Director, Commercial Banking CRM Strategy
Jobtailor
Reporting to the Head of Commercial Workforce Effectiveness, responsible for the development and implementation of Commercial’s CRM (Salesforce.com) Strategy Work closely with Sales leaders to drive the adoption of Salesforce.com across US and Canada Lead the implementation of AI capabilities in Salesforce platform Develop the vision for utilization of Salesforce.com across US and Canada to drive sales effectiveness Manage the Salesforce.com training and user support team Identify and drive toward business process alignment in US and Canada Develop sales strategy initiatives and case studies to drive adoption Coordinate with T&O for the execution of the roadmap and manage Vendor relationships Manage and lead the Advisory Council composed of members across Commercial Requirements 7+ years of relevant experience as an RM or Sales Leader with direct experience with Salesforce.com Good knowledge of Salesforce.com platform and functionality including experience with Agentforce and integration with other AI platforms High level of comfort working on initiatives that are less defined and do not have established processes or parameters Strong self-starter who takes initiative and can identify new opportunities and have the drive and ability to bring them to life Expert written and verbal communication skills Strong Influence skills Passionate about customer advocacy and a customer-first mindset. Core Competencies Demonstrates extensive experience in Salesforce.com strategy development and implementation, with a strong focus on driving sales effectiveness and user adoption across the US and Canada. Proven ability to lead initiatives, manage vendor relationships, and foster collaboration among diverse teams. Highest-signal resume keywords Salesforce.com Strategy Development AI Capabilities Implementation Sales Strategy Initiatives Vendor Relationship Management Expert Communication Skills ATS Optimization Keywords Hard Skills Salesforce.com Functionality Agentforce Experience Business Process Alignment Sales Effectiveness Metrics CRM Strategy Development Soft Skills Strong Self-Starter Influence Skills Customer Advocacy Mindset Industry Keywords Commercial Workforce Effectiveness Sales Leadership User Support Management Tools & Technologies Salesforce.com AI Platforms #J-18808-Ljbffr Jobtailor
$82.1k - $172.5k
Make banking a Fifth Third better® We connect great people to great... ...and implement a relationship strategy for assigned clients and... ...requires a strong understanding of commercial credit, commercial products... ...Customer Relationship Management (CRM) system for client activity...CRMWork experience placementWork at officeLocal area$110k - $140k
...FFB Since opening our doors in 2005, FFB Bank has focused on one mission: to help businesses... ...day! About The Role The Agribusiness & Commercial Relationship Manager II independently... ...clients to drive long-term business. Uses CRM systems to track interactions, update...CRMFull timeWork at officeLocal areaHome officeLong distanceFlexible hoursNight shift- ...financial institutions deliver Intelligent Banking experiences. We unite digital banking,... ...teams to develop and execute partnership strategies that drive business outcomes. Maintain high... .... Exposure to onboarding workflows, CRM tools, or partner enablement strategies....CRMRemote work
- ...predictive analytics, cutting edge commercial real estate technology and a... ...commercial real estate, and banking industries. Our PropTech... ...channels.Collaborate on content strategy and apply SEO best practices... ...with marketing and CRM tools (e.g., HubSpot, Salesforce...CRMFull timePart timeWork at officeLocal area3 days per week
Cretelligent
California, MO1 day ago - ...Enterprise Change Management standards Serves as the primary technology liaison for senior Global Banking stakeholders, translating business strategy into a cohesive CRM and AI technology roadmap Requirements 12+ years of experience in technology leadership roles spanning...CRM
- ...the worldwide leader in cloud banking. The Sales Manager: Business... ...nCino KYC Africa's two commercial motions: high volume run rate... ...deal stage review cadence and CRM hygiene so pipeline data reflects... ...executive relationships and develop strategies for expanding the company's...CRM16 hoursWork at officeLocal areaImmediate startWorldwideFlexible hours
- Jobtailor is seeking a Senior Salesforce.com and CRM strategy leader to drive the platform across the US and Canada. You will shape the vision, lead adoption, and manage the training and support teams to maximize sales effectiveness. You will coordinate with Sales leaders...CRM
- ...for their Launchpad team. You will design systems that connect strategy with operational rigor and ensure the successful execution of the... ...Sales Strategy or Operations, deep understanding of Salesforce CRM, and strong analytical skills. This role offers competitive salary...CRM
- Essential Functions of the Job: Commercial Technology Leadership Lead the operational management... ..., and operational efficiency. CRM Platform Ownership Provide operational oversight... ...teams to define future-state technology strategies and integration frameworks. Review and...CRM
$30k - $150k
Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind... ...Automotive, Survey, POS Restaurant, Software, and Commercial Vehicles (Medium Duty), and all other... ...or greater preferred Knowledge with CRM software programs, Salesforce preferred...CRMRemote jobWork experience placementFlexible hours$70k - $120k
...opening our doors in 2005, FFB Bank has focused on one mission:... ...drive long-term business. Uses CRM systems to track interactions... ...best practices, sales strategies, and market insights. Embodies... ...and authority. Knowledge of commercial banking products and services...CRMFull timeWork at officeLocal areaHome officeLong distanceFlexible hoursNight shiftFFB Bank
