Job Description
Qualifications
Experience: 5-10 years of experience leading major change management initiatives, with technology change experience
Strong understanding of sales processes and methodologies
Excellent communication, presentation and training skills
Effective execution skills to ensure the successful delivery/implementation of the change management strategy
Demonstrated experience implementing change management initiatives and making an impact in cross-functional groups, through influence and change principles
Analytics and strategic thinking abilities
Ability to work collaboratively across departments
Problem-solving and decision-making skills
An ability to manage competing priorities across multiple projects, while meeting deadlines and producing quality deliverables
Responsibilities
The Change Management and Sales Enablement Lead will directly report to the SVP, Head of Banking Quality and Productivity
This role is pivotal in driving transformative change across multiple lines of business and focusing on enhancing sales processes and practices
The ideal candidate will possess a deep understanding of banking operations, change management, internal communication needs, business transformation initiatives, and Client Relationship Management (CRM) implementation/modernization
This leader will be responsible for leading change management efforts for CRM modernization, quality improvement initiatives, sales tools and training rollout, and driving adoption and consistency of common sales practices across the lines of business and footprint
Lead the change management efforts for the implementation of the enterprise scale Financial Services Cloud transformation across multiple lines of business, to include interfacing with selected implementation partners
Team with stakeholders across the bank to advance the adoption of the modernized CRM, features and capabilities that will enable bankers and associates across channels and functional areas of the organization
Define the change management needs and delivery process for key quality improvement and transformation initiatives within Regional Bank, including development of a consolidated project plan, managing risks and issues, providing executive reporting and dashboards and ongoing communication of project status to key stakeholders
Champions and supports communications, change management, and knowledge management / training across the program
Partners on the development and deployment of the communications strategy aligned to the change plan
Sales Practices Management and Oversight:
Responsible for leading and driving consistency in common sales processes, methodologies and tools to drive sales effectiveness and efficiency
Collaborate with line of business and local market sales leadership to develop and implement best practices, training programs and performance metrics
Ensures that the sales team is equipped with the necessary resources and skills to achieve sales targets and business objectives
Partner with risk leaders in identifying and managing conflicts of interest, monitoring and reporting sales practices risks (including sales campaign practices and eligibility tracking) and effectively managing customer complaints and allegations of misconduct
In partnership with risk leaders, responsible for ensuring bank’s sales practices comply with laws and regulations, emphasizing ethical and transparent practices
Job description
Location: On-site, Memphis, TN; New Orleans, LA; Raleigh, NC; Nashville, TN; or Miami, FL
Summary:
We are seeking a dynamic and experienced individual to join First Horizon as the Change Management and Sales Enablement Lead. The Change Management and Sales Enablement Lead will directly report to the SVP, Head of Banking Quality and Productivity. This role is pivotal in driving transformative change across multiple lines of business and focusing on enhancing sales processes and practices. The ideal candidate will possess a deep understanding of banking operations, change management, internal communication needs, business transformation initiatives, and Client Relationship Management (CRM) implementation/modernization. This leader will be responsible for leading change management efforts for CRM modernization, quality improvement initiatives, sales tools and training rollout, and driving adoption and consistency of common sales practices across the lines of business and footprint.
Key Responsibilities Include
Change Management Efforts:
• Lead the change management efforts for the implementation of the enterprise scale Financial Services Cloud transformation across multiple lines of business, to include interfacing with selected implementation partners.
• Team with stakeholders across the bank to advance the adoption of the modernized CRM, features and capabilities that will enable bankers and associates across channels and functional areas of the organization.
• Define the change management needs and delivery process for key quality improvement and transformation initiatives within Regional Bank, including development of a consolidated project plan, managing risks and issues, providing executive reporting and dashboards and ongoing communication of project status to key stakeholders.
• Champions and supports communications, change management, and knowledge management / training across the program.
• Partners on the development and deployment of the communications strategy aligned to the change plan.
Sales Practices Management and Oversight:
• Responsible for leading and driving consistency in common sales processes, methodologies and tools to drive sales effectiveness and efficiency.
• Collaborate with line of business and local market sales leadership to develop and implement best practices, training programs and performance metrics.
• Ensures that the sales team is equipped with the necessary resources and skills to achieve sales targets and business objectives.
• Partner with risk leaders in identifying and managing conflicts of interest, monitoring and reporting sales practices risks (including sales campaign practices and eligibility tracking) and effectively managing customer complaints and allegations of misconduct.
• In partnership with risk leaders, responsible for ensuring bank’s sales practices comply with laws and regulations, emphasizing ethical and transparent practices.
Education/Experience/Skill:
• Education: Bachelor’s degree in Business Administration or related field; MBA preferred, PMP considered an asset.
• Experience: 5-10 years of experience leading major change management initiatives, with technology change experience.
• Skills:
• Strong understanding of sales processes and methodologies.
• Excellent communication, presentation and training skills.
• Effective execution skills to ensure the successful delivery/implementation of the change management strategy.
• Demonstrated experience implementing change management initiatives and making an impact in cross-functional groups, through influence and change principles.
• Proficiency in sales tools and Salesforce CRM software a plus.
• Analytics and strategic thinking abilities.
• Ability to work collaboratively across departments.
• Problem-solving and decision-making skills.
• An ability to manage competing priorities across multiple projects, while meeting deadlines and producing quality deliverables.
