VP Sales Operations

RESPONSIBILITIES

• Data Management & Analysis
  • Oversee the creation and maintenance of sales scorecards, dashboards, and KPIs to monitor business development team performance.
  • Tracks and reports on client engagement, revenue growth, and pipeline movement to provide insights into sales effectiveness to the rest of the Revenue Leadership Team.
  • Manage the creation and distribution of lending, deposit, and marketing reports for senior leadership and the Board.
  • Analyzes client feedback data to identify pain points, inefficiencies or improvements and implement changes that enhance the client journey.
• Aligns sales operations with the bank’s strategic growth goals to ensure cohesive efforts across the organization.
• Acts as primary Project Owner of Sales Teams projects and serves on company Project Review Board
• Provides regular reports and updates to senior leadership on the status of the BWB client, including client satisfaction, retention rates, and product growth.
• Utilizing data insights, identifies and implements best practices in sales process optimization, including the adoption of new technologies across banking segments.
• Develops and maintains a structured client acquisition and onboarding process to improve conversion rates & drive revenue growth.
• Enhances sales workflows & automation to streamline efficiency and reduce manual tasks.
• Supports the equitable & timely assignment of sales goals across the team
• Leads the implementation and refinement of SOX-compliant lending and deposit practices to ensure regulatory compliance.
• Facilitates communication & collaboration between the sales and marketing teams to ensure alignment on client-focused initiatives.
• Supports the building and continual iteration of the client journey with Marketing & works to translate the value to sales and client-facing roles.
• CRM & Sales Technology Administration
  • Manages Salesforce CRM and nCino loan workflow, acting as the primary business leader & strategist for these tools.
  • Leads CRM customization, training, and adoption efforts to maximize user engagement and ensure the tools meet the needs of the sales team.
  • Implements and optimizes CRM tools for effective sales tracking and relationship management.
  • Serves as the primary liaison between Sales, Technology, and Marketing to drive CRM enhancements and develop technology roadmaps.
  • Works closely with stakeholders to understand their needs, customize CRM tools accordingly, and facilitate training to ensure widespread adoption
• Leads, manages, and holds the Sales Operations team accountable by setting clear expectations, fostering team alignment, and ensuring execution against strategic goals.
• Responsible for hiring, managing, and developing staff needed to implement Sales Operations functions effectively.
• Creates, updates, and maintains onboarding materials for new Sales Staff, including Bankers and Treasury Management Staff, to ensure they are well-prepared for their roles.

• Bachelor’s degree in Business Administration, Financial Management, or related field and/or equivalent combination of education and experience
• MBA or Graduate School of Banking certificate preferred
• 8+ years of business development or sales operations management experience, preferably in a banking environment
• 5+ years of team leadership, preferably in a financial services environment
• Excellent verbal, written, and interpersonal communication skills
• Salesforce CRM and nCino Loan Workflow management & development experience preferred
• Knowledge of Commercial loan origination structures, compliance and regulations
• High attention to detail and in-depth knowledge of banking policies and procedures
• Strong ability to develop reports & presentations of detailed information for Senior Leadership and Board
• Self-starter with excellent relationship-building and problem-solving capabilities
• Proven track record in working with all levels of senior management
• Able to work on multiple projects simultaneously and in a fast-paced organization

Picture yourself at one of the Twin Cities’ best places to work, surrounded by people who challenge you, support you, and inspire you to be your best. Welcome to Bridgewater Bank.

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