California, MO5 days ago- ...'re ready to meet the moment with innovation, curiosity, and excellence, there's a place for you here. Senior Director, Global Deal Desk & Commercial Strategy Overview Reporting to the Chief Accounting Officer, the Senior Director, Global Deal Desk & Commercial Strategy...Remote jobContract workWorldwideShift work
$195k - $215k
...About the Opportunity We are seeking a Director of Sales Operations to join a fast-... ...scaling sales operations, improving sales strategy, and ensuring commercial growth across the U.S. market. As the... ...implementation and optimization of CRM, reporting, and analytics platforms (...CRM- Tri Counties Bank in Hayfork, CA is seeking a Personal Banker to provide confident service to branch customers, assist with teller transactions... ...will build relationships, recommend bank products, and maintain CRM records while meeting sales objectives. Requirements include a...CRM
- ...morning and troubleshoot a HubSpot‑to‑Stripe sync in the afternoon. What You’ll Own The Financial Stack: End‑to‑end management of banking, invoicing, bookkeeping, and FP&A. The Close: Own month‑end and year‑end close, ensuring books are pristine by the 15th of each month...CRMWork at officeRelocationDay shift
Metriport
California, MO1 day ago $147.4k - $184.2k
...building role that sits at the intersection of strategy, data, and operations. You will work... ...territory management standards Use Salesforce CRM, Tableau, and related tools to produce... ...at a top‑tier consulting firm, investment bank, or in a Sales Strategy/RevOps role at a fast...CRM- Jobtailor is seeking a seasoned Sales Operations leader to own the long-term operational strategy, drive CRM and reporting excellence, and partner with CRO and senior leadership across GTM functions. This role emphasizes forecasting accuracy, compensation design, and scalable...CRM
$142k - $215k
...career as we build the future of global banking. If that sounds like you, let’s build what... ...the development of regional regulatory strategy. You will be a valuable member of the... ...Strategy, and Management teams and regional Commercial teams on new market entry and expansion...Private practiceLocal areaWorldwideAirwallex
California, MO5 days ago- ...management and analytics to drive business growth Manage sales strategy workstreams and align them with client expectations Develop and... ...innovation Ability to manage Customer Relationship Management (CRM) systems Coaching and feedback skills to enhance team performance...CRMH1b
Jobtailor
California, MO3 days ago - ...is a global investment firm delivering on strategy for institutions, financial professionals... ...professional buyers focusing on RIAs and Bank Trusts to drive sale growth. Additionally,... ...practices. Apply proficient and thorough use of CRM systems to manage territory activity,...CRMWorldwideFlexible hours
$120.75k - $257.25k
Commercial Relationship Manager III-Food, Beverage & Agribusiness page is loaded## Commercial Relationship Manager III-Food, Beverage &... ...Relationship Manager III-Food, Beverage & Agribusiness**The Commercial Banking team actively calls on businesses that typically have annual...Local areaFlexible hoursUMB Financial Corporation
California, MO2 days ago$88.8k - $165.6k
...support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of... ...Evaluates portfolio performance and recommends capital allocation strategies that optimize returns with investment objectives. Leads...Part timeWork experience placementWork at officeLocal area- ...career as we build the future of global banking. If that sounds like you, let’s build what... ...the centre of customer value creation, commercial growth, and platform differentiation.... ...lending opportunities. You will define strategy across large problem spaces, drive alignment...Worldwide
- BeOne Medicines seeks a Senior CRM leader to oversee US and JPAC commercial technology platforms. You will partner with stakeholders to define roadmaps, advise senior leaders, and drive platform improvements in performance, UX, and efficiency. The role requires deep CRM...CRM
- ...account servicing forms Maintain and update client records in the CRM, keeping contact information, notes, and workflows current... ...Desired Qualifications Financial services industry experience — banking, wealth management, insurance, or similar Growth & Development...CRMWork at officeLocal area
$120k
...Director, Commercial Accounts- Retail Markets (West) The Director, Commercial Accounts – Retail Markets... ...As a key contributor to Glory’s growth strategy, this role leads new logo acquisition... ...generation to close Maintain accurate CRM documentation and forecasting Develop...CRMTemporary workGlory Global
California, MO2 days ago- ...Popular Bank is seeking a Business Analyst in California to provide analytic support for sales reporting and incentive compensation administration... ...back office and sales teams, utilizing Excel and Salesforce CRM to resolve questions and improve processes. The position requires...CRM
Popular Bank
California, MO5 days ago $21 per hour
...ago Be among the first 25 applicants Call Center Representative - Banking/Financial Services Location: California- Remote Pay Rate: $21... ...proficiency (English + [Insert Language]) is a plus. Experience with CRM systems and call center software. Strong problem-solving and...CRMFull timeLocal areaRemote work- ...engagement within the US Surgical Vision segment Lead Equipment Strategy and deliver recommendations to enhance the equipment... ...development deals, and strategic partnerships Develop the US commercialization and implementation roadmap Requirements Minimum of a bachelor...Temporary work
$100k - $120k
..., US, 90001 Company: Popular Bank Analytics As a Business Analyst... ...data presented in Salesforce CRM Assist with maintenance of... ...certain aspects of the retail & commercial incentive compensation... ...& understanding of marketing strategies & campaigns Partner with fellow...CRMFull timeTemporary workPart timeWork experience placementSeasonal workWork at officeImmediate startFlexible hours
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