Client and Product Strategy Manager

Job Title: Client and Product Strategy Manager

Location: Caribbean Region/Remote

Job Summary

The Manager, Client & Product Strategy Implementation designs, configures, and develops user and client solutions in various platforms, to deliver improvements and evaluates, implements, and sustains secondary system integrations. The incumbent supports and manages assigned Corporate & Investment Banking (CIB), International Corporate Banking initiated changes and is a primary point of contract for the assigned enterprise level projects and strategic developments.

The incumbent collaborates with and supports the Senior Manager, Change Management & Operations in collating, visualizing, analyzing and using data to perform trend analysis and uncover key insights and gain buy-in on recommendations for process improvements and product development. The Manager maintains and drives the adoption of methodology for the corporate platforms and provides tools, training and support, aligned to the corporate strategy.

Experience / Knowledge

• 5 years experience in the financial services industry
• Excellent knowledge of various platforms (including salesforce) and product capabilities, with proven experience identifying and resolving performance problems and data quality issues in Salesforce
• Experience in projects and change initiates in relation to enhancing of processes and procedures
• High level understand of how various products within the Salesforce ecosystem should be utilized
• At least 3 years proven experience solving problems using quantitative approaches.
• At least 3 years experience with large datasets
• Experience with advanced data visualization best practice and techniques
• Understanding of business requirements and transforming them into actionable solutions.
• Working knowledge of sales engagement platforms and document management platforms
• Proven experience with preparing presentations for consumption by senior leadership audiences, resulting in understanding and buy-in for recommendations made based on data

Required Qualifications

• BSc. / MSc / MBA in finance, economics, accounting, mathematics, data science or computer science
• Familiarity with Tableau, Alteryx and other tools used for analytics
• Salesforce certification would be an asset.

Main Accountabilities

Manages & maintains design, and implementation of assigned new initiatives to ensure that the projects are implemented within timeframes and budget and realization of business benefits, providing seamless delivery of change initiatives.

Designs & builds datasets to extract, transform, combine and structure data from the Data Analytics team using various tools and channels, and developing product frameworks while collaborating with key stakeholders, to provide end users with management information to garner business insights, drive strategic action plans, develop product strategy, identify and address gaps, deliver solutions to improve processes and meet business requirements.

Manages & maintains Salesforce and applications by troubleshooting inquiries and conducting root cause analysis, logging & tracking issues and assisting in triaging solutions to improve internal user experience and external client experience, driving market penetration in line with strategy and product development within the main Salesforce platform and bespoke applications to optimize license allocation and facilitate cost efficiencies.

Evaluates performance goals, product effectiveness and implements methodologies to achieve those objectives, using Salesforce and other workflow tools that supports the segments continuous improvement strategy and create a reliable product roadmap and boost market share, augmenting user support and user experiences.

Collaborates with cross functional teams on the integration of Salesforce solutions, establishing technical standards, best practices, and technical quality assurance, and identifying enhancements to build efficiencies within the system to ensure uptick and adoption of Corporate Banking processes.

Designs & delivers training and learning material ensuring that it is readily accessible to business users, acting as Salesforce champion, maintaining current knowledge of products and best practices in Corporate Banking and business process reengineering, to identify skills gaps and user deficiencies so as to promote understanding of end-to-end workflows, behavioral change, and correct / optimal system use, reduce issues and escalation and maintain a competitive advantage

Originally posted on Himalayas