Texas Capital is built to help businesses and their leaders. Our depth of knowledge and expertise allows us to bring the best of the big firms at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.
While we are rooted in core financial products, we are differentiated by our approach. Our bankers are seasoned financial experts who possess deep experience across a multitude of industries. Equally important, they bring commitment — investing the time and resources to understand our clients’ immediate needs, identify market opportunities and meet long-term objectives. At Texas Capital, we do more than build business success. We build long-lasting relationships.
Texas Capital provides a variety of benefits to colleagues, including health insurance coverage, wellness program, fertility and family building aids, life and disability insurance, retirement savings plans with a generous 401K match, paid leave programs, paid holidays, and paid time off (PTO).
Headquartered in Dallas with offices in Austin, Fort Worth, Houston, Richardson, Plano and San Antonio, Texas Capital was recently named Best Regional Bank in 2024 by Bankrate and was named to The Dallas Morning News’ Dallas-Fort Worth metroplex Top Workplaces 2023 and GoBankingRate’s 2023 list of Best Regional Banks. For more information about joining our team, please visit us at www.texascapitalbank.com.
Overview
The Sales Operations Lead is responsible for establishing and leading the enterprise sales operations function, driving operational excellence, and enabling scalable, data-driven growth across the sales organization. This role defines and executes strategy across analytics, market intelligence, process design, and technology enablement, ensuring alignment to Texas Capital Bank’s business objectives and go-to-market priorities. This person will serve as a strategic partner to the Lines of Business (LOBs), Sales, Product, Marketing, Finance, and Technology, partnering on the development of capabilities that improve sales productivity, pipeline visibility, and revenue performance. This role leads teams and enterprise initiatives that integrate internal performance data with external market insights to guide growth strategy and execution.
Responsibilities:
Sales Analytics, Forecasting & Market Intelligence
- Collaborate with sales leadership to define capabilities needed to drive sales strategy, overall pipeline management and standardization of routines to drive accountability and transparency
- Partner with the different lines of business (LOBs) to identify trends and insights in support of business priorities
- Facilitate the development of sales performance reports, forecasting models, and KPI dashboards by translating business leadership requirements into actionable specifications
- Define and own enterprise sales analytics strategy, including KPI frameworks, forecasting methodologies, and executive reporting
- Build and scale a market intelligence capability incorporating competitive insights, industry trends, segmentation, and regional dynamics
- Manage portfolio of external vendors and overall market intelligence budget; partner with vendors to drive adoption and value to the organization; continuous evaluation of capabilities that support frontline productivity in partnership across lines of business
- Integrate internal performance data with external market signals to inform growth strategies, pricing, and client targeting
- Oversee development of dashboards, forecasting models, and reporting infrastructure in partnership with data teams.
Process Optimization, Governance & Scale
- Lead efforts to document and refine sales processes and workflows, working with stakeholders to identify efficiency opportunities to ensure scalability, consistency and accountability
- Partner with business enablement teams to establish governance frameworks for pipeline execution, performance tracking, and operational controls
- Act as the bridge between sales teams and broader sales enablement team to guide CRM enhancements, data and insights capabilities as well as automations that improve productivity and data integrity
- Coordinate rollout of new sales tools and technologies, ensuring business requirements are clearly communicated and adoption is supported through change management
- Drive adoption of new capabilities, data, reports and processes introduced through robust change management, training, sustainment programs and performance measurement
- Partner with sales leaders, business enablement, client service and operations to define relationship coverage process and streamline client data and hierarchy quality
Leadership & Organizational Development
- Build and lead a high-performing Sales Operations organization
- Establish clear roles and career pathways aligned to leveling frameworks
- Strong partnership with lines of business with consistent and transparent communication to enforce relationship
Qualifications:
- Bachelor's degree in Business, Finance, or a related field; MBA is a plus
- 8-12 years of progressive experience in sales operations and/or enablement, preferably within the banking sector, encompassing both B2B and B2C segments
- Strong understanding of banking products, services, and market dynamics
- Proven track record of optimizing sales processes, improving operational efficiency, and achieving revenue targets
- Proficiency in data analysis, reporting tools, and CRM systems (e.g., Salesforce)
- Excellent communication and interpersonal skills with the ability to collaborate and influence across various levels of the organization
- Leadership experience, including managing teams and developing talent
- Ability to manage multiple high visibility initiatives and balance priorities across multiple stakeholders
Additional Skills:
- Strategic mindset with the ability to think critically and make data-driven decisions.
- Strong project management skills with the ability to prioritize and manage multiple initiatives simultaneously.
- Knowledge of regulatory compliance within the banking industry is highly desirable
The duties listed above are the essential functions, or fundamental duties within the job classification. The essential functions of individual positions within the classification may differ. Texas Capital Bank may assign reasonably related additional duties to individual employees consistent with standard departmental policy.Texas Capital is an Equal Opportunity Employer.
Skills Required
- Bachelor's degree in Business, Finance, or a related field
- 8-12 years progressive experience in sales operations and/or enablement (B2B and B2C), preferably in banking
- Strong understanding of banking products, services, and market dynamics
- Proven track record optimizing sales processes, improving operational efficiency, and achieving revenue targets
- Proficiency in data analysis, reporting tools, and CRM systems (e.g., Salesforce)
- Excellent communication and interpersonal skills with ability to influence across levels
- Leadership experience managing teams and developing talent
- Ability to manage multiple high-visibility initiatives and balance priorities across stakeholders
- Knowledge of regulatory compliance within the banking industry
- MBA
Texas Capital Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Texas Capital Bank and has not been reviewed or approved by Texas Capital Bank.
-
Retirement Support — A company 401(k) with matching contributions is repeatedly characterized as good, reinforcing the value of the retirement program. Employer match and related financial supports are highlighted as competitive components of the package.
-
Leave & Time Off Breadth — PTO and paid holidays are characterized as solid to generous, with accruals that can increase with tenure or vary by level. Time off is frequently cited as a strong element of the overall package.
-
Wellbeing & Lifestyle Benefits — Wellness programs, educational assistance, and paid parking expand support beyond core insurance, adding convenience and development value. Ancillary perks complement the standard medical, dental, and vision coverage.
Texas Capital Bank Insights
What We Do
Our expert bankers are committed to helping your business build and grow. Equipped with experience-based insights and a proven record of implementing custom solutions for clients, we can help you with a suite of business lending, investing and financial management services that see you through every step of the way. Our client-centric culture thrives because we attract, develop and engage the most experienced and diverse experts in their fields. Over the years, we've developed a supportive culture that values collaboration, rewards performance and respects the well-being of its team members. We know our people are our greatest asset, so we give them the resources and support they need to be successful. Our personal approach has enabled us to deliver exceptional value for our clients for more than two decades — an achievement we’re proud to continue. Explore a career at Texas Capital Bank: https://www.texascapitalbank.com/who-we-are/careers Texas Capital Bank is a wholly owned subsidiary of Texas Capital Bancshares, Inc. (NASDAQ®: TCBI). For more information, please visit www.texascapitalbank.com. Member FDIC. NASDAQ®: TCBI. Equal Housing Lender. Texas Capital Bank and its subsidiaries are equal opportunity employers and do not discriminate on the basis of any protected trait including sex, sexual orientation, gender identity, race, ethnicity, disability, or veteran status. Please view our EEO Policy to learn more: https://www.texascapitalbank.com/equal-employment-opportunity-policy
