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Director, Commercial Banking CRM Strategy
Job in
California, Moniteau County, Missouri, 65018, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Business
CRM Systems & Management
Job Description & How to Apply Below
- Reporting to the Head of Commercial Workforce Effectiveness, responsible for the development and implementation of Commercial’s CRM () Strategy
- Work closely with Sales leaders to drive the adoption of across US and Canada
- Lead the implementation of AI capabilities in Salesforce platform
- Develop the vision for utilization of across US and Canada to drive sales effectiveness
- Manage the training and user support team
- Identify and drive toward business process alignment in US and Canada
- Develop sales strategy initiatives and case studies to drive adoption
- Coordinate with T&O for the execution of the roadmap and manage Vendor relationships
- Manage and lead the Advisory Council composed of members across Commercial
- 7+ years of relevant experience as an RM or Sales Leader with direct experience with
- Good knowledge of platform and functionality including experience with Agentforce and integration with other AI platforms
- High level of comfort working on initiatives that are less defined and do not have established processes or parameters
- Strong self-starter who takes initiative and can identify new opportunities and have the drive and ability to bring them to life
- Expert written and verbal communication skills
- Strong Influence skills
- Passionate about customer advocacy and a customer-first mindset.
Demonstrates extensive experience in strategy development and implementation, with a strong focus on driving sales effectiveness and user adoption across the US and Canada. Proven ability to lead initiatives, manage vendor relationships, and foster collaboration among diverse teams.
Highest-signal resume keywords- Strategy Development
- AI Capabilities Implementation
- Sales Strategy Initiatives
- Vendor Relationship Management
- Expert Communication Skills
- Functionality
- Agentforce Experience
- Business Process Alignment
- Sales Effectiveness Metrics
- CRM Strategy Development
- Strong Self-Starter
- Influence Skills
- Customer Advocacy Mindset
- Commercial Workforce Effectiveness
- Sales Leadership
- User Support Management
- AI Platforms
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