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Sales Operations Business Leader (Investment Banking)

GTN Technical Staffing and Consulting

This is a Full-time position in New York, NY posted July 13, 2021.

Sales Operations Business Partner


Location: San Francisco, NYC or Boston

Position Type: Direct Hire

Hourly / Salary: $ 115-130K plus highly achievable 20% annual bonus!

Residency Status: US Citizen or Green Card Holder ONLY

As a business partner on the Sales Operations team, you will play a critical role on a diverse and fast-paced team that is tasked with operationalizing the strategy for Private Bank & Wealth and optimizing business performance.

You will partner closely with Private Bank’s Leadership and an array of individuals from Insights, Marketing, and Products to deliver on the objectives set forth by the business unit.

You will play a pivotal role in driving strategy, uncovering market potential, developing actionable insights, and improving processes (and even developing new ones).

As a business partner, you will be responsible for thinking critically, generating reports/insights, providing recommendations, and aiding in driving the overall success of the Private Bank group.

Our client is continually looking to improve upon what they did yesterday; thus, we are seeking people with a passion for challenging themselves and the status quo.

Primary Responsibilities :
Support the head of Private Bank and Wealth in driving data-focused decisions through deep-dive analytics and business acumen Develop and implement analysis that identify key drivers behind sales performance including sales pipelines, trends, market share/primary bank, and segmentation Utilize data in Salesforce, in proprietary data warehouse, and in other data sources to provide various views/cuts into the business Identify opportunities for process optimization and automation, process redesign, or development of new ones; evaluate performance indicators (at various levels) and provide solutions to business challenges Create high-quality monthly reports for internal consumption that combines market observations from sales teams along with data insights Make recommendations to help improve business partner’ productivity and performance; proactively review and identify leading and lagging indicators Support senior executives in tracking team performance and analyzing key metrics related to client acquisition pipeline, loan portfolio, funding, product penetration, referral channels, etc.

Partner with senior executives to identify business requirements for performance dashboards and control charts as necessary to monitor performance Ability to plan and work independently with minimal supervision effectively in a highly complex, entrepreneurial within a time-sensitive environment Drive data quality & integrity in collaboration with building and maintaining key documentation regarding PBWA’s policies, processes, and engagement rules to ensure data hygiene

Minimum 5 year of experience with sales, sales operations, and/or analytics Bachelor’s degree Super user of data reporting and visualization tools (e.g., Tableau, Salesforce, Excel, PowerPoint) Demonstrates excellent communication and interpersonal skills; able to communicate clearly and concisely; is effective in formal/informal meeting and presentation settings; commands attention and can manage group process during presentation/discussion and achieve group consensus Ability to gain support for change by providing context and responding to concerns; takes initiative to recommend/develop creative approaches to accomplishing tasks/priorities Strong prioritization skills, including leading multiple initiatives at the same time

Proven experience developing business strategy, and/or sales operation or equivalent skills Interest in retail banking and wealth investments, private bank, and venture capital ecosystems Strong initiative, intellectual curiosity, and ownership Demonstrated ability to operate with significant autonomy and discretion Ability to work across organizational boundaries and move fast while juggling multiple projects
– all while keeping very close attention to detail Demonstrated ability to build strong relationships with co-workers of various backgrounds and experience, and to work well within cross-functional teams