Head of Commercial Data & Analytics

Responsibilities

• Enable commercial segment strategies through Salesforce CRM capabilities to track sales activity and enable a relationship approach to managing and growing client relationships.
• Deliver actionable opportunities to acquire new customer relationships and deepen existing relationships, through the delivery of behavioral insights into sales platforms.
• Drive business ownership and capability development of the Salesforce CRM platform.
• Partner with commercial and data teams to improve data integrity of client‑banker relationships and to build a full‑relationship view of customers, across business segments.
• Develop new data sources and measurement capabilities to increase sales effectiveness.
• Build and lead a team of high‑performing business analysts; develop talent to increase data capabilities and financial acumen across the bank.

• Prior experience with business leadership of CRM systems (such as Salesforce, Microsoft Dynamics) to enable sales effectiveness.
• Hands‑on experience in translating business objectives into data needs and building metrics to answer key questions.
• Strong understanding of banking processes, including relationship selling, prospecting for new relationships and commercial lending workflow.
• Prior experience working with client‑facing teams such as sales, commercial and variety of internal middle and back‑office functions preferably in financial services and/or highly regulated industry.
• Proven ability to influence and partner at the senior leadership level.
• Demonstrated ability to build and motivate high‑performing teams towards extraordinary levels of excellence and standards.
• Superior presentation and storytelling skills, customer focus and ability to work in diverse, cross‑functional team environment.
• Collaborative approach and ability to partner effectively with business, data, and technology teams.
• Advanced knowledge of CRM platforms, especially sales‑enabling and data/analytics capabilities.
• Demonstrated record of influencing others through consensus building in a cross‑functional environment.

• Bachelor's degree in Finance or a quantitative discipline, such as Data Science, Mathematics, Business Analytics, Econometrics, Engineering, Sciences.
• Minimum of 7 years working in a business analysis or process leadership role with hands‑on experience in leading enterprise systems, delivering data and insights through CRM platforms.
• Experience building and/or managing a team.

• Financial Services experience and knowledge of Retail/Commercial Banking industry, products, and data highly desired.