Commercial Sales Enablement Manager

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

SUMMARY/OBJECTIVES

It is the responsibility of the Commercial Sales Enablement Manager to take ownership of all tasks and challenges they encounter in the operation of their assigned position.  The role is a critical support function of the Commercial Bank requiring frequent interaction with Executive and Senior level management, as well as Relationship Managers and their deal teams across the footprint.  It is both tactical and strategic in nature with significant collaboration within the Line of Business team as well as other departments of the bank, including Marketing and Communication, Information Technology, Finance and the Consumer Division.  

ESSENTIAL FUNCTIONS

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Drive Commercial RM Performance by engaging RMs in the use of Business Intelligence tools available to Commercial RMs and their leaders, primarily focusing on SouthState’s proprietary Commercial Sales Enablement platform – BankerBoards – a performance measurement, management and enablement tool used by the commercial leaders and their teams on a daily basis.

• Support the Director of Commercial Sales and the Commercial Business Intelligence team in the annual review, design, rollout and support of the Commercial Incentive Plan

• Responsibility for the accuracy of First Year Revenue calculations for the incentive plan, including daily reviews of new revenue booked from loans, deposits, fees, and referral revenue from product partners.

• Be the primary partner with Commercial Bank Referral partners to identify, encourage, and track referral opportunities with the primary goal of increasing referral revenue and deepening Commercial client relationships.

• BankerBoards Inbox:  Be the primary point of contact for all Performance Management & Incentive Plan questions that come to the Bankerboards email inbox.

• General management of the Commercial pipelines (Loans, Deposit and Treasury), including the development and management of executive-level pipeline reporting

• Facilitate BankerBoards trainings via Webex or in person for bank-wide rollouts or in individual geographic sales-team meetings. 

• Primary responsibility for the engagement and support of Bank prospecting tools in support of the Commercial Bank

• Lead small initiatives for Commercial Bank, as needed, with a group of key stakeholders, facilitating calls, capturing action items, driving teams forward, and ensuring department goals are met.

• Perform research and gather data from various external and internal sources in order to provide strategic insight

• Provide support for communication to the commercial bank division, professionally written and formatted.

• Takes ownership of routine issues within the Commercial Line of Business; compiles and analyzes data to provide actionable information, insights, and solutions to key stakeholders.

• Participates in planning and implementation of projects that support the sales organization.

• Assure all confidential information is properly safeguarded in accordance with Bank policies.

OTHER DUTIES

• Accept other duties as assigned.

COMPETENCIES

• Proficient in Business Analytics tools such as Microsoft Power BI or Tableau

• Proficient in MS Office, in particular Excel.

• Strong banking knowledge

• Strong mathematic abilities

• Advanced problem-solving and analysis skills

• Superior oral and written communication skills

• High level of organization and detail-orientation

• Strong work ethic and willingness to take initiative

• Good attitude toward teamwork as well as the ability to work independently

• Demonstrated ability to multitask and prioritize

• Excellent time management

QUALIFICATIONS AND EDUCATION REQUIREMENTS

• Education: Bachelor’s Degree (Graduate Degree encouraged)

• Experience: 7+ years of Banking Experience, preferably in a Commercial Bank setting

• Knowledge: Strong interpersonal skills, proficient computer skills, ability to multitask and prioritize projects

TRAINING REQUIREMENTS/CLASSES

• On the job training and any additional training as needed (i.e. MS Power BI, MS Excel, Report Writing and Processing Program, General Ledger and Financial Reporting Program, MS Access, and Core Processing System).  Required annual compliance training.

RECOMMENDED ADDITIONAL TRAINING

• New Employee Orientation

• Microsoft Power BI Training

PHYSICAL DEMANDS/WORK ENVIRONMENT

• Must be able sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, and reports.  

TRAVEL

• This position may require some travel