The Business Intelligence & CRM Director, Sr. translates enterprise data and platform capabilities into actionable insights and embedded workflows that drive revenue growth and proactive relationship management. This role transforms analytics and Salesforce from reporting tools into an integrated decision and execution engine for relationship managers and sales leaders.

The Director leads business line data insight specialists, owns the enterprise Salesforce roadmap, and partners closely with Marketing, Sales Enablement, Finance, and Technology to deliver Customer 360 capabilities, standardized metrics, and user-centric CRM workflows. A core focus is embedding insights directly into daily RM activity while reducing system complexity and improving adoption through automation, AI, and advanced analytics.

Salary Range

The salary range for this position is $136,000/yr - $279,100/yr plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.

Key Accountabilities

Enterprise Insights, Analytics & CRM Enablement

• Lead enterprise business intelligence and CRM capabilities that transform data and Salesforce into actionable insights and embedded workflows for sales teams
• Translate customer, pipeline, and performance data into insights that drive revenue growth, proactive relationship management, and sales execution

Salesforce Platform Strategy & Product Ownership

• Serve as Product Owner for the enterprise Salesforce platform, owning roadmap, backlog prioritization, and requirements definition
• Partner with Marketing, business line leaders, and Sales Enablement to translate enterprise priorities into scalable CRM capabilities
• Chair the Sales Platform Council, balancing business line needs with enterprise standards and long-term platform integrity

Customer 360, Dashboards & Performance Measurement

• Design and deliver Customer 360 dashboards, segment scorecards, and performance reporting with real-time visibility into pipeline, activities, and leading indicators
• Establish consistent metrics, benchmarking, and leading indicator frameworks aligned with financial and sales performance measurement

Enterprise Data Standards, Integration & Governance

• Establish enterprise data standards, householding methodology, and governance across BI and CRM platforms
• Lead efforts to reduce system fragmentation through integrated platforms and unified customer views
• Ensure data quality, accuracy, and reliability supporting sales enablement and executive reporting

Adoption, Data Democratization & Advanced Analytics

• Embed insights and workflows into daily RM activity through Salesforce, dashboards, and self-service analytics
• Leverage AI and advanced analytics to enhance insight generation, predictive capabilities, and decision-making
• Drive adoption of data-driven behaviors across sales teams and leadership

Key Competencies for Position

Data Analytics & Business Intelligence Expertise

• Deep expertise in business intelligence, data analytics, and visualization
• Strong understanding of data modeling, data warehousing, and analytics platforms
• Experience with Customer 360 frameworks and householding methodologies
• Knowledge of AI, machine learning, and advanced analytics applications
• Proficiency with modern BI tools and data democratization technologies

Business Acumen & Sales Knowledge

• Strong understanding of sales processes, pipeline management, and revenue operations
• Ability to translate business needs into data requirements and analytics solutions
• Knowledge of banking products, services, and customer relationship dynamics
• Understanding of leading and lagging indicators for sales performance
• Experience identifying business opportunities through data analysis

Leadership & Team Development

• Proven ability to lead and develop data insight specialists
• Skilled at building high-performing analytics teams
• Coaching and mentoring capabilities for technical and business skills
• Change leadership to drive data-driven culture adoption
• Ability to inspire teams around vision of data democratization

Collaboration & Partnership

• Strong partnership orientation with CAO, Finance, CRM CoE, and business lines
• Ability to work across functions to establish data standards and governance
• Skilled at building consensus on data definitions and methodologies
• Executive presence and ability to present insights to senior leadership
• Relationship-building skills with technical and business stakeholders

Communication & Visualization

• Exceptional ability to translate complex data into clear, compelling narratives
• Strong data visualization and storytelling skills
• Ability to design intuitive dashboards and user experiences
• Skilled at presenting insights to diverse audiences (technical and non-technical)
• Written and verbal communication excellence

Qualifications and Education Requirements

Required Qualifications

• Bachelor's degree in Data Science, Statistics, Business Analytics, Computer Science, or related field
• 10+ years of progressive experience in business intelligence, CRM, data analytics, or related field
• 5+ years of leadership experience managing analytics teams
• Knowledge of CRM platforms (Salesforce) and sales enablement technologies
• Proven track record of implementing Customer 360 or similar enterprise analytics initiatives
• Strong experience with business intelligence platforms and data visualization tools
• Experience in banking or financial services industry
• Deep knowledge of data modeling, householding methodologies, and data governance

Preferred Qualifications

• Master's degree or MBA with analytics focus
• Experience in enterprise CRM transformation
• Experience in regional or national banking organizations
• Experience with AI, machine learning, and advanced analytics applications
• Certification in data analytics, business intelligence, or related discipline
• Experience with data democratization and self-service analytics initiatives

Technical Skills

• Advanced proficiency with business intelligence platforms (Power BI, Tableau, Qlik, or similar)
• Strong SQL and database query skills
• Experience with data warehousing and ETL processes
• Familiarity with statistical analysis and predictive modeling
• Knowledge of Python, R, or similar analytics programming languages
• Understanding of cloud data platforms (AWS, Azure, or similar)
• Proficiency with Excel, PowerPoint, and data analysis tools

Key Measures of Success/Key Deliverables:

Success Metrics

• Customer 360 dashboard adoption rates and user satisfaction scores
• Data quality improvements (accuracy, completeness, timeliness)
• Super Household linking accuracy and coverage
• Leading indicator framework utilization by sales leaders
• Revenue impact from data-driven insights (cross-sell, upsell, white space capture)
• Self-service analytics adoption and usage metrics
• Stakeholder satisfaction scores from business lines, CAO, and Finance
• Reduction in manual reporting requests through data democratization
• Time-to-insight improvements for sales teams
• Data governance compliance and data standards adoption