Head of Commercial Data & Analytics
Fort Lauderdale, FL, USA | Tampa, FL, USA | New York, NY, USA | Morristown, NJ, USA
- Pay
- Salary not listed in the saved posting
- Work setup
- Unconfirmed
- Employment
- Unconfirmed
What you’ll bring
All qualificationsCore experience
- Prior experience with business leadership of CRM systems (such as Salesforce, Microsoft Dynamics) to enable sales effectiveness.
- Bachelor's degree in Finance or a quantitative discipline, such as Data Science, Mathematics, Business Analytics, Econometrics, Engineering, Sciences.
- Hands-on experience in translating business objectives into data needs and building metrics to answer key questions.
- Experience building and/or managing a team.
- 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 variety of internal middle and back-office functions preferably in financial services and/or highly regulated industry.
Qualification wording
Prior experience with business leadership of CRM systems (such as Salesforce, Microsoft Dynamics) to enable sales effectiveness.
Bachelor's degree in Finance or a quantitative discipline, such as Data Science, Mathematics, Business Analytics, Econometrics, Engineering, Sciences.
Hands-on experience in translating business objectives into data needs and building metrics to answer key questions.
Experience building and/or managing a team.
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 variety of internal middle and back-office functions preferably in financial services and/or highly regulated industry.
Posting record
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- Live
- First seen by us
- Aug 18, 2026 · 58d ago
- Recorded sightings
- 433
- Last seen by us
- Oct 14, 2026
These dates show when we found the listing. Check the employer’s website to confirm it is still accepting applications.
Job description
Responsibilities include but are not limited to:
- Enable commercial segment strategies through Salesforce CRM capabilities to track sales activity and enable a relationship approach to managing and growing client relationships.
- Deliver actionable opportunities to acquire new customer relationships and deepen existing relationships, through the delivery of behavioral insights into sales platforms.
- Drive business ownership and capability development of the Salesforce CRM platform.
- Partner with commercial and data teams to improve data integrity of client-banker relationships and to build a full-relationship view of customers, across business segments.
- Develop new data sources and measurement capabilities to increase sales effectiveness.
- Build and lead a team of high-performing business analysts; develop talent to increase data capabilities and financial acumen across the bank.
Qualifications
Required Skills:
- Prior experience with business leadership of CRM systems (such as Salesforce, Microsoft Dynamics) to enable sales effectiveness.
- Hands-on experience in translating business objectives into data needs and building metrics to answer 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 variety of internal middle and back-office functions preferably in financial services and/or highly regulated industry.
- Proven ability to influence and partner at the senior leadership level.
- Demonstrated ability to build and motivate high performing teams towards extraordinary levels of excellence and standards.
- Superior presentation and storytelling skills, customer focus and ability to work in diverse, cross functional team environment.
- Collaborative approach and ability to partner effectively with business, data, and technology teams.
- Advanced knowledge of CRM platforms, especially sales-enabling and data/analytics capabilities.
- 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, Sciences.
- Minimum of 7 years working in a business analysis or process leadership role with hands-on experience in leading enterprise systems, delivering data and insights through CRM platforms.
- Experience building and/or managing a team.
Preferred Required
- Financial Services experience and knowledge of Retail/Commercial Banking industry, products, and data highly desired.
Your next step
- Have your CV and examples of relevant work ready.
- Check the listed location, eligibility and core experience before starting.
- Ask the employer about the salary range before committing time to the process.
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- Location & working pattern
Fort Lauderdale, FL, USA | Tampa, FL, USA | New York, NY, USA | Morristown, NJ, USA
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