The qualified candidate will have the ability develop and execute sales analytics, and operations processes; you will be expected to remain in constant contact with cross-functional teams such as; Sales,Marketing, and Operations.
Assists with the effective local implementation of complex sales operations initiatives within customer relationship management, customer satisfaction program, sales development and sales ops infrastructure projects.
Position will work closely with US Sales and Marketing Leadership team, offering recommendations and implementing best practices for bench-marking and reporting. Position will assist in the implementation of sales enablement tools and reporting systems for both US Sales and Marketing.
This role will work to establish documented SFDC processes, simplified training materials, and continually identify and drive enhancements to the way we use and optimize SFDC within the end to end pursuit process.
Proactively identify marketing/BD opportunities to present to partners for consideration, such as collaboration with our finance department to present client specific reports that highlight our value and demonstrate opportunity to broaden services.
In this role, the selected candidate will support the relationships between technology organizations and the business divisions of the bank; take internal insights into the trajectory of the vendors and package material allowing it to be shared with clients.
Develop, extract, maintain and deliver critical recurring and ad hoc reporting to internal and external customers. Such reporting is inclusive of financial reporting for internal business leaders at several levels of leadership up to and including Vice President. Reporting around performance regarding specific business initiatives and reporting required by our Clients.