Vice President, Head of Sales Operations

$81,000 - $179,000/Yr

BNY Mellon - Jersey City, NJ

Full-time - Senior

Jersey City, NJ

10,001+ employees

Credit Intermediation and Related Activities

About the position

The Vice President, Head of Sales Operations at BNY Mellon is responsible for managing key sales and CRM tools, overseeing administrative tasks to meet sales goals, and training sales teams on processes and systems. This role involves creating executive presentations, optimizing sales processes through actionable insights, and refining customer segmentation and territory management.

Responsibilities

• Administers and manages key sales and CRM tools.
• Oversees various administrative tasks required to ensure the organization reaches sales goals.
• Trains and assists Sales and RM teams on sales processes and systems.
• Creates monthly, quarterly and yearly content for executive presentations and board reporting.
• Drives actionable insights to optimize sales process.
• Owns the end-to-end process of tracking the sales funnel and operational metrics and delivering regular insights to the business.
• Defines and delivers techniques to improve the funnel performance for sales management.
• Refines customer segmentation, assists with segmentation and territory management.

Requirements

• Proven track record in sales planning and sales operations.
• Financial services and/or wealth management experience.
• Expert knowledge of Microsoft Dynamics CRM.
• Exceptional Excel skills.
• Outstanding data and analytics skills.
• Bachelor's degree or equivalent combination of education and experience is required.
• 7-10 years of total work experience preferred.
• Tech-savvy and passionate about sales technology.
• Detail-oriented and curious, with a strong desire to learn.
• Able to work under pressure and juggle multiple priorities.
• Great communicator, comfortable presenting ideas and results.
• Passionate about collaboration in a matrix environment.

Benefits

• Highly competitive compensation
• Flexible global resources and tools
• Focus on health and personal resilience
• Generous paid leaves
• Access to wellbeing programs