Head of Commercial Data & Analytics

Responsibilities

• Enable commercial segment strategies through Salesforce CRM capabilities to track sales activity and manage client relationships.
• Deliver actionable opportunities to acquire and deepen customer relationships using behavioral insights from sales platforms.
• Drive business ownership and capability development of the Salesforce CRM platform.
• Partner with commercial and data teams to enhance data integrity and build a comprehensive view of customer relationships across business segments.
• Develop new data sources and measurement capabilities to improve sales effectiveness.
• Build and lead a team of high-performing business analysts, developing their data capabilities and financial acumen.

Required Skills

• Prior experience with business leadership of CRM systems (such as Salesforce, Microsoft Dynamics) to enhance sales effectiveness.
• Hands-on experience in translating business objectives into data needs and building metrics to address 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 various internal middle and back-office functions, preferably in financial services and highly regulated industries.
• Proven ability to influence and partner with senior leadership levels.
• Demonstrated ability to build and motivate high-performing teams towards excellence and high standards.
• Superior presentation and storytelling skills, customer focus, and ability to work in diverse, cross-functional team environments.
• Collaborative approach and effective partnership with business, data, and technology teams.
• Advanced knowledge of CRM platforms, particularly those enabling sales and analytics.
• 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, or Sciences.
• Minimum of 7 years working in a business analysis or process leadership role with hands-on experience in leading enterprise systems and delivering data and insights through CRM platforms.
• Experience building and/or managing a team.