Business Execution Consultant- Sales operations

In this role, you will:

• Participate in a variety of assigned and ongoing business operations to ensure success in meeting business goals and objectives

• Identify opportunities for process improvement by conducting root cause testing of all compliance and business metrics

• Determine areas of strength or Business Execution opportunity within defined scope of work

• Review and research strategies and action plans to establish effective processes while meeting performance metrics and policy expectations

• Utilize independent judgment to guide moderate risk deliverables

• Present recommendations to develop, implement, and monitor strategic approaches, effectiveness of support function, and business performance improvement opportunities for managing risks of the business

• Exercise independent judgment and provide guidance in diverse support functions and operations for a single business group within a line of business

• Collaborate and consult with leaders and executive management

• Provide work direction to less experienced Strategy and Execution staff

• Lead support functions or operations for multiple business groups and contribute to large scale strategic initiatives

• Ensure efficiency, quality, cost effectiveness of solutions, and pipeline management relating to assigned operations

• Research moderately complex business, operational, and strategic initiatives that require analytical skills, basic knowledge of organizational strategy and Business Execution, and understanding of international business

• Work independently to make recommendations for support function by providing support and leadership

• Assist in the planning and execution of a variety of programs and initiatives that may include risk mitigation, efficiency, and customer experience

• Collaborate and consult with team leaders in developing project plans, policies and procedures

• Provide leadership in management of relationships and implementation of programs, services, and initiatives with cross functional business partners

Required Qualifications:

• 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Minimum 2+ years of Business Execution, Implementation, or Strategic Planning experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Experience in Business Execution, Implementation, or Strategic Planning, or equivalent demonstrated through one or a

  
  

  combination of the following: work experience, training, military experience, education

• Lead and support operational risk management activities by monitoring risk controls and testing their effectiveness throughout the year, as well as updating/maintaining the risk controls documentation.

• Maintain third party sales tool licenses administration for Commercial Banking (adding/deactivating users) and retaining evidence of changes; review/analyze tools usage dashboards

• Collaborate with stakeholders to ensure successful implementation of CRM enhancements – business requirements gathering and UAT testing for CRM releases; coordinate third party tool integrations planning with CRM product owners and technology

• Creation of sales skills and product training guides and learner materials.

• Develop and maintain relationships with internal stakeholders across a variety of corporate functions such as HR/Learning and Development, Supply Chain and Technology.

• Provide training support for hosted courses and/or virtual sessions such as webinars.

• Monitor and report on CRM pipeline performance, impact of training on pipeline, win/loss analysis.

• Administer and manage third party sales tools access.

• Develop and implement strategies to improve operational efficiency.

• Ensure compliance with all applicable laws and regulations.

• Provide support for OKR (objective key results) monitoring, maintain 6Q roadmaps for key sales tools in development or rolling out major enhancements/features.

• Monitor and analyze sales performance using existing reporting and ad-hoc analysis across multiple data files.

• Assist Sales Enablement leaders and broader team with strategic initiatives support for the lines of business – building checklists, implementation plans, attending workstream planning calls and debriefing key takeaways, creating deliverables in support of initiatives and/or progress updates.

• Bachelor’s degree in information systems, Computer or Data Science, Sales Operations, Operational Risk Management

• At least2+ years of experience in sales operations or dashboard development support, preferably in a Commercial Banking environment.

• Excellent organizational and problem-solving skills (strong critical thinking and reasoning skills)

• Strong knowledge of CRM systems and data quality processes or controls management.

• Ability to work independently and as part of a team.

• Excellent communication and interpersonal skills.

• Proficiency in Microsoft Office Suite.

• Ability to work in a fast-paced environment.