, document operational logic, and collaborate with Product, Data, and Engineering teams to improve workflows and client reporting.
Top Skills:
Data PlatformsExcelSQL
.jpg)
AdTech • Cloud • Marketing Tech • Productivity • Software • Analytics • Automation
Lead design and implementation of agentic AI workflows and integrations for Acquia DAM. Build, ship, and observe production AI features (auto-tagging, search, governance), set AI engineering standards, evaluate models and tooling, mentor engineers, and represent AI architecture to product and customers.
Top Skills:
AWSAzureCi/CdContainerizationCrewaiEmbedding ModelsGCPLangchainLangfuseLanggraphLlamaindexOpencodeOpenspecPydanticPythonRagTemporalVector Databases
What you need to know about the Melbourne Tech Scene
Home to 650 biotech companies, 10 major research institutes and nine universities, Melbourne is among one of the top cities for biotech. In fact, some of the greatest medical advancements were conceptualized and developed here, including Symex Lab's "lab-on-a-chip" solution that monitors hormones to predict ovulation for conception, and Denteric's vaccine for periodontal gum disease. Yet, the thousands of people working in the city's healthtech sector are just getting started, to say nothing of the tech advancements across all other sectors.
