The Role
Lead commercial data and analytics to enable sales effectiveness via CRM (Salesforce/Microsoft Dynamics); deliver behavioral insights, improve client relationship data integrity, develop measurement and data sources, partner with business and tech teams, and build and coach a high-performing team of business analysts.
Summary Generated by Built In
Job Summary & Responsibilities Preferred Qualifications
Responsibilities include but are not limited to:
- 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.
Required Skills:
- 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.
Required Experience:
- 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.
Preferred Required
- Financial Services experience and knowledge of Retail/Commercial Banking industry, products, and data highly desired.
Skills Required
- Prior leadership experience of CRM systems (Salesforce, Microsoft Dynamics) to enable sales effectiveness.
- Hands-on experience translating business objectives into data needs and building metrics.
- Strong understanding of banking processes including relationship selling, prospecting, and commercial lending workflow.
- Experience partnering with client-facing teams (sales, commercial) and internal middle/back-office functions.
- Proven ability to influence and partner at senior leadership level.
- Demonstrated ability to build, motivate and develop high-performing teams.
- Superior presentation, storytelling skills, and customer focus in cross-functional environments.
- Collaborative approach and ability to partner effectively with business, data, and technology teams.
- Advanced knowledge of CRM platforms with sales-enabling and analytics capabilities.
- Bachelor's degree in Finance or a quantitative discipline (Data Science, Mathematics, Business Analytics, Econometrics, Engineering, Sciences).
- Minimum 7 years in business analysis or process leadership with hands-on experience leading enterprise systems and delivering data/insights through CRM platforms.
- Experience building and/or managing a team.
- Financial services experience and knowledge of retail/commercial banking products and data.
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
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The Company
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