Experience: 5-10 years of experience leading major change management initiatives, with technology change experience
Strong understanding of sales processes and methodologies
Excellent communication, presentation and training skills
Effective execution skills to ensure the successful delivery/implementation of the change management strategy
Demonstrated experience implementing change management initiatives and making an impact in cross-functional groups, through influence and change principles
Analytics and strategic thinking abilities
Ability to work collaboratively across departments
Problem-solving and decision-making skills
An ability to manage competing priorities across multiple projects, while meeting deadlines and producing quality deliverables
Responsibilities
The Change Management and Sales Enablement Lead will directly report to the SVP, Head of Banking Quality and Productivity
This role is pivotal in driving transformative change across multiple lines of business and focusing on enhancing sales processes and practices
The ideal candidate will possess a deep understanding of banking operations, change management, internal communication needs, business transformation initiatives, and Client Relationship Management (CRM) implementation/modernization
This leader will be responsible for leading change management efforts for CRM modernization, quality improvement initiatives, sales tools and training rollout, and driving adoption and consistency of common sales practices across the lines of business and footprint
Lead the change management efforts for the implementation of the enterprise scale Financial Services Cloud transformation across multiple lines of business, to include interfacing with selected implementation partners
Team with stakeholders across the bank to advance the adoption of the modernized CRM, features and capabilities that will enable bankers and associates across channels and functional areas of the organization
Define the change management needs and delivery process for key quality improvement and transformation initiatives within Regional Bank, including development of a consolidated project plan, managing risks and issues, providing executive reporting and dashboards and ongoing communication of project status to key stakeholders
Champions and supports communications, change management, and knowledge management / training across the program
Partners on the development and deployment of the communications strategy aligned to the change plan
Sales Practices Management and Oversight:
Responsible for leading and driving consistency in common sales processes, methodologies and tools to drive sales effectiveness and efficiency
Collaborate with line of business and local market sales leadership to develop and implement best practices, training programs and performance metrics
Ensures that the sales team is equipped with the necessary resources and skills to achieve sales targets and business objectives
Partner with risk leaders in identifying and managing conflicts of interest, monitoring and reporting sales practices risks (including sales campaign practices and eligibility tracking) and effectively managing customer complaints and allegations of misconduct
In partnership with risk leaders, responsible for ensuring bank’s sales practices comply with laws and regulations, emphasizing ethical and transparent practices
Job description
Location: On-site, Memphis, TN; New Orleans, LA; Raleigh, NC; Nashville, TN; or Miami, FL
Summary:
We are seeking a dynamic and experienced individual to join First Horizon as the Change Management and Sales Enablement Lead. The Change Management and Sales Enablement Lead will directly report to the SVP, Head of Banking Quality and Productivity. This role is pivotal in driving transformative change across multiple lines of business and focusing on enhancing sales processes and practices. The ideal candidate will possess a deep understanding of banking operations, change management, internal communication needs, business transformation initiatives, and Client Relationship Management (CRM) implementation/modernization. This leader will be responsible for leading change management efforts for CRM modernization, quality improvement initiatives, sales tools and training rollout, and driving adoption and consistency of common sales practices across the lines of business and footprint.
Key Responsibilities Include
Change Management Efforts:
• Lead the change management efforts for the implementation of the enterprise scale Financial Services Cloud transformation across multiple lines of business, to include interfacing with selected implementation partners.
• Team with stakeholders across the bank to advance the adoption of the modernized CRM, features and capabilities that will enable bankers and associates across channels and functional areas of the organization.
• Define the change management needs and delivery process for key quality improvement and transformation initiatives within Regional Bank, including development of a consolidated project plan, managing risks and issues, providing executive reporting and dashboards and ongoing communication of project status to key stakeholders.
• Champions and supports communications, change management, and knowledge management / training across the program.
• Partners on the development and deployment of the communications strategy aligned to the change plan.
Sales Practices Management and Oversight:
• Responsible for leading and driving consistency in common sales processes, methodologies and tools to drive sales effectiveness and efficiency.
• Collaborate with line of business and local market sales leadership to develop and implement best practices, training programs and performance metrics.
• Ensures that the sales team is equipped with the necessary resources and skills to achieve sales targets and business objectives.
• Partner with risk leaders in identifying and managing conflicts of interest, monitoring and reporting sales practices risks (including sales campaign practices and eligibility tracking) and effectively managing customer complaints and allegations of misconduct.
• In partnership with risk leaders, responsible for ensuring bank’s sales practices comply with laws and regulations, emphasizing ethical and transparent practices.
Education/Experience/Skill:
• Education: Bachelor’s degree in Business Administration or related field; MBA preferred, PMP considered an asset.
• Experience: 5-10 years of experience leading major change management initiatives, with technology change experience.
• Skills:
• Strong understanding of sales processes and methodologies.
• Excellent communication, presentation and training skills.
• Effective execution skills to ensure the successful delivery/implementation of the change management strategy.
• Demonstrated experience implementing change management initiatives and making an impact in cross-functional groups, through influence and change principles.
• Proficiency in sales tools and Salesforce CRM software a plus.
• Analytics and strategic thinking abilities.
• Ability to work collaboratively across departments.
• Problem-solving and decision-making skills.
• An ability to manage competing priorities across multiple projects, while meeting deadlines and producing quality deliverables.
💡 Quick Summary
Seeking a career-building opportunity? The Sales Performance and Change Management Lead position is now open for candidates interested in the Bank Jobs sector. This role in Miami offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
