Qualifications

• 7+ years of experience in business analysis or process leadership, particularly with CRM systems.
• Bachelor's degree in Finance or a quantitative discipline (e.g., Data Science, Mathematics).
• Strong understanding of banking processes like relationship selling and commercial lending.
• Expertise in translating business needs into data metrics and insights.
• Previous experience collaborating with client-facing sales teams in financial services.
• Ability to build and lead high-performing teams.
• Excellent presentation and communication skills, with a focus on storytelling and customer engagement.

Responsibilities

• Leverage Salesforce CRM to track sales activities and enhance client relationship management.
• Identify opportunities for new customer acquisition and relationship deepening through sales insights.
• Develop ownership and capabilities for the Salesforce CRM platform within the organization.
• Collaborate with commercial and data teams to enhance client-banker relationship data integrity.
• Create new data sources and measurement tools to boost sales effectiveness.
• Lead and build a team of business analysts to foster data capabilities across the bank.

Benefits

• Opportunity to lead and shape a key area of business strategy using advanced CRM tools.
• Chance to work in a collaborative environment, partnering across various departments.
• Access to professional development and talent-building initiatives for team members.
• Engagement in significant decision-making processes influencing commercial strategies.