CRM Performance Manager at CTBC Bank Corp USA | Los Angeles, CA | $90K/yr – $120K/yr

CTBC Bank Corp USA

CRM Performance Manager

Los Angeles, CA (On-site)

$90K/yr – $120K/yrSenior Level5+ years expFull time

Posted 4 weeks ago

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Job Summary

Own the CRM platform from roadmap to adoption and revenue impact, turning usage data into prioritized product ideas while coordinating with bank partners and tech teams.

CRM Product Ownership: manage roadmap, backlog, onboarding tools, dashboards, and user guides to improve adoption and revenue.
Operations and Sales Cadence: optimize planning, quotas, and sales programs while ensuring efficient sales flows and timely delivery.

Job Description

Own the end-to-end product lifecycle – roadmap >> launch >> iteration.
Drive the roadmap and backlog for CRM platform features (e.g. referral flows, lead creation, onboarding tools, dashboards).
Drive improvements in planning, reporting, quota, operational cadence and sales programs.
Audit and optimize sales flows with a focus on operational efficiency.
Facilitate user testing and feedback loops to validate and refine experiences.
Work with technology teams to ensure timely and high-quality delivery of features.
Establish and facilitate an ongoing training cadence to increase user adoption.
Craft clear and comprehensive user guides, procedures, and FAQs.
Translate usage data and research into actionable product ideas that drive platform adoption and revenue growth.
Collaborate with bank partners to develop sales goals and determine the best use of the CRM platform to accomplish those goals.

Experience with marketing automation platforms, customer engagement tools, referral systems and digital banking platforms (e.g. Microsoft Dynamics, Salesforce, ServiceNow, etc.). Exposure to data, cloud warehouses (e.g. Snowflake) and AI tools.
Champion UX/UI excellence by applying design thinking methodologies and journey mapping to deliver intuitive and impactful digital interactions.
Prepare and present updates, roadmaps and product performance reports to stakeholders and leadership.
Successfully complete all mandatory training on related Bank and BSA compliance as well as other laws and regulations as assigned in a timely manner.
Perform all assigned duties under Bank’s compliance programs and related laws & regulations.
Perform other duties as assigned.

Bachelor’s degree with 5-8 years of experience in product management, sales, analytics, CRM platforms (e.g. Microsoft Dynamics 365, Salesforce, ServiceNow, etc.) or related field.
Familiarity with retail and digital banking products or platforms is a strong advantage.
Experience with training frontline staff is a plus.
Working knowledge of banking regulations and data collection consent requirements.
Comfortable interpreting data and behaviors to make recommendations.
Strong collaboration and communication skills; experience working in cross-functional teams.
Problem solver mindset with a passion for delivering streamlined experiences through process improvement.
Storyteller who can effectively communicate with all levels of the organization.

Familiarity with retail and digital banking products or platforms is a strong advantage.
Experience with training frontline staff is a plus.
Exposure to data, cloud warehouses (e.g. Snowflake) and AI tools.

full benefits.

CTBC Bank Corp USA

CTBC Bank Corp. (USA) ("CTBC Bank"), formerly Chinatrust Bank (U.S.A), is a wholly owned subsidiary of CTBC Bank Co. Ltd., one of the largest consumer and commercial bank in Taiwan. CTBC Bank started its services in New York in 1989. Today, CTBC Bank has grown into a coast-to-coast bank with 20 branches in California, New York, and New Jersey.As part of CTBC Bank Co. Ltd., CTBC Bank takes great advantage of its extensive network in the Pacific Rim. CTBC Bank Co. Ltd. has more than 200 offices throughout the U.S., Taiwan, the UK, Canada, Japan, Hong Kong, the Philippines, Indonesia, Vietnam, India, Thailand, Singapore and China.At CTBC Bank, we take pride to have a team of talented and knowledgeable banking professionals who works hard towards a common goal. Our philosophy of "We Are Family" cultivates a strong and close relationship connecting all the dedicated employees of CTBC Bank. CTBC Bank offers an excellent benefits program to full-time employees, including medical/dental/vision/life insurance, paid holidays/vacation days/sick days, matched 401(k) retirement plan, employee banking service and more. Check out our job postings on LinkedIn. To apply, visit our "Careers" page at www.ctbcbankusa.com.

Founded in 1989

Los Angeles, California, USA

650 employees (18 in marketing)

www.ctbcbankusa.com