Sales Operations and Strategy Leader

Drive effectiveness and innovation in sales with Equitable Bank as an Associate Director of Sales Operations & Strategy. Lead strategic initiatives across Mortgage and Wealth Solutions teams.

Reporting to the VP, Sales & Distribution, you will develop and implement sales force effectiveness strategies that optimize operational productivity and sales growth. This role demands a proactive leader skilled in managing projects, enabling high performance, and building strong cross-functional relationships to achieve sales objectives.

Key Responsibilities:

• Partner with senior leadership to enhance business performance

• Build and lead a high-performing sales operations team

• Develop roadmaps for sales operational strategies

• Drive planning and quota setting processes

• Manage sales metrics, reports, and business intelligence

Requirements:

• 10+ years in sales, strategy, or management consulting

• Advanced knowledge of Excel, PowerBI, CRM tools

• Strong analytical and problem-solving skills

• Proven leadership in driving operational efficiency

• Excellent communication and presentation abilities

Elevate your career by leading sales operations and driving results in a transformative banking environment.
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