BI & CRM Director, Sr

Responsibilities

• Translates enterprise data and platform capabilities into actionable insights and embedded workflows that drive revenue growth and proactive relationship management.
• Transforms analytics and Salesforce from reporting tools into an integrated decision and execution engine for relationship managers and sales leaders.
• Led business line data insight specialists, owns the enterprise Salesforce roadmap, and partners closely with Marketing, Sales Enablement, Finance, and Technology to deliver Customer 360 capabilities, standardized metrics, and user-centric CRM workflows.
• A core focus is embedding insights directly into daily RM activity while reducing system complexity and improving adoption through automation, AI, and advanced analytics.

Requirements

• Bachelor's degree in Data Science, Statistics, Business Analytics, Computer Science, or related field
• 10+ years of progressive experience in business intelligence, CRM, data analytics, or related field
• 5+ years of leadership experience managing analytics teams
• Knowledge of CRM platforms (Salesforce) and sales enablement technologies
• Proven track record of implementing Customer 360 or similar enterprise analytics initiatives
• Strong experience with business intelligence platforms and data visualization tools
• Advanced proficiency with business intelligence platforms (Power BI, Tableau, Qlik, or similar)
• Strong SQL and database query skills
• Experience with data warehousing and ETL processes
• Familiarity with statistical analysis and predictive modeling
• Knowledge of Python, R, or similar analytics programming languages
• Understanding of cloud data platforms (AWS, Azure, or similar)
• Proficiency with Excel, PowerPoint, and data analysis tools

Qualifications

• Master's degree or MBA with analytics focus
• Experience in enterprise CRM transformation
• Experience in regional or national banking organizations
• Experience with AI, machine learning, and advanced analytics applications
• Certification in data analytics, business intelligence, or related discipline
• Experience with data democratization and self-service analytics initiatives

Benefits

The salary range for this position is $136,000/yr - $279,100/yr plus bonus. The base salary indicated for this position reflects the compensation range applicable to all levels of the role across the United States. Actual salary offers within this range may vary based on a number of factors, including the specific responsibilities of the position, the candidate’s relevant skills and professional experience, educational qualifications, and geographic location.