Senior Sales Strategy & Operations Partner

This is a hybrid role with the expectation that time working will regularly take place inside and outside of the San Francisco, CA office.

This position provides strategic and operational partnership to the sales organization by leading multi-disciplinary projects that drive revenue growth and operational excellence. Responsible for developing, implementing, recommending insights to sales leaders to enhance sales strategies, efficiency, effectiveness, and revenue growth.

The Inside Sales Manager will lead a team and actively contributes to revenue to the Startup Banking and Global Gateway businesses. This position is a combination of sales, managing sales processes at scale and providing continuous insights and analytics. A key function is to manage inbound leads who have already expressed a willingness to be 'clients at the Bank". This position will make sure that this and other similar processes are running smoothly.

• Managing a team of 4-6 Inside Sales Representatives (ISRs)
• Designing and running concurrent campaigns to support Sales KPIs
• Supporting recruitment, training and onboarding ISRs
• Making sure the KPIs of each ISR and the program overall are met
• Preparing regularly occurring reports on team performance to track strategic objectives
• Preparing presentations to update Management on progress of multiple workstreams owned by the Inside Sales initiative
• Identifying opportunities within specific channels to increase market share
• Creating and optimizing sales and client check-in messaging and product positioning, both written and verbal
• Distilling best practices into a scalable training curriculum
• Collaborating closely with Marketing and other groups to provide feedback on lead quality and prospect/client experience while engaging with them
• Working with CRM team to constantly enhance features to make the system more user friendly to the ISRs
• Automating and improving scalable processes, tools, and dashboards to drive operational and business efficiency

Basic Quailifications:

Bachelor's Degree and 8 years of experience in Relevant work experience in consulting or equivalent

-OR-

High School Diploma GED and 12 years of experience in Relevant work experience in consulting or equivalent

Preferred Qualifications:

• 3 years of experience managing an Inside Sales team
• Knowledge of banking products, financial statements, and sales processes
• Experience using and developing reports, metrics, and dashboards with data analytics, data visualization, and presentation tools (e.g., Excel, PowerPoint, Tableau)
• Experience with CRM software, Microsoft Dynamics, and/or Salesforce
• Client service oriented and able to partner with individuals at all levels
• Some experience within the innovation economy is preferred
• Effective, clear, and concise communication skills, verbal and written
• Strong initiative, intellectual curiosity, ownership, and attention to detail
• Ability to complete tasks independently or in small teams with minimal oversight
• Solid analytical, process, and problem-solving skills
• Bachelor's degree preferred

The base pay for this position is relative to your experience but the range is generally $130,000 - $170,000 per year.

Actual starting base pay will be determined based on skills, experience, location, and other non-discriminatory factors permitted by law. For some roles, total compensation may also include variable incentives, bonuses, benefits, and/or other awards as outlined in the offer of employment.

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.